POS: Retail Items

POS: Retail Items



Back Office

For a Restaurant: only Standard Retail Items can be created in the BO.

  1. Log into Back Office, select a Store, then select Products/Items > Products/Items.


  2. On the Products/Items page, click + NEW RETAIL ITEM at the upper-right. Note: POS Level and POS Category are both mandatory.


New Standard Item

  1. When clicking on Standard Item, you will be able to view a table containing the following columns:


    1. Selling Size: These are fixed component for Retail Item which is configured in Category section as Each.


    2. SKU Type: This can be either Custom or Auto.


      1. If Auto, then the SKU Code will be automatically populated based on the settings in Retail POS > Retail Settings where the Automatic SKU Code Generation toggle is enabled then enter the starting SKU Code in the SKU Code Sequence section.
        1. If the Automatic SKU Code Generation toggle is disabled then the Custom option will be frozen (unable to be selected) and you must enter the SKU Code manually.

        2. When an Auto Code is pre-populated then the + symbol will be available. you will be able to add multiple SKU Codes for a single item. By clicking on + symbol, you cab enter SKU Code Type either Auto or Custom then enter the SKU Code accordingly.
          1. Here, you can also delete a SKU Code by clicking on Delete icon. When Delete icon is clicked, the Delete pop-up will appear and when Delete is clicked then particular SKU Code will be deleted. If you select Cancel or Close , the pop-up will be closed.


      2. If Custom, then manually enter the SKU Code. If cannot be a duplicate and must be unique for each and every Item.


    3. Supply Price: The Supply Price will be populated based on the Selling Price and you can edit this field.

    4. Markup (%): This is the profit percentage. The Selling Price will be populated based on this.


    5. Selling Price: This is a mandatory field and will vary based on the Markup and Supply Price. The formula = (Supply Price + (Supply Price * Markup %)) / 100



    6. Note: if Price Level Settings is enabled (set to YES)


      1. The dollar sign ($) button appears to the right of Selling Price.


      2. When clicked, the Price Level Settings pane appears. Set the Level and corresponding Price of the item. When ready, click SAVE at the bottom-right and reteurn to the Retail Item page.
        1. Note: to delete a Level and corresponding Price, click the trash can icon to the right.




Inventory Details

Inventory Level

Select the Inventory Level such as Category or Sub-Category.
  1. If Category is chosen, then select the Inventory Category from the drop-down list which is already created in Inventory Category section.


  2. If Sub Category is chosen then select Inventory Category and Inventory Sub-Category from the drop-down list which is already created in Inventory Category and Inventory Sub-Category section.



Inventory Unit & Par Level

Select the Inventory Unit from the dropdown which is already created in the In-House Unit in Inventory section. This is the mandatory field. When inventory unit is chosen then you should be able to provide the Par Level for that unit and water mark text should be available as threshold limit. By default, the inventory unit will be mentioned next to par level.
  1. Vendor: (Mandatory) Select the Vendor's Name from the drop down (the options were previously created in the Inventory section).

  2. Brand: (Optional) Enter the Brand Name in the text box - there is a maximum of 50 characters. If exceeded, the error message 'Name should not be more than 50 characters' appears.

  3. Tracking: This is used to track the Inventory Items, with 2 options: By Lot Number and By Serial Number. If No Tracking is chosen, this Inventory Item will not be tracked.

  4. Calculate COGS on Cost Price: (Optional) If this toggle is Enabled then the Inventory Item will work based on Cost Price. If Disabled, the Inventory Item will work based on Selling Price.


Storage

  1. Primary Storage - (Mandatory) Select the Primary Storage from the dropdown (previously created in the Inventory section).
  2. Secondary Storage - (Mandatory) Select the Secondary Storage from the dropdown (previously created in the Inventory section)


Selling

  1. Cost (Selling Price): This works based on the Markup percentage and Supply price will work based on the Parent Selling Price. supply Price = supply Price of parent retail item/Selling Ratio
  1. Price: The Price will be based on the supply price and markup percentage. Formula = Supply Price + (Supply Price * Markup Percentage) / 100
  1. Override Price: When user want to change this Price then Override Price option will be clicked. Upon enabling Override Price option then user will be able to edit the selling Price Field. Upon disabling Override Price option then user will not be able to edit the Price field, and it should be greyed out.
Upon entering all the Child details, click Save. If you select Cancel or Close, the Child pop-up will be closed without saving.


Existing Child Items

An added Child Item will appear in the Child Items table and also on the main screen of Products/Items. In addition to the columns, the table will also have Controls, with options for Edit, Delete and Unlink available.
  1. When Edit is clicked, then the pre-populated Child Item will appear, where you can make changes accordingly.

  2. When Delete is clicked, then the pop-up message will be displayed as “Are you sure want to Delete” along with OK and Cancel button. When OK is clicked then message will be displayed as “Retail item inactivated successfully” and this will come back to unlink category. When Cancel option is clicked then no changes occurred. When Unlink icon is clicked, then message will be displayed as “Retail item un-linked successfully”.

  3. Next to the Add option, the Link Item option will be available and is used to link an existing Child Item to this Retail Item. When the Link Existing Item option is clicked, then the Link Existing Child pop-up appears, along with choosing the Retail Item to be linked (Mandatory) from the dropdown. Once selected, the screen will pre-populate the Retail Item as a Child Item and the declaration can be made. Once the Retail Item is chosen then the Link and Cancel options will be available. If Link is selected, then the screen will navigate to that Child Item screen to make any changes, and then you can Edit and Save the screen.
Child applies to Standard Retail Items.



POS

In POS:
  1. The Retail service type will not appear under the Type dropdown on the Order screen.
  2. The Retail toggle will not be available in the POS Settings.
  3. In POS, only Standard Retail Items which are created in a Restaurant Store will appear in the Category/Subcategory under which the Item is mapped.
  4. A Child Item or Linked Child Item created from the Retail Item will appear on the Order screen under the same Category the Retail Items are mapped as separate Items.

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