Items
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Use Items to add and manage the items that are added to the POS menus.
Add Item (Basic)
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To add an item:
From the lower-left of the Items screen, select Add Item.
From the upper-left, select Basic.
From the Basic tab, define the following:
Field
Description
POSID
Unique code or ID for the item. The best practice is to group similar items by their respective POSID number ranges.
Belangrik
If Nextep interfaces with another POS system at the site, then the item POSID must be the same in both systems
Price
Item price.
To add a price level:
Select Add Price Level.
In the Add New Price Level field, type the price level.
Maximum 15 characters.
No special characters, only letters, numbers, or dashes are allowed.
To the right of the Add New Price Level field, select Add.
From the Price levels not on current item field, select the price levels for the item.
From the lower-right, select OK.
Item Type
From the dropdown, select the item type: Item or Modifier. Examples of modifiers include toppings or condiments that are added to an item at the POS.
Day Part
From the dropdown, select the day part when the item is available. The default is Always.
Button Text
Menu button label for the item.
Description
Item description.
Menu Board Description
Description to represent the item on a menu board.
From the lower-right of the Add Item screen, select OK.
From the lower-left of the screen, select Save to save the changes.
From the lower-left of the screen, select Publish to publish the changes to sites.
Add Item (Advanced)
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To add an item:
From the lower-left of the Items screen, select Add Item.
From the upper-left, select Advanced.
From the upper-left, select a tab to access the respective settings. The following describes each tab:
Tab
Description
General information, including POSID, item type, price, and menu text.
Ingredients that are potential allergens.
Associated recipe ingredients.
Ordering details including upsell items and suggested modifiers.
Nutrition information, such as number of calories.
Automatic modifiers associated with the item.
Tax details, including tax exemption status.
From the lower-right of the Add Item screen, select OK.
From the lower-left of the screen, select Save to save the changes.
From the lower-left of the screen, select Publish to publish the changes to sites.
Items - General
The following describes the fields on the General tab of the Add Item (Advanced) page.
Field | Description |
|---|---|
POSID | Unique code or ID for the item. The best practice is to group similar items by their respective POSID number ranges. BelangrikIf Nextep interfaces with another POS system at the site, then the item POSID must be the same in both systems |
Price | Item price. To add a price level:
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Image | From the dropdown, select an image to represent the item on a kiosk menu. |
Menu Board Image | From the dropdown, select an image to represent the item on a menu board. |
Coupon | From the dropdown, select a coupon to associate with the item. |
Item Type | From the dropdown, select the item type: Item or Modifier. Examples of modifiers include toppings or condiments that are added to an item at the POS. |
Day Part | From the dropdown, select the day part when the item is available. The default is Always. |
Build Group | From the dropdown, select the applicable build group number. |
Category | From the dropdown, assign the item to a reporting/inventory category.
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Prep Time | Amount of time the kitchen staff needs to prepare the item. |
Other Identifiers | Select the applicable identifiers:
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Language | From the dropdown, select the language for the item description text. |
Button Text | Menu button label for the item. |
POS Text | Item text to display on the POS. |
Menu Board Text | Item text to display on the digital menu board (DMB). |
Receipt Text | Item text to print on the customer receipt. |
Kitchen Text | Item text to print on the kitchen ticket/display. |
Description | Item description. |
Menu Board Description | Description to represent the item on a menu board. |
UPC | To add a UPC code for the item:
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Inventory | To define inventory attributes for the item:
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Attributes | To add an attribute for the item:
Attributes are used mainly for Menu Genies and Order Management System (OMS) routing. |
Items - Allergies
From the Allergies tab of the Add Item (Advanced) page, select any potential allergens the item contains.
Items - Recipe
From the Recipe tab of the Add Item (Advanced) page, add associated recipe ingredients to the item.
From the Item dropdown, select the recipe ingredient.
Select Add Item.
In the Use Quantity field of the recipe ingredient, type the quantity of the ingredient that is used in the recipe.
Repeat steps 1-3 to add additional recipe ingredients.
Items - Ordering
The following describes the fields on the Ordering tab of the Add Item (Advanced) page.
Field | Description |
|---|---|
Upsells | Attach upsell items to the item. When the item is added to an order, the user is prompted to optionally add the attached upsell items. To add upsell items:
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Suggested Modifiers | Suggest modifiers to add to the item when the item is added to an order. To add suggested modifiers:
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Overlay | To add an overlay image to the item:
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Assigned To | In the lower-left, select Add To to:
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Items - Nutrition
From the Nutrition tab of the Add Item (Advanced) page, provide the item's nutrition information.
In the Serving Size field, type the size of a single serving.
In the Calories Per Serving field, type the number of calories in a single serving.
In the nutritional information fields, type the respective quantity that is contained in a single serving.
Items - Auto Modifiers
From the Auto Modifiers tab of the Add Item (Advanced) page, identify the modifiers to add to the item automatically when the item is added to an order at the POS.
From the Auto Modifier dropdown, select the modifier.
Select Add Auto Modifier. The selected modifier is added to the Auto Modifiers list.
From the lower-right of the Add Item screen, select OK.
To remove a modifier from the Auto Modifiers list:
From the Auto Modifiers list, locate the modifier.
To the right of the modifier, select the red X.
Items - Taxation
The following describes the fields on the Taxation tab of the Add Item (Advanced) page.
Field | Description |
|---|---|
Always Tax Exempt | If selected, tax is never applied to the item price. |
Unit Quantity | Quantity of units that are taxed. |
Manage Items
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To manage existing items:
From the Items screen, the following actions are available:
Action
Description
Enable/disable items
Toggle items On/Off to enable/disable their availability on menus.
Change item price
In the Price field, type the item price.
From the lower-left of the screen, select Save to save the changes.
From the lower-left of the screen, select Publish to publish the changes to sites.