Revel iPad Point of Sale
Revel iPad Point of Sale
Menu Building Guide
April, 2016
Menu Building Guide
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Products Page Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Product Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Creating a Category, Subcategory, and Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Creating a Quick Product. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Creating an Advanced Product. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Cloning a Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Editing a Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Deactivating a Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating a Product on the ipad POS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Creating a Product Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Assigning a Parent Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Modifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a Modifier Class. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a Modifier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Applying Modifier Classes & Modifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copying Modifier Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The “Size” Modifier Class. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Ingredients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Unit Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating an Ingredient . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Recipes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Matrix Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a Product Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a Matrix Product on the Management Console . . . . . . . . . . . . . . . . . . . . . . . . . 22
Creating a Matrix Product on the iPad POS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Exporting and Importing Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Basic Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Importing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Advanced Exporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Tips for Importing: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
April 7, 2016
Menu Building Guide
Introduction
Revel Systems POS manages all point of sale transactions. This management system is
designed to allow business owners to create and customize their menus according to their
business needs.
This guide is designed to help users build their products, organize their menus, and
understand the various aspects of the products page as it affects the POS.
NOTE: The Management Console must be configured before using the iPad POS. For
assistance setting up the Management Console contact Revel Systems Onboarding team at
415.744.1433 ext 4 or send an email to onboarding@revelsystems.com.
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Products
A product is the item which is sold to customers at the point of sale. Products exist within
categories and subcategories. Products have a wide variety of details and related objects that
can be defined to create the customized solution that works best for a business. Categories
and subcategories are used to visually organize a product list on the management console and
POS.
Overview
The Products page contains everything related to a product list, including creating products,
modifiers and ingredients. To access the Products page, follow the steps below.
1.
Log in to the Management Console.
2. Select the Products page icon from the menu bar near the top of the of screen.
Once selected, the user will be brought to the main Products page, where they can begin to
customize their menus. Below is an example of a menu as it appears in the Management
Console after the first login.
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Menu Building Guide
Products Page Tabs
Products Page Tabs are used to create and define products and related objects. The following
list describes the Products page tabs.
A. Products contains the list of all the establishment’s
products, organized by category and subcategory.
B. Custom Menus are groups of products that are
displayed under special circumstances, such as time
of day, online ordering, or a kiosk.
C. Upsell Combos create groups of products that may
be sold with another product at a special price.
D. Product Groups create groups of products that can
be used in discounts.
E. Modifiers give the ability to customize a product,
such as extra cheese on a sandwich.
F. Classes group items into product classes for
reporting purposes.
G. Discounts create promotions using a wide variety of
rules.
H. Service Fees create service fees such as a delivery
fee or a bag charge.
I. Taxes define taxes used by the establishment and
associate them to products.
J. Ingredients lists all ingredients used by products.
K. Product Attributes are used when creating a
product matrix, for instance, size and or color.
L. Extras set barcodes and SKUs automatically.
M. Import/Export manage products, ingredients and
modifiers using Microsoft Excel spreadsheets.
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Product Icons
Recipes - Adds or edits ingredients used in the product. A dark blue icon indicates that
there are ingredients assigned to the product. A light blue icon indicates there are no
ingredients assigned to the product.
Modifiers - Adds or edits the modifiers available for the product. A dark blue icon indicates that there are modifiers associated to the product. A light blue icon indicates
there are no modifiers associated to the product.
Copy Modifiers - Copies the modifiers from one product to another product.
Inventory - Opens product inventory settings. Includes settings about stock units, reordering, etc.
A-Z
Reorder by Name - Sorts categories, subcategories and products in alphabetic order.
Clone Product - Copies all modifiers and settings associated to a product and creates
a new product with a different name, barcode, and SKU.
Details - Edits the details of an object.
Save – Saves changes at any time.
Undo – Cancels any changes prior to save.
NOTE: If edits are made to an object, Revel will highlight edited fields in blue. Click the undo
icon to revert any changes.
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Menu Building Guide
Creating a Category, Subcategory, and Product
Revel POS uses a three tier categorization system:
1.
Category
a) Subcategory
i. Product
These are used to structure a menu as it will appear on the ipad POS.
NOTE: Categories and subcategories are organizational headings. They are not sold. Only a
product is sold.
1.
Log in to the Management Console.
2. Click the
icon, the products page opens.
3. Click +Add Category and enter a name in the blank category field.
4. Click the
icon next to a category to expand and view the subcategory list.
5. Click +Add Subcategory and enter a name in the blank subcategory field.
6. Click the
icon next to a subcategory to expand and view the product list.
7. Click +Add Product and enter a name in the blank product field.
8. Enter the cost of the product in the COST field.
9. Enter a sales price of the product in the PRICE field.
10. Click the
icon to save the product information.
Cost - the cost to a business to produce the product.
Price - the price a business charges for the product.
Sort - the order the product will appear on the POS menu.
Active - shows that a product is currently active and on the POS menu. Uncheck the box to
deactivate and hide the products from the menu.
NOTE: A product created from the Product List page is not a complete product. Click the
product details icon to add details like barcode, SKU, etc.
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Menu Building Guide
Creating a Quick Product
Use the Quick Product Creation tool to easily create a product with the most common details.
Make sure that a category and subcategory have already been created. The Quick Product
Creation tool is also used to create a Product Matrix. This will be covered in the Matrix Products
section below.
1.
Click the
2. Click
icon, and the Products page opens.
. The Add New Product drop-down menu opens.
3. Select Quick, the Quick Create New Product window opens.
4. Enter the name of the product in the Name field.
5. Select the product category/subcategory from the Category drop-down menu.
6. Enter the price of the product in the Price field.
7. Enter a barcode. If one is not entered, one will be automatically generated.
NOTE: The fields marked with an asterisk are required fields.
8. Click one of the following:
a) Save & New - to save the product and then add another new product.
b) Save & Close - to save the product and close the Quick Create New Product page.
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Menu Building Guide
Creating an Advanced Product
1.
Click the
icon, the products page opens.
2. Click
.
3. Select Advanced. The Products > Add New Product page opens.
4. The products details page will open with the most commonly used product details preselected.
NOTE: Change the default details by selecting and deselecteing options on the left and then
clicking “Set as Default”.
5. Enter the Basic Product Details information located on right side of the page. Fields
marked with an asterisk are required fields.
Below are the descriptions for the fields most commonly used on this page.
–
A. Name* – the name of the product. For example, Small Pizza.
–
B. (Optional) Description – the description of the product; this will appear on the item
details. For example, Small Cheese Pizza.
–
C. Product Class – the class for the product. Generally, used for reporting.
–
D. Barcode – the product barcode. If no barcode is entered, the system will generate
one automatically.
–
E. SKU – the product SKU. Products must have a SKU or barcode in order to use the
import feature.
–
F. Cost – the cost of the product.
–
G. Price* – the purchase price of the product.
–
H. Active – Only active products appear on the POS.
–
I. Sold by weight – declares if the product is sold by weight.
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Menu Building Guide
6. Check the “Tax Options” box located on the left side of the window under “Select Desired
Settings”, if the box isn’t checked by default.
–
J. Active taxes – the tax that will be charged for the product.
7. Check the “Display/Print Options” box located on the left side of the window under “Select
Desired Settings”, if the box isn’t checked by default.
Below are the descriptions for the fields most commonly used on this page
–
K. Main category* – the primary category/subcategory for the product.
–
L. Image – an uploaded image of the product, or URL which displays on the POS.
–
M. Color code – the color of the product, which displays on the POS.
–
N. Printers – the kitchen printer(s) or KDS which the item prints to.
8. Click Save followed by Back to Products, once done.
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Menu Building Guide
Cloning a Product
Use the Clone Product icon to quickly copy all details, modifiers or ingredients of a product to
a new product with a different name, barcode, and SKU.
1.
Select the
icon next to the desired product to clone.
2. Create the Product Clone by entering a different name, barcode, and SKU.
3. Select Clone once done.
Editing a Product
1.
Click the
icon, the products page opens.
2. Click on Products located on the left side of the screen.
3. Navigate to the product to edit from the list of available Products.
4. Click the pencil icon
product opens.
located to the right of the product, and the details for the selected
5. Make changes to the product as required.
6. Click the
icon to save the product information.
Deactivating a Product
1.
Click the
icon, the products page opens.
2. Click on the Products tab located on the left side of the screen.
3. Navigate to the product to deactivate from the list of available Products.
4. Click and remove the check mark in the ACTIVE field. Removing the check mark will deactivate the product.
5. Click the
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icon to save the product information.
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Menu Building Guide
Creating a Product on the ipad POS
Use the ipad POS to quickly add products to the menu.
1.
Log in to the POS system.
2. Tap the Settings tab.
3. Tap Manager from the Settings options.
4. Tap Manage Item Mode from the Manager settings.
5. Tap Add Category from the right side of the screen.
6. Add a Category by entering the name, and tapping Save once done.
7. Tap the category which will hold the Subcategory.
8. Tap Add Subcategory.
9. Add a Subcategory by entering the name, and tapping Save once done.
NOTE: Subcategories and Products will be created into the menu according to the location in
the menu on the right.
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Menu Building Guide
10. Tap Add Product from inside the Subcategory.
11. Fill in all required fields. Product Name and Price are required fields. Also, it is recommended to include a barcode.
12. Tap Save once done.
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Menu Building Guide
Creating a Product Class
Product Classes allow menu items to be separated into groups for reporting purposes. A class
created in one establishment is available on all establishments. Classes may be grouped into
Parent classes. For example, “Salads”, “Sandwiches” and “Soups” could be grouped together
into a “Food” class.
1.
On the Products tabs in the Management Console, select Classes on the left hand side.
2. Create a Product Class by entering the name into the name field.
3. Click the save icon once finished.
Assigning a Parent Class
1.
Click the
icon next to the product class to assign a Parent Class.
2. Select the Parent drop down field, and choose the Parent class for the Product Class that
was just created.
3. Select Save once done.
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Menu Building Guide
Modifiers
Modifiers customize a product. For example, the product “Pizza” can have modifiers like
“Pepperoni”, “Sausage”, or “Mushrooms”. Modifiers can have both price and cost. They can
exist on a product by default, or be added to the product at the time of sale.
Modifiers are grouped into classes, for example, “Bread Choices” or “Toppings”.
After creating modifier classes and modifiers, link them to products. Once linked to a product,
modifier classes have their own settings, such as number of free modifiers per class or
maximum modifiers per class.
Creating a Modifier Class
1.
Click on Modifiers from the Products page tabs on the left hand side of the screen.
2. Click +Add Modifier Class, to add a Modifier Class.
3. Enter a name for the Modifier Class in the corresponding field.
4. Click the save icon to save the Modifier Class.
Creating a Modifier
1.
Expand a Modifier Class by clicking the
icon next to the class name.
2. Click +Add Modifier, to create a Modifier.
3. Enter a name for the Modifier in the Modifier name field.
4. Input a cost and price for the modifier, if needed.
5. Click the save icon located in the upper right corner to save the Modifier.
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Menu Building Guide
Applying Modifier Classes & Modifiers
Use the Modifier icon to apply modifiers & modifiers classes to products.
1.
Select the Products tab on the left side of the screen to go back to the Products page.
2. Click the “M” associated with a product to apply a modifier to that product.
3. Navigate to the desired modifier class to attach to the product.
4. Set the rules for the modifier class.
Below are the descriptions for the fields most commonly used on this page
A. Free – the number or value of free modifiers from this class.
B. Free Type – determines whether free modifiers are calculated by quantity or price.
C. Maximum Modifiers per Class – the maximum number of modifiers that a user can
add per class.
D. Minimum Modifiers Per Class – the minimum number of modifiers that a user must
add per class.
E. Jump to next group when maximum modifiers have been selected – automatically
jumps to the next modifier class when the maximum number has been reached.
F. Available Modifiers – active modifiers are available to the product. Default modifiers
are automatically selected on the product without user intervention.
4. Click Save, located in the upper right corner to save changes.
5. Click the “Back to Products” tab to return to the products page.
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Menu Building Guide
Copying Modifier Classes
Use the Copy Modifiers icon to copy modifier classes and settings from one product to
another.
1.
Click the Copy Modifiers icon next to the desired product to apply modifiers to other products.
2. In the gray pop-up window, select the desired Modifier class to copy.
3. Select which modifier class settings and which modifiers to copy. All fields lined in blue will
be copied.
4. Select the target products from the tree on the right. Select individual products or entire
categories or subcategories, as needed.
5. Click Copy at the bottom of the window to copy the modifiers to the products. The
selected modifiers and settings will copy over to the selected products.
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Menu Building Guide
The “Size” Modifier Class
Use the default “Size” Modifier Class to modify products that have different pricing per size.
Unlike other modifier classes, the “Size” modifier class has properties that allow it to override a
product’s base price. Other classes’ modifier prices simply add to the product’s base price.
“Size” modifiers are best for clients who don’t use the Revel Inventory tracking.
1.
Expand the default Modifier Class “Sizes” by clicking the
icon next to it.
2. Click +Add Modifier to create a Modifier within the default “Size” modifier class.
3. Enter a name for the Modifier in the corresponding field. For example, “Small Size”, etc.
NOTE: Do not create the price for these sizes. Prices are created when applying the modifier to
the product. For example, a small soda has a different price than a small order of wings.
4. Click Save, located in the upper right corner to save both the Modifier Class and Modifier.
5. Select the Products tab on the left side of the screen to go back to the Products page.
6. Click the “M” associated with a product to apply the default “Size” modifier to that product.
7. Select the “Size” modifier class from the window on the left. Mark any sizes that are available for the product as “Active”.
8. Input the “Override Price” for each “Active” size modifiers (this will become the base price
of the product when it is added to the order using this size modifier).
9. Click Save, located in the upper right corner of the window to save the changes.
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Menu Building Guide
10. Repeat Steps 1-4 for other products, as needed. Reuse the “Size” modifiers. Enter a new
override price for each product, as each product has its own individual override price. For
example, a “Medium Size” soda may be $2.00, and a “Medium Size” pizza may be $15.00.
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Menu Building Guide
Ingredients
Ingredients are used to build recipes which describe all the components that go into making a
product. For example, if the product were a burger, the ingredients may be bread, meat,
cheese, etc.
Unit Types
Before creating ingredients, create unit types for the ingredients, such as ounce, slice or cup.
To create a unit type, click the
icon on the Ingredients tab. Give the unit type a name and
click save. Once created, unit types are available to all establishments in a URL.
Creating an Ingredient
1.
Click on Ingredients from the Products page tabs on the left side of the screen.
2. Select +Add Ingredient to add the ingredient details.
3. Input the name of the ingredient, the cost per unit, and the unit type, then click Save.
Below are the descriptions for the fields most commonly used on this page.
4. Click the “+” to see more details about the ingredient.
–
A. Name – The name of the ingredient.
–
B. Barcode – Displays the barcode of the ingredient. Barcodes are required to manage
ingredients via import.
–
C. Cost – Displays the cost per unit of the ingredient.
–
D. Unit of Measurement – Determines the unit type of the ingredient. For example,
ounce.
–
E. Active – Specifies if the ingredient is available for recipes.
–
F. Inventory Options – a number of settings about the ingredients in inventory. See
Inventory Guide for more details.
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Menu Building Guide
Recipes
Use Recipes to help manage inventory. Recipes are created using ingredients. See the
Inventory Guide for more information on Ingredients and Inventory management.
1.
Select the Products page tab from the menu on the left side of the screen.
2. In the row of the desired product, click the “R” icon to configure a recipe for that product.
3. Click + Add an Ingredient to add an ingredient to the recipe.
4. Enter all ingredients that are used in the product. Type in the first 3 letters of the ingredient
and see the item auto-populate.
NOTE: Products can be used as ingredients.
5. Enter the quantity of each ingredient using its default unit of measurement, designating
how much of that ingredient will go into that recipe.
6. Click Save located in upper right corner to save the recipe. Click Back to Products when
finished.
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Menu Building Guide
When finished, the products page opens. If the system is set to use ingredients to calculate
product cost, the Ing. (Ingredient) cost or Dyn (Dynamic Cost) will appear next to the product. The Ingredient or Dynamic Cost is calculated by adding together the costs of all the
ingredients in the product receipt. See the Inventory guide for more information on cost
calculations.
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Menu Building Guide
Matrix Products
Use Matrix products to create products that are defined by attributes. For example, a T-shirt
could be defined by size and color, a coffee beverage by size and process (latte, cappuccino).
Each combination of attributes is a unique product and can have its own price and recipe. The
model product, for example, “Chicken Wings” is referred to as the parent product. Each
combination of attributes is referred to as a child product; Child products are sold. See the
Inventory Guide for the implications of using Size Modifiers or Matrix products when creating a
product list.
Creating a Product Attribute
Matrix products use product attributes like size or color. Each attribute contains values,
such as small, medium and large, or red, white and blue.
1.
Click the Product Attributes tab from the left side of the screen.
2. Click on Attribute Name, to add Attribute Name.
3. Enter a name for the Product Attribute and select + Create. For example, Size or Color, etc.
4. Enter an Attribute Value for the Product Attribute in the Attribute Value field.
5. Repeating Steps 1-4, create as many product attributes and attribute values, as needed.
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Menu Building Guide
Creating a Matrix Product on the Management Console
The Quick Product Create tool is the easiest way to create a Matrix Product.
1.
Click the
2. Click
icon, the products page opens.
. The Add New Product drop-down menu opens.
3. Select Quick, the Quick Create New Product page opens.
4. Enter the name of the product in the Name field.
5. Select the product category from the Category drop-down menu.
6. Enter the price of the product in the Price field.
7. Enter the barcode in the Barcode field. If one is not entered, one will be automatically generated.
8. Enter information in other fields as desired. Fields marked with an asterisk are required
fields.
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Menu Building Guide
9. Select Parent from the Attribute Type drop-down list. The Matrix Products options will
open.
10. Enter the product attributes applicable to the product. For example, Size and Sauce.
11. (Optional) Input the name of the attribute as it will display on the POS.
12. Click Save & Continue when finished.
13. In the pop-up window, add all Attribute Values that will be used with this product for each
Attribute.
14. Select “Generate Child Products List” once done. Revel will generate a list of each possible combination of Attributes values. Uncheck any combination which does not reflect a
product sold.
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Menu Building Guide
15. Using the auto fill options, pull data (name or price, etc.) from the parent product. Optionally, you may manually assign prices, SKUs, barcodes (recommended), and starting inventory amounts.
16. Click Generate Child Product to save the changes. Parent and Child products will appear
on the Products page.
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Menu Building Guide
Creating a Matrix Product on the iPad POS
Use the iPad POS system to create a Matrix Product.
NOTE: Create Product Attributes before creating a Matrix Product. The product attributes can
only be created in the Management Console.
To create a parent product, perform the steps below.
1.
Tap the Settings tab.
2. Tap Manager from the Settings options.
3. Tap Manage Item Mode from the Manager settings.
4. From the right side of the screen, tap the Products icon.
5. Create a new product. This is the parent product for the matrix. Product name and product
price are required fields. It is recommended to include a barcode.
6. Select the Matrix Product icon at the top next to the product name to open the Matrix
options.
7. Tap Parent in the upper right, if not already selected.
8. Select the 1st Attribute Set and (optional) give it a display name. For example, Size.
9. Select the 2nd Attribute set and (optional) give it a display name. For example, Sauce.
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Menu Building Guide
10. Hit save again at the bottom right of the screen. The product is saved and the Matrix Product icon changes to show that it is a parent product.
To create a child product, perform the steps below.
11. From the right side of the screen, tap the Add Product icon on the right.
12. Create a new product. This is the child product for the matrix. Product name and product
price are required fields. It is recommended to include a barcode.
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Menu Building Guide
13. Tap the Matrix Product icon near the top next to the product name to open the Matrix
options.
14. Tap the Child Product tab and search for the Parent Product using its name or barcode.
15. Select the parent product from the options on the left. For example, “Chicken Wings”.
16. Tap the attribute values for the child product. For example, Small Order and BBQ.
17. Tap Save to complete. Then tap save again at the bottom left of the window. The Matrix
Product icon changes to show that the product is a child product.
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Menu Building Guide
Below is an image of what a Matrix Product looks like on a menu using the POS.
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Menu Building Guide
Exporting and Importing Products
Use the Import/Export tab to create or edit products using a Microsoft Excel spreadsheet. This
feature helps a business manage all of their products on one document.
Basic Exporting
1.
Click the Import/Export tab on the menu on the left-hand bar.
2. Select Products from the pop-up menu. The Export Products page opens.
3. Using the Auto field drop down menu, select either to export using the Barcode or SKU. If
a product does not have a Barcode or SKU, Revel will assign a Barcode or SKU during
export.
4. Click Export. This will export the XLS file to the computer’s Downloads folder.
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Menu Building Guide
5. Open the XLS file located within the computer’s Downloads folder.
6. Make any changes desired to products. Add new products at the bottom of the file.
Importing
1.
Save the XLS file, and return to the Product Import/Export Page.
2. From the Import Products section, click Choose File.
3. Select the XLS file, and click Import to import the file.
NOTE: The results of the upload are sent to the email address provided (it is not necessary to
delete the instruction text).
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Menu Building Guide
Advanced Exporting
1.
Click Advanced from the Export Type options.
2. Add any additional fields that customize a menus products list using the Additional fields
input box.
NOTE: Make sure that products have either barcodes or SKUs prior to export. Otherwise, Revel
will add there to the product according to the selection in the Auto field drop down.
3. Click Export. This will export the XLS file to the computer’s Downloads folder.
4. Open the XLS file located within the computer’s Downloads folder.
5. Make any changes desired to products. Add new products at the bottom of the file.
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Menu Building Guide
Tips for Importing:
–
Use the click and drag function to rapidly populate all relevant fields to ensure consistency across all cells. If the spreadsheet contains "Drinks" "DRinks" and “Drinks" in the
Category column, this will populate in the Management Console as three separate Categories.
–
Every product MUST have a SKU AND/OR a Barcode. These numbers may be a manufacturer's barcode or completely arbitrary, but they must be at least 5 digits long. This
number is used as a reference by the system when making any additional edits after
the product is in the system.
–
Any number, such as a barcode that begins with a “0” must be input by text or the leading “0” will be lost. You can do this by typing an apostrophe before the number.
–
If the Active tab is set to No, the product will still upload to the management console,
but will be inactive and will not display on the POS.
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SYSTEM CONFIGURATION SUPPORT
Phone: 415.744.1433 extension 2
Website: http://support.revelsystems.com
Revel Systems, the Revel Systems logo, and other trademarks associated with Revel Systems
products referred to in this publication are trademarks of the Revel Systems.
©
Copyright 2016, Revel Systems. All rights reserved.
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