Configure Menu Items for POS - General

The Menu Items command on the POS Maintenance menu allows you to add (and remove) menu items from the system.

Each menu item has two sets of properties to configure and two different tabs for doing this:

• General: This includes the name and code for the item, the price and posting type, and if necessary a Food Type or Unit of Measure to be associated with the item;
• Point of Sale (POS): This is where you associate the item with the appropriate restaurant(s), meal periods, categories, preparations, modifiers, and kitchen stations you should already have set up within the system.

This help topic covers the configuration items in the General Tab. See Configure Menu Items for POS Interface for information on using the Point of Sale (POS) tab.

NOTE: All available menu items for all restaurants must be added to this list. You will associate each item with each restaurant using the Point of Sale (POS) tab after the item is added.

Select Menu Items from the Menu Items Setup section of the Point of Sale (POS) Maintenance menu.

Year of birth can now be required for a POS item (usually alcohol of some kind). You can add this also in the Point of Sale (POS) Maintenance - POS Tab

By default, the General tab appears. You MUST create and save each new menu item on this tab before continuing with other configuration. In addition, the top part of the General tab must be completed and saved before the bottom part of the tab can be edited.

The Menu Items Maintenance General tab has two sides:

The left side of the screen lists the already configured menu items.

The right side contains the fields you need to complete in order to add or edit a menu item in the system.

To get started, you can do any of the following:

• Click the New button from the toolbar to add a new menu item;

  OR

• Select an item from the list on the left and click the Replicate button to copy the record, then edit the information. This is useful if you are configuring multiple similar items that all have similar Codes and the same posting type associated with them, such as Soups or Beer selections.

  OR

• Select an item from the list on the left and edit the information in the tabs on the right.

Complete the fields as described below and then click Save. You MUST save each new item before continuing with configuration.

• Enter a Code for the item. This can be a descriptive type label or simply a number, depending on how you want to identify the item in your system. This field is required.
• Enter a number into the List Order field. This determines where each item appears listed in the interface. This field is optional. If no order is specified, the modifiers will appear in alphabetical order in the interface, filtered by the restaurant, meal period, and category selected by the wait staff (if you configure the Point of Sale tab options to do so).
• Enter a Description for the item. This is the label that appears for the menu item in the interface. This field is required. Be sure to use a label that wait staff can easily identify, but that isn't so long as to clutter the interface unnecessarily.
• If desired, enter a Presentation for the item. This helps specify any particular details regarding how the item is to be served.

• TheDescription in POS maintenance is the "short" description and appears on the screen. If the Presentation is set then that is used on the receipt. If not then theDescription is used on the receipt.

• Enter a Price and select a Posting Type for the item. While these fields are optional, the Posting Type field is REQUIRED if there is a Price. All charges must have a posting type. If the posting type you need does not appear in the list, you may need to edit the Posting Types configuration for the system.
  

When you are finished adding or editing the top section of the menu item, click the Save button to save the changes. You MUST save the changes before continuing.

To REMOVE an item from the list, select the item from the list on the left and click the Delete button from the toolbar. This removes the item from the system.

NOTE: The Food Types and Units of Measure properties located in the bottom section of the General Tab are used for the Sales and Catering system in Skyware, not for the POS system. Since the Menu Items list for both systems is the same, you may see some configuration in these fields for existing items. However, they do not pertain to the POS system currently.

For more information on the Sales and Catering system and its configuration, see Sales and Catering - Overview.