POS Items Menu Item Set Up - Inventory tab

The Point of Sale (POS) Items command on the Point of Sale (POS) Configuration menu allows you to add or edit Point of Sale (POS) items from the system using the POS items Maintenance screen. See Configure Menu or POS Items - General for more details.

The POS items Maintenance screen can also be reached using the Menu/POS Item command, which is found in the Menus section of the Sales and Catering Configuration Menu if your Property uses Skyware Systems Sales and Catering Module.

If your Property does not currently have our Sales and Catering Module and you are interested in adding it, please contact us at  Sales@SkywareSystems.com.

NOTE: All available Point of Sale (POS) items for all Outlets or Menus must be added to this list. You will associate each item with each Outlet using the Point of Sale (POS) tab after the item is added, and the items configured here may be used to build any menus to display on Banquet Event Orders to outline what meals will be served in a banquet room. The list of Menu Items generated is the same for both the Sales and Catering Module system in Skyware, AND for the POS system, allowing you to utilize your Menu/POS Items across Skyware Systems with just one item set up entry.

 

Each Point of Sale (POS) item has three sets of properties to configure and three different tabs for doing this:

 

This help topic covers the configuration items in the Inventory tab. See POS Items Menu Item Set Up - General tab for information on using the General tab, POS Items Menu Item Set Up - POS tab for information on using the Point of Sale (POS) tab or Configure Menu or POS Items - General for a general overview of this category.

 

 

Select POS Items from the Menu Items Setup section of the section of the Point of Sale (POS) Configuration menu., or Menu/POS Items from the Menus section of the Sales and Catering Configuration Menu.

 

 

From the Quick Menu (left) choose Manager's Screen to be taken to the MANAGER'S COMMANDS screen.

Quick Menu with Manager's Screen option selected

Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.

Manager's Commands Menu with Configuration option selected

The Property and System Configuration Menu has four sections, Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Point of Sale (POS) Configuration from the Sub-Systems area of the screen.

Property and System Configuration menu with Point of Sale (POS) Configuration option selected

This will take you to the POINT OF SALE (POS) CONFIGURATION screen.

POS Configuration menu

The POS Configuration Menu has four sections, Restaurant, Other, Menu Items Set Up and Inventory Items.

Select POS Items from the Menu Items Set Up section.

Menu Item Set Up section of POS Configuration menu with POS Items command selected

 

 

Select Managers Screen from the Quick Menu on the left side of the screen, then select Configuration > Sales and Catering =>.

Quick Menu with Manager's Screen option selected

Select Manager's Screen to be taken to the MANAGER'S COMMANDS screen.

Manager's Commands Menu

Select Configuration to be taken to the PROPERTY AND SYSTEM CONFIGURATION screen.

Manager's Commands Menu with Configuration option selected

Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option.

This will take you to The Property System Configuration Menu.

Property and System Configuraion Menu

The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

Select Sales and Catering => from the Sub-Systems section.

Sub-Systems section of the Property System Configuration menu with Sales and Catering Configuration menu command selected

This will open the Sales and Catering Configuration Menu.

The Sales and Catering Configuration Menu has four sections: Sales, Catering, Menus and Inventory.

Sales and Catering Configuration Menu screen

Select Menu/POS Items from the Menus section.

Menus section of the Sales and Catering Configuration menu with Menu/POS Items command selected

 

 

When accessed, the POS Items Maintenance screen will open.

By default, the General tab appears. You MUST create and save each new menu item on this tab BEFORE continuing with other configuration.

POS Items Maintenance screen example

The screen display is split into two frames, with the left side of the screen listing any already configured Point of Sale (POS) Items for the property and the right side containing the fields you need to complete in order to add or edit a Point of Sale (POS) Item for the property. Any changes made on the right, once saved, will be updated in the listings to the left.

 

 

List of already configured POS items that may be selected from

The currently configured Category options can be displayed by:

Inactive: This option will be yes or no, depending whether the preparation is currently configured as available or not.

Order: This determines where the Point of Sale (POS) Item appears listed in the interface.

Description: The name of the Point of Sale (POS) Item can be sorted alphabetically or a particular Point of Sale (POS) Item searched for manually.

Code: This is the Firing Order code, if configured. See Firing Orders - Menu Set Up. Point of Sale (POS) Item code can be sorted alphabetically or searched for manually.

Pick Category: This is the Pick Category, and is a drop-down menu of available options to select from. See POS Items Pick Categories.

UPC: Point of Sale (POS) Items can be sorted by UPC if entered; this is typically for non-food items as it refers to a scanned item. Point of Sale (POS) Item can be sorted alphabetically or a particular Point of Sale (POS) Item searched for manually.

Selecting any Point of Sale (POS) Item displays the details on the right. The right side contains the fields you need to complete in order to add or edit an Point of Sale (POS) Item for the outlets on your property.

 

Click on the Inventory tab:

POs Items Maintenance screen Inventory tab

Track as Inventory: If this box is checked, any time this Point of Sale (POS) Item is sold, it will be tracked and the Inventory items used in its production will be subtracted from the QOH total. See Quantity on Hand.

Inventory Category: the Point of Sale (POS) Item is in. This is a drop-down menu to select from available Inventory categories.

This field is optional; if none is selected ALL Inventory Items configured can be selected from in the Fast Pick box.

High Order Point: This is the maximum inventory number of the Point of Sale (POS) Item you want on hand at any given time.

Low Order Point: This is the inventory number at which you wish to trigger the re-purchase of a Point of Sale (POS) Item.

Initial Count: Inventory Initial Count. this is only used for the first Shopping List. See Shopping List.

Note: Be sure to set these numbers at points that will ensure you do not run out of a Point of Sale (POS) Item, but do not have an excess of stock on hand that can spoil or pass expiration dates.

Click the Fast Pick button to add Inventory Items used in the Point of Sale (POS) Item:

Fast Pick pop up window for Inventory items

This lists the Inventory Items that can be configured as being used in the production of Point of Sale (POS) Item, and you can manually enter how many of each Inventory item are used. See Inventory Category - POS and Inventory Items - POS for details on configuring Inventory Items.

Once your selections have been made, click the orange "Save and Exit" button to return to the Inventory tab screen, where your selections will now be displayed.

 

Date Updated October 28, 2020