Service Station Computer Systems

Phone: (831) 755-1800

Fax: (831) 422-1463

Add Item

This feature allows you to add items to the digital price book for a zone you select. They will be sent to the appropriate zone in the CDB when you initiate Distribute to Sites (see “Distribute to Sites”). You may also call up existing items in the selected zone and edit them using this window.

Note	If you add an item that exists in a zone other than the one displayed, CPB will notify you that this is the case. When you see the prompt, click Cancel, and if you still wish to add it, the system will allow you to do so.

To add an item:

1.	On the Adjust menu, click Add Item. The following window appears, although it will appear blank when you first display it:

Add Item

Important

Two of the features in at the top of the window, are covered later in this chapter. The Clone feature, in which you can duplicate the displayed item to eliminate redundant entry, is covered in “Clone”. Advance Input, which allows you to add more than one item at a time, is covered in “Advanced Input”.

2.	From the Zone combo box in the upper right, select the zone to which you wish to add the item.

3.	Enter an ID/PLU and a Pack Size for the item. Use a forward slash (/) to expand U.P.C.-E format to U.P.C.-A (for example, /0289632 = 02820000963). CPB searches for the item in the zone’s price book using the site priority set up in the CDB. One of three things can happen:

Central Price Book finds the ID/PLU in the current zone

The screen will populate with the item’s information, which you can then edit using the instructions provided in the rest of this step. You may also choose to clone the item as described in “Clone”.

Central Price Book finds the ID/PLU, but in another zone

Proceed as instructed in “Item Found Outside the Zone”.

Central Price Book does not find the ID/PLU in any zone

The boxes remain empty waiting for you to record information as follows:

o

UPC/UPC Pack Size — Type the UPC and the UPC Pack Size of the item. In many cases they will be identical to the ID/PLU, but it can also be a price lookup unit (PLU). The UPC can be unique for a single unit or a multi-pack when it is the lowest distribution unit (LDU). In those cases, the UPC Pack Size is 1.

When the multipack is consists only of single LDUs, in most cases a ringlet multipack, two inventory records must be created—one for the single and one for the multipack. They are differentiated only by their UPC Pack Size. In the case of a six-pack the single is UPC Pack Size 1 and the multi-pack is UPC Pack Size 6.

Use a forward slash (/) to expand U.P.C.-E format to U.P.C.-A (for example,
/0289632 = 02820000963).

Read all about the CDB inventory structure in the “Inventory” section of Chapter 1 of the CDBWin User’s Guide.

o

Type — From this combo box select whether the item is I - Inventory, S - Sale Only, or X - Expense. A Sale Only item is usually applied to parent recipe Food Service items composed of ingredients because, by their nature, these parent items cannot be tracked as inventory (or expense) items since they are only sold and never purchased and inventory quantities are only tracked on the ingredient (child) items. If the selection is X - Expense, the Do not send to POS check box, the Receipt Desc box and the Unit List box become disabled.

o	Description — Type the description of the item being added (type up to 35 alphanumeric characters).

o

Do not send to POS — You may not want certain items, such as vendor packs with unique PLUs/U.P.C.’s, to be sent to the point-of-sale (POS). If this is the case, select this check box. If an item is flagged Do Not Send and is part of an Item Group, it isn’t added to the Item Group during the Import process. This is because the system automatically knows not to send expense items to the POS. Not enabled for expense items.

o	Rcpt Desc — The description of the item as types will appear on the POS receipt if such a feature is supported by the POS (type up to 35 alphanumeric characters (type up to 35 alphanumeric characters). Not enabled for expense items.

o	Department — Select the department from the combo box to which the item belongs (02–99 for inventory items, 3001 and above for expense items).

The following boxes are active only when a new, non-recognized ID/PLU is entered. They are never active for an expense item.

o	Unit Cost — This box displays the cost of the item. Type the unit cost for the item, as desired.

o	Margin % — This box displays the margin of the item based on what you have entered for Unit Cost and Unit List. Type the margin percentage for the item, if desired.

o	Unit List — The unit list price for this item. If the Unit List is $0.00, the cashier will be prompted for the price (instead of selling the item for $0.00) for POS systems that support such a feature. This is for Nucleus, Passport, Ruby/Topaz, and Radiant POS systems.

4.	If desired, click one or more of the additional settings icons to record additional information as described in “Additional Settings”.

5.	When you are finished, either:

a.	Click Save in preparation for distributing the item to sites, or:

b.	Click Clear to clear the form so that you can re-enter the information or cancel the addition. You will be prompted to make sure that this is the action you wish to initiate.