A menu item is an item that can be mapped to a code so that CLEARVIEW can understand the sales data received from the POS. Menu items can be actual items that are listed on stores' menus, discounts, rebates, substitutes offered for combos, etc. Menu Items lets you view/manage the menu items for your organization.
To access Menu Items settings:
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Click on 
on the bar from any page.
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In the Settings window:
Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.
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Select Menu from the Filter drop-down list.
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Click on Menu Items from the List box in the left pane.
The following information is displayed on the settings page for the displayed at the top of the page:
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ID: The unique reference number assigned to the menu item for easy identification.
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Description: The name of the menu item.
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Lang Description (where Lang is the language set in your user profile): The name of the menu item in the language indicated.
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Mapping Description: The CLEARVIEW identifier meant for menu items with similar names.
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Mix: The to which the menu item is mapped.
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Group: The to which the menu item is mapped.
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Parent Menu Item Description: Indicates the proxy menu item mapped to the (original) menu item for forecasts. The original menu item’s sales will be used in all instances (when available); however, if data is unavailable or missing, the parent menu item sales will be used (if available) to provide the best possible trend data.
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Status: Active indicates that the item is available to be mapped to PLUs, while Inactive indicates that it is not.
Click here to learn how to map menu items to PLUs in Point of Sale Details.
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Has PLU*: Yes indicates that the menu item has been mapped to one or more codes, while No indicates the menu item has not been mapped to a code.
Clicking on Yes for a menu item will open the Menu Item List window where you can see the code(s) mapped to the menu item.
The details of a menu item can be found on the Menu Item Update page.
Only organizations not subscribed to the inventory module have access to create, edit and delete Menu Items.
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Go to Menu Items settings.
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If the Find a Menu Item section is not displayed on the page, click on 
.
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Use the described below to find a menu item (none of the fields are mandatory):
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Enter the name or part of the name of the menu item in Description.
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Select whether the menu item is presently Active or Inactive from the Status drop-down list.
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Enter the Mapping Description for the menu item if you know it.
The Mapping Description is usually the same as the description of the menu item, except for menu items with similar names.
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Select Product Type from the drop-down list.
Items listed on stores' menus for customers to purchase will have the Product Type as PLU.
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Place a checkmark in the Include Unknown box to include menu items that have not been classified under any .
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Place a checkmark in the Has Alternates box to your results to only menu items that have alternate menu items mapped to them.
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Select the Product Mix to your results to only menu items that are classified under those .
Press and hold the Ctrl or ⌘ key on your keyboard to select multiple product mix.
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Select the Product Group to your results to only menu items that are classified under those .
Press and hold the Ctrl or ⌘ key on your keyboard to select multiple product groups.
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Select from the PLU Mapping drop-down list to your results to only menu items that are mapped to the vendor and scheme selected.
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Place a checkmark in the Check for PLUs box to include the Has PLU column in the results.
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Enter the name or part of the Parent Menu Item Description to your results to only menu items that are mapped to that parent menu item.
- Click on the Find button.
...Close
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Go to Menu Items settings.
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Find the menu item you want to view (see Find a Menu Item).
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Click on the name of the menu item that you want to view in the Description column.
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The details of the menu item are displayed in the Menu Item Update window.
...Close
Only organizations not subscribed to the inventory module have access to create menu items. Please contact your to create menu items if you don't have access.
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Go to Menu Items settings.
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Click on the Create a New Menu Item* button.
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In the Create New Menu Item window:
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Enter the name of the menu item in Description.
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Enter a unique name for the menu item to differentiate if there are multiple menu items with the same or similar names in Mapping Description, if required.
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Enter the name of the menu item as per the POS in Description on POS.
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Select the menu Product Mix in which you want to classify the menu item from the drop-down list.
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Select the Product Type of the menu item from the drop-down list.
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Change the Sales Multiplier for the menu item to account for multiple units sold through the menu item (this multiplier will only reflect in the Actual Units column of the Product Mix report), if required.
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Place a checkmark in the Exclude from "Actual Units" equation in Product Mix to assume no units of the menu item were sold for the Actual Units column of the Product Mix report, if required. For example, if the menu item is a modifier that will always be recorded with another menu item (which is the primary item), one unit sold could get recorded twice - once as the primary item and once as the modifier. A checkmark in this box for the modifier will provide a more accurate count of the units actually sold.
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Enter any comments or notes that you want to record for the menu item in Memo.
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Enter the portion of the cost of the menu item that's attributed to food in Fixed Food Cost.
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Enter the portion of the cost of the menu item that's attributed to paper in Fixed Paper Cost.
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Click on the Create button.
...Close
Only organizations not subscribed to the inventory module have access to edit menu items. Please contact your to edit menu items if you don't have access.
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Go to Menu Items settings.
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Find the menu item you want to edit (see Find a Menu Item).
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Click on the Description or the Mapping Description of the menu item that you want to edit.
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In the Update Menu Item window:
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Make changes to the menu item as required (see Create a Menu Item for details of the controls).
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Change the Status to Active if the menu item is offered to customers at present, or to Inactive if it's not.
Inactive menu items will not appear in and cannot be mapped to PLUs.
Click here to learn how to map menu items to PLUs in Point of Sale Details.
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Click on the Update button.
...Close
Only organizations not subscribed to the inventory module have access to delete menu items. Please contact your to delete menu items if you don't have access.
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Go to Menu Items settings.
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Find the menu item you want to delete (see Find a Menu Item).
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Click on the Description or the Mapping Description of the menu item that you want to delete.
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In the Update Menu Item window:
- Click on the Delete button.
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Click on the OK button in the confirmation request .
Only menu items that have no sales recorded can be deleted.
...Close
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Go to Menu Items settings.
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Find the menu item you want to (see Find a Menu Item).
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Click on the Description or the Mapping Description of the menu item that you want to .
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Click on the Audit tab* or button* in the Update Menu Item window:
...Close
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.
Find a Menu Item