This section details the process of adding new items to the system and editing existing ones.

Accessing Adding Items

1. Sign in to the system with your credentials.
2. Navigate to the "Menu" section and select “Items List”.

Adding New Items

1. Navigate to Items Listing: Go to the "Menus" section and select "Items Listing."
2. Click "+ CREATE": Click the "+ CREATE" button located at the top of the "Items Listing" page.
3. "Add Items" Modal: The "Add Items" modal will appear, allowing you to enter the item's details.

"Add Items" Modal Tabs:

• Basic:

  • Item ID: A unique identifier for the item (auto-generated).
  • Name: Enter the name of the item (e.g., "Cheeseburger," "Coffee").
  • Description: Enter a brief description of the item.
  • Default Course Number: Enter the default course number for the item.
  • Barcode: Enter the barcode of the item. A lock icon is present to prevent accidental edits; unlock, change, and relock to save changes.
  • Disable: Toggle the switch to disable the item.
  • Stock Count: Toggle the switch to enable or disable stock count tracking for the item.
  • SKU: The stock-keeping unit (SKU) is auto-generated. A lock icon is present to prevent accidental edits; unlock, change, and relock to save changes.
  • Color: Select a color for the item.
    • Edit Icon: Allows editing the selected color.
    • Delete Icon: Allows deleting the selected color.
  • Image: Upload an image of the item.
    • UPLOAD Button: Allows uploading an image.
  • Main Item Group: Select the main category for the item from the dropdown menu (e.g., "Food," "Drinks"). This is a required field. If not selected, a toast popup will appear, and the item will not save.
  • Sub Item Group: Select the subcategory for the item from the dropdown menu (e.g., "Burgers," "Hot Beverages").
  • CREATE Button: Click the "CREATE" button to save the new item.

  

• Pricing:

  • Price Type: Select the type of pricing from the dropdown menu:

    • Standard: A fixed price (e.g., R5.00).
    • Weight: Price calculated based on weight (price per KG).
    • Custom Positive Price: Price entered as a positive value on the POS.
    • Custom Negative Price: Price entered as a negative value on the POS.

  • Price: Enter the default price of the item.

  • Cost Price: Enter the cost price of the item.

  • Units: (Only visible if "Price Type" is "Weight") Select the unit of measurement (e.g., KG).

  • Price by flag: Allows setting different prices for the item based on specific flags selected on the POS:

    • If the price is set to 0, then the price used when that flag is active will be 0.
    • Leave the field empty to use the default price.
    • Flag-Specific Prices: Input fields for setting prices for various flags (e.g., Sit Down, Takeaway, etc.).
    • Location Price: Button to set a location specific price.

    

• Options:

  • + ADD OPTION: Allows adding new or existing options to the item:
    • Create new location option group: Creates a new option group specific to the location.
    • Select from existing: Opens the "Select option group" modal to choose from existing option groups.
    • Cancel: Cancels the action.
  • COPY ALL: Copies all options from another item (if available).
  • PASTE ALL: Pastes all copied options to the current item.

• Option Group Details (After Selection):

  • Type: Selects the type of option group:
    • Single choice: Allows selecting only one option.
    • Multiple choice: Allows selecting multiple options. If selected, "Minimum" and "Maximum" fields will appear.
  • Business option/Location option: Indicates whether the option group is business-wide or location-specific.
  • Required: Makes the option group mandatory on the POS.
  • Title: Sets the title of the option group.
  • Quantity per option: Adds a quantity indicator on the POS, allowing users to increase or decrease quantities. Works well with the "Maximum" field in "Multiple choice."
  • Modifiers: Lists the modifiers within the selected option group:
    • Name: The name of the modifier.
    • Link Item for Price: Indicates if the modifier is linked to another item and its price.
    • Delete Icon: Deletes the modifier.
  • + ADD MODIFIER: Adds a new modifier to the option group.
  • COPY OPTIONS: Copies the selected option group.
  • PASTE: Pastes the copied option group.
  • SAVE OPTION: Saves the changes made to the option group.

  

• Printing:

  • Preparation Centers:

    • Allows you to select which preparation centers the item will be sent to.
      • Preparation Order: Lowers numbers are printed first for preparation. Leave empty to use default.

    

Important Notes

• Business Items vs. Local Items: Remember that "Business Items" are shared across linked businesses, while "Local Items" are specific to the current business. Changes to a "Business Item" will affect all linked businesses.
• Required Fields: Pay attention to any required fields (often indicated by an asterisk *).
• Item Options: Explore the "Item Options" section to add more detailed information and customization to your items.
• Locks: The lock icons on the "Barcode" and "SKU" fields are designed to prevent accidental edits. Unlock, make your changes, and then relock to save them.
• Price Types: Understanding the different price types is crucial for accurate pricing.