Before you begin making sales, you will insert your menu items into the software so that the item names will be recognized. Once you have opened the inventory item set up, you will see that the inventory items can be organized into groups, but also into categories.
The items themselves will be separated into an “Item Group”, these groups can be separated the way you choose, such as sections in your menu (Sandwiches, Salads, etc). The “Item Group” will then be separated into “Item Category” “Item Category” should be the broadest separation, such as Food, Beverages, and/or Alcoholic Beverages.
To begin, you will add the item categories. You will add a new category by clicking “Add New”. You will enter the name of the category, the description of the category, and you can also enter which order the categories will be shown in. To enter each of these, you will click in the appropriate column and type the information. Click anywhere on the screen and the category will be saved. You will repeat these steps until all of your Item Categories have been entered.
The items themselves will be separated into an “Item Group”, these groups can be separated the way you choose, such as sections in your menu (Sandwiches, Salads, etc). The “Item Group” will then be separated into “Item Category” “Item Category” should be the broadest separation, such as Food, Beverages, and/or Alcoholic Beverages.
To begin, you will add the item categories. You will add a new category by clicking “Add New”. You will enter the name of the category, the description of the category, and you can also enter which order the categories will be shown in. To enter each of these, you will click in the appropriate column and type the information. Click anywhere on the screen and the category will be saved. You will repeat these steps until all of your Item Categories have been entered.
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Next, you will click on the “Item Group” tab. To add a new group, you will press “Add New” and then insert the following information when the new group is added. In the “Item Category” column, you will click, and then scroll down the list of categories and select the correct category that this group will be connected to by clicking on it. In the “Color” column, you can click and select a color for the item. This color can be seen on the item’s button when making a sale. You will also enter the “Name” of the group, the “Show Order” and the “Description”, just as you have done in the “Item Category” section. Click anywhere on the screen and you will see that the new item group has been added. You will repeat these steps until you have entered all of your Item Groups.
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Finally, you will click on the “Item” tab. To add a new Item you will click on “Add New”. Once the new item has been added, you will double click in the “Item Group” column, and scroll down and select the appropriate group that this item will be a part of. You will enter the “Item Name”, “Show Order”, “Description”, and, if you choose, “Color” just as you have in the “Item Category” and “Item Group” sections. If the item has a bar code, you will click in the “Barcode (UPC)” column and scan the item’s bar code.
Now, you will need to enter the item’s price. On the right hand side, you will see “Price 1”, “Price 2”, “Price 3” and “Price 4”. You will use “Price 1” as the items main price. “Price 2/3/4” will be used if there is an alternate price such as a weekend special or a sale (See “PRICE SCHEDULE SET UP”). You will enter the price for the item in the “Price 1” area. If the item does not have a fixed price (such as a gift certificate) you will select “Unfixed Price”. Click on “Save” to save your changes.
Finally, you will add the tax rate to the item. Click on the “Tax Group” bar, and scroll down to select the appropriate tax rate. You can click “Save” to apply the tax rate to this item only, or you can choose to save this tax rate to the same group, or the same category, by using the buttons on the right side.
You will repeat these steps until you have entered all of your items into the software. Once this is done, your items are ready to be sold.
