Edit a POS Item

This article will show you how to edit an existing POS Item.  

Instructions

1. Navigate to POS Items

2. Expand a POS Group

3. Click the Edit tool next to your desired POS Item

4. 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 code 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 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 back 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 customers 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

5. Click Save POS Item