Difference between revisions of "General Item Setup and Configuration"

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This section explains how to add and edit concession items. Whenever adding items, it is best to clone items, instead of adding items from the concession list. When cloning, the item will then copy settings such as stock and the subtotal.
+
This section explains how to add and edit concession items. Whenever adding items, [[#Adding a Concession Item Via Cloning | cloning items]] is better than adding items from the concession list. When cloning, the item will then copy settings such as station items and the subtotal. Once you've added an item via cloning, you must still add it to [[#Touch Screen Layout | touch screen]].
  
This section is divided into three  parts:
 
*Concession Item List
 
*Adding a Concession Item
 
*Concession Items Explained
 
  
==='''Concession Item List'''===
 
  
To see your current concession list, navigate in RTS to <code>'''Setup –> Concessions –> Items'''</code>. This will display all your items currently in your database. ''Note: If an item was deleted and you would like to add it back into the system, navigate to <code>'''Setup –> Concessions –> Restore'''</code> and restore the item.''
 
  
  
[[File:SU_Concessions_Items.jpg|150px]]<br/><br/>
+
==Concession Item List==
  
From the concession item list, you may use the search bar to search for an item, edit, add and remove. As previously noted, please do not add items from this window. Please see the following steps for adding concession items.
+
In RTS, navigate to: <code>'''Setup –> Concessions –> Items'''</code>. This will display all your items currently in your database.
 +
  
==='''Adding a Concession Item'''===
+
[[File:SU_Conc_Items.PNG|250px]]
  
1) Navigate to <code>'''Setup -> Concessions -> Clone Item'''</code>
 
  
 +
<span style="color:#000080">''Note: If an item was deleted and you would like to add it back into the system, navigate to <code>'''Setup –> Concessions –> Restore'''</code> and restore the item.''
  
[[File:SU_Concessions_CloneItem.PNG|200px]]<br/><br/>
 
  
2) Choose an item in the drop-down menu to base your new item from. Select '''"Create New Item"'''.
+
[[File:SU_Concessions_Items.jpg|150px]]<br/><br/>
 
 
 
 
[[File:SU_Concessions_CloneItem_CreateNewItem.PNG|200px]]<br/><br/>
 
 
 
 
 
3) Enter the name of your item. RTS recommends capitalizing your item. Select '''"Ok"'''.
 
 
 
4) The window provided below will prompt after creating your item. From this screen, you may designate price, functions of the item, subtotal, picture and sales tax. Functionality of this window is explained in Concession Item Configuration
 
 
 
5) Designate the price of your item. Click the subtotal tab and select the category you wish your item to be filtered with for subtotal reports.
 
 
 
6) Modify how you wish your item to appear on your selling screen by selecting the picture tab. If an image of the item is not available within the database, you can designate a font color and background color.
 
  
7) RTS recommends including your tax within your item price to avoid pennies in the drawer. However, if you choose to utilize the sales tax feature, designate the appropriate sales tax using the sales tax tab. If your state's tax does not appear in the provided list, please contact technical support for configuration, or see Sales Tax in the help file.
+
From the concession item list, you may:
 +
* Use the search bar to search for an item
 +
* Edit, add, or remove items
 +
<span style="color:#000080">''As previously noted, please do not add items from this window. Please see the following steps for adding concession items.''
  
8) After your item is configured, save your settings. Please keep in mind that this only creates the item within your database. If you cloned the item with similar settings, the item will already by added into the appropriate stations and stockroom. If this is not the case, please see Station Items to configure how your stations are calculated for inventory purposes.
+
==Adding a Concession Item Via Cloning==
  
==='''Concession Items Explained'''===
+
#Navigate to <code>'''Setup -> Concessions -> Clone Item'''</code>.<br><br>[[File:SU_Concessions_CloneItem.PNG|200px]]<br/><br/>
 +
#Choose an item in the drop-down menu to base your new item from. Select '''"Create New Item"'''.<br><br>[[File:SU_Concessions_CloneItem_CreateNewItem.PNG|200px]]<br/><br/>
 +
#Enter the name of your item. RTS recommends capitalizing your item. Select '''"OK"'''.
 +
#The window provided below will prompt after creating your item. From this screen, you may designate price, functions of the item, subtotal, picture and sales tax. The functionality of this window is explained in Concession Item Configuration.
 +
#Designate the price of your item. Click the [[#Subtotal Tab | subtotal tab]] and select the category you wish your item to be filtered with for subtotal reports.
 +
#Modify how you wish your item to appear on your selling screen by selecting the [[#Picture Tab | picture tab]]. If an image of the item is not available within the database, you can designate a font color and background color.
 +
#RTS recommends including your tax within your item price to avoid pennies in the drawer. However, if you choose to utilize the sales tax feature, designate the appropriate sales tax using the [[#Sales Tax Tab| sales tax tab]]. If your state's tax does not appear in the provided list, please contact technical support at [mailto:support@rts-solutions.com support@rts-solutions.com ] for configuration, or see [[Sales Tax]] in the help file.
 +
#After your item is configured, save your settings. Please keep in mind that this only creates the item within your database. If you cloned the item with similar settings, the item will already by added into the appropriate stations and stockroom. If this is not the case, please see Station Items to configure how your stations are calculated for inventory purposes.
  
  
 +
==Concession Item Settings Explained==
  
  
===='''GENERAL TAB'''====
+
===General Tab===
  
Navigate to <code>'''Setup -> Concessions -> Items'''</code>, select '''Edit'''.
+
Navigate to: <code>'''Setup -> Concessions -> Items'''</code>, select '''"Edit"'''.
  
  
Line 59: Line 52:
  
 
Designates the price of the item.
 
Designates the price of the item.
Use to calculate percap
+
 
Set this option if you want this items sales to be included in the per capita calculation. This setting is checked whenever a report is displayed. The per capita setting is not stored in the historical data base records.
+
'''Use to calculate percap'''
 +
 
 +
Set this option if you want this item's sales to be included in the per-capita calculation. This setting is checked whenever a report is displayed. The per capita setting is not stored in the historical database records.
  
 
'''Show on cash out report'''
 
'''Show on cash out report'''
  
Forces the remaining amount of this item to print on the cash out report when the station is closed. This is usually enabled for gift certificates that are returned with the stations cash drawer.
+
Forces the remaining amount of this item to print on the cash out report when the station is closed. This is usually enabled for gift certificates that are returned with the station's cash drawer.
  
 
'''Increase stockroom amounts'''
 
'''Increase stockroom amounts'''
  
Increase the stockroom amount when this item is stocked from the stockroom. This option is set when the item is a sequentially numbered gift certificate. The stockroom amount is set to the current gift certificate serial number so when a certificate is removed from the stockroom the software will track to next certificate number.
+
Increase the stockroom amount when this item is stocked from the stockroom. This option is set when the item is a sequentially numbered gift certificate. The stockroom amount is set to the current gift certificate serial number so when a certificate is removed from the stockroom the software will track to the next certificate number.
  
 
'''Discount with a movie card'''
 
'''Discount with a movie card'''
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'''Display on fill order station'''
 
'''Display on fill order station'''
  
This causes this items sales to appear on a remote display for pickup. Also when this item is sold a receipt is printed automatically with the a Pickup number. You must have a receipt printer configure for the receipt to print.
+
This causes this item's sales to appear on a remote display for pickup. Also when this item is sold a receipt is printed automatically with a Pickup number. You must have a receipt printer configure for the receipt to print.
  
 
'''Enable Employee Discount'''
 
'''Enable Employee Discount'''
Line 85: Line 80:
  
 
Set this option to force an amount entry field on the selling screen for this item.
 
Set this option to force an amount entry field on the selling screen for this item.
Password Protected
+
 
 +
'''Password Protected'''
 +
 
 
Set this option to password protect the amount entry item.
 
Set this option to password protect the amount entry item.
  
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Set this option if you want this item to earn concession points through the bonus point program. Currently $1= 1point.
 
Set this option if you want this item to earn concession points through the bonus point program. Currently $1= 1point.
  
===='''SUBTOTAL TAB'''====
+
===Subtotal Tab===
 +
 
  
 
[[File:SU_Concessions_Items_Edit.SUBTOTAL.PNG|150px]]<br/><br/>
 
[[File:SU_Concessions_Items_Edit.SUBTOTAL.PNG|150px]]<br/><br/>
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'''None'''
 
'''None'''
  
Select this button to setup the subtotal to nothing. Subtotal reports will display "No Subtotal Found" for this items sales.
+
Select this button to set up the subtotal to nothing. Subtotal reports will display "No Subtotal Found" for this item's sales.
  
 
'''Edit Subtotals'''
 
'''Edit Subtotals'''
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This button will display the subtotal configuration window.
 
This button will display the subtotal configuration window.
  
===='''PICTURE TAB'''====
+
===Picture Tab===
  
 
[[File:SU_Concessions_Items_edit.PICTURE.PNG|150px]]<br/><br/>
 
[[File:SU_Concessions_Items_edit.PICTURE.PNG|150px]]<br/><br/>
Line 116: Line 114:
 
'''Item Graphics'''
 
'''Item Graphics'''
  
To display a graphical picture of the concession item, click load and select the items picture.
+
To display a graphical picture of the concession item, click load and select the item's picture.
  
  
 
'''Text Display'''
 
'''Text Display'''
  
If there is no picture available, selected the text color and back color of the text button. The size adjust will increase and decrease the text size on the selling screen.
+
If there is no picture available, RTS will display the item's display name. You can change the background color and text color of the button with these options. The size adjust will increase and decrease the text size on the selling screen.
  
===='''DISCOUNT TAB'''====
+
===Discount Tab===
  
 
[[File:SU_Concessions_Items_Edit.DISCOUNT.PNG|150px]]<br/><br/>
 
[[File:SU_Concessions_Items_Edit.DISCOUNT.PNG|150px]]<br/><br/>
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These are different discount amounts that can be configured. The amounts entered should be the amount to deduct from the selling price.
 
These are different discount amounts that can be configured. The amounts entered should be the amount to deduct from the selling price.
  
===='''SALES TAX TAB'''====
+
===Sales Tax Tab===
 +
This configures the sales tax for the concession item.
  
 
[[File:SU_Concessions_Items_Edit.SALESTAX.PNG|150px]]<br/><br/>
 
[[File:SU_Concessions_Items_Edit.SALESTAX.PNG|150px]]<br/><br/>
  
This configures the sales tax for the concession item.
+
*Select the sales tax from the drop-down lists.
 +
*If your sales tax is not available, please contact technical support at [mailto:support@rts-solutions.com support@rts-solutions.com ] and we will add your tax rate to the software. Please include a tax table from your State's Department of Revenue, with the exact tax amount for prices from $0.01 up to $100.00.
  
1) Select the sales tax from the drop down lists.
+
==Station Items==
  
2) If your sales tax is not available, please contact technical support and we will add your tax rate to the software.
+
#Navigate to: <code>'''Setup -> Concessions -> Station Items'''</code>. <br><br>[[File:SU_Concessions_StationItems.PNG|250px]]<br/><br/>
 +
#Set '''"Current Station"''' to be one of your selling station numbers.
 +
#Highlight the item in the '''"Main Item"''' list, select the '''"<-"''' button to move the item to the '''"Station Items"''' list.
 +
#For '''"Type"''' choose "Selling", for "Stock From" choose '''"Stockroom1"'''.
 +
#Select '''"Save"'''.
 +
#Select '''"Close"'''.
  
 +
This will add the new item, and set the station it will be sold from. It will also set the properties of how it is treated for Inventory purposes. The item will be treated as a '''"Selling"''' item, and the item will be pulled from the '''"Stockroom1"''' location when sold.
  
Navigate to: <code>'''Setup -> Concessions -> Station Items'''</code>
+
==Touch Screen Layout==
 
 
 
 
[[File:SU_Concessions_StationItems.PNG|250px]]<br/><br/>
 
 
 
# Set '''"Current Station"''' to be one of your selling station numbers
 
# Highlight the item in the '''"Main Item"''' list, select the '''"<-"''' button to move the item to the '''"Station Items"''' list.
 
# For '''"Type"''' choose "Selling", for "Stock From" choose '''"Stockroom1"'''
 
# Select '''"Save"'''
 
# Select '''"Close"'''
 
 
 
This will add the new item, and set the station it will be sold from. It will also set the properties of how it is treated for Inventory purposes. The item will be treated as a '''"Selling"''' item, and the item will be pulled from the '''"Stockroom1"''' location when sold.
 
  
 
Once all the items are added to the system, and in the appropriate stations, a touch screen layout will need to be built:
 
Once all the items are added to the system, and in the appropriate stations, a touch screen layout will need to be built:
 
   
 
   
Go to: <code>'''Setup -> Concessions -> Touch Screen Layout -> Employee Station'''</code>  
+
#In RTS, navigate to: <code>'''Setup -> Concessions -> Touch Screen Layout -> Employee Station'''</code>. <br><br>[[File:SU_Concessions_TouchScreenLayout_EmployeeStation.PNG|300px]]<br/><br/>
 
+
#Set the '''"Current Station"''' to be your first concession station number.
 +
#For each item you wish to sell, highlight the item and click inside the space on the selling screen where you wish that items button to be.
 +
#When the selling screens are set up, you can select: '''"Save"''' to save this station, and then use "Save As" to copy this setup to a different station number.
  
[[File:SU_Concessions_TouchScreenLayout_EmployeeStation.PNG|300px]]<br/><br/>
 
  
# Set the '''"Current Station"''' to be your first concession station number
+
<span style="color:#800000">''NOTES: If you have more items than spaces on the screen, you can spread the items over multiple screens by using either the screen number items or the '''"Next"''' and '''"Previous"''' items on each screen. If you wish the concession station to be able to sell tickets also, add the '''"Tickets"''' item to the layout. These buttons can be found at the bottom of the item list on the left-hand side of the window.''
# For each item you wish to sell, highlight the item and click inside the space on the selling screen where you wish that items button to be.
 
# When the selling screens are setup, you can select :'''"Save"''' to save this station, and then use "Save As" to copy this setup to a different station number.  
 
  
NOTES: If you have more items than spaces on the screen, you can spread the items over multiple screens by using either the screen number items, or the '''"Next"''' and '''"Previous"''' items on each screen. If you wish the concession station to be able to sell tickets also, add the '''"Tickets"''' item to the layout.
+
==Creating a New Station Based Off of an Existing One==
  
 
If you wish to add a station at a later date, you can copy the current station config to the new number as follows:  
 
If you wish to add a station at a later date, you can copy the current station config to the new number as follows:  
  
In RTS, go to: <code>'''Setup -> Concessions -> Station Items'''</code>  
+
In RTS, go to: <code>'''Setup -> Concessions -> Station Items'''</code>.
  
  
 
[[File:SU_Concessions_StationItems.PNG|200px]]<br/><br/>
 
[[File:SU_Concessions_StationItems.PNG|200px]]<br/><br/>
  
# Change the '''"Current Station"''' to be the existing station you want to copy  
+
# Change the '''"Current Station"''' to be the existing station you want to copy.
# Select '''"Save As"'''  
+
# Select '''"Save As"'''.
# Highlight the station you wish to copy the config to  
+
# Highlight the station you wish to copy the config to.
# Select '''"OK"'''  
+
# Select '''"OK"'''.
# Select '''"Close"'''  
+
# Select '''"Close"'''.
  
In RTS, go to: <code>'''Setup -> Concessions -> Touchscreen Layout -> Employee Station'''</code>  
+
 
 +
In RTS, go to: <code>'''Setup -> Concessions -> Touchscreen Layout -> Employee Station'''</code>.
  
  
 
[[File:SU_Concessions_TouchScreenLayout_EmployeeStation.PNG|300px]]<br/><br/>
 
[[File:SU_Concessions_TouchScreenLayout_EmployeeStation.PNG|300px]]<br/><br/>
  
# Change the '''"Current Station"''' to be the existing station you want to copy  
+
 
# Select '''"Save As"'''  
+
# Change the '''"Current Station"''' to be the existing station you want to copy.
# Highlight the station you wish to copy the config to  
+
# Select '''"Save As"'''.
# Select '''"OK"'''
+
# Highlight the station you wish to copy the config to.
# Select '''"Close"'''
+
# Select '''"OK"'''.
 +
# Select '''"Close"'''.
 +
 
 +
==See Also==
 +
*[[Concession Layout]]
 +
*[[Modifiers]]
 +
*[[Concessions Troubleshooting]]

Latest revision as of 14:17, 14 January 2020

This section explains how to add and edit concession items. Whenever adding items, cloning items is better than adding items from the concession list. When cloning, the item will then copy settings such as station items and the subtotal. Once you've added an item via cloning, you must still add it to touch screen.



Concession Item List

In RTS, navigate to: Setup –> Concessions –> Items. This will display all your items currently in your database.


SU Conc Items.PNG


Note: If an item was deleted and you would like to add it back into the system, navigate to Setup –> Concessions –> Restore and restore the item.


SU Concessions Items.jpg

From the concession item list, you may:

  • Use the search bar to search for an item
  • Edit, add, or remove items

As previously noted, please do not add items from this window. Please see the following steps for adding concession items.

Adding a Concession Item Via Cloning

  1. Navigate to Setup -> Concessions -> Clone Item.

    SU Concessions CloneItem.PNG

  2. Choose an item in the drop-down menu to base your new item from. Select "Create New Item".

    SU Concessions CloneItem CreateNewItem.PNG

  3. Enter the name of your item. RTS recommends capitalizing your item. Select "OK".
  4. The window provided below will prompt after creating your item. From this screen, you may designate price, functions of the item, subtotal, picture and sales tax. The functionality of this window is explained in Concession Item Configuration.
  5. Designate the price of your item. Click the subtotal tab and select the category you wish your item to be filtered with for subtotal reports.
  6. Modify how you wish your item to appear on your selling screen by selecting the picture tab. If an image of the item is not available within the database, you can designate a font color and background color.
  7. RTS recommends including your tax within your item price to avoid pennies in the drawer. However, if you choose to utilize the sales tax feature, designate the appropriate sales tax using the sales tax tab. If your state's tax does not appear in the provided list, please contact technical support at support@rts-solutions.com for configuration, or see Sales Tax in the help file.
  8. After your item is configured, save your settings. Please keep in mind that this only creates the item within your database. If you cloned the item with similar settings, the item will already by added into the appropriate stations and stockroom. If this is not the case, please see Station Items to configure how your stations are calculated for inventory purposes.


Concession Item Settings Explained

General Tab

Navigate to: Setup -> Concessions -> Items, select "Edit".


SU Concessions Items Edit.GENERAL.PNG

Item Name

Name the item. The name is limited to 15 characters.

Price

Designates the price of the item.

Use to calculate percap

Set this option if you want this item's sales to be included in the per-capita calculation. This setting is checked whenever a report is displayed. The per capita setting is not stored in the historical database records.

Show on cash out report

Forces the remaining amount of this item to print on the cash out report when the station is closed. This is usually enabled for gift certificates that are returned with the station's cash drawer.

Increase stockroom amounts

Increase the stockroom amount when this item is stocked from the stockroom. This option is set when the item is a sequentially numbered gift certificate. The stockroom amount is set to the current gift certificate serial number so when a certificate is removed from the stockroom the software will track to the next certificate number.

Discount with a movie card

This enables discounts if this item is purchased with a discount movie card.

Display on fill order station

This causes this item's sales to appear on a remote display for pickup. Also when this item is sold a receipt is printed automatically with a Pickup number. You must have a receipt printer configure for the receipt to print.

Enable Employee Discount

This enables employee discounts for this item.

Amount Entry Item

Set this option to force an amount entry field on the selling screen for this item.

Password Protected

Set this option to password protect the amount entry item.

Earn Points

Set this option if you want this item to earn concession points through the bonus point program. Currently $1= 1point.

Subtotal Tab

SU Concessions Items Edit.SUBTOTAL.PNG

This configures which subtotal the items sales will be included in. This setting is checked and recalculated whenever reports are displayed. The setting is not stored in the sales database.

None

Select this button to set up the subtotal to nothing. Subtotal reports will display "No Subtotal Found" for this item's sales.

Edit Subtotals

This button will display the subtotal configuration window.

Picture Tab

SU Concessions Items edit.PICTURE.PNG

This tab allows configuration of the concession item that is displayed on the touch screen-selling screen.


Item Graphics

To display a graphical picture of the concession item, click load and select the item's picture.


Text Display

If there is no picture available, RTS will display the item's display name. You can change the background color and text color of the button with these options. The size adjust will increase and decrease the text size on the selling screen.

Discount Tab

SU Concessions Items Edit.DISCOUNT.PNG

These are different discount amounts that can be configured. The amounts entered should be the amount to deduct from the selling price.

Sales Tax Tab

This configures the sales tax for the concession item.

SU Concessions Items Edit.SALESTAX.PNG

  • Select the sales tax from the drop-down lists.
  • If your sales tax is not available, please contact technical support at support@rts-solutions.com and we will add your tax rate to the software. Please include a tax table from your State's Department of Revenue, with the exact tax amount for prices from $0.01 up to $100.00.

Station Items

  1. Navigate to: Setup -> Concessions -> Station Items.

    SU Concessions StationItems.PNG

  2. Set "Current Station" to be one of your selling station numbers.
  3. Highlight the item in the "Main Item" list, select the "<-" button to move the item to the "Station Items" list.
  4. For "Type" choose "Selling", for "Stock From" choose "Stockroom1".
  5. Select "Save".
  6. Select "Close".

This will add the new item, and set the station it will be sold from. It will also set the properties of how it is treated for Inventory purposes. The item will be treated as a "Selling" item, and the item will be pulled from the "Stockroom1" location when sold.

Touch Screen Layout

Once all the items are added to the system, and in the appropriate stations, a touch screen layout will need to be built:

  1. In RTS, navigate to: Setup -> Concessions -> Touch Screen Layout -> Employee Station.

    SU Concessions TouchScreenLayout EmployeeStation.PNG

  2. Set the "Current Station" to be your first concession station number.
  3. For each item you wish to sell, highlight the item and click inside the space on the selling screen where you wish that items button to be.
  4. When the selling screens are set up, you can select: "Save" to save this station, and then use "Save As" to copy this setup to a different station number.


NOTES: If you have more items than spaces on the screen, you can spread the items over multiple screens by using either the screen number items or the "Next" and "Previous" items on each screen. If you wish the concession station to be able to sell tickets also, add the "Tickets" item to the layout. These buttons can be found at the bottom of the item list on the left-hand side of the window.

Creating a New Station Based Off of an Existing One

If you wish to add a station at a later date, you can copy the current station config to the new number as follows:

In RTS, go to: Setup -> Concessions -> Station Items.


SU Concessions StationItems.PNG

  1. Change the "Current Station" to be the existing station you want to copy.
  2. Select "Save As".
  3. Highlight the station you wish to copy the config to.
  4. Select "OK".
  5. Select "Close".


In RTS, go to: Setup -> Concessions -> Touchscreen Layout -> Employee Station.


SU Concessions TouchScreenLayout EmployeeStation.PNG


  1. Change the "Current Station" to be the existing station you want to copy.
  2. Select "Save As".
  3. Highlight the station you wish to copy the config to.
  4. Select "OK".
  5. Select "Close".

See Also