Item Types With ABM + POS Sync

What Are Item Types With ABM + POS Sync?

Item Types are created to help organize and categorize menu items in your Arryved POS. You create the Item Types you need to fit your business model. With the ABM + POS Sync, you’ll create and manage your Item Types from your ABM. However, there are a few things you can handle from your Arryved Portal. Read this guide to learn how to manage Item Types. 

Prerequisites

• You are an Arryved Brewery Management (ABM) user and your Arryved POS is synced with your ABM. 
• To add and edit Item Types in your ABM, you must be a User with the Admin User Role.
• To view Item Types in your Arryved Portal, you must be a Portal Super Admin or an Admin with one of the following Portal Permissions:
  • INVENTORY
  • ALL ACCESS
  • FULL ADMIN

Limitations

• With the ABM + POS Sync, you cannot add new Item Types from your Arryved Portal, they must be added from your ABM which will sync to your Arryved Portal. 

How It Works

What Are Item Types Used For? 

Item Types have two main functions:

1. To group your Items under a Tax Type. A single Tax Type will be applied to each Item Type you create. All Items of that Item Type will respect that Tax Type when sold through your POS. In your ABM, you can designate different Item Types to each Size associated with an Item, therefore different tax rates can be applied by size. 
2. To group your menu Items in Arryved Service for easy ordering. Each Item Type creates a button in Arryved Service. Click on that button to find all the menu items associated with that Item Type. 

Adding New Item Types

1. Log into your ABM.
2. Click on Settings (the gear icon in the upper, right corner).
3. Click POS Item Types from the top navigation options. 
4. Click New POS Item Type. 

5. Give the Item Type a Name.
6. Select a POS Category. This list is pre-defined, choose the one that best fits your Item Type.
7. Select one of your Tax Types that’ll be applied to all Items/Sizes under this Item Type. 
8. A default printer/ticket type is auto-assigned to this Item Type based on the POS Category you selected. (Ex: Draft Beer Category sends these Items to your bar printer). You'll see it populated in the Default Printer Ticket Type dropdown. If If you want to override the default, select a new destination from the dropdown.
9. Click Add POS Item Type to save. 

Making Item Types Active/Inactive

On your POS Item Type list in ABM, use the toggle under the Active column to make an Item Type Active or Inactive. However, if the Item Type is currently applied to any active Items in your ABM, then it cannot be made inactive. It must first be removed from all associated active Items. 

Item Types In Your Arryved Portal

Item Types in your ABM will automatically sync with your Arryved Portal (in up to 30 seconds). You cannot add new Item Types here, but you can view them and configure Button Priority, Allow Tax Exempt, and Charge RSF here

1. Log into your Arryved Portal.
2. From the left side navigation, click Inventory.
3. Click Inventory Settings.
4. Click Item Types. 

Button Priority: This will arrange your Item Type buttons in chronological order in Arryved Service. The lowest number will be the first button and the highest, the last. We recommend starting with numbers divisible by 10. That way, if you add more Item Types in the future, you can squeeze them between other numbers where desired.

Allow Tax Exempt: Check this box to allow this Item Type to be exempt from collecting tax when needed. A tax-exempt number can be entered in Arryved Service at the time of sale (This only applies to Items that are synced with your POS).

Charge RSF: Check this box if you’d like to collect a Retail Service Fee for items under this Item Type. Ask your Implementation Manager for more information if you think this applies to you. (This only applies to Items that are synced with your POS).

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Head back to your ABM + POS Sync Cheat Sheet if you started there.