Overview

This article will show you how to edit an existing POS Item.

Instructions

1. Navigate to POS Items
   
   
2. Expand a POS Group
   
3. Click the Edit Tool next to your desired POS Item
   
4. Edit your POS Item
   
   
   • Basics:
     • Name (required): The name of your item which will be displayed in the catalog
     • Description: A description of the item
     • Group (required): Select the category (or create a new group by selecting the + symbol) that you would like to see this item categorized under
     • Screens: Select one or more screens under which your groups will be displayed; see Create a POS Screen
     • Price (required): Price can be left at the default setting of $0.00
     • UPC Code: Enter a UPC code to further identify the item
       • Note: This field is optional.
   • Additional Settings:
     • Track Inventory: Select this option if you wish to track inventory on your item
     • Button Color: Allows a button color to display on POS screen
     • Gift Card: Generates unique gift code to claim as user credit
     • Price Includes Tax: Select if the item price already includes tax; selected tax rate(s) should back out at checkout instead of applying on top of the price
     • Taxes: Select tax rate, if applicable
     • Is User Credit: Select this option if you intend for a credit (in the amount of the price set you have set for the item) to be put on your customers account at the time of the sale
     • Is Admission: Select this to have the sales of this item display in Admission reports
     • Item Date: Only enter this information to defer revenue in the general ledger
     • Prompts: Select one or more prompts which would require responses at the time of checkout
     • Archive: Select this to hide the item from the main POS screen and catalog
     • Note: Some of these options will change or not display, depending on your Organization Options.
5. Click Save POS Item