Items - How to Create and Edit in Connect

What is an Item?

Items are the goods that are sold in venues (Ex: Hotdog, Turkey Burger, Sprite, etc.). They can be assigned to specific Vendors for sale on Activate.

How to create an Item

1. Log in to Connect and select 'Items' from the left side menu and 'Items' again from the collapsed menu.
2. Click 'Create' in the top right corner and input the Item’s Name, Type and Price. 
3. Click 'Save' to create the Item.

 

Details tab

Once the item has been created, select it to edit the detailed information. 

• Image: Upload a photo of the item.
  • Find a photo with a square aspect ratio (300x300 pixels) using an internet search engine. 
  • Make sure the photo is at least 200x200 pixels to ensure the quality of the image.
  • The filename of the image should only be letters and less than 20 characters.
• Icon: Stock icon for item to be used instead of uploaded image. If an item does not have an icon or uploaded image it will display as a black icon with the item name in the middle top area.
• Name: The name of the item.
• Cost: The full retail price for the item.
• Type: The type of item (Ex: Hot Dog as 'Food,' Coke as 'Drink').
• Open Price: This will prompt the employee to manually type a price on Activate.
• Unique ID: All items with the same unique ID will report on Corporate and Venue category sales reports.
• Sort Order: Set the order in which the item will be listed on the menu.
• Status: 'Active' status allows the item to be available for sale.
• Calories (Number Value): Number of calories in the item.
• Calories (Display Label):  The serving size for the item.
• SKU Number: If applicable, enter the item Stock Keeping Unit number.
• Is Alcohol: Select whether or not the item is alcoholic.
• Show Description/Description: Used for customer-facing scenarios (Ex: Kiosks and Mobile Ordering) where the item will show a description. If you select ‘Yes,' type a description of the menu item within the box.

 

Details Tab

• Featured (Mobile Ordering Only):  Featured items will show at the top left of the menu.
• Is Clickable: Enables or disables tap functionality of item.
• Corporate Lock: The item can only be edited by a Corporate Account.
• Track Inventory: Enables or disables the item as an inventory item. By selecting 'Enable,' the item will be copied to the Inventory module of Connect.
• Sold Out: Causes an Item to show as ‘Sold Out’ and will not be selectable on the POS.
• Allow Sold Out Sales: If Inventory is enabled and this is set to ‘Yes,’ it allows the system to continue selling the item even if inventory is <1.
• Optional Names: Add alternate names for Items for Twitter based orders. 
• Tax Group: The Tax Group assigned 
• Commission Group: Assign the item to one of the Commission Groups setup in Options.
• Primary/Secondary/Third Report Category: Classification categories that will appear on the Category Sales report. Items can be assigned to multiple report categories to enhance reporting.
• Weight Item: Set the item to be weighed via scale peripheral.
• Weight Units: The unit of weight in which the item is weighed.
• Tare Weight: the weight of the container so it is not calculated into cost of item.
• Suite Item: When set to Yes, it allows Suites to apply this item to the Suites menu. 
• Upsell Item: An item selected to prompt the cashier to upsell a particular product.
• Loyalty Points - Skidata: Enter information for customer Loyalty Points on purchases, if applicable.

Prices tab

Edit an Item's price by using Price Levels under the 'Prices' tab. If a price level is left blank, the item will use the default price.

• Open Price: enables to choose a price for the item in Activate app
• Price Override on Purchases/Sales: enables the item price to be overridden for sales and purchase.
• Price Override On Returns/Refunds: enables the item price to be overridden for returns and refunds.
• Promotions: enables promotions for this item.
• Discounts: enables discounts to be used on this item.

 

 

Availability tab

Under the 'Availability' tab, an Item's availability can be edited by having it automatically turn Active or Inactive based on the time and date range specified. 

Alternatively, a pre-set ‘Day Part’ can be assigned to an item if one has been created in Options > Day Parts.

 
Category Groups tab

Under the 'Category Groups' tab, pre-set Category Groups can be assigned to Items. The Category Groups determine how items are grouped on Activate.

For example, a Level 1 Category might be ‘Drinks’, which would contain all beverages.  A Level 2 Category Group might be ‘Soda’, which would be a submenu found under ‘Drinks,’ and would contain only items assigned to the 'Soda' Group. 

 

Modifier Tab

Modifiers are additional changes or options that can be selected when purchasing an item (Ex: a modifier for a cheeseburger could be the type of cheese).

• Require Modifiers: If a Modifier is required or optional to purchase the item. 
• Modifier Price Override: Determines if there is an additional charge for the modifier.
  • Select 'Yes' if the price of a Modifier overrides the original price of parent item (Ex: if a burger started at $0 and the type of patty determines the cost).
  • Select ‘No’ if the modifier adds to the price of the item. (Ex: if a burger started at $7 and you have the option of making it a bison burger for $3 extra, it would turn into a $10 burger). 
• Restrict Single Modifier: Allows only one Modifier from the Modifier list to be selected.
• Custom Vendor: If a Modifier is only offered at certain Vendors. 

 

Modifier Groups

Modifier Groups allow a set of modifiers to be added to one common group that can then be assigned to an item. Select 'Custom Vendor' if the Item Modifiers only apply to certain Vendors.

 

Assigned Vendors tab

Items can be individually assigned to a Vendor by marking them as Active or Inactive when necessary. 

 

How to Assign an Item to a Vendor

1. Login to Connect and click on 'Items' on the left side menu. 
2. From the dropdown menu, click 'Items.'
3. Select the specific item and then click on the 'Assigned Vendors' tab.
4. Select 'Assign' to allocate a specific Vendor to the item.
5. Once the Vendor has been assigned, you can toggle the Status of the item by hitting the 'Active' and 'Inactive' buttons. Select all Vendors that this item will be sold at.

Note: Vendors and Subvendors must be created prior to assigning the items. 

 

Wizard

The Wizard is used for customer-facing scenarios and enables the guest to easily flow through modifier choices (Ex: Kiosk). 

Codes

The Codes tab is where Barcodes and LCS (Liquor Control System) can be added to an item. 

How to Add a Code

1. Login to Connect and click on 'Items' on the left side menu.
2. From the dropdown menu, click 'Items.'
3. Select the specific item and then click on the 'Codes' tab.
4. Select the top right button 'Add code'.
5. In the pop-up, enter in the code (ex: 123443950), the code type (Barcode or Lcs), and then press save.
6. A code can be edited and deleted once created.

Taxes

The taxes tab is where an item's tax settings can be edited.  Under this tab, an item can be set as taxable, assigned to a tax rate or to a tax group. An assigned tax rate will be 'Inclusive' or 'Exclusive' depending on the item. A tax group is only for reporting purposes and only one group can be assigned to an item.