Item Maintenance
To enter items into iQ-POS, click on Maintenance > Items and Inventory then press Insert in the Item Information section.
General
Item Information
Item Number - Enter the item number that will be scanned or entered at the point-of-sale station. If using bar code scanners, this number must be the same as the one on the bar code.
Description - Enter the description of the item that will appear on the sale receipt.
Item Location - Enter the location of the item. You can create an unlimited number of locations. Setting up locations allows you to group your items by where they are stored for physical inventory and stocking. This location is different than the Main Location/Store Room designation. This location setting simply allows another location group for reporting purposes. For example, in storage, you may have several store rooms (Shed, behind bar, and kitchen store room). You could have several locations so that you can take inventory reports into each location when counting inventory..
roomMaster Account - Select the roomMaster account code this item will be posted to for accounting purposes. roomMaster will handle all your daily, weekly, monthly and yearly accounting figures so you must connect each item sold to a roomMaster account code such as Restaurant Food, Gift Shop Merchandise, etc. If you need to create a new account code, you should do so in roomMaster using Supervisor access. Different items can use the same roomMaster account. It is not recommended to change the roomMaster account once you start using the Point-of-Sale system.
Category - This is the Category that will be selected in the iQ-POS Terminal Screen to ring an item. Enter a category AA through ZZ. The category gives you the ability to place each item under a group such as Appetizers, Beverages, Shots, Liquors, Wines, Beers, Tobacco, Candles, Newspapers, Entree's, Desserts, etc. Each Category created appears as a button on the terminal screen of iQ-POS
Classification - This is the actual sales classification of the item. Classifications are used for sales reporting purposes and cannot be changed. Anything marked as "Alcoholic Drink" and "Non-Alcoholic Drink" will be considered a drink when selecting the "Order Another Round" option in the iQ-POS.
Terminal Description - Enter a description (optional) which will appear on the Terminal for this item. This allows the description of the item to appear on the terminal different than the printed guest receipt. For example, you can enter "SALMON" for the Terminal Description but enter "Grilled Alaskan Salmon" for the regular description.
Status - If the item is a non-stock item (such as Tips, beer on tap, soda fountain, etc.), select Non Stocked Item. Non Stocked Items are items that do not deplete the inventory in the same measure each time. Non Stocked Items are also known as Phantom items. Notification Only items have no price, no modifiers and no value and DO NOT print on the Guest Receipt. This can be used for Course Notifications, Tracking People or Tracking certificates internally as well as print to the kitchen but not appear on a receipt.
Standard Price - Main Location
Fixed - Charges the customer a fixed amount per issue unit of measure.
Markup by Issue Cost - Multiply by issue unit cost (Entering 1.75 would mark up an item 75%) Issue = $1.00, the item would cost the customer $1.75.
Prompt User - When the item is added to an order, the system will prompt the user for a price. This could be an item which always needs to be weighed, or a non-priceable item such as a TIP.
Total Percent - Adds percentage of total bill. Useful for room service surcharges, large party surcharges, etc.
Override Printer (Kitchen/Bar Printing)
Available with the extended iQ-POS module, this option lets you choose the printer, defined in the POS Print Manager, that this item will print to. If you leave this option blank, the item will be printed to the printer defined on the category level.
Add Individual Tip Line for this item
Select this option for items where a separate gratuity would be given. For example, in a spa multiple services(items) could be performed by different staff members and a separate gratuity given to each staff member. A separate tip line for the item will be printed on the Summary receipt.
Note: When an item with this option selected is on a check, only individual tip lines for the items with this option selected will print. A standard Tip line for the entire check will not print.
Price/Costing
Purchase Units To Issue Units Conversion - Enter the inventory purchase/issue conversion. An example would be 1 CT = 10 PK (One carton of cigarettes is the same as 10 packs) Another example would be 1 CA = 24 CN (one case of coke is 24 cans of soda). The issue units is the lowest unit amount that will be sold.
Purchase Unit Cost - Enter the cost of the item when purchased from your vendor in the purchase unit of measure.
Issue Unit Cost - The system will calculate the issue unit cost (Purchase cost divided by issue unit of measure).
Standard Cost -Allows you to markup the issue cost to allow for intangible items such as packaging, wrapping, shipping and labor.
Taxes - Select which Tax Rates to apply to this item. Tax rates are configured under Maintenance > Tax Settings and default tax rates can be set new items entered.
Note: If the tax settings are changed for a new or existing item, the next new item entered will use the same tax settings as the item that was last entered or changed. This "memory" makes it easier to enter multiple items with the same tax settings without having to select the tax settings for each new item. Once iQ-POS is closed on the workstation, the memory is released any new items entered will use the default tax settings when iQ-Kiosk is re-opened.
Vendor Number -(Optional) Allows you to specify a vendor to let you print inventory reports based on a specific vendor.
Overrides
Pricing Overrides - Available in Extended iQ-POS module, lets you specify different prices for different times of the day. Set up Time Tables to define different times of the day, such as Happy Hour, Late Night, Sunday Brunch, etc.
Service Pricing Overrides - You may enter specific pricing by service point. This allows you to have one item in inventory and charge a different price depending on where it is being consumed, ordered or delivered. For example, you may want to charge $1.00 for a soda if it is ordered in the bar, but $1.99 for a soda ordered in the restaurant. Enter the override price in the appropriate fields. See Rename Services for how to change the service location names. Also, it is recommended to use the Display Service Menu option when using Service Pricing overrides. If service selected, i.e. "Room Service" or "Take Out", will print clearly on the kitchen receipt.
You may also select which roomMaster account code to post to for each Service Pricing Override selection. This is so non-taxable items can use one account code and taxable items can go to another. If these fields are left blank it will use the account number assigned to the item number.
iQ-Schedule Pricing Overrides - For items being used in the iQ-Schedule program, you can enter a different price for Children, Teens or Seniors. Use the Standard Price as the Adult charge.
Inventory
roomMaster allows you to track current inventory, enter purchases made and shipments received and track purchases of individual items on the Inventory, Purchases, and History tabs of the item. Main Location is the last location the item is stored prior to being used. Store Room is any other location an item is held prior to moving it to the Main Location.
Example: For T-Shirts in a gift shop, the gift shop is the Main Location and the dry storage area in purchasing is the Store Room.
On Hand in Main Location - The amount of issue units on hand in Main Location.
On Hand in Store Room - The amount of issue units on hand in Store Room.
Total Quantity Available - The total quantity in Main Location + Store Room.
Quantity On Order - The amount of issue units on order (using the Purchases Tab).
Total Available/On Order - The total quantity on hand + quantity on order.
Inventory Item Countdown - An inventory countdown quantity that will place the item on Closed Status (86-Unable to be ordered) once it is sold out.
Reorder Point - If the inventory falls below this value, it will appear on the Reorder Report (minimum stocking level).
Reorder Quantity - If the item appears on the Reorder Report, the amount that should be ordered (minimum order quantity from vendor).
Lead Time - The amount of days it takes from time of purchase requisition to the time of delivery (Expected Delivery Days).
Eighty Six (Should not be ordered) - Sets an item to Closed Status and prompts the user before ordering it.
Purchases
Each time a purchase is to be made, enter a purchase line item. This will change the amount "On Order". When the item is to be received, you can receive the entire shipment or partial shipment (Maybe because of breakage or short shipments).
History
History shows changes to inventory such as daily sales and receipt of purchases.
Modifiers
Modifiers are used to allow custom modifications to the order being entered or to describe in detail changes made to the item. Changes would be cooking temperature of meat, extra cheese, type of salad dressing, large or small, on the rocks, or any other type of modifier needed. For more detailed information, please see Modifiers.
Notes
Enter any notes about the item here.
Display as Chart
Select this option to display sales information about an Item as a chart. To see how many of this item were sold for a time frame, press Display as Chart. Select a time frame from the drop down box and press OK. The chart will display the number of units sold of this itmem. In the Chart Data section, use the drop down box to select other charts such as Value Sold, Value Sold by Employee, and Average sold by Day of the Week.
For more information on viewing different data on a chart, see the Displaying Data section in the roomMaster help text under Charts and Graphs.