---
title: Create or Edit Menu Items
description: A Step-By-Step Guide to creating or editing a menu item and publishing it to the POS
---

[Skip to content](https://support.getunion.com/knowledge/creating-menu-items#main-content)

English

Show submenu for translations

[Still need help?](https://support.getunion.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://support.getunion.com/getting-started?hsLang=en)

![union app icon.png\]](https://support.getunion.com/hs-fs/hubfs/union%20app%20icon.png?height=40&name=union%20app%20icon.png)

- [Default HubSpot Blog](https://9012127.hs-sites.com/blog)

Open main navigation

Close main navigation

- [Default HubSpot Blog](https://9012127.hs-sites.com/blog)
- English
  
  Show submenu for translations
- [Still need help?](https://support.getunion.com/knowledge/kb-tickets/new)
- [Customer portal](https://support.getunion.com/getting-started)

 Always ready to support you

- There are no suggestions because the search field is empty.

1. [Union Support](https://support.getunion.com/knowledge?hsLang=en)
2. [Portal](https://support.getunion.com/knowledge/portal?hsLang=en)
3. [Menu](https://support.getunion.com/knowledge/portal?hsLang=en#menu)

# Create or Edit Menu Items

## Follow these steps to create or edit an individual Menu Item, for display on Union POS terminals.

**IMPORTANT**

- Menu Items must be saved **and published** in order to appear on Union POS terminals.
- Menu Items can only be created and edited in the Manager Portal by an employee given the "Edit Items and Screens" permission.
- A modifier (xyz) can only be added to a Menu Item through a Modifier Group.
- Consider reviewing our Learning Videos, covering: 
    - [How to Add a New Item](https://fast.wistia.net/embed/channel/dlj04sut3h/?wchannelid=dlj04sut3h&wmediaid=df5a24fpv7)
    - [Optimising Menu Items for Union Mobile](https://fast.wistia.net/embed/channel/dlj04sut3h/?wchannelid=dlj04sut3h&wmediaid=0qlt20iho1)
    - [How to Create a Modifier](https://fast.wistia.net/embed/channel/dlj04sut3h/?wchannelid=dlj04sut3h&wmediaid=wl09i46ez8)
    - [How to Create a Modifier Group](https://fast.wistia.net/embed/channel/dlj04sut3h/?wchannelid=dlj04sut3h&wmediaid=z2xv4ju3rx)

#### **Create a New Menu Item**

1. Log in to the Manager Portal.
2. Select the hamburger menu (three lines) on the upper-left.
3. Select "Inventory".
4. On the Inventory screen, click the "Add New" button to expand its dropdown menu.
5. From the dropdown menu, select the type of Menu Item to add.  
   ***\> Note:** The options in this dropdown decide the Menu Item template that displays on the next screen. They are **NOT** Sales Categories.*
6. Fill in and select the Menu Item options in the Add New screen. 
     - **Display Name**: The name that will appear on the Union POS and Mobile app screens
     - **Kitchen Name**: The name that will appear on the Kitchen/Bar Tickets
     - **Inventory ID**: A number or code created by the venue, used for inventory tracking
     - **Modifier (Checkbox)**: Checked if this Menu Item is also used as a modifier
     - **Description**: A description of the item and/or its ingredients
     - **Sales Sub Category**: Adds a subcategory to the Menu Item  
       ***\> Note:** This subcategory will determine the tax rules applied.*
     - **Enable Special Instruction Box for Union Mobile**: Toggle on the Modifier Group to allow customers to type in special notes and instructions for that item when ordering through the Mobile app
     - **Size**: A size to apply for inventory tracking and/or size-based pricing  
       ***Example**: A Titos Vodka Menu Item could have a Single size of 1.5oz with a price of $5 and a Double size of 3oz for $10.*
     - **Add Item Stations**: The area of the restaurant where the tickets related to the Menu Item will print, such as a Kitchen Station or Bar Station
     - **Modifiers +Add New**: Add modifier groups to the Menu Item
     - **Recipes**: Add a recipe to a Menu Item for employee reference
     - **Screens**: Select a Menu Screen for each Terminal size and type for the item to appear on

1. Select the blue "Save" button when complete.
2. Navigate back to the "Inventory" screen from the hamburger menu.
3. Select the "Publish Changes to POS" button.
4. Confirm the changes are live on a POS terminal.  
   ***\> Note:** If changes do not appear on the POS terminal, close the Union POS app and reopen it to refresh its settings. Repeat for any other terminals, if immediately necessary.*

#### **Edit a Menu Item**

1. Log in to the Manager Portal.
2. Select the hamburger menu (three lines) on the upper-left.
3. Select "Inventory".
4. Select "Item Management".
5. On the Item Management screen, enter the Menu Item name in the search box on the upper-right.
6. Select the blue pencil icon next to the resulting Menu Item.
7. Change the Menu Item options as necessary.
8. Select the "Save" button when complete.
9. Select the "Publish Changes to POS" button.
10. Confirm the changes are live on a POS terminal.  
    ***\> Note:** If changes do not appear on the POS terminal, close the Union POS app and reopen it to refresh its settings. Repeat for any other terminals, if immediately necessary.*

 

- [Portal](https://support.getunion.com/knowledge/portal?hsLang=en#main-content)

    - [Menu](https://support.getunion.com/knowledge/portal?hsLang=en#menu)
    - [Reports](https://support.getunion.com/knowledge/portal?hsLang=en#reports)
    - [Permissions](https://support.getunion.com/knowledge/portal?hsLang=en#permissions)
- [Hardware](https://support.getunion.com/knowledge/hardware?hsLang=en#main-content)

    - [Printer](https://support.getunion.com/knowledge/hardware?hsLang=en#printer)
    - [Terminal](https://support.getunion.com/knowledge/hardware?hsLang=en#terminal)
    - [Card Readers](https://support.getunion.com/knowledge/hardware?hsLang=en#card-readers)
    - [Hardware Process](https://support.getunion.com/knowledge/hardware?hsLang=en#hardware-process)
    - [Network](https://support.getunion.com/knowledge/hardware?hsLang=en#network)
- [POS](https://support.getunion.com/knowledge/pos?hsLang=en#main-content)

    - [Offline Mode](https://support.getunion.com/knowledge/pos?hsLang=en#offline-mode)
    - [Permissions](https://support.getunion.com/knowledge/pos?hsLang=en#permissions)
    - [Tab Management](https://support.getunion.com/knowledge/pos?hsLang=en#tab-management)
    - [Process](https://support.getunion.com/knowledge/pos?hsLang=en#process)
- [Integration](https://support.getunion.com/knowledge/integration?hsLang=en#main-content)

    - [Partners](https://support.getunion.com/knowledge/integration?hsLang=en#partners)
- [Network](https://support.getunion.com/knowledge/network?hsLang=en)
- [Process](https://support.getunion.com/knowledge/process?hsLang=en#main-content)

    - [Processing](https://support.getunion.com/knowledge/process?hsLang=en#processing)
- [Support](https://support.getunion.com/knowledge/support?hsLang=en#main-content)

    - [Menu](https://support.getunion.com/knowledge/support?hsLang=en#menu)
    - [POS](https://support.getunion.com/knowledge/support?hsLang=en#pos)
    - [Processing](https://support.getunion.com/knowledge/support?hsLang=en#processing)
    - [Reports/Reporting](https://support.getunion.com/knowledge/support?hsLang=en#reports-reporting)
- [parts.getunion.com](https://support.getunion.com/knowledge/parts-getunion-com?hsLang=en)
- [Payment Processing](https://support.getunion.com/knowledge/payment-processing?hsLang=en)

- [Default HubSpot Blog](https://9012127.hs-sites.com/blog)

[![Chill listening crop-3](https://support.getunion.com/hs-fs/hubfs/Union%20Logo.png?width=72&height=24&name=Union%20Logo.png "Chill listening crop-3")](https://getunion.com/)

<https://www.facebook.com/Tabbedout> <https://www.instagram.com/tabbedout/>

Copyright © 2026, Union