Register Products

Register Products

Once the account information is created, a new window opens that allows you to enter products to the account, it is called Products. To create, you must complete the following fields:

Field
Description
Invoice # *
Order number (this is a mandatory field if active).
Product
Product to enter in the order. It can be found through the search engine (Product) or search with the arrow on the side of the search field, another option is to select from the frequent products that must be previously configured.
  1. In case you search for the product through the Arrow icon, a new window will open, where you can select more than one product. You can also select the number of products you wish to add by pressing the Green icon that appears on the screen.
  2. To delete a selected product, press the Broom icon with the Minus Sign. If you wish to delete all products, press the Broom icon with an Asterisk.

Upright Arrow
By pressing this button, you will be able to enter the product groups and execute the multiple selection upload mentioned above.
Quantity
In case of searching the product with the manual search field, you can enter in this field the number of products to be loaded.
Price
Value entered for the product according to the previous configuration in the Point of Sales Product Master.
% Disc
Discount percentage for the product you are charging in the order (If you do not indicate a discount percentage when opening the account, you can make a discount per product).
Edit Button
It is used for special requests (medium well, without mayonnaise, etc.), when loading or selecting a product in the Products window, you can add a "Variant/Term" from this button.
Selecting the button will open a new window, in this window will appear the Terms and Variants previously configured and on the left side a text box to add a variant or term manually.
Once added, select the OK button. In case you are adding the product manually, select the Add button and the product in the Products window will appear over the St (Status) field with a check-mark and a pencil over it (in case you have added the Variant/Term after having added the product, the same icon will appear in the Products window), indicating that the variant or term is on it.
Add Button
In case of searching for the product with the manual field, you must select the Add product button so that it appears in the order.
Send Button
Once the order has been loaded, you must select the Send button, in this way it will be sent to the corresponding points according to the printers (Bar-Cooking printers, etc.) configured for the generation of the order and it will be active in open account

*Mandatory fields.

Modification of Registered Products


In case you have added a product and later you need to make any modification on it such as Rate, Quantity, %Discount, you must select the product from the order and modify the necessary fields.
To modify, go to the Open Accounts section. When you select the account to be modified, the buttons Edit account data, Add products, Change table or Print will be enabled to perform the cancellation or payment of the open accounts.
To return, press the Products button and you will return to the products window:

Once you have selected the product you wish to modify in the order, depending on the permissions of each user you can Update, Cancel or Change.                                                                                                                                                          
  1. In the upper right part of the order, the button with the action you want to perform will appear, select to save the operation.
  2. In case you have added a product and later make a modification to it (Rate, Quantity, %Discount), you must select the product from the order and modify the fields that can be edited. To do this you must go to "Open Accounts", when you select the account, you want to modify, the buttons Edit account data, Add products, Change table or Print will be enabled to make the cancellation or payment of open accounts. Select the Products button which will display the Products window again.
  3. Once you have selected the product to modify in the order, according to the user permissions, you will be able to: Update, Cancel or Change a product.
  4. In the upper right part of the order, you will be able to save the operation.
  5. In case you have added a product and later want to delete it, select the product from the order, in the upper right part of the order a "X" will appear without adding the order.

Change Registered Products to Another Account


When you want to change products to another account, you must select the account source and a menu will open to select the products.



Select the products and press the Change button.

Subsequently, a list of all open accounts will be displayed, select the target account and press the Change button.



Change One Account to Another


To change one account to another, you must select the account, then a menu will open where you must press the Change button.

Select the target account and press the Change button.


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