How to Create a New Inventory Item: Food & Beverage – foreUP (800.929.5737)

Overview

Setting up the F&B inventory is different than other inventory item types because you will define where the item will live on your F&B menu and how it will print to the kitchen. This article explains how to set up Food & Beverage Inventory/Menu Items, and how they correspond with the Food & Beverage module layout.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

Access to the following modules:
- Inventory.
- Food & Beverage.
Employee Permission to create inventory items.

Steps:

Follow the below steps to setup Food & Beverage inventory items:

Using the top-left module drop-down menu, go to Inventory and select the "Food & Bev" item tab.
Click on "+New F&B Item".
On the Details tab, enter all required and applicable information into the applicable fields (Required fields are indicated by a red asterisk):
- - Item Name - The name of the item as it will appear in reporting and on receipts.
  - Department - The revenue reporting department on the item for reporting purposes. (Examples: "F&B", "Restaurant", etc.)
  - Category - The revenue reporting category on the item for reporting purposes. (Examples: "Food", "Alcohol", "Non Alcoholic Beverages", etc.)
  - Subcategory - The revenue reporting subcategory on the item for reporting purposes. (Examples: "Sandwiches", "Burgers", "Hot Drinks", "Breakfast", etc.)
  - GL Code - If you use a General Ledger code, enter that here.
  - UPC# - The UPC/SKU/Item Number that the item will be searchable and scannable by.
  - Additional UPC's - If the item has more than one UPC, enter additional UPC's that the item can be identified by here.
  - Service Fees -
  - Customer Groups - If you have a created customer group that receives a "Cost Plus Discount" on the item, select the customer group that receives the discount on this item here.
  - Active - Toggle On if you currently sell an item. If you don't currently sell an item, toggle it as inactive to prevent it from being searchable and sold in the POS.
  - Quantity - The amount of the item you have in stock. (NOTE: This can be marked "Unlimited" if you don't track the quantity of an item (Example: Non stock items such as range balls))
  - Reorder Level - You will receive a warning message when the quantity drops below the number entered here. (NOTE: If an item is marked as "Unlimited", this will be greyed out.
  - Supplier - The supplier of the item. (Note: This can be left as "None")
  - Unit Price - The selling price of the item. (NOTE: The amount the customer pays)
  - Unit Cost - The cost price of the item. (NOTE: The amount the operator buys the item for)
  - Max Discount - The maximum discount percentage that can be entered when selling an item in the POS without Manager approval. (NOTE: Enter whole numbers only. (Example: 20% discount entered as "20.00" not "0.20")(Best Practice: Your max discount should protect all items from being sold for at least less than the Unit Cost.
  - Taxable Status - This can be set to "Default", "Always Tax", or "Never Tax". (NOTE: It is rare to see an item set to "Always Tax". If a customer is "Non-Taxable" and they are sold an item that is set to "Always Tax", the customer will be taxed. Most courses set most items to "Default.)
  - Unit Price Includes Tax - Sales tax will be calculated to bring the final sales price, including tax, to the "Unit Price". (NOTE: Leave unchecked if tax is added on top of the Unit Price)
  - Tax Rate Name -
    - Enter the Tax Name that will apply to the item and show up on receipts.
    - Enter the Percentage the tax will be charged at.
    - Additional tax rates can be added by clicking "New Tax Rate"
On the F&B Options tab, enter all required and applicable information into the applicable fields (Required fields are indicated by a red asterisk):
- - Menu Category - This denotes where the item will show up on the menu in the F&B module when your employees are selling an item.
  - Menu Subcategory - This denotes which sub-button the item will show up in on the menu in the F&B module. Subcategory buttons can be found under the Items Menu Category button in the F&B module menu.
  - Button Color - Customize the color of the button on the F&B module menu by choosing a color here.
  - Item is a Side Dish - Checking this box will designate the item as a "Side". (NOTE: If an item is a side dish, it can not have additional sides attached to it.
  - Number of Sides - Indicates the number of sides that will be allowed to be selected when choosing sides for the ordered item.
  - Includes Soup or Salad - Indicates on the "Kitchen Receipt" if the daily soup or salad was selected with the ordered item.
  - Do Not Print to Kitchen - Checking this box will prevent an item from ever being printed on a "Kitchen Receipt".
  - Do Not Print On Customer Receipt - Checking this box will make it so the item does not show up on a customers receipt.
  - Printer Groups - Attach printer groups here to assign which printer/printers an item will print to. (Example: Drinks to a "Bar" printer group and Food to a "Hot" or "Cold" printer group)
  - Print Priority - The order in which the item will appear on the "Kitchen Receipt"
  - Meal Course - Here you can assign the item to an already created "Meal Course". This makes it helpful to send or "fire" specific groups of items to the kitchen first. (Example: "Drinks", "Appetizers", "Entrees", "Deserts", etc.)
On the Modifiers tab, select any applicable modifiers that you have already created to the item using the drop-down menu to view already created modifiers and clicking on the modifier. (NOTE: See FAQ for more information about creating Modifiers)
On the Sides tab, toggle on any applicable sides that you have already created to the item and fill out the applicable information. (NOTE: See FAQ for more information about creating Sides):
- - Active - Toggle on any already created sides that will be an available side option when ordering the item you are creating.
  - Name - The name of Side items already created as a side that are available to be included with other items as a side.
  - Set as Default - Select a side option to be preselected when ordering an item in the F&B module menu. (OPTIONAL)
  - Upgrade Price - Set the amount it will cost to choose a side when ordered with the item being created.
After all required and applicable information has been entered for a new F&B item click "Save Changes"