Overview

We refer to the products you sell to your customers as items. An item can have one or more option. In a restaurant you may create:

  • Item: ABC Red Wine
    • Option: 250ml Glass
    • Option: 75cl Bottle

A clothes store may create:

  • Item: ABC Red T-Shirt
    • Option: Small
    • Option: Medium
    • Option: Large

Top Tip: Items are the fundamental component to your store. Take time to plan your items, it'll save you time in the long run. Take a look at our example configuration for restaurants and for retailers. We've created a guide of common mistakes when organising your inventory.

Creating an Item

  1. Navigate to: Items.
  2. Click on the "+ New Item" button in the top right of the screen.


  3. Set the item name. E.g. "ABC Red Wine"
  4. Select the reporting category that sales for this item should be recorded against.

  5. Set the option name for our first option. E.g. "75cl Bottle".
    You can add additional options later.
  6. The receipt name will automatically generate. This is what will print on the customer's receipt. You can override if required.
  7. Optionally set the stock keeping unit (SKU) code and barcode for the option.
  8. Select the price type for the option.
    Fixed - a set price which will automatically be used when selling the option.
    Prompt - when being sold a popup will appear prompting the cashier to enter the price.
    Weight - when being sold a popup will appear prompting the cashier to enter the price and weight of the item.
  9. Select the tax rate which should be used when selling this option.
  10. Enter the retail price. The tax will automatically calculate.

  11. Press the "Save..." button.
  12. Once your item is created you can add additional options by clicking the "+ New Option" button.

Once you have added your items, you will need to add a button to your register in order to select it. Read our Register Designer article for more information.


Editing an Item

  1. Navigate to: Items.
  2. Select the item you wish to update.


  3. Update the required fields.
  4. Press the "Save..." button.

Editing an Option

  1. Navigate to: Items.
  2. Select the item you wish to update.


  3. Click the edit item next to the option you wish to update.

  4. Update the required fields.
  5. Press the "Save..." button.

Deleting an Item

Warning: Deleting an item is permanent and cannot be undone.

  1. Navigate to: Items.
  2. Select the item you wish to update.


  3. At the bottom of the page press the "Delete Item" button.
  4. When prompted press "Yes" if the confirmation dialogue.

FAQ's


Is it possible to not print an item on a customer's receipt?Yes. Set the "Receipt Name" field to "!HIDDEN!". This will stop the item from showing on both the customer's printed and emailed receipt.