Menu & Inventory Management

180 Articles

Manage Inventory With Parent-Child Items

Manage inventory more efficiently by linking parent and child items. When parent and child items are linked, and your supply of child items runs low, Exatouch “unpacks” more items by drawing from parent items to fulfill orders.

EAN13 Barcode Integration

Merchants can add weighted items to orders after weighing them on non-EPI scales! The EAN13 integration with Exatouch features settings that can be configured to seamlessly add weighted items to any order.

Inventory Matrix

The Inventory Matrix feature allows merchants to assign a single SKU number with multiple prices for bundled items, such as soda, sports drinks, or t-shirts. Using Exatouch, merchants can set prices for individual items as well as…

Custom Buttons

Merchants will love a quicker checkout when they customize their register with custom buttons! Custom buttons can be configured to execute functions, quickly add items or services to an order, and apply discounts.

Weighted Items

Merchants can use an Exatouch integrated scale to seamlessly sell items based on weight. Exatouch automatically calculates the total sale price according to the item’s unit price and weight.

Enable Dual Pricing

Merchants can use the Dual Price setting to configure separate pricing for cash payments and non-cash payments, such as debit or credit card. When Dual Price is enabled, the List Price and Cash Price both display on…

Exatouch Inventory App

  • Note: The Exatouch Inventory App is currently available to select users for beta testing. We anticipate the full release within the first half of 2023.
Expand how you manage inventory with the Exatouch Inventory App! The app…

Add a Manufacturer

When manufacturer data is entered into the system, POs (Purchase Orders) can be created and submitted to the manufacturer.

EBT Payments

We’ve updated how EBT payments are made! EBT Cash and EBT Food functions are enabled independently. EBT Cash and EBT Food payments can also be added as payment options on the Register.

Inventory Building for Retail

The Exatouch Point of Sale (POS) system allows retail merchants to quickly build items and inventory to maximize efficiency when processing sales. To download a PDF copy of this information, click here.

Menu Building for Restaurants

The Exatouch Point of Sale (POS) system allows restaurants to quickly build menus to maximize efficiency when processing sales. To download a PDF copy of this information, click here.

Importing Inventory (Retail)

The Inventory Import feature allows retail merchants to import data directly into Exatouch. Merchants can import data for items, customers, staff, vendors, and services. These procedures work for restaurants as well.

Stick Option Added to Pack Size

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2022 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) In the pack size combo box in Scan Data, you may now also select “stick” in addition to the existing “pack”…

Processing Returns and Exchanges

Merchants can process returns or handle exchanges by using the void and refund features of the Exatouch system.

Multi-Pack Discount

Enhancements in the Scan Data Altria settings will now allow for multi-pack discounts for all items flagged for Scan Data Loyalty program in the system.

Modify Pricing on Markup Priced Items

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) Using markup pricing and need to change an item or service price? With this release, you can now manually modify an…

Promos & Discounts Report

The Promos & Discounts report gives you a broad look at all items sold below established retail cost. Items are grouped by discount type, such as item level promotions, discounts on entire orders, and more!

Import Expanded SKU Information

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) We’ve expanded the range of SKU information you can import into your Exatouch POS system to make adding new inventory a…

Limit Quantity Sales Using Order Limit Quantity

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) Need to limit quantity sales? Enter a limit in the Order Limit Qty field found in the Item Details > Inventory…

Limit Quantity Sales Using Order Limit Quantity

To limit quantity sales, use Order Limit Qty in the Item Details > Inventory work area. Enter an amount in this field to restrict customer purchases to that quantity on individual items. If you have categories or subcategories…

Newly Expanded: Modify All Items

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2021 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) Need to update a list of items? We’ve expanded the number of fields you can change when you modify items in…

Dynamic Purchase Orders

Expedite product reorders by enrolling vendors and items in Dynamic Reordering. Save time on manually tracking inventory and create purchase orders before inventory runs out. When inventory items (linked to a vendor and enrolled in Dynamic Reordering)…

Dynamic Reordering

Expedite reorders by enrolling your items and vendors in Dynamic Reordering. As included items are depleted from inventory, Exatouch creates purchase orders based on each item’s Safe Qty, on the day and time you set for each…

Mark a Purchase Order as Paid

Use the purchase order work area to mark Open, Open Sent, Pending (partially received), and Completed (received) purchase orders as Paid.

Modify Inventory Levels

Inventory levels for your items are maintained by Exatouch: every sale, return, inventory count, and shipment acceptance affects your on-hand stock. Adjust quantity levels for single items outside of these workflows in Item Details.

Create Categories and Subcategories

Organize your items and services using categories and subcategories to get the most out of Exatouch: Find items more easily in the Register app. Create category and subcategory level promotions. Review sales, inventory movement, and more in…

Exclude an Item from Discounts and Promotions

Exatouch offers you a variety of options to apply promotions and discounts to your items, including the ability to exclude individual items from all discounts and promotions. Navigate to the Promo work area in Item Details for…

Import Items With Multiple Alternate SKUs

We have expanded the import capabilities of Exatouch to allow you to import up to 20 alternate SKUs (AltSKU) as a part of your inventory item import.

Add an Item

Items in Exatouch make up your inventory for sale and populates your menu with non-inventory items, where applicable.

Create Labels for Items

Use Exatouch to print labels quickly and easily on report printers and supported label printers. Print labels to Avery-compatible label sheets or specialized labels that include pricing and barcodes.

Link Items to Vendors

Link your items to one or more vendors, and generate Purchase Orders (PO) in Exatouch. By default, items are assigned a default vendor named No Vendor.

Modify Items In Bulk

Save time and effort by quickly modifying groups of items in bulk. Change prices, categories, and more. Create a list of items using advanced search, then use Modify All List Items to make your changes.

  • Note:
Changes in…

Set a Default Vendor for an Item

Exatouch assigns a default vendor, No Vendor, to all items in your inventory. When you assign a vendor to an item, this vendor replaces No Vendor as the default. If you assign multiple vendors to an item, change the…

Set Tax Rates for an Individual Item

Some default tax settings apply to a newly added item, but you can adjust the settings as needed for any items in Item Details.

Duplicate an Item

Save time and effort adding new items by duplicating and editing an existing item record.

Generate SKU Numbers and Assign Alternate SKU Numbers

The Stock Keeping Unit (SKU) is a multi-digit number assigned to inventory and menu items. Exatouch supports EAN-13, EAN-8, UPC-A, and UPC-E compliant barcodes. Use Exatouch to generate a SKU for any item, or assign an Alternate…

Find an Item

Use the Register app to search for an item and add it to an order. Users with appropriate access levels can find items to get more information about an item, add or remove inventory for an item,…

Expanded Inventory Export

(NOTE: THIS ARTICLE HAS BEEN MOVED TO THE 2020 RELEASE NOTES ARCHIVE. YOU WILL BE REDIRECTED.) Simplify your inventory updates by exporting and importing data directly into Exatouch! We’ve expanded our export capability to include new fields,…

Expanded Inventory Item Import, Including Vendor Linking

Simplify your inventory updates by importing the data directly into Exatouch! We’ve expanded our import capability to include new fields, including Vendor fields you can use to connect existing vendors or create new vendors.

Item Details: Inventory Adjustment Tab

Inventory adjustments happen. We’ve tweaked the behavior of this work area just a bit so you can double check your changes before you save them.

Reports: Stock Location

The Stock Location report to helps you locate items, and summarizes pricing, cost, and margin information.

Item Details: Purchasing Tab

We’ve consolidated several groups of information on an item’s Purchasing tab to give you more visibility into your item activity and vendor information.

Item Details: Work Area

Several fields are now at the top of the work area; you’ll have handy information available as you adjust, update, and modify items.

Settings: Inventory Preferences

Along with the stock type simplification, we’ve updated the inventory preference settings for default stock type. Set your default Stock Type if you expect to add new inventory or non-inventory items and define cost requirements as needed.

Item Details: Inventory Options Tab – Parent and Child Items

We’ve consolidated several common features in Inventory Options to expand how you manage your inventory. Use Inventory Options (was: Bulk tab) to establish Parent and Child relationships between items, and to set up Alternate SKUs as needed.

Item Details: Tax & GL Tab Changes

Tax Group Codes, Revenue Class, and Revenue Center selections are now on the Tax & GL (General Ledger) tab.

Item Details: Inventory Matrix Tab

We’ve consolidated your inventory matrix information into one work area, the Inventory Matrix tab.

Item Details: Promos Tab – Price Reduction

Our new price reduction option lets you mark down prepackaged items created using your un-integrated scale. Quickly and easily discount deli, meat, or produce.

Item Details: Navigation Buttons

Navigation buttons and a selection of task options have moved to the bottom of Item work areas.

Process Bottle Deposits

In states such as Michigan and California, customers who purchase beverages are charged a deposit for the bottle in addition to the retail price of the beverage. This deposit is known as a DRV (or sometimes CRV)…

Modify Bulk Services

Groups of Services can be modified in bulk, making price modification and category changes a breeze! Use the Modify All List Services function to accomplish these tasks.

Modify Bulk Items – Prior Releases

Groups of Items can be modified in bulk, making price modification and category changes a breeze! Use the “Modify all list items” function to accomplish these tasks.

Historical Pricing

Historical Pricing gives you the ability to revert to a previously implemented price for one or more items. Save time with bulk application of historical pricing, rather than looking up a previous price and applying a price changes…

How to Use Modifier Pages

Use Modifier Pages to organize MODS and find them quickly on the MOD tab. Modifier pages can be associated with ratios, which are especially useful for pizzerias when adding whole and 1/2 topping options on a pizza…

Add Cost to a Modifier

Cost can be associated with a modifier. For example, “Garden Burger” may have a “Sides” modifier group which includes: “w/Fries”, “w/Chips”, and “w/Side Salad”, where the addition of fries costs $1.75. When a modifier is assigned a…

Add Modifiers to an Item

Once a modifier is created and defined, the modifier (aka mod) can be added to an item.

Add Modifier to a Group

Modifiers can be either required or optional. Required modifiers are identified as such by being added to a modifier group. Adding a modifier to a group will enable it to appear with other required mods when a customer…

Add a Service

A service item is a non-tangible, service-based product. Service items have an element of time, a price, and a staff member who provides the service. Use these guidelines to add a service:

What is a Service Item?

A service item is a non-tangible, service-based product. Services have an element of time, a cost associated with the service, and a staff member who provides the service.

Can I add both items and services to the register?

Yes! Both services and items can be added to the register so you can quickly ring up goods and services. Non-tangible service items and tangible retail items can be color-coded so they can be easily identified at…

Find Modifier Details

Modifier details can be found within any Items Detail record, on the Modifier tab.

Create a Modifier

A modifier is an item which further describes or amends a customer’s order.

Create Labels for Items – Prior Releases

Print labels easily and seamlessly for your items with Exatouch. When you select your Exatouch hardware bundle, select from printers which print Avery labels and/or labels with price barcodes and SKU numbers. See: Which label printers are supported…

Difference Between Required and Optional Modifiers

Modifiers can either be required or optional. Required modifiers pop-up automatically when an associated item is selected. Optional modifiers are selected manually.

Create Categories and Subcategories – Prior Releases

Organizing items and services by category and subcategory is helpful on many levels: Find items grouped by category and subcategory more easily at the register. Create Category and Subcategory-level promos.  Some reports present data by category and subcategory….

Modify Stock Type – Prior Releases

Stock Type can be set globally or individually. When you set a stock type, items in your system will automatically default to that type. Different stock types can be applied to individual items as needed.

Set Tax Rate for an Individual Service

Tax rates are usually set when a service is first created, but tax rates can be added or adjusted to an existing service.

Which Labels and Tags Can Exatouch Print?

With Exatouch’s barcode/label printer, you can seamlessly print split labels, clothing tags, jewelry tags, and paper labels.

Define Custom Variables

Custom variables allow you to edit multiple data fields throughout Exatouch. Details such as staff type, floor plan components, payout types, and transaction reasons can be defined as custom variables. Item details such as size, color, and…

Add Items to Vendor Supply List – Prior Releases

When creating a purchase order, items are selected from the vendor’s list of available items. Sometimes vendors begin carrying additional items for purchase, or a vendor’s item list may not be complete. After reviewing your vendor’s items…

Create Instruction Modifiers

“Instructions” provide additional direction on how to apply MODS to an order. This is especially helpful for restaurants who communicate specific instructions to kitchen staff before an order is prepared.

Create Special Instruction Modifiers

“Special Instructions” are bundled with MODS to provide additional information for kitchen staff. This additional information is merely instructional and does not change the application of MODS at the register.

Difference between Custom Buttons and Custom Variables

Custom buttons affect the register, allowing you to create specialized buttons on your register interface. Custom variables affect data fields within Exatouch, such as Item’s Details or Customer Details. Definitions of custom variables can create additional opportunities…

Set General Tax Rates

Tax rates are configured in Tax Group Settings. Tabs in Tax Group Settings correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax Groups…

Enable Duplicate Required Modifiers

Duplicate modifiers make it easy for restaurants to accommodate a double portion of burger toppings or extra pickles on the side! The duplicate modifier option is enabled in Register Preferences. Once enabled, individual modifier options are adjusted…

Add Size Options

Size can be assigned to an item within Items Details. Size options are added or removed via custom variables.

Set Pre- & Post-Tax Rates

Tax rates are configured in the Settings module. Tabs in Tax Group Settings submodule correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax…

Set Per Unit Tax Rates

Tax rates are configured under the Settings module. Tabs in the Tax Settings submodule correspond to different types of taxes: General, Per Unit, and Pre & Post. On each tab, tax rates are defined in Groups. Tax…

Name Modifier Pages

Modifier page names are customized in customer variables.

Organize Modifier Pages

Modifier pages expand MOD offerings, and are a convenient way to organize optional modifiers at the register.

Label a Modifier Group

Modifier Groups can be labeled, making it easier to identify and organize required modifiers.

What is a Modifier?

A modifier is an item which further describes or amends a customer’s order.

Price Override at the Register

While taking a customer’s order at the register, merchants are prompted to override an item price either by tapping directly on an item price or by using a custom Price Override button.

Process Bottle Returns

In some states, customers who purchase beverages are charged a deposit for the bottle in addition to the retail price of the beverage. Customers return the empty bottle for a refund of the deposit. In Exatouch, the…

View Modifiers at the Register

Modifiers are either required or optional. The required modifier screen automatically displays when entering an item into the register. Optional modifiers are accessed from the Mods tab.