Setting Up Menus in Toast for Successful Sync with Bite

Overview

This article outlines the necessary steps for customers to configure their menu data in Toast so that it syncs successfully from the Toast API to Bite. It also covers important aspects regarding menu availability for online orders, as well as what it means if items are marked as "Archived" in Bite.

Steps for Configuring Menus in Toast:

Correct Menu Setup in Toast

For a menu in Toast to sync correctly with Bite, it’s crucial that the menu is set to be available for Online Orders. Only menus that are enabled for online orders will sync and appear in Bite.

Include Menu Sections

Ensure that all menu sections, such as categories and subcategories, are properly configured and enabled in Toast. This is essential because Bite needs these sections to properly sync and display the menus in the kiosk or app.

Items Marked as "Archived"

If an item is marked as "Archived" in Bite, it means that the item is no longer available for display or ordering. Archived items will not sync or appear in the kiosk menu, even if they still exist in the Toast system. This could happen when items are disabled or deleted in Toast.

Sync Methods:

There are two different methods for syncing Toast menus with Bite, and it's important to understand how each option impacts the automatic syncing of new sections or items:

Synchronization of Sections and Items:

1. Section Synchronization:

   • When section syncing is enabled, new sections created in Toast must be manually added to the Bite kiosk menu. However, if a new item is added to a section that is already on the kiosk menu, it will automatically show up without manual intervention in Bite.
     
     

2. Menu Name Synchronization:

   • Bite synchronizes based on the menu name in Toast. It's important that new sections or items are properly added to those menus. If a new menu needs to be synced, this should be communicated to facilitate the addition.
     
     

3. Availability for Online Ordering and Kiosks:

   • Menus must be enabled for Online Ordering in Toast to sync through Toast's Ordering API. Additionally, Bite now supports specific availability for "Kiosks". 
      

4. Manual Addition of New Sections:

   • While Bite can automatically sync new items within existing sections, any new sections must always be added manually to the Bite menu.

Impact of Syncing Options on the Kiosk Menu:

• With section syncing: Any changes or additions made in Toast (new sections or items) will be automatically reflected in the Bite menu.
• Without section syncing: Manual updates will be required in Bite for any new sections or items added in Toast, so they can be available on the kiosk menu.

Conclusion

To ensure successful menu syncing between Toast and Bite, it is crucial that:

• The menu is enabled for Online Orders in Toast.
• All sections and items are correctly configured.
• The syncing method is understood and configured according to how you want new sections and items to appear on the kiosk.