Create an Item

Create an Item

Items are created and managed from the FullCount Back Office. Specific details such as prices, modifiers, and printer groups are assigned during the item set-up process. On occasion, several new items will have similar features, in which case the Copy Item feature can be used.

*NOTE: Packaged items with a barcode can be added from the Touchscreen. See the instructions HERE.
 

Create a New Item

To create a new item from the Back Office:

  1. Select the Admin Center button.
     
  2. Select the Item Management tab.
     
  3. If it is not selected by default, choose the Items subtab.
     
  4. Click the New Item button.
     


 

*NOTE: Fields with an asterisk (*) are required.

  1. Fill in the identification fields for the new item:
  • Description* – Enter the name of the item as it will appear in the Back Office.
  • Screen Description* – Enter the name of the item as it will appear on the Touchscreen.
  • Requisition Description – Enter the name of the item as it will appear on kitchen requisition tickets.
  • Receipt Description* – Enter the name of the item as it will appear on customer receipts.
  • Item Type* – Item types are used for reporting and billing purposes. Select a type from the drop-down menu.
  • Tax Rule* – Apply a tax rate to the new item from the drop-down menu.
  • Requisition Printer Group – Choose an option from the drop-down menu. This will determine where this item will print on kitchen requisitions.
  1. If applicable, change any of the following prompts. These are rarely utilized.
  • Prompt For Price – Set to Yes if the server should manually add a price for this item every time it is selected from the Touchscreen.
  • Prompt For Transaction Description – Set to Yes if the server should manually add a description to this item every time it is selected from the Touchscreen.
  • Prompt For Quantity – Set to Yes if the server should manually choose the quantity of this item every time it is selected from the Touchscreen. The price of the item will be multiplied by the quantity value.
  • Inactive – Change to Yes to disable the item in FullCount. When inactive, an item cannot be added to orders.
  1. If applicable, fill in the optional Other Settings:
  • UPC Barcode Number – Scan or type in the item’s barcode number. The item can then be added to a transaction using a barcode scanner.
  • Cost – This field is for tracking inventory cost, not customer revenue. Do not enter the item price here.
  • Button Color – Choose a color from the drop-down options for the item button on the Touchscreen. If no option is selected, the color will default to teal.
  • Tare Weight – If Prompt for Quantity is enabled, enter a tare weight for inventory tracking and internal use. The default tare weight is 0.
  • Automatic Print From Hold – If the Hold Item functionality is enabled at your community, choose whether this item should automatically print to the kitchen when placed on hold from the Touchscreen. If the Hold Item functionality is not enabled at your community, this field cannot be modified.
  • Number Of Minutes to Hold – If the field above is enabled, enter the number of minutes after which the item will print when placed on Hold. If the Hold Item functionality is not enabled at your community, this field cannot be modified.
  • Recipe – Enter the item’s recipe for internal use and future reference.

*Click HEREfor more information on Item Countdown Settings


Add a Modifier Group

To add a modifier group to the item:

*NOTE: A modifier group must be created to add it to an item.

  1. Under Item Modifier Groups, click the Add button.
     
  2. Select a Modifier Group from the drop-down menu.
     
  3. Choose a Sort Order for this group.
     
  4. Click the Defaults button to set a default modifier option for this item.

*NOTE: Repeat steps 8-11 for any additional modifier groups.
 


 

Add a Choice List

To add a choice list to the item:

*NOTE: A choice list must be created to add it to an item.

  1. Under Item Choice Lists, click the Add button.
     
  2. Select a Choice List from the drop-down menu.
     
  3. Enter an Effective Start Date for this choice list. The field will default to today’s date but can be postdated.
     
  4. Only enter an Effective End Date for a rotating choice list.
     
  5. Choose a Repeat Effective Period Rule:
  • No Repeat – Leave this default option if this is not a rotating choice list. This choice list will always appear when the item is selected from the Touchscreen.
  • Repeat Every N Days – Select this option if this choice list should only appear with this item on a set, daily interval.
  • Repeat Every N Weeks – Select this option if this choice list should only appear with this item on a set, weekly interval.
  • Repeat Every N Months – Select this option if this choice list should only appear with this item on a set, monthly interval.
  1. If a repeat rule was chosen for the field above, enter a numerical Repeat Effective Period Value. This value represents N in the selected rule.
     
  2. Choose a Sort Order for this list.
     
  3. Click the Defaults button to set a default choice option for this item.

*NOTE: Repeat steps 12-19 for any additional choice lists.
 


 

Set an Item’s Price

To set the price of the item, follow the steps below:

  1. Enter a Price per customer type.

*NOTE: If Prompt For Price is enabled for this item, set the price for each customer type to 0.

  1. If your community uses a point-based meal plan, set a Point value per customer type.
     
  2. If it does not auto-populate, enter a Bill Code per customer type.
     
  3. The Effective Start Date field will default to today’s date. It is not recommended that prices be postdated for newly created items.
     


 

  1. Click Save and Close.

The new item is now created. Before it will appear on the Touchscreen, the item must first be Added to a Menu.

 

Copy an Item

When adding multiple items with similar details, it is inefficient to re-enter the same details for each item individually. FullCount allows users to copy information from one item to a new item. To copy an item, follow the steps below:

  1. Select the Admin Center button.
     
  2. Select the Item Management tab.
     
  3. If it is not selected by default, choose the Items subtab.
     
  4. Search for the item that will be copied and click the Details button to its left.
     


 

  1. Click the Copy button in the lower-right corner of the Item Details widow.
     


 

A new item window will appear with many of the fields automatically populated.

  1. Give the new item a unique Description.

*NOTE: Repeat steps 5-23 from the sections above to make any additional changes to the new item.
 


 

  1. Click Save and Close.

You may continue to copy this item or the original to create more items with similar details. Before this item (or others) will appear on the Touchscreen, it must first be Added to a Menu.

Video Tutorial:





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