Create Gift Certificate
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To create a gift certificate:
From the Product List homepage, select New Product.
From the menu pane on the left, select a page and define the respective settings.
The following introduces the pages of the Product List editor.
Page
Description
Define general settings about a product including: naming, tags, reporting categories, and tax group.
Select the payment type to associate with the product.
The available payment type selections are created with the Payment Type editor.
Define availability settings for a product, including:
Availability by site and order source.
Methods used to provide the product to the customer.
Define how the product is priced in different situations, including Price Points.
Define ordering options for a product, including:
Quantity prompt
Guest Count
Discount eligibility
Configure the appearance of the button that represents the product on POS menus, including:
Caption that users can easily understand.
Background and text color.
Image or logo.
Suite Catering
Define product settings related to Suite Catering.
Venues Inventory
View product settings related to Venues Inventory (XVI).
General
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From the General page of the Product List editor, define general settings about the product.
Naming - Specify how the product is named on POS menus.
Reporting - Assign the product to reporting categories.
Product Tags - Assign descriptive identifiers or "tags", which enables you to group products together for a specific purpose, such as defining a pricing rule.
Taxation - Assign a tax group and identify the tax rate for the product.
Additional Information - Provide any additional information and define alternate price lookup codes (PLUs).
Naming
To specify how the product is identified by name:
From the General page, locate the Naming section.
In the Formal Name field, type the default name of the product. In a Suite Catering environment, this name is used to identify the product on the Suite Catering Admin Portal.
In the ID field, type a price lookup code (PLU).
The PLU is an identification code used to improve the accuracy of inventory control.
From the Item Type dropdown, select Gift Certificate.
In the Alternate Name field, type an alternate name to identify the product in reports and on customer-facing displays.
Reporting
To assign the product to reporting categories:
From the General page, locate the Reporting section.
From the Major Category dropdown, select the major reporting category.
Select New Major Category to add a new category.
From the Minor Category dropdown, select the minor reporting category.
Select New Minor Category to add a new category.
Product Tags
To assign a tag to a product:
From the General page, locate the Product Tags section.
From the Tags dropdown, select the tag(s).
Sugerencia
To locate a tag, type its name in the Tags field.
To add a new tag to the tag list:
In the Tags field, type the tag name.
From the dropdown, select (Add New).
Nota
Review existing tags to ensure the new tag is necessary and conforms with naming conventions.
Taxation
To assign a tax group to a product:
From the General page, locate the Taxation section.
From the Product Tax Group dropdown, select the tax group.
Additional Information
To provide descriptive information about the product:
From the General page, locate the Additional Information section.
In the Item Description field, type a detailed description of the item. This description is provided when placing an online order.
Alternate PLUs
To create alternate price lookup codes (PLUs) for a product:
From the General page, locate the Alternate PLUs section.
Select Create.
In the provided field, scan or type the PLU barcode.
From the lower-right of the Create widow, select Done.
Liability
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From the Liability page of the Product List editor, select the payment type to associate with the gift certificate.
From the Payment Type dropdown, select the payment type.
Availability
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From the Availability page of the Product List editor, define availability settings, including:
Availability by site and order source.
Methods used to provide the product to the customer.
Availability restrictions are enforced in the following areas:
Product Lookup
Item Menus
A toast notification is displayed when a product is unavailable.
Availability
To define availability settings for a product:
From the Availability page, locate the Availability section.
Toggle Active to Active if the product is currently available to be sold.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Toggle Forbid Adding Via Lookup to On to prevent the order taker at the POS from adding this product to an order from the Product Lookup screen.
Order Sources
To restrict a product's availability by order source:
From the Availability page, locate the Order Sources section.
Toggle Allow Order Source Restriction to On.
Toggle Available to No where product sales are unavailable.
Price
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From the Price page of the Product List editor, define product pricing settings:
Pricing - Specify the product selling price.
Price Points - Specify the price adjustment when the product is purchased from specific Price Points.
Cost - Specify the vendor cost for the product.
Pricing
To specify the product price at the POS:
From the Price page, locate the Pricing section.
Toggle Open Price to Yes to prompt the order taker to type the price at the POS when the product is added to an order.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
Toggle Tax Inclusive to Yes if all applicable taxes are included in the price.
When enabled, tax is not applied to the price when the product is added to an order.
In the Price field, type the product price.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
From the Roll Up Price dropdown, select the applicable option. The selected option determines how the product price is rolled up into a parent product price.
Option
Description
Do Not Roll Up
Do NOT roll up the price to the parent product price.
Roll Up After Tax
Roll up the price to the parent product price AFTER tax is applied.
Roll Up Before Tax
Roll up the price to the parent product price BEFORE tax is applied.
Price Points
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Price points enable a site to charge a different price for a product during special events, such as a football game, for example.
From the Price page, locate the Price Points section.
For each listed price point, specify the price adjustment value.
If a price is not defined for a price point, then the base price for the product is used.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
The following identifies the price adjustment types:
Adjustment Type
Description
Replace
The price defined for the price point replaces the base price of the product.
Amount
The base price of the product is adjusted by the specified amount.
Percentage (%)
The base price of the product is adjusted by the specified percentage.
Nota
See Price Points for more information about this feature.
Cost
To specify the product cost when purchased from a vendor:
From the Price page, locate the Cost section.
In the Cost field, type the cost of the item.
Ordering Options
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From the Ordering Options page of the Product List editor, define general ordering options for a product, including:
Quantity - Require the order taker to specify a quantity when the product is added to an order.
Guest Count - Specify the guest count for the product.
Quantity
To enable the quantity prompt for a product:
From the Ordering Options page, locate the Quantity section.
Toggle Prompt for Quantity to On to enable the quantity prompt.
Guest Count
The Guest Count specifies the number of guests to associate with this product.
To define the Guest Count for a product:
From the Ordering Options page, locate the Guest Count section.
In the Guest Count field, type the number of guests to associate with this product.
Use the +/- buttons to adjust the value as needed.
Appearance
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From the Appearance page of the Product List editor, configure the product menu button:
Background and text color.
Image or logo.
Caption that users can easily understand.
Menu Display Options
From the Menu Display Options section of the Appearance page, define the following:
Setting | Description |
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Menu Caption | Type the menu caption to display on the POS button for this product. Maximum of 5 lines and 255 characters.
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POS Button Color | Set the primary and secondary background color for the POS button for this product. From the dropdown, select the desired option:
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POS Button Text Color | Set the color for the caption that appears on the POS button for this product. From the dropdown, select the desired option:
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Product Images
From the Product Images section of the Appearance page, select an image or logo to display on the menu button:
From the Image Type column, select the applicable Image Set.
From the action bar located above the Image Set list, select Edit.
From the Edit Image window, define the following:
Field
Description
Description
Name or description of the image.
Image Source
Select the image source:
URL - In the Address field, specify the network address or URL for the image.
Upload Image - Select Choose File to upload an image to the cloud.
The image is displayed in the Preview section. Select the image to zoom in.
From the lower-right of the Edit window, select Done.
Nota
All Image Sets with a Usage type of Product are listed in this section. To add an Image Set, use the Image Sets editor.
Genius is not responsible for any copyright violations.