Kitchen
How do I create portion sizes and where do they show up?
1. Go to **Settings > Kitchen Settings > Portion Sizes** (Portions module). The page has a tab per portion type - *Meal...
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How do I create product categories for extras and products?
Open **/admin/productcategories** (also reachable from the Products Dashboard *Create New > Category*) and click **Add new**. Fields: **Name** (required; first letter is...
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How do I define which containers go into a bag type?
On the bag type form, the **Containers** panel lists what is packed in this bag. Pick a container from *Select container...*, enter...
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How do I delete a menu group?
Two places, with different safeguards: - On the **Menu Groups** table, click the **trash** button in the row and confirm "Are you...
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How do I delete a navigation link?
Click the **trash** icon on the link's row. The **Delete menu item** dialog names the item and warns the action cannot be...
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How do I delete a whole preset menu?
On **Kitchen > Preset Menus** click the **trash** icon in the row's Actions column. The preset and its meal list are deleted...
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Settings & Configuration
How do I cross-sell extras on the cart page?
Two settings on **Order: Extras** control it (both default **No**): - **Extras: Show on the Cart Preview Page** - **Yes** adds an...
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How do I customise packing slips?
**Tab:** Business > Labels. Three checklist rows — **Packing Slip Deliveries**, **Packing Slip Bags** and **Packing Slip Pickup** — with the same...
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Delivery
Catering & Proposals
How do I deactivate or delete a template?
Open the template from the Templates list. To hide it from the **Choose A template** panel without losing it, switch off **Is...
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How do I delete a labor or equipment item, and what happens to proposals using it?
Open the item and click **DELETE**, then confirm **Are you sure you want to delete this expense?**. The item is removed immediately...
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How do I delete a proposal, and what is removed?
Open the proposal and click the **Delete** (trash) icon in the toolbar, then confirm *"Are you sure you want to delete this...
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Marketing
How do I delete a flow, and what happens to its emails?
Open the flow, click **Settings**, then **Delete flow** and confirm *Are you sure?*. The flow must be **Off**; otherwise you get *Flow...
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How do I delete a template?
Open **Templates**, click the template's ID to edit it, and click **Delete** in the header. A **Delete Template** confirmation explains "This action...
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Website
Subscriptions
How do I delete a Plan Group, and can I delete several at once?
- **Single group:** open it and click the red **Delete** button in the header; confirm *"Are you sure you want to delete...
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How do I delete a price row, and what happens to customers subscribed to it?
Click the trash icon at the end of the row and confirm *"Are you sure you want to delete this item?"*. The...
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Hr Tools
How do I delete a shift, and why do I get "You cannot delete this shift since the employee already Clocked-in"?
Click the shift, then click **Remove Shift** in the Edit Shift window. A shift can only be removed while nobody has clocked...
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How do I delete a timecard?
Open the employee's timesheet detail page, click **Edit** on the timecard row and then **Delete Timecard** at the bottom of the window....
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