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Documentation Index

Fetch the complete documentation index at: https://help.kwentra.com/llms.txt

Use this file to discover all available pages before exploring further.

To add an item to POS in order to include it in your menus, you should follow the below steps: Point of Sale → Settings → Item → Add New In order to fill the mandatory fields to add an item, please read the below carefully.
  • Item group: this is the group that the new item will appear under in the cashiering screen for ordering.
  • Type: all POS items are Non Stock items.
  • Purchase request authorization level: should be left as 0 as this field only affects back office items.
  • Evaluation Price: any choice you make will not affect your POS items as it only affects back office items.
  • Number: a serial number for each item is a must, please make sure to follow the serialization of your items inside each item group.
  • Description: the name of the item that will appear to the cashiers on the POS menu.
  • Base unit & store unit: all POS items should be added with the unit Each.
  • Sales Price: this is the amount you will sell the item with on the menu, sales price will follow the base currency of your system.
The fields highlighted are the mandatory fields required to add a new item. In the above example, we’re adding a Club Sandwich item that belongs to the Sandwiches group on POS with the price of 25 from the system’s default currency. Click Save and edit to finish adding the item. After adding the item, you should follow the below steps to add it to one of your menus: Point of Sale → Settings → Menus From the below screen you can add a new menu or click on one of the menu Ids to start adding your item to it. Here we’re editing the Restaurant Menu to add the item Club Sandwich to it. You can search using the item name or if you want to add multiple items you can search for the items using the below filters:
  • Item group
  • Item category
  • Item family
You can find the existing items in the menus and chosen item groups to appear on the cashiering screen. After finding the item you need to add to this menu, use the arrow next to it to include them in the menu. Below is the item after adding it to the menu:
Make sure to scroll down to the end of the page and save your new settings for this menu.
This is a very important step to make sure the item reflects properly on your outlet and shows up when you select the menu. Point of Sale → Settings → Menu Items Menu item configuration is essential as it links all the below aspects together:
  • Links the Menu to your outlet
  • Links your items to the correct Revenue Departments “food or beverage”
  1. Search for the menu.
  2. Find the item you want to configure in the filtered items.
  3. Select the store this item should reflect in.
  4. Link the item to a revenue department depending on its type.
  5. Optional: add a waste department so that it counts properly when wasted from Cashiering screen.
  6. Optional: add an expense account so that when the item is consumed it counts its cost on the correct expenses account.
  7. Optional: add a house-use expense account so that when an invoice needs to be settled for House Use purposes it goes to the correct account.
Click on Apply for the menu items you just configured to reflect on the menu. Once the configuration is set, you can go to the menu from the outlet and check your new item from there.