Creating a new POS item takes several steps to get it to the point where it shows on a menu. This is a general guide to help you better understand the flow of the item setup.

    Before beginning, you'll want to lay out your menu on paper or a spreadsheet. Usually, the categories on the menu work well for categories in the software. You'll have typically create category buttons to match your menu and when you click them, you see the items that are in those categories on the menu. Our POS software supports up to 8 menus, allowing different prices for the same item at different times. The terminal record will determine which menu is available on what day and what time, allowing you to keep the same items but have different prices for lunch, dinner, happy hour, etc.

1.   Create the Category       If you already have a Category for this item you can skip this step. If you're creating a special category, for a holiday maybe, you can make things easy on yourself and create a single holiday category for all holidays. You can also create a category for each holiday, like Christmas, Thanksgiving, etc. We recommend making categories available for all menus (1-8).     This category can be placed on the screen and all items will appear when the server touches it.  More Info - Item Categories

2.   Create the Item     Create the POS item and be sure to assign it to the preferred category. By default, the first character of the item code is the category, but you can change this and add up to 3 additional categories. Be sure the items have a price and the "A/M" field is filled in for the menu (1-8) that you'll be using. If this is a generic item, with a variable price, enter "M" into this field and you'll be asked to enter the price each time.     This item can be placed on the screen so that the server doesn't have to first tough a category button. Keep in mind that this can quickly clutter the screen. More Info - Menu Items

3.   Place Buttons on the Screen     If your items fall into an existing category and this category is already on the screen, you can skip this step unless you want individual items to be on the screen. Pick a terminal to use in testing and edit its menu. Keep in mind that there are 8 menus and 2 pages per menu. Check the terminal record to determine the current menu. Special menus that aren't used often can be configured on the second page for fast access without cluttering the main page.      When placing items and categories, be sure that the items and categories are available to the menu you're editing. Otherwise they will not appear on the screen. More Info - Item Button (Keyboard) Setup

4.   Configure the Terminal Record     If your category and items were added to a menu that's currently being used, you might be able to skip this step. Make sure that the menu you are using is available to the terminals. Check the terminal record for each terminal that needs to use this category and item and be sure that the correct time and day are specified. If the terminal isn't properly configured with the correct menu, your category and item will not show up. More Info - Terminal Records