The Item Groups page allows you to manage groups of items, which can be used for various purposes such as categorization, reporting, and applying discounts or modifiers to multiple items simultaneously.

Accessing the Item Groups Page

1. Sign in to the system with your credentials.
2. Navigate to the "Menus" section and select "Item Groups".

Understanding the Item Groups Page

• Header:
  • Manage Item Groups: The title of the page.
  • "Create & manage item groups." Description of the page.
  • Search Groups: Option to search the diffrent item groups.
  • All - Main - Subsidiary: Diffrent catogaries to view.
  • Hide disabled: When one you can not see the inactive groups , when off you are able to see item groups active and inactive.
  • Most active: The groups that are used the most.
  • + CREATE: Add a new group.

• Business Item Groups Section:

  • Displays a list of item groups that are shared across all linked businesses.
  • Columns:
    • Name: The name of the item group.
    • Type: Where you select if the group is a Main or Secondary group.
      • Main groups affect your items with Tax rates.
    • Tax Rate: The tax rate applied to items in the group.
    • Active: Indicates whether the item group is currently active (Tick).
  • Search Bar (Top Right): Allows you to search for item groups by name.
  • Pagination: Shows the number of item groups per page and allows you to navigate through multiple pages.

• Location Item Groups Section:

  • Displays a list of item groups that are specific to the current location.

  • Columns: (Same as Business Item Groups)

    • Name: The name of the item group.
    • Type: The type of item group.
    • Tax Rate: The Tax Rate applied to items in the group.
    • Active: Indicates whether the item group is currently active (Tick).

  • Pagination: Shows the number of item groups per page and allows you to navigate through multiple pages.

    

• Creating a New Item Group

  • Click "+ CREATE": Click the "+ CREATE" button to open the "Create Item Group" modal.
    • Give your group a recognisable name.
    • Choose between Main or Secondary type.
    • If you have selected Main, input a Tax Rate if needed (blank will be defaulted to 0%).

  

Editing an Item Group

• Locate the Item Group: Find the item group you want to edit in either the "Business Item Groups" or "Location Item Groups" section.

• Click Profile Line: Click anywhere on the line of the selected item group. This opens the "Edit Item Group" modal.

  • Edit Item Group Modal
    • UID: A unique identifier for the item group (auto-generated) and non-editable
    • Edit your group with a recognisable name.
    • Choose between Main or Secondary type.
    • If you have selected Main, input a Tax Rate if needed (blank will be defaulted to 0%).
    • Press Save.

  

Tax Rate Options:

• Non-EU Customers (e.g., South Africa):
  • Tax Rate: A single tax rate applied to all items in the group.
• EU Customers:
  • Tax Rate: A single tax rate applied to all items in the group.
  • Assign unique Tax Rate to individual Flags: Allows setting different tax rates for items in the group based on specific flags.
    • Flag-Specific Tax Rates: Input fields for setting tax rates for various flags (e.g., PopUp Events, Catering Services, etc.).
• Disabled: Check this box to disable the item group.
• CLOSE: Closes the modal without saving changes.
• SAVE: Saves the changes made to the item group.