Create and Configure a Cashless Item

 

Creating items and item categories is specific to each entity.

Examples: 

- I’m creating my "Soft drinks", "Wines", etc. items in my "Bar" entity 

-  I’m creating my "T-shirts", "Hats", etc. items in my "Merchandise" entity 

Once logged into your cashless account, click on the relevant event > Configuration > Products

1. Create an Item Category

An item category allows you to: 

- organise your items 

- find items more easily when creating cash register keypads 

First, you need to choose the entity (at the top right) for which you want to create items and item categories.

If you haven't created any activities yet, check out the dedicated article to learn more.

Once you're in the entity of your choice, click the downward arrow next to Add product and select Add category from the dropdown menu. Give your item category a name and click on Create a category to save.

 

 

2. Create an Item

Once you have created your first category of items, you can then create the different items of your event by clicking on "New" then "item".  

You will now be able to set specific parameters for each item.

Item name	It will appear on the sales terminal and on your various sales exports
Item category	This is the (previously created) category to which you want to link your item
Item image	It is very important to assign an image to your item. During the event, this image will help the sales team find their way around the sales terminal. Image bank: Click on "Select from the image bank" to choose from an available selection.  Upload an image: If you don’t find an image for your item in the image bank, click directly on the square below "item image" to upload one from your computer. Corner: The corner is useful for you if you have variations of the same item. It will appear in the lower right corner of your image, e.g.: I create 3 "Beer" items and put a different corner on each of them: half, pint and pitcher to identify the possible volumes.
Nature	This refers to the type of item you are offering (drink, food, cup, merchandise) as well as the subtype (for example, beer, wine, soft drink, etc.).
Tags	They are created beforehand and help you organise your items for easier identification — for example, by adding a tag indicating that an item is not allowed for minors.
Price	You can set the price of your item in 2 different ways: Fixed price Enter the final sale price paid by the buyer (incl. tax for the customer)  Select the VAT rate for your item Variable price If you do not know in advance the price of your product, choose "Variable price" then "Positive" Select the VAT rate for your item Your sales staff will be able to enter the desired price directly on the sales terminal. Advanced price : Set the price in a currency other than the main currency and define pricing conditions (locations, time period, etc.) Select the VAT rate for your item Not for sale
Item options	Please check that the "Available for sale" box is ticked for the item to be sold using the sales terminal. All other options are detailed below.
Product measure	Indicate whether your item is measured by unit, volume, or weight.
Deposit / refundable items	Refer to section 3.3 dedicated to deposits for more information.

3. Your Item’s Specific Options 

All these options are available to you when creating or editing your products.  

3.1 Combined Items

Example: I’m selling burgers, fries and Cheeseburger + fries combos:

Item pack configuration:

This setting allows you to know exactly how many cheeseburgers and portions of fries you sold, even though some were sold as part of a pack. 

3.2 Variants

In the case of item variations at the same price, it is possible to create variants. 

Example: I created 1 "T-shirt" item and 3 variants for the different sizes S, M, and L.

On the sales terminal, click once on the main item "T-shirt", then the size choice will appear. This makes it possible to reduce the configuration of your items and the rendering on the sales terminals. 

Click on Save to finalise the creation of your item. You can change the settings at any time. 

3.3 Deposit Management

In some cases, it is necessary to sell products with a deposit.

  

Example: I always add a deposit for the cup when I sell drinks 

To set the deposit: 

In the product management page, create a new deposit item at the desired price. Click on Refundable items > +Add new refundable item 

The credit is created automatically and can be renamed for greater readability. 

To link the deposit to your items, you can:   

• • either edit the relevant items, then click the Sold with refundable item box and select the deposit. The price incl. deposit is then displayed.
    
    

• • or select the relevant items, then click on Action on selection > Sell with refundable item and select the deposit of your choice. 

4. View Your Items

All created items appear in tabular form in Configure > Products 

For each item, you can:

• edit the settings (by clicking on the item)
• delete it if no sale has been done made for this item (by clicking on the three dots next to it > Delete)

Option 1: 

Option 2: 

Once your item categories and items are created, you can set up your cash register keypads.