Click >Inventory >Items

 

 

To create a template item start the Item Number with TMP$. Here are some examples:
 
TMP$GROCTX (taxable grocery)

TMP$GROCNOTAX (non-taxable grocery)

 

TMP$GROCTXYFSY (taxable grocery, food stamp eligible)

TMP$GROCTXNFSY (non-taxable grocery, food stamp eligible)

TMP$GROCTXNFSN (non-taxable grocery, not food stamp eligible)

 

To use a template during set up of new items, start setting up a new item by clicking the New button, then click "Apply Template".

 

To use a template during Ticket Entry, scan or enter an item code that is not found, then select the desired template. See note below.

 

The template items settings are brought in as default values for the new item. This most often includes things like:

 

1.Tax Class Code

2.Units of Measure (stocking, selling, purchasing, sales order)

3.Item Control

4.Department

5.Taxable Y/N

6.Food Stamp Eligible Y/N

7.Stocking Y/N

 

Templates do not provide any information for the On Hand, Purchasing, Option Set or Kit tabs.

 

 

Note:
To use templates in Ticket Entry, the Acme use must have at least one of the following two privileges assigned to them.

 

1."Add Tmplt Item To Tkt Det"

2."Add Tmplt Item To Inv"

 

The first permission allows the user to add a new item to the transaction. the new item will be based on the template, The user will need to supply price and description.

 

The second permission allows the user to optionally add the new item to item maintenance.

 

A custom report is available so management can review use of both permissions, and back-fill other item information like on hand, and vendor info.