CorporateItems
Use CorporateItems to manage corporate item lists and local override values for individual menu items. Select a corporate item list to view the available items.
Opmerking
To add items to a child/tier list, first add the items to the master list.
Add a Corporate Item (Basic)
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From the lower-left of the CorporateItems screen, select Add Item.
From the upper-left, select Basic.
From the Basic tab, define the following:
Field
Description
POSID
Unique code or ID for the item. The best practice is to group similar items by their respective POSID number ranges.
Belangrik
If Nextep interfaces with another POS system at the site, then the item POSID must be the same in both systems
Price
Item price.
Item Type
From the dropdown, select the item type: Item or Modifier. Examples of modifiers include toppings or condiments that are added to an item at the POS.
Day Part
From the dropdown, select the day part when the item is available. The default is Always.
Button Text
Menu button label for the item.
Description
Item description.
Menu Board Description
Description to represent the item on a menu board.
From the lower-right of the Add Item screen, select OK.
From the lower-left of the screen, select Save to save the changes.
From the lower-left of the screen, select Publish to publish the changes to sites.
Add a Corporate Item (Advanced)
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To add a corporate item:
From the lower-left of the CorporateItems screen, select Add Item.
From the upper-left, select Advanced.
From the upper-left, select a tab to access the respective settings. The following describes each tab:
Tab
Description
General information, including POSID, item type, price, and menu text.
Ingredients that are potential allergens.
Associated recipe ingredients.
Ordering details including upsell items and suggested modifiers.
Nutrition information, such as number of calories.
Override values for the parent corporate item.
Local override values for the item.
Automatic modifiers associated with the item.
Tax details, including tax exemption status.
From the lower-right of the Add Item screen, select OK.
From the lower-left of the screen, select Save to save the changes.
From the lower-left of the screen, select Publish to publish the changes to sites.
Corporate Item - General
The following describes the fields on the General tab of the CorporateItems page.
Field | Description |
|---|---|
POSID | Unique code or ID for the item. The best practice is to group similar items by their respective POSID number ranges. BelangrikIf Nextep interfaces with another POS system at the site, then the item POSID must be the same in both systems |
Identifier | Unique code or ID for the item specific to the corporate Items. This allows the corporate item to be identified when the POSID is changed at a specific location. |
Price | Item price. To add a price level:
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Image | From the dropdown, select an image to represent the item on a kiosk menu. |
Menu Board Image | From the dropdown, select an image to represent the item on a menu board. |
Coupon | From the dropdown, select a coupon to associate with the item. |
Item Type | From the dropdown, select the item type: Item or Modifier. Examples of modifiers include toppings or condiments that are added to an item at the POS. |
Day Part | From the dropdown, select the day part when the item is available. The default is Always. |
Build Group | From the dropdown, select the applicable build group number. |
Category | From the dropdown, assign the item to a reporting/inventory category.
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Prep Time | Amount of time the kitchen staff needs to prepare the item. |
Other Identifiers | Select the applicable identifiers:
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Language | From the dropdown, select the language for the item description text. |
Button Text | Menu button label for the item. |
POS Text | Item text to display on the POS. |
Menu Board Text | Item text to display on the digital menu board (DMB). |
Receipt Text | Item text to print on the customer receipt. |
Kitchen Text | Item text to print on the kitchen ticket/display. |
Description | Item description. |
Menu Board Description | Description to represent the item on a menu board. |
UPC | To add a UPC code for the item:
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Inventory | To define inventory attributes for the item:
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Attributes | To add an attribute for the item:
Attributes are used mainly for Menu Genies and Order Management System (OMS) routing. |
Corporate Item - Allergies
From the Allergies tab of the CorporateItems page, select any potential allergens the item contains.
Corporate Item - Recipe
From the Recipe tab of the CorporateItems page, add associated recipe ingredients to the item.
From the Item dropdown, select the recipe ingredient.
Select Add Item.
In the Use Quantity field of the recipe ingredient, type the quantity of the ingredient that is used in the recipe.
Repeat steps 1-3 to add additional recipe ingredients.
Corporate Item - Ordering
The following describes the fields on the Ordering tab of the CorporateItems page.
Field | Description |
|---|---|
Upsells | Attach upsell items to the item. When the item is added to an order, the user is prompted to optionally add the attached upsell items. To add upsell items:
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Suggested Modifiers | Suggest modifiers to add to the item when the item is added to an order. To add suggested modifiers:
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Overlay | To add an overlay image to the item:
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Assigned To | In the lower-left, select Add To to:
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Corporate Item - Nutrition
From the Nutrition tab of the CorporateItems page, provide nutrition information about the item.
In the Serving Size field, type the size of a single serving.
In the Calories Per Serving field, type the number of calories in a single serving.
In the nutritional information fields, type the respective quantity that is contained in a single serving.
Corporate Item - Corporate
The Corporate tab of the CorporateItems page lists any differences that exist between the local item and the parent corporate item. The values defined for the local item override the values defined for the parent corporate item.
The following information is provided:
Field | Description |
|---|---|
Tab | Identifies the tab where the field with the different value is located. |
Field Name | Name of the field with the different value. |
Override Value | The override value defined for the item. |
Parent Value | The value defined for the parent corporate item. |
In the lower-left, select Revert All Local Changes to undo changes to the local item. All field values are reset to the values defined for the parent corporate item.
Corporate Item - Overrides
The Overrides tab of the CorporateItems page lists any item values that are overridden by a value defined at the local-level.
Corporate Item - Auto Modifiers
From the Auto Modifiers tab of the CorporateItems page, identify the modifiers to add to the item automatically when the item is added to an order at the POS.
From the Auto Modifier dropdown, select the modifier.
Select Add Auto Modifier. The selected modifier is added to the Auto Modifiers list.
From the lower-right of the Add Item screen, select OK.
To remove a modifier from the Auto Modifiers list:
From the Auto Modifiers list, locate the modifier.
To the right of the modifier, select the red X.
Corporate Item - Taxation
The following describes the fields on the Taxation tab of the CorporateItems page.
Field | Description |
|---|---|
Always Tax Exempt | If selected, tax is never applied to the item price. |
Unit Quantity | Quantity of units that are taxed. |
Manage Items
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To manage existing items:
From the CorporateItems screen, the following actions are available:
Action
Description
Enable/disable items
Toggle items On/Off to enable/disable their availability on menus.
Change item price
In the Price field, type the item price.
From the lower-left of the screen, select Save to save the changes.
From the lower-left of the screen, select Publish to publish the changes to sites.