Add an Item Type to a Plan

Add an Item Type to a Plan

An item can be deducted from a meal plan only if its item type is allowed on the plan. This article will show how to add an existing item type to a plan, new item types can only be created by FullCount Support staff, please reach out to discuss the need for new item types.  To add an item type to a plan, follow the steps below. Scroll to the bottom of the article to view a video tutorial of this process.

*NOTE: For instructions on creating a new meal plan or new item types, contact FullCount Support at (800) 289-9636 or Support@FullCount.net.
 

  1. Select the Community button.
     
  2. Select the Plans tab.
     
  3. Find the desired plan and click the Details button to the left of the plan.
     


 

  1. Scroll down to the Plan Information section and click the Add button.
     
  2. Choose the desired Item Type from the drop-down menu.
     
  3. Choose a Customer Type from the drop-down menu. Items will only be deducted on checks assigned to this customer type. If the plan allows deductions for multiple customer types (e.g. residents and guests), add item type lines for all allowed customer types.

*NOTE: Repeats steps 4-6 for any additional item types.
 


 

  1. Hit Save and Close.

The item type is added. Items with this assigned item type can now be deducted on this plan. (Note: Adding an item type to a plan will adjust all open transactions to be allowed for the plan.)

Video Tutorial:



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