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How to Setup a Toast-Managed Menu for Online Ordering

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Sherry
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Manage your TapMango online ordering menu in Toast so changes there sync to your TapMango catalog.

Key Benefits

Efficiency. You update the menu in Toast instead of maintaining the same menu in Toast and TapMango.

Accuracy. Online and in-store menus stay in sync, which reduces customer confusion and ordering mistakes.

Real-time updates. Menu updates made in Toast are reflected in your TapMango catalog.

Marking an item or modifier sold out in Toast is not part of a POS-managed menu. Automating Stock Updates in Toast - Items and Modifiers covers that. Contact Support if sold-out updates are not reaching TapMango.

Daily Use Cases

Automatic menu sync covers these everyday Toast tasks:

  • After you add a new item to your Toast menu, the item appears on the TapMango online ordering menu.
  • After you update the price of an existing item in Toast, the price updates on the TapMango online ordering menu.
  • After you remove a menu item in Toast, the item is removed from the TapMango online ordering menu.

Setup Process

These steps are for existing TapMango merchants who already have a Toast integration. Setting up your Toast Integration covers that connection. If you are new, your Feature Implementation Specialist sets this up during account onboarding.

Use a separate location group for each location. Sharing one location group across integrations causes sync problems.

1. Notify TapMango Support

Existing Toast integration users must contact TapMango Support or their Account Manager first so the required integration settings can be adjusted.

2. Create Your POS-Managed Menu

A new POS-managed menu must be created for your account.

TapMango Support or your Feature Implementation Specialist can do this. Allow a few business days. When it goes live, your previous TapMango menus are disabled so the changeover stays clean.

If you set up the POS-managed menu yourself:

1Step 1From Portal, open Orders → Catalog and select the Location Group.
2Step 2Click + CREATE CATALOG.
3Step 3In the pop-up, select POS Managed Menu under Select Catalog Menu Source. Select the Toast integration and the Toast menu, name the catalog, then click Create.
4Step 4To the right of the new menu, click Update Hours. You land on the Edit Catalog page.
5Step 5On the Edit Catalog page, set Catalog Name (the customer-visible name), POS Menu (the Toast menu this catalog uses), Enabled (check this only when the menu should go live), Allow Multiple Modifier Quantity for Catalog (this must be checked for a POS-managed menu; the catalog setting is the one that applies), and Catalog Availability Time Frames.
6Step 6Click + ADD TIME FRAME and set the daily ordering hours. TapMango does not pull these hours from the Toast menu. Without a time frame, the catalog is not visible to customers.
7Step 7Click Submit. You return to your new catalog.

If the POS-managed catalog does not look right after you submit or refresh, for example the catalog name is missing, return to All Catalogs and refresh that page.

Troubleshooting

Toast Modifier Group isn't Appearing in the TapMango CatalogLog in to your Toast portal and open your menu settings. Confirm the modifier group is also visible to TapMango.
Parent Menu or Group Isn't Visible to the ChannelChildren inherit visibility. Open the parent menu or group in Toast and confirm the channel is selected on the parent.
What to Do If Toast Menu Visibility Updates Aren't Reflecting in TapMangoLog in to your Toast portal and open your menu. Confirm you selected Save and then Publish all changes. Visibility does not take effect until the changes are published.

How to Manage your Menu Visibility Settings is Toast's guide. Setting Up Toast Visibility For Online Ordering covers the TapMango side.

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