Back Office Item Setup for Restaurant Solution

December 1, 2025

Description

How to create an item in the Back Office for Restaurant Solution

What's in this article?

Solution: Restaurant

When adding an item to your menu, Extended Item Setup fields are immediately present.

Restaurant Item Setup

Menu items must include general information about the item, such as price and tax information.

NOTE:
Multi-store users will need to be in Company View to add and edit their items.

To create an item

In the Back Office, select the Menu tab.
Select the Categories & Items subtab.
Select the category for the item and select Add an Item.
Enter an Item Name of up to 50 characters. Some names may be shortened on the POS to fit the screen.
(Optional) Clear the This item is available at the POS checkbox if you do not want this item to display on the POS. For example, the item may be sold online only.
Select whether the item is sold by Each or Weight/Measure. The price for a weighed or measured item is per pound, foot or whatever your unit of measure may be. Your employees will need to know how items are weighed/measured.
Enter the Sales Price for the item in xx.xx format.
If you want the system to alert the POS user to enter a price for the item at the time of the sale, check the Prompt for Price at POS box.
Select the Tax Category for the item. The system will automatically select your default tax category, but you can click the field and select another tax category for the item.
Click Save.

However you can easily change the order using the Sort Order feature in the Back Office or by dragging and dropping in the Point of Sale app.

Fields on the Extended Item Setup screen and their descriptions
Field	Description
Category	Required for the item to be organized into groups such as drinks, entrees, etc.
Item Name	Name of the item. This has a 50-character max limit.
Routing Group	Enables the item to be routed to a kitchen printer or Kitchen Display System (KDS).
Print Priority	Advises the kitchen on what item to cook first. The default ranking is set to 50. The smaller the ranking number, the higher the priority as viewed on the kitchen chit.
Availability	You can mark an item as available and/or as a favorite on the point of sale.
Description	Description of the item.
Item Type	You can mark the item as a menu item and/or a modifier item.
Item Modifier	Interactive only if the Item Type is selected as "Menu Item". Click Assign Item Modifiers to select a modifier. See modifier groups and modifiers to items for more information. Indicate whether the item is a modifier as well.
Modifier Groups	Interactive only if the Item Type is selected as "Modifier Item". Click Assign to Groups to indicate which modifier groups the item will be available under.
Variations	Click Add a Variation and select from a list of variations or click Add Custom to add your own variation type. You can add up to 3 variations to items.
Tag	Assign a tag to the item. See Back Office Tags in the Restaurant Solution for information on creating tags.
Bar Code	Assign a unique bar code to an item by clicking Assign Bar Codes, then clicking Enter a Bar Code and either enter or scan a bar code for that item variation. The barcode label maker that you select for your business should create either UPC or SKU labels that conform to standard formats. Barcode formats SKU - 8-character alphanumeric barcode format An SKU is an alphanumeric code for internal use and is unique to individual retailers or manufacturers. SKU stands for “stock keeping unit,” and, as the name suggests, it is a number (usually eight alphanumeric digits) that retailers assign to products to keep track of stock levels internally. If a product has different colors and sizes, each variation has a unique SKU number. SKU numbers vary based on the retailer's chosen format, but here are a few examples: Example 1: ABC-12345-S-BL (Brand: ABC, Product ID: 12345, Size: Small, Color: Blue) Example 2: 01-200-GR-M (Department: 01, Item number: 200, Color: Green, Size: Medium) UPC - 12-digit UPC-A or 13-digit EAN-13 barcode format A UPC code, which stands for Universal Product Code, is a series of black lines that help identify a product. UPC codes are universal and can be used to identify a product no matter who is selling it later on, making it useful for external use. A UPC is a 12-digit barcode used in North America to identify most products. The rest of the world uses 13-digit EAN barcodes to identify products. However, both types of barcodes are part of GS1 international standards, so both are accepted globally.
Price and Cost	Select a Price and Cost option from the dropdown list to indicate whether price is the same for all variations and if not, which variation price to use.
Non-revenue	Select this only if the item should be excluded from Net Sales reporting. A non-revenue item is something you sell or charge for in store that is not included in your Net Sales. Non-revenue items are typically tax-free items such as charity donations or delivery charges that you need to sell while keeping the revenue out of your net sales.
Assign stores	Multi-store businesses can select the store where the item is available or select All Stores.

Edit or remove item(s) in the Back Office

You can edit a single item in the Back Office or edit multiple items at once.

To edit or remove an item in the Back Office

In the Back Office, select the Menu tab.
Select the Categories & Items subtab.
Select By Item.
Scroll through the list of your items or search for the item by name or barcode and then click on the the desired item. From here, you can:
- Edit information about the item.
- Create a duplicate of the item.
- Remove the item by clicking Remove Item. The system will display an alert to let you confirm removing the item:
  - Click OK to remove the item.
  - Click Cancel to keep the item.
    NOTE: Removing an item is a "soft delete". This means that although the item is removed from your view, all the data and activity associated with that item is still shown in reports, transactions, etc.

To edit multiple items in the Back Office

This feature allows you to select a group of items and make updates to them all at once without having to open each individual item record. Item attributes that can be changed using this feature are: price, category, tax category, printer group, vendor, and availability at the POS. This feature can also be used to delete multiple items at one time.

NOTE:
Using this feature to update the prices for items priced by variation will result in all variation prices being updated to the price entered.

In the Back Office, select the Menu tab.
Select the Categories & Items subtab.
Under your category list, click the Edit Multiple Items button.
Search by category or by item name/description for the items you want to update.
Select the checkbox next to any items you want to change.
In the dropdown boxes on the right, select the new value(s) you want to update your items with.
Click the Save Changes button.
On the confirmation message, press OK to save or Cancel to go back and make additional changes.