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How do I create a new form?

1. **Website > Lead Forms > Form Builder** → **+ Add New Form** (`/admin/leadforms/0`). 2. Enter a **Name** (must be unique —...

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How do I create a new page?

1. Go to **Website > Pages** and click **+ Add New** (`/admin/pages/0`). 2. Enter a **Title**. The **URL Slug** is filled in...

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How do I create a new ingredient?

1. Go to **Ordering > Kitchen > Ingredients** and click **Add new** (choose **from scratch** if you see a dropdown). 2. Enter...

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How do I create a new meal recipe step by step?

1. Go to **Ordering > Kitchen > Meal Recipes** and click **Add new meal**. 2. Upload a main image (click the image...

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How do I create a new menu group?

1. On **Marketing > Menu Builder** click **+ New Menu Group**. 2. In the **Add New Menu Group** dialog enter a **Title**...

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How do I create a preset menu?

1. Go to **Kitchen > Preset Menus** and click **Add New**. 2. In the **New Preset Menu** dialog type a **Name** (required...

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How do I create a product?

1. Go to **Ordering > Retail > Products** and click **Add new Products** (or *Create New > Product* on the Products Dashboard)....

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How do I create a sub-recipe and add ingredients to it?

1. Go to **Ordering > Kitchen > Sub-Recipes** and click **Add new**. 2. Fill in **Display Name**, **Category**, optional **Sub-Recipe Group** and...

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How do I create a new Labor or Equipment item?

1. Go to **Labor & Equipment** and click to add a new item. 2. Upload a photo (optional). 3. Choose the **Category**:...

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How do I create a new proposal from scratch?

1. Go to **Catering > Events** and click **Add New From Scratch**. If both proposal types are allowed you'll be asked *"What...

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How do I create a new proposal layout template?

1. Go to **Catering > Proposals View Builder** and click **New Template**. The editor opens with the status **New Template**. 2. Drag...

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How do I create a proposal from a saved template?

On **Catering > Events** click **Add New From Template**. The **Choose A template** panel lists your active proposal templates with their meals,...

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How do I create a proposal template?

1. Go to **Catering > Proposal Settings > Templates** and click **Create New Template**. 2. Fill in **Template's Name** (required) and **Template's...

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How do I create a new POS Device?

1. Go to **Admin > POS > POS Devices** and click **Add new**. 2. Enter a **Device Name**. 3. Choose the **Associated...

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How do I create a new Retail Location?

1. Go to **Retail > Retail Locations** and click **+ Add new** (the button shows how many locations you have left, e.g....

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How do I create a new role and choose what it can access?

1. On **Users Roles**, click **Add new**. 2. Enter a **Name** for the role. 3. Work through the permission groups (Admin, Users,...

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How do I create a new subscription plan?

1. Go to **Weekly Subscription** (`/admin/plans`) and click **Add new**. If *Order: Subscription > Meal Plan: Portion Size per Category* is on,...

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How do I create a Plan Group?

1. Go to **Weekly Subscription Groups** (`/admin/plansgroups`) and click **Add new** (the **How to Create a Subscription Group** button plays a video)....

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How do I create a shipping label for an order with Shippo?

With the Shippo module, orders that were quoted a shipping rate show a **Shipping Info** card in the delivery section (carrier and...

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How do I create a supplier

With Sprwt you can track suppliers for purchasing your ingredients to make your shopping lists more precise and organized. To get started...

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