Bulk Menu Editing for SkyTab POS

Description: This feature allows users to edit the properties of multiple menu items, modifiers, or modifier sets in one action. 

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Navigation

1. Login to Lighthouse Business Manager (LBM) and select the applicable location.
2. Navigate to the Menu tab and appropriate sub-tab: Items, Modifiers or Modifier Sets.
3. Select more than one checkbox next to “Name” in each line item.
   • This will enable the “Bulk Edit” button in the top right corner.
4. Select the Bulk Edit button to open the Bulk Edit tray.
5. Select at least one checkbox in the tray where the changes need to be made.
   • The user cannot select “Save” without at least one checkbox selected.
6. Enter what properties need to be changed for all selected fields.
   • It cannot be blank if the checkbox is selected.
7. Once changes are made, select Save to reflect these changes in LBM.

Functionality

The bulk edit tray allows for many different properties to be modified at once if it is a menu item, modifier, and modifier set.

Menu Items

Active item: Toggle to activate or deactivate in the menu.

General

• Price - User selects how to edit price via dropdown for how to edit price, listed below, and textbox for value of price change
  • Increase by % 
  • Decrease by % 
  • Change to $ 
  • Increase  by $ 
  • Decrease by $ 
• Rounding Rules - User selects how prices will be rounded after bulk price change. The rounding field should be activated ONLY when an Increase by % or a Decrease by % was chosen for Price change. 
  • To nearest 1 cent
    • To nearest 5 cents
    • To nearest 9 cents
    • To nearest 10 cents
    • To nearest 25 cents
    • To nearest 50 cents
    • To nearest whole dollar;
  • Department - User selects what department to assign selected items. If departments vary among selected items, it is not eligible for bulk edit and that option will be deactivated.
  • Revenue class - User selects what revenue class to assign to selected items.
  • Favorite - User assigns selected items to favorites.
• Advanced
  • Default quantity - User assigns default quantity to selected items via textbox.
  • Options - User selects one or more of the following options to apply to selected items”
    • Do not print item to customer receipt.
    • Open items (Show keypad to enter item price).
    • Special requests.
    • Item purchasable with gift card.
• Item sold by weight - user can select if selected items are sold by weight via toggle 
  • Tare weight (ex. oz.). User sets a numeric value for tare weight of selected items if “Item sold by weight” is active. 
• Accounting 
  • Taxes - User can select which tax to apply to selected items
• Tracking 
  • Track Items - user can set selected items to have quantity display on the login screen via a toggle
  • Quantity on hand - Users can set Quantity on Hand for selected menu items via text field if Track Items field is activated. Restriction: Numeric values only.
  • Low stock indicator - user can set selected items should have a low stock indicator via toggle
  • Alert quantity - User can set quantity amount that will trigger an alert via textbox if the Low stock indicator is active. Restriction: Numeric values only.
• Modifier Sets
  
  • Modifiers - Users can assign which modifier sets should be linked to selected items via selection screen with checkboxes
• Printers
  
  • Printers - Users can set which printer will be linked to selected items
• Online order enabled. - User can set selected items to be available for Online Ordering via toggle 
  • Online price - User can set Online Price for selected items via a dropdown for how to edit price, listed below, and textbox for value of price change 
    • Increase by %. 
    • Decrease by %.
    • Change to $
    • Increase  by $
    • Decrease by $ 
    • Restriction: Numeric Values only
  • Rounding Rules. User can set how prices are rounded via dropdown if Increase by % or Decrease by % was chosen for Price change 
    • To nearest 1 cent
    • To nearest 5 cents
    • To nearest 9 cents
    • To nearest 10 cents
    • To nearest 25 cents
    • To nearest 50 cents
    • To nearest whole dollar;

Modifiers

• Active - Toggle to make selected modifiers active or inactive in Menu
• Print in Red/Bold - User can set selected modifiers to print in Red and Bold on receipts
• This modifier assigned to
  
  • Modifier sets - User can set selected modifiers to be assigned to one or more modifier sets via selection screen
• Assigned nested modifier sets
  • Nested modifier sets -  User can set selected modifiers to be assigned to one or more modifier sets via selection screen
• Printers
  • Printers - User can set a printer for selected modifiers to print on
• Online Ordering 
  • Online order enabled - User can enable selected modifiers to be enabled for Online Ordering

Modifier Sets

• General.
  • Online Price - Users sets online price for selected modifier sets via a dropdown for how to edit price, listed below, and textbox for value of price change.
    • Increase by (%).
    • Decrease by (%). 
    • Change to $ 
    • Increase  by $ 
    • Decrease by $ 
  • Rounding - User sets how prices are rounded via a dropdown if Increase by % or Decrease by % was chosen for Price change.
    • To nearest 1 cent
    • To nearest 5 cents
    • To nearest 9 cents
    • To nearest 10 cents
    • To nearest 25 cents
    • To nearest 50 cents
    • To nearest whole dollar;
  • Options - User sets options to be applied to select Modifier sets via checkboxes.
    • Print Modifiers in Red or Bold on Ticket.
    • Print Modifier Set Name with Modifiers on Ticket.
• Modifiers set is required - User sets if Modifier set is required for selected modifier sets via toggle.
  • Min - If the Modifier set is required toggle is enabled, textbox appears to set the minimum; default value is 1.
• Enable quantity selection per modifier - User can allow quantity selection per modifier for selected modifier sets via toggle.
  • Min. -  If the Quantity selection toggle is enabled, textbox appears to set minimum; default value is 1.
  • Max. -  If the Quantity selection toggle is enabled, textbox appears to set minimum; default value is 3.
• Available for online ordering - User selects modifier sets to be available for online ordering via toggle.

Notes:

• Items, Modifiers and Modifier Set lists filter by department so the user can sort lists to simplify the editing process.
  • Department filters may be adjusted without de-selecting menu items (number of selected items displayed on "Bulk Edit" button) to allow editing items/modifiers that are in different departments at the same time.
  • Navigating to various LBM tabs will not reset the selection.
• The search box works the same way as filter, so the user's selection will not reset if searching multiple criteria one at a time.