Items Guide

USING THE “ITEMS” SCREEN

1. Under the “Products” tab, select “Item”. This will bring you to the “Items” screen, which lists off all of the Items from your menus. You can use this page to quickly find Items and make simple changes.
2. Clicking on the “Columns” button will trigger a drop-down menu with options for the fields that can be added or removed from this screen (in the form of a column). For example, if you would like to view the Prices for your Items, make sure that the box next to Prices is checked off and the field is shown.

3. Columns can also be sorted by clicking on the Column title. For example, you can sort items by Price – highest/lowest by clicking the small up arrow next to “Price”, and the reverse by clicking the down arrow.
4. “Filters” allows you to search for Items within a specific Menu, Group or Status. You can add multiple  groups and/or menus to widen the search.  

5. You can search for an Item using the search bar underneath the column for “Title”.
6. If you’d like to make an edit to the Item, click on the value you’d like to change; this will make the fields in the Item’s row editable.
7. Once you have made your changes, click on the “Save” button at the bottom of the screen (or the “enter” key on your keyboard). A vertical green bar will briefly appear next to the Item’s row to indicate a successful save.
8. If you would like to make the same change to multiple items at once, you can do so by following the steps below.
9. Select the Items you would like to edit by checking off the small box to the left of the “Title” field. You will need to check off more than one item in order to activate the “Bulk Actions” drop down. If you wish to select all of the items on the screen, select the checkbox to the left of the “Title” section
10. Click on the “Bulk Actions” button. From here, you can select from 4 options: Edit, Prefix, Append, and Delete.

11. Selecting the Edit option will allow you to edit the Title, Price, or Small and Medium Images for the Items. Make the change in one field in the top row and it will apply to the others that have been selected.

12. Prefix/Append – A common use for these would be differentiating Items by location (Boston – Curly Fries), section (Wings – Medium Hot), or Menu (Paninis – Breakfast). Add the prefix/appendix to one field and it will apply to the others that have been selected.

13. Delete – Delete multiple items at once.

14. You will see a prompt when saving that will re-iterate that the change is being applied to all of the selected Items.

15. Prepare Download – Allows you to download the menu in CSV form.

CREATING A NEW ITEM

1. Click “+ New Item”
2. Add the “Title” of the Item – this is an internal title, so we recommend making it something that will be easy for you to identify. For example, you could add a prefix for the location or menu that the item belongs to.

3. If you know that this Item will have Modifier Groups applied to it, add these by clicking “Select Modifier Groups”, searching for and finding the applicable groups, and then moving them from the left box to the right box, and saving.
4. Add a price for the item. The price can be $0 (for free add-ons, cooking preferences, etc)
5. Add Display Content – this is how the Item appears to the customer. It is mandatory to add a language and Display Title (this time, name the item how you’d like customers to see it).

6. Add Descriptions and Images for the Item if you’d like to. Click “Add” to finalize your Display Content.
7. Add the Start and End date – usually, the Start Date is today’s date and the End Date is very far in the future (ex. 31 Dec 2099) unless it is a seasonal special.
8. “External ID” should populate automatically if you imported your menu from a POS.
9. “Max Item Selections” allows you to put a limit on how many instances of this Item can be added to a single order.
10. “Inherit Parent Options” should be checked off if you would like this Item to take on the modifiers applied to its parent group. For example, if your item is “Wing Meal”, and it belongs to a Menu (parent) group called “Wings” which has a modifier group called “Wing Flavor” assigned to it, the “Wing Meal” would get the modifier group “Wing Flavor” as long as this box is checked off.
11. Ignore the “Extended Attributes” section. Your CSM will be happy to help with this if applicable.
12. Select the “Applicable Order Types”. They should both be checked off (colored blue) to start, so if you don’t want an item to be available for Delivery, for example, make sure to click Delivery to turn it white.
13. “Display Rank” is the order in which the Item will appear in its Group on the Menu. This will default to “1”. If an item called “5pc Wings” has a display rank of “1” and an item called “10pc Wings” has a display rank of “2”, the “5pc Wings” item will appear first.
14. Make sure “Is Taxable” is checked off, unless you don’t want this item to be taxed.
15. Finally, make sure that the status is set to “Active” if you want this item to be available to your customers. Click “Save” to create the Item.