Restaurant App Item Setup
March 11, 2025
Description
How to add an item using the Restaurant App and add an item using a barcode scanner
Adding items in the Back Office is the recommended method, but if needed, an item can also be added from the Restaurant App. A Restaurant App user must be assigned to a user role that has been granted access to the Category/Item Management feature to add a new category or item in the Restaurant App.
- To add an item in the Restaurant App
- From the app Ticket screen, tap the Category that you want to add an item to.
- Tap the plus button in the category to create a new item.
- Enter an item name.
- Tap Each or Weight to indicate whether you sell the item by quantity or by weight.
- Enter the price for the item, either per item or per unit of measure.
NOTE: Enable Prompt for Price at POS only if you want the POS device to prompt users to specify a price when they sell the item.
- Tap Tax Category and then tap the appropriate tax category for the item.
- Tap Extended Item Setup to set up the following options:
- When finished, tap Save to add the item.
- To add an item using the barcode scanner
If you scan a barcode at the Restaurant app that has not been previously entered in the Back Office, you will hear a "negative" sound and a “Bar code not found” alert appears. You have three options:
- To link to an existing inventory item
- Tap Link to an existing item, then search for the existing item in your inventory and select it. Tap OK to confirm linking the bar code to that item.
- To create a new item
- From the bar code not found popup window, tap Create new item.
- Enter an item name.
- Tap Each or Weight to indicate whether you sell the item by quantity or by weight.
- Enter the price for the item, either per item or per unit of measure.
NOTE: Enable Prompt for Price at POS only if you want the POS device to prompt users to specify a price when they sell the item.
- Tap Tax Category and then tap the appropriate tax category for the item.
- Tap Extended Item Setup to set up the following options:
- When finished, tap Save to add the item.
Items added from a POS device will be automatically updated to the Back Office and available and ready for sale on all other POS devices within minutes. However, you will need to go to the Back Office and update this item with additional, important information, such as vendor, cost, quantity on hand, etc.
NOTE:
If you add an item on the Restaurant app, the item will be created as a store-specific item for the store you are currently logged into on the Restaurant app. If this item needs to be available for multiple stores, update this in the Back Office by assigning the item to all of your stores.
- To delete the item from the ticket
- Tap Delete to remove the item from the ticket.