Extended Item Setup
Use Extended Item Setup after you have entered general information using Basic Item Setup to enter detailed information about complex items.
Extended Item Setup includes detailed information about an item. We will use the example of creating a sweater with variations of size, color, and type with a modifier for a monogram. We will let the system automatically generate all the possible combinations for us, and we will use a unique bar code for each combination.
From the Basic Item Setup page, click Extended Item Setup. When the screen refreshes, you will see that information you entered on the Basic Item Setup screen is populated on the Extended Item Setup screen, and you will see additional fields and selections, including:
- Item Modifiers
- Printer Groups
- Bar Codes
- External IDs
- Buying & Selling
- Inventory Tracking
- Variations are selections the POS user must make to add the item to a ticket.
In our example, our sweater will have 3 variations: Size (Small, Medium, and Large), Color (Blue, Black, and Red) and Type (V-neck, Turtleneck, and Cardigan).
To add the first variation:
- Click Add a Variation.
- Select a variation from the list or enter click Add Custom to enter your own variation. You can enter up to three variations. When the screen refreshes, you will see a new button to click to enter the values for your first variation.
- In our example, we will use Size as the first variation, so we will click the Add a Size button to enter our sweater sizes.
- The system will display an empty text box, type your first variation detail in the box. In our example, we will enter three values of Small, Medium and Large.
- Repeat steps 3 and 4 until you have entered all the values for the first variation.
- Use the controls to re-arrange the order of your list of values and use the control to delete a value.
- To add additional variations, click Add a Variation and repeat steps 2 through 6 until you have entered all the values for each variation.
- Click the Done button.
Once you have saved the variations for an item, the Add a Variation button changes to Edit Variations so you can make any necessary changes and/or additions.
- Item Modifiers are additional selections (options) the POS user can make to add the item to a ticket. In our example, our sweater will have a modifier for adding a monogram.
To set up item modifiers:
- Click Assign Item Modifiers. The system will display the Item Modifiers screen. In the example below, we have already set up four modifier groups, including one for Monogram with four different options (Single Letter Script, 3 Letter Script, Single Letter Block, and 3 Letter Block). If you haven't set up your modifier groups yet, refer to Creating a Modifier Group.
- You will want to uncheck any modifier groups that should not be associated with the item. Since Monogram is already selected, click the Done button. This means that anytime this sweater is selected at the POS, the modifier for Monogram will be available to the POS user.
- Printer Groups are used to determine where, in addition to the receipt printer, an item will print. They are most often used by businesses that prepare food and send orders to the kitchen. Examples of common printer groups include Kitchen, Bar, and Grill. Using this field, you can select which printer you want each of your items to print to. You can use the default groups or create your own custom groups. You can also choose to leave the field blank if there are items you do not want to be sent to a printer.
All new items are defaulted to the Kitchen printer group. To change this:
- Click the Printer Group field and select a different printer group from the list or
- Click Add a New Printer Group and enter a new printer group. (If your business does not use printer groups, you can simply ignore this field. It is not necessary to change the printer group from the default value to blank.)
IMPORTANT: In order for your printer routing to work correctly, you must configure each printer group on each POS device.
- Bar Codes can be used to create a single bar code for all the combinations of our sweater. However, you can also assign a unique bar code to each possible combination.
- Click Assign Bar Codes. The system will automatically create the list of all of the possibilities using the variations we entered. All you need to do is assign a bar code to each sweater.
- Click Enter a Bar Code and enter or scan the bar code for each variation of the item.
- Click the Done button.
- External IDs allow users to enter and search for items by External ID.
- If the item does not have any variations, a single field is displayed. You can enter the External ID for the item in the field displayed below:
- If the item has variations, a button is displayed instead of a field.
- Once you click on the button, it will open a modal that allows you to enter an External ID for each variation combination.
- Buying & Selling allows you to pick one variation that will control the price of the item. In our example, we will use the Type variation as our priced variation.
- Click the Price and Cost field and make a selection:
- Use a single price and cost for all variations
- Use variation 1 (variation name) for pricing and cost
- Use variation 2 (variation name) for pricing and cost
- Use variation 3 (variation name) for pricing and cost
- When the screen refreshes, you will see a new grid for the variation chosen. Click in the SALES PRICE box for the first row and enter the price for that variation.
- Click in the UNIT COST area for the first row and enter the cost for that variation. The system will auto-calculate the MARGIN for you.
- Repeat steps 2 and 3 for each variation (row).
- Click on the Quantity on Hand button to enter the initial quantity on hand. Once you click on the button, it will open up a module that allows you enter starting quantities for each variation.
NOTE: Items without variations will have a single field instead of a button to enter the quantity.
- Inventory Tracking is handled by the system. For more information, visit the Inventory Management section.