Perform a Menu Sync for External POS Systems

This guide explains how to run a Menu Sync in the SoftPoint Dashboard after making menu changes on an external point‑of‑sale (POS) system such as Aloha, Micros, Squirrel, and similar platforms.

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When to Use Menu Sync

Run a Menu Sync any time you make a menu change directly in your POS, including updates to:

• Categories
• Items
• Modifiers
• Price levels

This ensures the SoftPoint Dashboard reflects your most recent POS data.

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How to Perform a Menu Sync

1. Log in to the SoftPoint Dashboard.
2. In the left‑hand navigation menu, go to:
   Setup → Menus → Layout
3. In the upper‑right corner of the Layout page, click the blue “Menu Sync” button.
4. The system will begin syncing your POS data.
   • Sync time will vary depending on how large your menu is.
   • Do not navigate away from the page until the sync completes.
5. Once finished, a Sync Success message will appear.
   • This message will list any detected changes, such as updated categories, modifiers, or pricing.
6. Review the information, then click OK.
7. Your menu is now successfully synced.

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Notes

• This process assumes you have already completed your menu updates in the external POS system before initiating the sync.
• If you do not see expected changes, ensure your POS updated correctly, then run the sync again.