This article covers how to make changes to a POS Item that's already been created, rather than setting one up from scratch.
Instructions
Navigate to POS Items:
Expand a POS Group:
Click the Edit tool next to your desired POS Item:
Edit your POS Item:
Basics:
Name (required): The name of your item, which will be displayed in the catalog
Description: A description of the item
Group (required): Select the category (or create a new group by selecting the + symbol) that you would like to see this item categorized under
Screens: Select one or more screens under which your groups will be displayed; see Create a POS Screen
Price (required): Price can be left at the default setting of $0.00
UPC Code: Enter a UPC to further identify the item
Note:
This field is optional.
Additional Settings:
Note:
Some of these options will change or not display, depending on your Organization Options.
Track Inventory: Select this option if you wish to track inventory on your item
Button Color: Allows a button color to display on the POS screen
Gift Card: Generates a unique gift code to claim as user credit
Price Includes Tax: Select if the item price already includes tax; selected tax rate(s) should be backed out at checkout instead of applying on top of the price
Taxes: Select a tax rate, if applicable
Is User Credit: Select this option if you intend for credit (in the amount of the price set you have set for the item) to be put on your customer’s account at the time of the sale
Is Admission: Select this to have the sales of this item display in Admission reports
Item Date: Only enter this information to defer revenue in the general ledger
Prompts: Select one or more prompts that would require responses at the time of checkout
Archive: Select this to hide the item from the main POS screen and catalog
Click Save POS Item:
