Items

myNextep PortalmyMenusItems

Use Items to add and manage the items that are added to the POS menus.

Add an Item (Basic)

myNextep PortalmyMenusItems

To add an item:

  1. In the lower-left of the Items screen, select Add Item.

  2. In the upper-left, select Basic.

  3. 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.

    Important

    If Nextep interfaces with another POS system at the site, then the item POSID must be the same in both systems

    Price

    Item price.

    To add a price level:

    1. Select Add Price Level.

    2. In the Add New Price Level field, type the price level.

      • Maximum 15 characters.

      • No special characters, only letters, numbers, or dashes are allowed.

    3. To the right of the Add New Price Level field, select Add.

    4. From the Price levels not on current item field, select the price levels for the item.

    5. In the lower-right, select OK.

    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.

  4. In the lower-right of the Add Item screen, select OK.

  5. In the lower-left of the screen, select Save to save the changes.

  6. In the lower-left of the screen, select Publish to publish the changes to sites.

Add an Item (Advanced)

myNextep PortalmyMenusItems

To add an item:

  1. In the lower-left of the Items screen, select Add Item.

  2. In the upper-left, select Advanced.

  3. In the upper-left, select a tab to access the respective settings. The following describes each tab.

    Tab

    Description

    General

    General information, including POSID, item type, price, and menu text.

    Allergies

    Ingredients that are potential allergens.

    Recipe

    Associated recipe ingredients.

    Ordering

    Ordering details including upsell items and suggested modifiers.

    Nutrition

    Nutrition information, such as number of calories.

    Auto Modifiers

    Automatic modifiers associated with the item.

    Taxation

    Tax details, including tax exemption status.

  4. In the lower-right of the Add Item screen, select OK.

  5. In the lower-left of the screen, select Save to save the changes.

  6. In the lower-left of the screen, select Publish to publish the changes to sites.

Items - General

The following describes the fields on the General tab of the Items 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.

Important

If Nextep interfaces with another POS system at the site, then the item POSID must be the same in both systems

Price

Item price.

To add a price level:

  1. Select Add Price Level.

  2. In the Add New Price Level field, type the price level.

    • Maximum 15 characters.

    • No special characters, only letters, numbers, or dashes are allowed.

  3. To the right of the Add New Price Level field, select Add.

  4. From the Price levels not on current item field, select the price levels for the item.

  5. In the lower-right, select OK.

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.

  • Item categories are used on the Total Sales by Category and Items Sold by Category reports.

  • To the right of the Category dropdown, select the plus sign + to add a new category.

  • From the Sub Category dropdown, assign the item to reporting/inventory subcategory.

Prep Time

Amount of time the kitchen staff needs to prepare the item.

Other Identifiers

Select the applicable identifiers:

  • Upsell - Include item in upsell reporting and performance statistics.

  • Employee Only - Sold exclusively to employees.

  • Discount - Discount item.

  • Alcohol - Alcoholic beverage.

  • Unit

  • Lookup Only - Item not used on a menu. This is most commonly used with items with a scannable bar code.

  • Highlight

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:

  1. In the UPC field, type the UPC code.

  2. To the right of the UPC field, select Add UPC.

Inventory

To define inventory attributes for the item:

  1. From the Inventory Class dropdown, assign the item to the applicable inventory class.

  2. In the Use Quantity field, type the quantity of the item that is used.

Attributes

To add an attribute for the item:

  1. In the Name field, type the attribute name.

  2. In the Value field, type the attribute value.

  3. Select Add Attribute.

Attributes are used mainly for Menu Genies and Order Management System (OMS) routing.

Items - Allergies

From the Allergies tab of the Items page, select any potential allergens the item contains.

Items - Recipe

From the Recipe tab of the Items page, add associated recipe ingredients to the item.

  1. From the Item dropdown, select the recipe ingredient.

  2. Select Add Item.

  3. In the Use Quantity field of the recipe ingredient, type the quantity of the ingredient that is used in the recipe.

  4. Repeat steps 1-3 to add additional recipe ingredients.

Items - Ordering

The following describes the fields on the Ordering tab of the Items 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:

  1. From the Item dropdown, select the upsell item.

  2. Select Add Upsell.

Suggested Modifiers

Suggest modifiers to add to the item when the item is added to an order.

To add suggested modifiers:

  1. From the Item dropdown, select the suggested modifier.

  2. Select Add Suggested.

Overlay

To add an overlay image to the item:

  1. From the dropdown, select the image file.

  2. Select Add Overlay.

Assigned To

In the lower-left, select Add To to:

  • Add the item to a POS/Kiosk menu.

  • Assign the item to another item as a suggested modifier, recipe ingredient, or upsell item.

  • Select the Less, More, None, Extra, and No items

Items - Nutrition

From the Nutrition tab of the Items page, provide the item's nutrition information.

  1. In the Serving Size field, type the size of a single serving.

  2. In the Calories Per Serving field, type the number of calories in a single serving.

  3. In the nutritional information fields, type the respective quantity that is contained in a single serving.

Items - Auto Modifiers

From the Auto Modifiers tab of the Items page, identify the modifiers to add to the item automatically when the item is added to an order at the POS.

  1. From the Auto Modifier dropdown, select the modifier.

  2. Select Add Auto Modifier. The selected modifier is added to the Auto Modifiers list.

  3. In the lower-right of the Add Item screen, select OK.

To remove a modifier from the Auto Modifiers list:

  1. From the Auto Modifiers list, locate the modifier.

  2. To the right of the modifier, select the red X.

Items - Taxation

The following describes the fields on the Taxation tab of the Items 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

myNextep PortalmyMenusItems

To manage existing items:

  1. From the Items 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.

  2. In the lower-left of the screen, select Save to save the changes.

  3. In the lower-left of the screen, select Publish to publish the changes to sites.