Menu - Basic Aspects

Created by Nefhy Webster, Modified on Fri, 3 May at 1:20 PM by Nefhy Webster

Estimated reading time: 11 minutes

Access to the system's functions and tools is provided through the creation of categories, main options, related functionalities, and access to management tools. Additionally, quick access to frequent actions can be included. With an intuitive and visually appealing design, which is essential to facilitate navigation and efficient use of the system.

Panel for Managing Items
New Item Panel

Panel for Managing Items

It is a tool that facilitates efficient and organized management of the elements present in a system or application. It provides an intuitive way to visualize, search, edit, and control items, helping users maintain order and consistency in their system and perform necessary actions for its proper administration.

Segment	Description
New Item	It is the creation of a product in the database.
Print Barcode	This icon provides access to barcode printing, where label format, description, expiration date, allergens, and other relevant item data can be set.
Archived Items	From this field, you can access products that are archived, to view or activate them.
Delete All	This field allows deleting all registered products.
Image	This displays the product registration image for quick identification.
Name	It is the title given to the product.
Code	It is the unique identifier assigned to each product.
Selling Price	It is the value that the product will have for the public to purchase.
Category	This shows the classification to which each product belongs.
Tax	This section displays the tax assigned to the product.
Order	This section shows the organization of products in the iPad view.
Visible on iPad	This indicates whether this product will be visible on the iPad or not.
Status	This indicates whether this product is active or not.
Commission	If this product has a commission for employees, the amount is recorded in this section.
Commands	These are for Updating, Viewing, Disabling, and Cloning products (Note: This field is not titled).
Export	Items can be downloaded in bulk to easily review menu information.
Import	Items can be entered in bulk to easily register information.
Select the option to import	This instruction indicates that a specific option must be chosen to carry out an import process. Import Products: Import Items: Import Multiple Price Items:
Allowed Files	This refers to the file formats that are accepted in the system when importing. XLS, XLSX.
Export Items	It is the multiple price format, and its download is necessary to have the correct format when doing bulk upload. System Information: Instructions: Export the necessary format to import, select the import option selector, and then upload it to the file selector for your next upload to the system.
Import images massively	From here, images are attached massively, the system only accepts JPG, JPEG, and PNG formats.

New Item Panel

Refers to the specific section where new elements can be created, expanded, or updated in the catalog of items or services offered to keep the database up to date to ensure that the most recent information can be accessed when carrying out sales transactions.

Segment	Description
Image	Allows adding an image to the product registration for quick identification.
Name*	It is the title given to the product.
E-commerce Name	It is the title given to the product on the designated electronic platform.
Image Name	It is the file name of the image associated with the product.
Description	It is additional information or clarification about the product.
Code	It is the unique identifier assigned to each product.
Barcode	It is the barcode numbering associated with the product.
Integration Code	It is the unique identifier assigned to each product associated with the integration systems used.
Selling Price*	It is the value that the item will have for the public to acquire.
Online Price	It is the value that the item will have for the public to acquire within the electronic platform.
Tax	This section selects the tax to be applied to the product. System Information: Note: This tax is applied by the category in which the item is stored; if the item has a different tax, it can be changed in this view.
Subcategory*	This indicates the subcategorical classification that the product will carry.
Category Selection	This indicates the categorical classification that the product will carry.
E-commerce Subcategory	This indicates the subcategorical classification that the product will carry within electronic commerce.
E-commerce Category Selection	This indicates the categorical classification that the product will carry within electronic commerce.
Visible on iPad*	In this field, it is selected whether the item will be visible on the iPad or not.
Status	It refers to the condition in which the product is presented in the system; it may or may not be available for use or interaction.
Type	It is the classification of transactions within the system. These are: Normal, Gift Card, Certificate, Credit, Subscription, Delivery, Fiscal Credit, and Clau Gift Card.
Order	This is the position that the item will have on the iPad.
Open Price	By selecting this box, you can manually enter the item's value during the sales transaction instead of using the default price or scanned price of the item.
Automatically ask quantity?	By selecting this box, the system will automatically present the option to choose the quantity.
Commission Type	This selects how the commission given to the employee will be calculated, either as a percentage or as an amount (Value).
Commission	This establishes the total amount given to the employee as a share for the sale of the product.
Is Tax Applied to the Item?	It refers to the application of the corresponding tax to each individual item. System Information: Note: This value applies to establishments where the selling price already includes the added tax.
Loyalty Points to Claim	In this field, the quantity of points that the item will credit to the loyalty club is established.
Is there a Cost in Loyalty Points?	In this field, the quantity of points with which the item can be obtained when using the loyalty club is established.
Promotional Selling Price	This section establishes the price that the item will have during a promotion.
Maximum Order Quantity	Here, the maximum number of times the item can be acquired in one order is established. System Information: Note: This value applies to establishments that will sell N quantities of an item in a limited time. You can leave it at 0 if you want it to have no time limit on sales.
Waiting Time for Next Order	It is the estimated time before the next order can be placed; it is based on the average preparation time of previous orders. System Information: Note: This value applies to establishments where a time needs to be waited to sell a requested quantity of items. After this time passes, the item counter will reset. You can leave it at 0 if you want it to have no time limit on sales.
Allow Online Sale in E-COMMERCE Integration?	In this field, it is established whether the product is intended for distribution via electronic commerce. System Information: Note: Field used in case of integration with an E-COMMERCE, where if the field is checked, it will be sent as an item to be sold in the online system.
Allow Item Discount?	From here, you can select whether the item will have allowed discounts.
Preparation Time	In this field, the time required for item preparation is established and recorded in hours, minutes, and seconds.
Count as Diner	It is relevant to calculate the total bill, assign orders to specific diners, keep track of available space in the establishment, and offer better service by knowing each diner's needs. System Information: Note: Field used for automatically counting the number of diners at the table, where the quantity of items selected with this value on, will be added up and sent when the order is finished.
Add Multiple Prices for Item Dynamically	Description: Additional information or clarification about the item. Price: This is the other price that the item will have. Action: It is the type of order used with the product; these are: To Go, Pickup, Delivery, Normal Order, E-Commerce.
Add Price	This command allows creating other prices for the product. Note: Prices can be created according to the type of order being used.
Delete	This command undoes the price just created.
Create	With this command, the previously registered information is saved, and a new product is created in the menu.

Fields marked with (*) are required, as not completing them will prompt the system to display a message when trying to save the product: "Please correct the following input errors:" and will detail the fields that need to be filled in for the correct creation of the item.