Items

Setup - Items & Price Levels

Items are the units that are used to make sales. Items are grouped into Departments.

In this screen, you will be able to configure both the Items and the Departments.

First we will need to add the Departments.

Push the to add a new department. If you want to edit/delete existing departments, double tap on them.

These are the data you can enter in the Departments:

Basic Data:

• Code: Here you can define the department code. By default, the system generates a sequential code, which can be changed as long as it is unique.

• Visible: Select if you want this department to be available on the sales screen.

• Image: Push on to choose from several options:

You can choose a picture from the preloaded image catalog. They are sorted by categories.

You can also choose a color that will fill the entire the button. The name will appear centered on the button. All Items grouped to this Department, when created, will appear with this color.

You can use your own images. Use the Android Gallery to search for images on your terminal or on an external device connected to it. It is recommended to choose images of a small size. If your device has a Camera, you can take a picture of the Item.

You can choose an image from the web catalog, selecting the classification that best fits. This option appears when you have authenticated in FACTORYCLOUD and assigned the business.

• Name: Here you should enter the name of the department in the default language and you can also enter it in all languages that are in the application, using the button.

More information:

• Information: Here you should enter the desired department information in the default language and you can also enter it in all the languages that are in the application, using the button.

• Image: Tap on the button to choose between several options.

Now you have some Departments created.

If you select a Department and slide your finger on the screen to the left, to access the second tab of Item management, you can add items to the selected department using the button.

Basic Data

Here you can enter the values for the item:

• Code: This code is generated automatically and sequentially; it can be changed as long as it is unique. The Item can also be sold by entering this code and pressing If an Item has Disabled status it cannot be sold. on the sales screen.

• Status: If an Item has Inactive status it cannot be sold.

• Visible: If an Item is Visible it will appear on the sales screen. If an Item is Hidden, it will not appear on the sales screen, but can be sold by its code or bar code.

• Favorite: This item can be included in the Favorites Department for quicker access when selling.

• Scale: If you have a weighing scale connected to the terminal, activating this option will automatically collect the scale price when the item is sold.

• Image: You can add an image or color to the Item button. Click on the button to choose between several options.
• Name: Here you should enter the name of the item in the default language and you can also enter it in all the languages that are in the application, using the button.
• Kitchen Name: Here you can use a different description or in another language, to be printed in the kitchen, instead of the usual description.

• Price Levels: Here you will be able to view the Purchase and Sale Price Levels available for this Item and edit the values if desired. If you have more than two selling rates and one buying rate then this information will be displayed in a different Price Level tab.

• Barcode: Here you can assign the bar code corresponding to this Item.

• Department: Here you should enter the Department to which this Item is grouped.

• Sales Taxes / Purchase Taxes: You can set the Sales and Purchase Taxes that affect this Item.

• Item Type: There are different types of items:

  • Normal: These are the items that are usually sold.

  • Supplement: These are items that modify others and can add a supplementary cost.

  • Pack: Items that are grouped with other items with several options to choose from.

• Open Price: You can determine if the price of an item can be changed during the sale:

  • Always: Whenever you sell the item, the price must be entered.

  • Never: This item can only be sold at its preset price.

  • User: This item will be sold with the preset price, but if the user has permission to do so, he/she can change it during the sale.

• Age Verification: When selling this item, you must confirm that the customer is old enough to buy it.

Price Levels

In the Price Levels tab, you will be able to see all the Purchase and Sell Prices available for this Item. If you want to change any of them, tap on the line and change it or tap on the pencil icon.

Here you can enter the new price for this Price Level. You can also assign a specific Price Level for this Item, which will override any other entry in Price Level or Areas.

Stocks

In the Stocks tab, you can activate the stock control for this Item. Here you have the following options available:

• Minimum Stock: You will be able to set the optimal Minimum Stock level. You have a Report of the Items with Stock Below the preset Minimum. You can also configure the application to display a warning on the sales screen for Items under Minimum Stock.

• Maximum Stock: This is a purely informative field.

• Stocks Control: Enables Stock Control for this Item.

• Selling an item with no stock: If the stock control of this Item is enabled, you will not be able to sell the item if the stock level reaches zero.

• Refund is allowed: With this option enabled, you will be able to make negative sales or returns of this Item.

• Sales Unit: You will be able to set whether to buy this item, by Weight, Units or Volume.

• Unit of Measure: You must define the quantity of this item to be sold (Weight, Units or Volume).

• Current Stock: In this field, the current stock quantity will be displayed (not editable).

Groups

In the Groups tab, you can add this Item to one or more Groups and Sub-Groups, in order to obtain Statistics about it. Choose the line of the Group you want to add it to and tap the Modify button.

Select here the options that best suit this Item or leave them blank.

Supplements

In the Supplements tab, you can choose which Supplements will be available for this Item and whether it will be mandatory to choose them. This option is not available for Pack Type Items. Click the Modify button to add the Supplements.

Here you can see all the Supplement Type Items. You will be able to choose as many as you want to be available for this Item.

You can also force supplements so that when you sell the Item, you will automatically get a screen with the Supplements available for it.

Modifiers & KP

On the Modifiers & KP tab, you can select the Preparation Area and Course order where this Item will be printed as a kitchen receipt. You can also choose which Modifier Groups will be available for this Item and whether they are required to be displayed when selling the Item. This option is not available for Pack Type Items.

Tap on the Preparation Area field.

Here you must select the Preparation Area corresponding to this Item or leave it blank to assign none.

Tap on the Course Order field.

Here you must select the Course Order corresponding to this Item or leave it blank to assign none.

Tap on the Modify Allergens button to add the allergens.

Here you can see all the Allergens. You must choose the ones you want to be associated with the article.

Tap on the Change Modifiers button to add the Modifier Groups.

Here you can see all the Modifier Groups. You must choose the ones you want to be available when you sell this Item. When selling you can only choose one Modifier from each Group.

You can also indicate that modifiers are required, so that the Modifiers screen appears every time you sell the product.

Packs

In the Packs tab, you can add the components of each of the Choice Groups that make up each Pack. This option is only available for Pack Type Items.

Tap on the Pack Type field.

Select here the Pack Type assigned to this Item or leave it blank if you do not want to use any.

Tap on the Insert button to add the components of each Pack Choice Group.

Here you will see the list of all Items configured as Normal Type Items. Click on the Group field to select the Choice Group on which we are going to add Items.

After selecting the Group, click on the Item you want to add.

You can add the Filter to locate the Items easily. Enter a few characters of the searched name and click on the Filter button.

Now you can see the details of the Pack composition and the Items assigned to each Choice Group. If there are any errors, click on the corresponding line and click on the Delete button.

Kiosk

In the Kiosk tab, you can add an image and item information for the kiosk.

• Information: Here you can enter information about the item, in all the languages that are in the application, using the button.
• Image: Tap on the button to choose from several options.

KDS / Extra Information

In the KDS / Extra Information tab, you can add an image and item information for the monitor.

• Information: Here you can enter item information, in all languages that are in the application, using the button.
• Image: Tap on the button to choose from several options.

The information managed in this tab will appear in 2 different places:

1. On the sales screen, when you long click on an Item, one of the options that appears is SHOW PRODUCT INFORMATION. When you click on it, it will show the presentation picture of the dish, the allergens it contains, the written instructions of what ingredients make up the dish and how it should be prepared. This information will make it easier to answer any questions customers may have about any dish on the menu.

2. In FactoryKDS, so that cooks can see a photograph of how the dish should be presented and see the allergens it contains, the written instructions of what ingredients make up the dish and how it should be prepared.

Now, you have created all the Items you are going to sell.

You can change the order of the Departments using the button, or change the order of the Items in the current Department by clicking on the button and selecting the Order option.

You can move items up and down by dragging the right button of the item you want to move.

You can use the button to create a copy of the currently selected Item. This will allow you to create new items with similar properties more quickly.

You can choose the information that will be duplicated from the original Item. Enter a name for the new Item and choose the desired options.

If you have created Matrices for Items of type color, size, or any other, you will be able to use the Matrix option to add all combinations of the selected Item.

Select an Item, tab the button and select the Matrix option.

In this screen you can see the current matrix for this item. To create new combinations push the Generate button.

Here you can see the available options. You must select the Matrix you want to assign to this product for each Choice Group.

Here you can see how all possible combinations have been generated. The code number of each Item has been created using the number of the original Item followed by the suffix of each Matrix. The description of the Matrix has also been added to the name.

You can edit a Matrix by tapping on its line and then clicking on the Edit button.

You can edit the code number and description if necessary. The bar codes have also been created using the bar code of the original Item followed by the suffixes of each Matrix.