Opening a cafe is a busy time - collectively we have opened more than a few in our time. One of the things you don't need to worry about is how you are going to upload your coffee menu to Kounta.
Taking a hot drink order can be a combination of super-fast orders and veeery complicated requests or variations and options. You'll need a menu that can handle the very best (& worst) that you'll face as a barista. So we decided to put together a best practice guide breaking down the steps to create a killer hot drinks menu with Kounta.
This setup should take around half an hour to complete and will arm you with tools to improve other product categories within Kounta as well.
What's in this guide?
Decide on your Menu
Coffee menus are as diverse as cafes themselves. We have split this guide into two parts so you have the option to build a detailed cafe menu or, a lightweight speed machine - we can help with both. But there are pros and cons to both and it comes down to finding that balance between Speed and Detail.
Detailed Cafe Menu
When you choose the detailed cafe menu you will see the following benefits;
- Always accurate orders for customers - down to every last modification request
- Accurate inventory recipes & deductions
- Granular reporting
- Variants on the size, and take away vs dine in
Naturally, with this detail, it adds seconds to your order taking process and more buttons on the screen.
Speed Cafe Menu
When you choose the speed cafe menu you will see the following benefits;
- Always faster with fewer buttons to press
- Easier to see what you need - there are fewer buttons on the screen
- Difficult to get wrong as a staff member
- Writing orders directly onto the coffee lid is great if you are going paper-free and are yet to jump on the Bump Screen revolution.
Naturally, with this level of speed, you lose details for inventory, and you spend time writing coffee orders on lids.
The menu building process will follow this basic flow;
- Add (or Import) basic products
- Create variants for sizes of coffee or tea blends
- Create sets of options for the modifiers (eg milk type or strength etc)
- Assign these options sets to products & variants
- Arrange your products on the POS and test your workflow
Add (or Import) your menu basics
First things first, we'll need to add our products. We will be walking through the steps to add the Detail Cafe Menu for this process.
The fundamentals for all cafe drinks are fairly standard, so we included these as some easy to import files below. However, you can also add these yourself if you'd prefer.
Tax Inclusive (IncTax) pricing is the standard for Australia, New Zealand, UK etc
Tax Exclusive (ExTax) pricing is the standard for the USA, so you'll want the below template
The drinks included in this import are shown below;
Create your variants
After you've added your products, it's time to create your variants.
If you have not yet read through our guide on creating variants, then I recommend giving that a read first, however, we have also included the basic steps below.
Each coffee that you uploaded will now need the variants added.
1. Each variant will be created from the attributes you assign to it. In the images below we have included one for coffee size (eg Regular or Large), and one for Dine In or Take Away so that you and your baristas have a quick view on what they need to make in as few button presses as possible.
You can also just include the size at this step if you'd prefer.
2. Save these attributes by selecting Save Template.
3. Select Add New Variant
4. Enter the variants under the corresponding attribute. The values you enter in the field for the price and for each attribute will make a new product. Simply select Add Variant to save.
5. If you use the above attributes then each drink (except for tea) should look like the below;
Coffee - Small, TA
Coffee - Large, TA
Coffee - Small, DI
Coffee - Large, DI
For teas we can instead add an attribute of tea blend and then add our blends in as the values as seen below;
Tea - Assam
Tea - Chai (Leaf)
Tea - Chamomile
Tea - Earl Grey
Tea - English Breakfast
Tea - Green Tea & Jasmine
Tea - Lemongrass & Ginger
Tea - Peppermint
Tea - Rooibos
Tea - Sencha
Create your options & modifiers
Next, we can add our modifiers into option sets.
Option Sets & modifiers will group into alphabetical order by default, so to save time we name our option sets with a number showing the order we want to show these in.
Option Set name
1 Milk Options
5 Syrup / Other
x Milk on Side x
x No Milk x
1/2 x Sugar
1 x Sugar
2 x Sugar
3 x Sugar
1/2 x Sweetener
1 x Sweetener
2 x Sweetener
3 x Sweetener
x No Sugar x
(Here you can add in all the other options you think might be requests from your customer base)
Then we simply need to assign these to all of our cafe drinks.
We have turned Auto-Prompt on POS to No so that we can still add these modifiers to our drinks from the product edit screen when placing an order, but not having to worry about all these options for the majority of customers who want a "normal" coffee.
For the modifiers we use very frequently, we can simply add those as On-Screen Modifiers by adding them to the same category as the cafe drinks to make them visible on the POS.
Arrange your products on the POS and test your menu
The final step is to go to the POS and arrange the products to fit your workflow.
You will find all the hidden option sets only buttons away by clicking on the product in the order summary on the right, then Options along the top of the edit screen.
You should now have a beautiful and functional coffee menu.
We built this menu with guidance from input from several cafe guru's and are always looking for ways to improve - so if you have any feedback, we'd love to hear it!