How to update the menu?

The menu is managed using the POS Dashboard. Open the Dashboard from the POS Desktop, enter your employee credentials.

Step 1: Access the template list view

• The products tab  screen will have CATEGORIES, ITEMS, MODIFIERS and FORCE MODIFIERS.Explain the relevant actions to be performed
  • CATEGORIES/ ITEMS TAB - This tab will allow you to edit the categories and the items. Category section will create categories  that will be used in the POS, under the category individual items will be added.
  • MODIFIERS TAB - The tab will  allow you to create modifier list that will be  assigned to  each individual item.
  • FORCED MODIFIERS - The tab will allow you create force modifier list that will be assigned to each individual item.

Step 2: Updating the Categories

• To add a category click on the + this will generate a category the system will ask you to enter a name for this category. Each category will allow you to enter items.

Step 4: Items (Details)

    > General Tab

• Items can be added by adding them directly to the screen or by clicking the NEW button on the items. 
  • Using the NEW button will open a new window that will allow you to enter details. For each item the system will only require the items with "*". The rest of the items are optional.  
  • If you need to be able to be able to allow the item to be open price click the box next to ALLOW TO CHANGE THE PRICE WHILE SELLING. When done, click create or create and duplicate to copy the details of the last items and just make minor modifications.

        > "2nd Language"

The system will allow you to enter a second Language the second language can be displayed and used as a primary language per user. Under the item screen enter the language needed for items.

        > "POS Name"

This section will allow you to enter a name on the Button under the POS Application instead of using the full name assigned.

        > "This Item belongs to category"

If the item needs to be moved to a different category you can select the category from a dropdown list without having to enter a new item and details.The system will allow you to enter a second Language the second language can be displayed and used as a primary language per user. Under the item screen enter the language needed for items.

        > "Item Type"

The system will allow you run reports on items types based on the selection used.

        > "Manage Item Type"

The items use for the report will be managed using this button, when you open this list you can add or remove items.

        > "Sale Price"

The price listed here will be used on the sales receipt.

        > "Cost"

Enter the cost of the item to be able to track your cost.

        > "Allow To Change The Price While Selling"

Selecting this checkbox will allow you to change the price that was listed under Sale Price when running a transaction.

         > "Sold by weight (Intergrated Scale required)"

Selecting the ENABLE check box will allow the system to calculate the price based on weight of the item.

        > "Visible checkbox"

The check box will allow you to hide items without having to delete them from the menu. When you are ready to show the item once again check the box.

Step 4: Inventory

• Select YES or NO option to keep item inventory.
  • Selecting YES will grant you access to the inventory. 
  • QUANTITY field will be filled with the qty currently on hand. 
  • LOW STOCK THRESHOLD enter the QTY desired to be notified by the system when the items are running low.
• Status has a drop down list. 
  • QUANTITY will have the system track the sales of the items and will notify when a low threshold has been reached. 
  • In Stock - the system will allow you to sell this specific item. 
  • Out Stock - the system will restrict the sale of the item and reflect OUT OF STOCK on the item button.

Step 5: Modifier (Add-On)

• Modifier Group, if you would like to add a modifier to the item select the modifier from the drop down multiple selections can be selected.
• Forced Modifier Template, this selection will only select one item from the list generated.

Step 6: Prep Printer

• Select a printer or multiple from the list of the printers, only need to select prep printer if you need a prep ticket for the item.Explain the actions under this step
• Item Name for Prep Printer
  • You can adjust the name of the name of the item by entering an alternative name that will be printed on the. prep printer, if you want to use the default name you can leave this section open.
  • You can adjust the name of the name of the item by entering an alternative name that will be printed on the Label printer, if you want to use the default name you can leave this section open.

Step 7: Discount

• If you do not want to be able to give a discount to this item select DISCOUNT NOT ALLOWED.

Step 8: Tax Tab

The system allows you to select a tax for each individual type of sale. If a different tax rate is needed click on the selection and select the tax needed.