An item, by its very nature, is basic. It has a name and a price, and from the Register, you can add it to the cart with a simple tap on the screen. However, an item can, and likely will be, more complex. It can have different variations with different pricing and multiple modifier sets with varying configurations, all intended to give you complete control of how the item is rung out in the Register.
This article will guide you through creating an item in the BackOffice.
Before creating items, it is a best practice to create your Categories, Departments (if applicable), and Modifier Sets since they are applied to the item while creating it.
Article Contents
- Step 1: Create the Item
- Step 2: Enter Basic Information
- Step 3: Register Display Settings
- Step 4: Add Modifier Sets
- Step 5: Include/Exclude Printers
- Step 6: Create Item (Save)
Step 1: Create the Item
Log into the BackOffice and click Items from the left-side navigation menu. Click the Create Item button to open the Create Item page.
Step 2: Enter Item Details
- The first step of creating a new item is to give it a name and a description (description is not required) in the Item Details section.
- Select a category from the drop-down menu. For additional help with categories, please reference the Create Categories help article.
- Select a department from the dropdown list. Note that you can bulk assign items to a department in the Department module of the BackOffice. As such, you can skip this step if you create departments (and bulk-assign items to them) for sales tracking purposes.
Step 3: Register Display Settings
The Register Display Settings section allows you to customize the display settings for the item.
- The published box is checked by default. You can unselect this option to publish or unpublish the item at any time.
- Select the label color you want to assign to the item for display on the item's button.
- Toggle on Speed Screen if you want the item to appear on the Register's Speed Screen.
- Select the optional display categories from the dropdown field (optional). This allows the item to be displayed in the display category but will still be reported under the category selected in the Item Details section.
Step 4: Pricing
- Select a tax profile from the dropdown list. The options include tax-exclusive (tax added to the item), tax-inclusive (tax included in the item price), or tax-exempt (no tax). The tax profile is default set to "tax exclusive" by default.
- Select the price type from the dropdown list. Standard Item Pricing means that the item's price is fixed and will reflect what you enter in the Pricing box below. You can also have an item be a Unit-based Item, which means the price varies based on the unit of measurement you assign to the item (e.g., a price per ounce). It can also be a Custom-priced Item, which means that a display prompt appears (in the Register) each time the item is ordered, requiring the user to enter a custom price for the item.
- Enter the price and SKU:
- For standard-priced items, enter the price and SKU (optional). You can create variations for the item by clicking the Add Variation button. For example, if you want to add two variants, namely Small and Large, you would add a variation and enter the variant name, price, and SKU for both the Small and Large items.
- For a unit-based item, enter the unit of measurement (e.g., ounce) and assign it a price (per unit).
- For custom-priced items, add the optional SKU (if applicable); otherwise, no action is required. You can also add variations to custom-priced items for tracking.
Step 4: Add Modifier Sets
- To add a Modifier Set, click the Add Modifier Set button.
- Select the Modifier Sets you want to apply to the item in the popup window.
Check out the Create Modifier Sets article for more information on creating modifier sets.
Step 5: Include/Exclude Printers
You can include or exclude printers on an item level in the Mapped Printers section. Note that the kitchen printer assignment is typically done at the category level; however, you can assign this item to print at a specified printer by selecting it from the included printer dropdown field. If the item's category is mapped to a specified printer and you don't want this item to print, select the printer you want to exclude from the excluded printer dropdown.
Step 6: Create Item (Save)
In the final step, click the Save button to create the item. Click the Save & New button to create another item immediately.