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Adding a New Item from the POS App

A POS user must be assigned to a user role that has been granted access to the Category/Item Management feature to add a new category in the POS app.
 
You can manually add an item to the POS by:

  1. Log in to the POS app and go to ticket entry. 

  2. Tap the category that you want to add an item to. 

  3. Tap the “ + “ button in the category and the Add Item screen will appear.

  4. Enter an Item Name of up to 50 characters.  

    • iPad users will have the option to add an item description, or it can be added at a later time in the back office.

  5. Tap Each or Weight to indicate whether you sell the item by quantity or by weight.

  6. Enter the Sales Price for the item.

    • If you selected the Each option, the amount you specify is the selling price for each unit of the item. 

    • If you selected Weight, the amount is the selling price per unit of measure.

  7. Select the Prompt for Price at POS ON/OFF slider to ON only if you want the POS device to prompt users to specify a price when they sell the item. 

  8. Tap Tax category to display the Tax Categories window, and then tap the appropriate tax category for the item.

  9. Tap Extended Item Setup if you need to set up the following options:

    • To set the printer group, tap Printer Group and the select the printer group you want to assign. 

    • If the item has variations, tap Set variations. 

    • Tap Add variation and select or enter an appropriate label for the variation group (such as Color).

    • Tap the Add button within the newly created group to create the specific options (Red, Blue, Green). Tap Done when complete.

    • Adding a variation will open the option to Price by Variation on the Add item screen under Pricing and Taxes.

 Note: You can remove a variation from the list by tapping the User-added image icon, and then tapping the Delete button.  You can rearrange the variations within a variation type by tapping User-added image and dragging the variation to the location you want.

  • If the item has any modifiers, tap Assign Modifier Groups. 
  • Select the modifier groups that you'd like to associate with the item. Tap Done when all groups are selected.

When finished, tap Save to add the item.

Customer Support Article

How to Add a New Item to Your Menu From the POS App

  • February 19, 2019
  • ·
  • Like
  • 0

Summary

How to manually create a new item for your menu at the POS.

Title

How to Add a New Item to Your Menu From the POS App

URL Name

Adding-A-New-Item-from-the-POS-App

Summary

How to manually create a new item for your menu at the POS.

Article Record Type

0120W000001QFNF

Publication Status

Online

Validation Status

Not Validated

Last Modified By

005d00000046lWX

Description

Adding a New Item from the POS App

A POS user must be assigned to a user role that has been granted access to the Category/Item Management feature to add a new category in the POS app.
 
You can manually add an item to the POS by:

  1. Log in to the POS app and go to ticket entry. 

  2. Tap the category that you want to add an item to. 

  3. Tap the “ + “ button in the category and the Add Item screen will appear.

  4. Enter an Item Name of up to 50 characters.  

    • iPad users will have the option to add an item description, or it can be added at a later time in the back office.

  5. Tap Each or Weight to indicate whether you sell the item by quantity or by weight.

  6. Enter the Sales Price for the item.

    • If you selected the Each option, the amount you specify is the selling price for each unit of the item. 

    • If you selected Weight, the amount is the selling price per unit of measure.

  7. Select the Prompt for Price at POS ON/OFF slider to ON only if you want the POS device to prompt users to specify a price when they sell the item. 

  8. Tap Tax category to display the Tax Categories window, and then tap the appropriate tax category for the item.

  9. Tap Extended Item Setup if you need to set up the following options:

    • To set the printer group, tap Printer Group and the select the printer group you want to assign. 

    • If the item has variations, tap Set variations. 

    • Tap Add variation and select or enter an appropriate label for the variation group (such as Color).

    • Tap the Add button within the newly created group to create the specific options (Red, Blue, Green). Tap Done when complete.

    • Adding a variation will open the option to Price by Variation on the Add item screen under Pricing and Taxes.

 Note: You can remove a variation from the list by tapping the User-added image icon, and then tapping the Delete button.  You can rearrange the variations within a variation type by tapping User-added image and dragging the variation to the location you want.

  • If the item has any modifiers, tap Assign Modifier Groups. 
  • Select the modifier groups that you'd like to associate with the item. Tap Done when all groups are selected.

When finished, tap Save to add the item.