Adding a Product to the POS (via the POS Manager Module)
Via the POS Manager module in POS, you can add a product to your POS. To do so, complete the following steps:
- In POS, from the Tools menu at the top right of the screen, select POS Manager. The POS Manager screen appears.
- From the menu on the right side, select POS Item Management. The POS Item Management screen appears.
- Scroll to the bottom of the screen and tap the Add Products button. The Product Add/Edit screen appears.
- Enter or select the following:
- Product Name - enter the name of the product (follow best practices).
- Production Area - if the product is to be sent to a KMS station to display onscreen and/or be printed as a ticket item, then it needs to be assigned to a production area (a production area in turn is assigned to a KMS station). For more information, see Kitchen Management System (KMS): Overview and Configuring a KMS Location and its Food Preparation Stations.
- Category - select the category you want to assign the product to.
- Billing Code Override - if the product is to override the billing code for its assigned category, enter that billing code here. A billing code is used on a financial export interface (i.e., Bill to Room Export Interface) to indicate what billing code a POS product is associated with. Note that billing codes are set up by your MealSuite (CSM) customer success manager (if you are a MealSuite CSM, click here for the internal article on setting up billing codes).
- Tax Override - if the product is to override the sales tax(es) for its category, select those sales tax(es) here.
- GL Account Override - if the product is to override the GL account for its category, enter that GL account here. Note that GL accounts are first set up by your MealSuite CSM (customer success manager) to be available for assigning to a a product (if you are a MealSuite CSM, click here for the internal article on setting up GL accounts).
- Barcode Value - if the product has a bar code value, enter it here (follow best practices listed above)
- Product Type - two values are available: Inventoried Product or Non Inventoried Product. For a physical product that requires tracking in inventory, select Inventoried Product. For a non-physical product, such as a "delivery product", select Non Inventoried Product.
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Price Type - select the price type:
- Fixed
- Price By G
- Price By KG
- Price By Oz
- Price By Lb
- Variable (if selected, then the price will be entered on the POS front end by the POS user)
- Price (not available if Variable is selected as the Price Type) - enter the price. (Note that the price will also be updated in the price book that is associated with the POS location).
- Do not show this item on production tickets or screens - if the product item is not a meal item that needs to be prepared in a production area, then select this check box.
- Tap the Save button to save the product.
- Tap the Back button at the top of the screen to see the newly-listed product. If not seeing the product, it could be the category it is assigned to is not displayed on the grid; therefore turn off the Show Items On POS Grid Only filter to show products that are not showing on the grid.