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, | + | 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]]. |
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+ | ==Concession Item List== | ||
+ | The Concession Item List greatly improves the clarity and speed of creating new concession items. | ||
+ | In RTS, navigate to: <code>'''Setup –> Concessions –> Items'''</code>. This will display all your items currently in your database. | ||
+ | |||
+ | [[File:Items New.png|375px]] | ||
− | + | <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.'' | |
− | + | #Select <b>ADD</b> to create a new blank item or <b>CLONE</b> to create a copy of an existing item with a new name.<br>[[File:Items_New_AddClone.png|250px]]<br><br> | |
+ | #Enter a name for the item. | ||
+ | #Enter a price and assign a subtotal from the drop-down.<br>[[File:Items_New_PriceSubtotal.png|375px]]<br><br> | ||
+ | #Either load an image or set the color styling for the text.<br>[[File:Items_New_ImagePreview.png|300px]]<br><br> | ||
+ | #Select <b>SETTINGS</b> tab and fill out accordingly. See -> [[#Item Settings|Settings Explained]]<br>[[File:Items_New_Settings.png|375px]]<br><br> | ||
+ | #Select <b>SALES TAX</b> tab if the item is taxed.<br>(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.)<br>[[File:Items_New_SalesTax.png|375px]]<br><br> | ||
+ | #Select <b>FEES</b> tab if you have any additional fees to add to this item. | ||
+ | #Repeat steps 1-7 for each item you wish to create then select "<b>SAVE</b> when done. | ||
− | + | ==Item Settings== | |
+ | In RTS, navigate to: <code>'''Setup –> Concessions –> Items'''</code> and select the '''Settings''' tab at the top of the window. | ||
+ | '''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. | |
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− | Set this option if you want this | ||
'''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 | + | 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 | + | 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''' | ||
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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. | ||
+ | '''Reward Only''' | ||
− | + | Set this option if you want to enable an item to be a Loyalty Reward item. This will disable the ability to sell this item. | |
− | + | '''Prompt for Phone Number''' | |
+ | Set this option if you want the item to prompt the customer to enter a phone number. | ||
+ | ==Station Items== | ||
+ | #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. |
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− | + | ==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: | |
+ | |||
+ | #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. | ||
− | ''' | + | <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.'' |
− | + | ==Creating a New Station Based Off of an Existing One== | |
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+ | 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>. |
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+ | [[File:SU_Concessions_StationItems.PNG|200px]]<br/><br/> | ||
+ | # Change the '''"Current Station"''' to be the existing station you want to copy. | ||
+ | # Select '''"Save As"'''. | ||
+ | # Highlight the station you wish to copy the config to. | ||
+ | # Select '''"OK"'''. | ||
+ | # Select '''"Close"'''. | ||
− | ''' | + | In RTS, go to: <code>'''Setup -> Concessions -> Touchscreen Layout -> Employee Station'''</code>. |
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+ | [[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"'''. | ||
+ | # Highlight the station you wish to copy the config to. | ||
+ | # Select '''"OK"'''. | ||
+ | # Select '''"Close"'''. | ||
− | + | ==See Also== | |
− | + | *[[Concession Layout]] | |
− | + | *[[Modifiers]] | |
− | + | *[[Concessions Troubleshooting]] | |
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Latest revision as of 21:55, 4 February 2021
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.
Contents
Concession Item List
The Concession Item List greatly improves the clarity and speed of creating new concession items.
In RTS, navigate to: Setup –> Concessions –> Items
. 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 Setup –> Concessions –> Restore
and restore the item.
- Select ADD to create a new blank item or CLONE to create a copy of an existing item with a new name.
- Enter a name for the item.
- Enter a price and assign a subtotal from the drop-down.
- Either load an image or set the color styling for the text.
- Select SETTINGS tab and fill out accordingly. See -> Settings Explained
- Select SALES TAX tab if the item is taxed.
(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.) - Select FEES tab if you have any additional fees to add to this item.
- Repeat steps 1-7 for each item you wish to create then select "SAVE when done.
Item Settings
In RTS, navigate to: Setup –> Concessions –> Items
and select the Settings tab at the top of the window.
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.
Reward Only
Set this option if you want to enable an item to be a Loyalty Reward item. This will disable the ability to sell this item.
Prompt for Phone Number
Set this option if you want the item to prompt the customer to enter a phone number.
Station Items
- Navigate to:
Setup -> Concessions -> Station Items
. - 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.
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:
- In RTS, navigate to:
Setup -> Concessions -> Touch Screen Layout -> Employee Station
. - 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.
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
.
- Change the "Current Station" to be the existing station you want to copy.
- Select "Save As".
- Highlight the station you wish to copy the config to.
- Select "OK".
- Select "Close".
In RTS, go to: Setup -> Concessions -> Touchscreen Layout -> Employee Station
.
- Change the "Current Station" to be the existing station you want to copy.
- Select "Save As".
- Highlight the station you wish to copy the config to.
- Select "OK".
- Select "Close".