Switch theme
Inventory
In the Inventory area you manage everything you sell: the items themselves, their categories, modifiers, and pricelists. Clicking the Items option in the navigation offers the following choices:
Inventory Items
Clicking the first option, Inventory Items, shows the following screen:
Inventory Items
Here you see all the items available in the system.
Search Items
You search items by entering the item name in the Search field above the table:
Search field for items
Export Items
Clicking the EXPORT button on the right side above the table, next to the IMPORT and ADD buttons, opens the following menu:
Export options
Export as .xlsx
The Export as .xlsx option downloads an Excel file containing all items.
Export for Scale
Note
This option is only available for Konty Retail.
An option that sends items to the scale. The file with the items is submitted and the path to the scale's driver is entered.
Export Ingredients
The Export Ingredients option downloads an Excel file containing all ingredients.
Import Items
Clicking the IMPORT button on the right side above the table, next to the ADD and EXPORT buttons, opens the following menu:
Import options
Import your Menu Items
To add new items by importing a file, click the IMPORT button in the top right corner of the table, then choose Import your menu items — the following window opens:
Window for importing items via a file
Click the paperclip icon, or where it says Menu item files to import — a window with the files on your device opens. Find your item file, which must meet the following conditions: each row represents one item, and the table contains the following columns (in order):
- item name
- price
- category
- stock
- tax rate
- code
- barcode
Note
The first 3 columns are mandatory, as well as the fifth (tax rate).
An example of such a file:
Example file with items
After selecting the file (in the example: items.xlsx), the window looks like this:
Clicking the IMPORT button adds the items from the attached file to the system. Clicking the CANCEL button stops the import — the window closes and the items are not added.
Edit Existing Ones
Through the IMPORT button you can also edit existing items, by selecting the Edit Existing Ones option. The following window appears:
Window for editing existing items
Import Ingredients
Through the IMPORT button you can also import ingredients, by selecting the Import Ingredients option:
Window for importing ingredients via a file
The window contains a detailed description of the ingredient import procedure, as well as a sample file that can be downloaded.
Add Items Individually
To add a single new item, click the ADD button — the following window opens:
Window for adding a new item
After entering the name and code, choose whether the item belongs to the Goods or Service type; for Goods the form looks as shown above. Once all fields are filled in, clicking the SAVE button creates the item and displays it in the table.
Options for Item management
For additional options over an item, click the three dots in that item's row — the options appear:
Options for managing an item
Copy Item
To create a new item from an existing one — with all the predefined options of that item, except the name — select the Copy option in the item management options.
Edit Item
The Edit option opens the item editing window. In the example, the item's name is changed from 'Paulaner' to 'Paulaner Beer':
Item editing window after the change
Clicking the SAVE button updates the item and saves it in the table under the new name.
Delete Item
To delete an item, click DELETE. A warning window appears:
Confirm item deletion
After you confirm, the item is permanently deleted from the system.
Item Categories
After Items, the next option is Item Categories:
Item categories
All the categories in the system are displayed here — you can view, add, edit, and delete them.
Add Item Category
Clicking the ADD button, on the right side above the table, opens the category addition window:
Window for adding a category
Enter the Name, select the Type from the dropdown menu, and click the SAVE button — the category is created and displayed in the table.
Options for Item Category management
For additional options over an item category, click the three dots in that category's row — the options appear:
Options for an existing category
Edit Item Category
The Edit option opens the category editing window:
Window for editing a category
After making the desired changes, click SAVE.
Delete Item Category
To delete an existing category, choose the Delete option — a warning window appears:
Window for confirming the deletion of a category
Item Modifiers
Next up are Item Modifiers:
Item modifiers
Add Item Modifier
Enter the desired modifier name in the Enter Modifier field, then click the ADD button next to it — the modifier is created and added to the table:
Adding an item modifier
The newly created modifier can then be seen in the table.
Delete Item Modifier
To delete an item modifier, click the red X icon at the end of that modifier's row — a warning window appears:
Warning window for deleting a modifier
Clicking CONFIRM permanently deletes the item modifier from the system.
Pricelist
The Pricelist section displays all available pricelists in the system:
Pricelist
For each pricelist you can see its status — whether it is active or not.
Add Pricelist
To add a new pricelist, click the ADD button in the corner of the pricelists card — a window opens:
Adding a New Pricelist
Enter the name and status, then click SAVE to create the new pricelist.
Options for Pricelist management
Clicking the three dots in the last column of a pricelist's row reveals the management options for it:
Options for Pricelist management
Edit Pricelist
The Edit option opens the window for modifying the selected pricelist:
Edit Pricelist
After making the desired changes, click SAVE — the changes are saved to the system.
Delete Pricelist
The Delete option opens a confirmation window; clicking CONFIRM permanently removes the pricelist:
Pricelist Deletion Confirmation