Creating item groups^M

If you want to create your own item group structure or add to the existing groups, create new item groups.

1. Go to the  Administration tab in the function bar and select  Settings >  Items.
2. Click on  New.
3. Enter unique Names for the item group:
   a) In-house name for the current designation of the item group
   b) External name 1 as an additional category needed for configurations Example: In-house > Cold appetisers; External 1 > Appetisers
   c) External name 2 as an additional category for configurations, often used for the top group Example: In-house > Cold starters; External 1 > Starters; External 2 > Foods
4.  Save your input by clicking on the icon in the top left-hand corner of the input window.

Distinguishing features of the items which are assigned to this item group are set under Contained items are. Multiple selection is not possible.

1. Other item groups (sub-groups): the group is a top-level group, which in turn only contains item groups, not regular items
   Example: Top group "Foods" contains antipasti, soups, salads
2. Remarks (inserted text): the group contains subgroups or texts that are inserted into segments
   Recommendation: Tick Price fixed except for to forbid price input for Remarks. Remarks do not count as sales items and should not have prices.
   Example: Remarks on foods, Remarks on drinks
3. Bookable: The group contains sub-groups or items that can be booked in event segments and listed in menu cards as Foods, Beverages or Side dishes depending on the selection (multiple selection possible)
   Example: Mulligatawny soup, pancakes, lemonade, helping of brokkoli
4. Combo item: The items contained in the group may themselves contain components
   Example: menu, buffet, recipe
5. Staff roles and members^M: the group contains subgroups or staff roles
   Example: full-time staff members, service staff
   Note: The input options for items from a Staff roles and members group are different from other item groups. Event segments containing staff items are marked by an additional icon  or  .
6. Staff members only^M: the group contains subgroups or individuals
   Example: full-time staff members, part-time staff members, temporary staff, Karl Meyer
   Note: The input options for items from a Staff members only group are different from other item groups. Event segments containing staff items are marked by an additional icon  or . When a staff member is assigned, the colour of the icon  or  changes.
7. Standard quantity: Items in this group are inserted with a pre-assigned quantity for new bookings
   a) Empty: maximum number of guests for the segment or event
   Example: Meals invoiced per person
   b) 0: Item is indicated with unit price, but not included in the total amount
   Example: Drinks charged according to actual consumption
   c) 1 or other fixed input if applicable
   Example: Room rental, staff members
   

Also specify what Items are used as. Multiple selection is not possible.

1. Genuine Sales items can be booked in external and in-house segments and inserted as components.
   Example: Pot roast with mashed potatoes
2. Items that are only intended as Components appear in recipes or other component items, but cannot be booked themselves.
   Example: peas, spice, potato
3. Items used as Components, or for in-house and costing segments are used internally for planning but not available for external segments.
   Example: Rechaud, cutlery, kitchen roll
   

Specific item groups (possibly with subgroups) are needed for the following modules:

1. Purchasing^M: Purchase items
2. Calculations, Item Details and Recipes^M and Production WebApp^M: Production items
3. Online Shift Planning WebApp: staff role items and staff items
4. Ticketing^M: Ticketing items

The names of the groups and subgroups can be set at will, but the settings must be made as specified below.
Example: Purchase items could be called basic items, neutral items or base items, the subgroups of ticketing could be called events, tickets and menus.

1. Purchase items: Purchase items refer to the raw goods as they are purchased from the supplier (not identical to supplier items, which are offered in different containers).
   Setting: Bookable, not as combo item, use only as a component
   Example: Top-level group purchase items, subgroups e.g. dry goods (pasta, spices), meat (beef, pork), produce (broccoli, red cabbage), dairy (milk, cream)
2. Production items: Production items refer to items that are processed in-house and are only offered for sale as components and never on their own, or purchase items converted to a standard unit of 1kg/1 litre.
   Setting: Bookable, as combo item, use only as a component
   Example: Top group production item, subgroup production cold (peeled potatoes), production hot (poultry stock), production sweet (custard cream)
3. Staff: Staff items designate both generic role items and actual individuals (with Shift and Staff Planning module only staff)
   Settings:
   Staff role: Staff > Default quantity = 0 > Sales items
   Staff member (individual): Staff > Staff member > Default quantity = 1 > Components, or for in-house and costing segments
   Example: top-group staff, subgroup service staff (service manager, cloakroom attendant, Franz Klein)
4. Ticketing: Ticketing items mean both the public event and the admission tickets and other additional items
   Setting: Bookable, combo item, sales item
   Example: Top group Ticketing, Subgroup Public Event (Christmas Panto), Admission tickets (category 1-4), Additional items (menu 1-3)

New item groups are always added to the end of the list. Hold down the left mouse button and drag the new group to your preferred position in the list. Item groups can be nested as deeply as required.

1. Select  Insert to add the active item group to the target group as a subgroup.
2. Select  Add to insert the active item group below the target group but at the same level.
3. Select  Merge to merge the active group and the target group.
   Important: All items in the moved group are added to the target group, the moved group disappears immediately.

1. Allow or forbid the insertion of One-off items in event segments and, if required, the inclusion of those items in the Purchasing overview.
2. Forbid manual price changes by ticking Price fixed except for and add possible exceptions to the rule for certain users or user groups.
3. Enable an Availability alert for inventory items.