Opening a Menu Category in the Touch Admin Software

• About Menu Categories in the Touch Admin Software
• Opening a Menu Category in the Touch Admin Software
• Applying a GL Account to a Menu Category
• Applying a Billing Code to a Category

About Menu Categories in the Touch Admin Software

Menu categories are ported over to the Touch Admin software from the Core system. You can view the menu categories and open a menu category to edit its POS-related settings. 

Opening a Menu Category in the Touch Admin Software

To open a menu category in the Touch Admin software, complete the following steps:

1. From Touch Admin, click POS Settings > Categories. The Item Categories screen appears.
2. For a menu category, you can locate it from any meal period tab it is assigned to (Breakfast, Lunch, Dinner). 
   
   
   
   
3. For the category you want to edit, click its Edit button. The Edit Category screen appears.
   
   
   
   
4. Make your changes as needed. 
5. Click the Update Category button to apply the changes.

Applying a GL Account to a Menu Category

To apply a GL account to a menu category, complete the following steps:

1. Open the menu category.
2. From the GL Account Override field, select the GL account.
3. Click Update to apply your changes. 

Note the following:

• GL accounts are set up by MealSuite staff. If you are MealSuite staff, see the following internal article: Setting Up External Account System Parameters in the POS > General Ledger (GL) Accounts.
• An individual POS product can be assigned a GL account that will override the GL account set for that product's assigned category. 

Applying a Billing Code to a Category

To apply a billing code to a menu category or a non-menu category, complete the following steps:

1. Open the menu category.
2. From the Billing Code field, select the billing code.
3. Click Update to apply your changes. 

Note the following:

• Billing codes are set up by MealSuite staff. If you are MealSuite staff, see the following internal article: Setting Up External Account System Parameters in the POS > Billing Codes.
• Billing codes are mostly used for tracking bill-to-room charges and as such are included in a POS Bill to Room Export interface.
• An individual POS product can be assigned a billing code that will override the billing code set for that product's assigned category.