Item (edit)
What Items can be used to create and edit products, such as sales items, toppings, menus, raw materials, credits or packaging, as well as to store specific details for each individual product. Where Admin: Item > Item. |
Item
When creating a new item, the standardized property is "Sales item" (Admin: Item > Item > Add item).
If a "Topping", "Ingredient" or "Credit" is to be created, the selection for the "Sales item" in the "Properties" must be removed. The other options are then displayed. The other settings also vary depending on the selected item.
Basic data
Item number: The item number of the item is entered here; this must not be entered twice.
Item name: The name entered here appears in the webshop and in the app.
Description: The description entered here appears in the online store and in the app.
Abbreviation: The abbreviation entered here is used for the display in the checkout.
Name on kitchen slip: The name entered appears on all prints.
Meta title/meta & SEO description: Alternative descriptions and keywords for search engine optimization (SEO) can be entered here.
Article tags
The previously created article tags (Admin: Item > Item tag) can be selected here for each article. The customer can then filter for the item tags in the webshop.
Properties
Discountable: This is relevant for the redemption of vouchers. All items that are not marked as discountable are not taken into account when redeeming a voucher.
Price is changeable: By activating this button, employees can set a free amount for the item within the checkout. A minimum price can also be specified in the "Prices" tab, which may not be undercut when assigning the price.
Packing splip: If this option is selected for an item, a packing list is printed at the end of the receipt containing all items that have this option activated.
Toppings/recipe not changeable by customer (shop/app): The item cannot be changed by the end customer (webshop/app). In this case, this applies to the toppings and recipes of the item.
Hide: When activated, the item becomes invisible in the webshop and in the app, but remains visible in the POS.
Visible only in menus: This item is only visible in the menu in the webshop and in the app.
Allow cutting: This configuration can be used to select whether this item can be cut. In the global store settings (Admin: Store > Global store settings > Other settings > Where should "Cut item" be displayed), you can define where the "Cut item" option should be displayed - either directly at the item or at the end of the order. Items for which the "Allow cutting" function is activated will display "Cut" in the shopping cart and on the receipt printout.
If the "at the end of the order" option for cutting is selected in the global store settings, additional options are available in the admin. These make it possible to display an individual description text and a personalized tooltip.
No upselling: If the item is part of a menu, it is automatically suggested that the selected item can also be purchased in a menu when the item is purchased individually. If this is not desired, it can be switched off by activating the button.
Reminder for driver: By activating the button, drivers are notified in the terminal at the start of the tour that the item must not be forgotten.
Highlight on kitchen slip and receipt: If a specific item is to be highlighted on the receipt print, for example because it is particularly important, this can be activated here for each item individually. Here you can choose between different variants - gray background, black background or bold font.
Only show on the kitchen manager after the last work step (only visible on the packing station): If the kitchen manager is active, you can explicitly specify that this item is only displayed after the last work step. It is only visible on the packing station.
Automatically selected: Only applies to toppings. Here you can specify that a certain topping is automatically selected within a topping group. Take, for example, the dough of a pizza. The customer has the option of choosing between classic dough and gluten-free dough. As a rule, the customer selects the classic dough by default. If the "Automatically selected" option is activated, the classic dough is automatically preselected. The customer only has to change the selection if they prefer the gluten-free dough. This makes the dough selection step easier for the customer during the ordering process, especially if several variations are offered.
Contains alcohol: Relevant for the sale of alcohol. In the global store settings, a message can be set to appear when alcohol is sold (Admin: Store > Global store settings > Other settings > Warning when selling alcohol), e.g. a message that a passport must be shown on delivery. If this option is then activated in the item, the message appears for the customer in the webshop.
Local sourcing: It is possible to allow goods to be purchased decentrally for this item. This means that a partner without administrator authorization can also specify a supplier for their ingredients.
Update storage: This option is particularly important if merchandise management is used. This button must be activated so that the stock is updated each time the item is sold.
No topping options: This setting relates to toppings for a half/half topping and is only relevant for the POS. If it is set to "Yes", no left/right toppings are possible in the POS. If deactivated, so if it is set to "No", a left/right configuration with "L" and "R" is displayed in the POS when editing the topping. This allows you to specify whether the topping should be placed on the left half or the right half, for example on a pizza.
Screenshot of "No topping options":
Sales item
Topping
A topping, e.g. mozzarella, is created like a normal sales item (Admin: Item > Item > Add item). This topping article (mozzarella) is then assigned to a topping group, e.g. "Which cheese?" (Admin: Item > Topping groups > Add topping groups). These topping groups can then be assigned to the individual sales items (e.g. pizza salami).
To create the topping (mozzarella), activate the properties shown above for "Topping". Feel free to select further properties as required. The topping items created (mozzarella, cheddar, parmesan etc.) are then available for selection when creating the topping groups and can be assigned to the topping groups as required, e.g. "Which cheese".
Example: a pizza should have a selection of cheeses (mozzarella, cheddar, parmesan, etc.). The first step is to create the toppings (mozzarella, cheddar, parmesan etc.) individually as an item (Admin: Item > Item > Add item) and activate them with the "Topping" option described above. Once the cheeses have been added as topping items, go to the topping groups (Admin: Item > Topping groups > Add topping groups). Create a group here, e.g. "Which cheese?" and assign the corresponding items (mozzarella, cheddar, parmesan, etc.) in the "Item" tab. Please note that pizzas of different sizes have different topping prices. Each topping and therefore each topping group must therefore be created anew for each size if the price varies.
Menü
If "Menu" is activated, only then can the "Menu" be clicked in the tab.
Ingredient
Credit
The length of the code for credit, as well as a prefix, can be set in the global store settings at "Other settings" (Admin: Store > Global store settings > Other settings > "Length of codes for credit balance based coupons" and "Prefix for credit balance based coupons"). Admin rights are required for this.
If a credit is sold in the POS, an individual code is printed on the invoice or kitchen receipt. This can be entered via the "Voucher" field in the POS and also in the webshop/app when redeeming.
Item creation ingredient
To obtain a pizza, for example, the ingredient required for its production (tomato sauce, cheese, salami) must first be created as item.
Commodity groups
The "Commodity groups" tab contains the commodity groups that have already been created and can be assigned to the respective item.
If the item is included within an item group (Admin: Item > Item groups), then the product group of that commodity group (Admin: Item > Commodity group) takes precedence over the item group of the item (Admin: Item > Item groups > Add item group > tab "Commodity group").
The settings made here only apply to an individual item that does not belong to an item group.
Toppings
This tab contains the "Topping groups", which must be created beforehand so that they can be selected here (Admin: Items > Topping groups). The topping groups define the toppings that can be added to the item.
These topping groups can be assigned to the item at this point. Several topping groups can also be selected.
Prices
The prices for the item can be defined here. First a standard price is entered, which applies if no price is stored within the selected price group.
To set the tax, you can choose between the normal rate (19%) and the reduced rate (7%). So that the system knows how to tax the item correctly in exceptional cases, you must explicitly ensure that the tax is selected correctly.
At "Deviating prices in stores and price groups", a specific price can be stored for each store, if created.
This can look as follows:
These prices can then be edited or deleted again and again.
Recipe
To store a recipe, "Recipes" must first be configured for the individual ingredients (Admin: Items > Recipes).
Removable: You can already select in the recipe which ingredients should be removable. If no selection has been made there, if this is to be handled differently from recipe to recipe, the "Removable" setting can then also be made here in the recipe. In addition to the topping groups, there is also a category in the cash register and webshop which can be used to deselect the removable ingredients.
Price reduction: This area is relevant for the "Topping exchange" function. The price by which the item is to be reduced as soon as the corresponding ingredient has been deselected is entered here.
Stores
If the selected item is valid in one of the stores displayed here, the switch must be set to "yes".
If several stores are managed and the item is valid for all stores, the settings can be applied simply by clicking on the green "choose all" button. You can also deselect all stores with a single click or reverse the previous selection.
Images
An appropriate image for the item can be uploaded in the "Images" tab.
If several language modules and our webshop are used, different images can also be stored here for each language. This can therefore be useful for images that contain a textual part due to a promotion, for example. Once all images have been uploaded for the respective language, there is a URL under each image which must then be assigned to the respective language.
It is important to ensure that no images are uploaded that are too large, as otherwise they cannot be accepted.
Commodity group images have a standard size of 2000(w) x 500(h) px, item images 500(w) x 350(h) px, each with a resolution of 72dpi. The formats .png (for images with transparency) and .jpg (for "normal" images) are supported. The file size should be kept as small as possible. The maximum file size for article images is 500 KB.
Groups
Created "Item groups" (Admin: Items > Item groups) can be assigned to the respective item here.
An abbreviation can also be defined for the item within the item group. For example, if a Coca Cola is available in the sizes 0.5l and 1.0l, the abbreviation 0.5l or 1.0l can be entered here.
You can also select whether this abbreviation or the regular item name should be displayed in the webshop.
Validity
Set validity for the item
If there are certain items that should only be valid or invalid within a certain period of time, this can be set here. To set the validity, enter the following points:
On which day should the item be valid/invalid?
What time should the item be valid/invalid?
A text can be added to the item that is displayed if the item is invalid.
Item is sold out
If one or more items are sold out, it is possible to set this as sold out in the admin interface at "Dashboard" (Admin: Dashboard).
The sold-out items can then no longer be ordered. For this purpose, an end date is specified up to and including which date the item is considered sold out, as well as a corresponding reason.
Please note that this function is only visible if a store has been selected at the top of the dashboard.
Menu
In addition to regular items, menus can also be created.
To do this, "Menu" must be selected in the first tab "Item" in addition to "Sales item". The "Menu" tab can then be opened and the menu can be created.
For example, a menu can consist of 2 slots, i.e. a pizza and a drink. Several menu groups can be created.
In our example, we are creating the group for the "Pizza".
To create a menu, click on "New menu group":
Selection required: Here you can specify whether a selection within this menu group is mandatory or not. The slider is set to "No" if the selection should be optional.
Fixed part of menu: This selection can only be made if there is a maximum of one item in the group. The stored item is then fixed in the menu and no selection can be made.
Item price is surcharge: This adds the price of the stored item to the menu price. If, for example, the menu price changes with the selection of the pizza, the checkbox here can be set to "Yes".
Menu group item: The desired items are added to the menu group here, either via the name or the item number.
Surcharge: If a regular surcharge is to be charged for the menu group, this can be specified here. For example, if it is possible to book an additional drink in a menu for a small surcharge, this should be entered here.
Extra
Further settings can be made in the "Extra" tab. For example, if an alphabetical sort order is not sufficient, a different sort order can be defined for the POS and webshop/app. To do this, simply start with the number 1 and then continue with the next item with the number 2.
A preparation time can also be defined. This is then later relevant for printing the receipt. Sorting by preparation time can then be selected here. The items are then printed on the receipt from the shortest preparation time to the longest preparation time.
If, for example, a drink has been created for which a base price must be specified, the next two fields are relevant.
For example, "per liter" can be entered in the "Text for base price unit". The multiplier for the base price is entered in the next field.
Together, these two fields result in the base price.
In order to obtain results in the statistics for goods sales groups, the respective items must be assigned to the previously created "Goods sales groups" (Admin: Items > Sales groups).
In the following field, a maximum number for the sale of the item can be defined.
Furthermore, an alcohol content, as well as the prefix and minimum age can be added.
It is also possible to specify the shelf life in days and this value can be printed on the item label.
For route planning, there is also the option of setting the transport weight in grams, as well as the dimensions of the delivery packaging in cm for width, height and depth, so that the total weight can be considered when ordering.
Storage
The storage units for the food can be created in the "Storage" tab. This is later relevant for merchandise management.
If a minimum stock level is specified, a message is displayed when this has been reached and new goods need to be ordered. The tax rate that the item has in purchasing is determined in advance for the item.
Now we come to the part that is relevant for merchandise management.
Here it is important to ensure that the smallest possible unit is always selected.
A corresponding "Supplier" can then be added using the "Add supplier" button. The corresponding delivery sizes are stored there.
The corresponding description and article number of the supplier are then entered in the fields. The purchase price for the previously specified unit is also entered here.
The delivery size is then specified. The quantity contained in the item refers to the storage unit specified in advance.
If the item can be delivered in different sizes, it is also possible to specify an additional delivery size here.
Quick overview: Entering the number of items for merchandise management
One-time preparations that must be made in Admin (Admin: Storage).
1 Create "Suppliers".
2 Create "Storage places".
3. Activate ingredients for sales items for which the stock is to be counted and assign a storage places.
4 Assign "Suppliers".
5. Create "Inventory templates". Make sure that all items are stored.
6. Check "Stock" and bring all items to a stock level of 0 with an "Inventory". Make sure that the inventory has been booked ("Book" cup button).
7. Activate the option "Automatically set items to sold out" (Admin: Store > Stores > Edit > Settings > Automatically label items "sold out" when they are no longer in stock). All items are automatically set to sold out when they are no longer available in storage.
Store quantity in the morning
1. Log in to the cash register, go to the "Dashboard" and scroll down.
2. Open "Stock protocol" and check closing stock.
3. Open another tab with "Inventory" (POS > Dashboard) and add the missing quantity to the stock.
4. Book "Inventory".
Nutrition
If the nutritional values (nutritional values + allergens + additives and ingredients) are to be assigned for the sales items, the option "Assign nutritional values to item" must be activated in the "Global store settings" - otherwise the "Nutrition" tab will not appear (Admin: Store > Global store settings > Other settings > Master data settings for items, goods management and accounting > Assign nutritional values to item).
If this option remains deactivated, the "Nutrition" tab will not be visible and the information will be entered at the top recipe of the item. If an item does not have a recipe, the nutritional values are always entered with the item.
The item must be activated as a "Sales item" on the "Item" tab for the "Nutritional value per 100g" and "Nutritional value per serving" to appear.
In order for the "Nutrition" as well as the "Allergens" and "Additives and ingredients" to be entered, the item must be activated as a "Ingredient" on the "Item" tab.
Note: If all nutritional values of an item are 0, the corresponding table of the "Product information" in the webshop/mobile webshop/app is hidden, even if it is set in the admin that certain values should always be displayed!LMIV mandatory details
The LMIV mandatory details (Food Information Regulation) has been mandatory since 2014 and can be entered here.
Nutrition labeling has also been mandatory since December 2016. All further information on this can be found on the website of the Federal Ministry of Food and Agriculture.
Return
The "Return" tab is only required if a "Sales item" has been created for disposable or reusable packaging, e.g. burger packaging.
The following return options are available for disposable or reusable packaging:
- Own system for disposable items: Item is for single use but can still be returned by the customer.
- Own system for reusable items: Item is intended for multiple use and should be returned by the customer.
Further information on disposable and reusable packaging can be found here: Use of disposable and reusable packaging.
Facebook CSV export
On the main page of the items (Admin: Items > Items) there is the button "Export sales items with details".
More information about the "Facebook CSV export" are described in this article: https://support.simplydelivery.de/portal/en/kb/articles/download-product-catalog-data-feed-for-facebook-ads
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