Menu & Inventory Management

173 Articles

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!

Modify Pricing on Markup Priced Items

Using markup pricing and need to change an item or service price? With this release, you can now manually modify an item or service price. The markup (calculated in dollars or percentage amounts as needed) recalculates automatically.

Import Expanded SKU Information

We’ve expanded the range of SKU information you can import into your Exatouch POS system to make adding new inventory a simple task. SKU lengths between 1 and 16 characters long can be imported, scanned, and used…

Limit Quantity Sales Using Order Limit Quantity

Need to limit quantity sales? Enter a limit in the Order Limit Qty field found in the Item Details > Inventory work area. The quantity in this field restricts customer purchases to that quantity on individual items….

Set Up Age Verification

Age verification is easy with Exatouch. By default, the Legal Age definitions are set at 18 and 21, covering the purchase age of a large number of restricted sales items, such as dry ice and lotto tickets,…

New! Limit Quantity Sales Using Order Limit Quantity

Need to limit quantity sales? In this release, we’ve added a new field, Order Limit Qty to the Item Details > Inventory work area. Enter an amount in this field to restrict customer purchases to that quantity on…

Expanded Checkout Fee Tax Options

We’ve expanded the flexibility of tax options for checkout fees. As part of this release, if you don’t have Apply Fee To Taxes or Fee is Taxable enabled, Apply Fee To Taxes is enabled by default. If…

Enroll Items in Dynamic Reordering

Expedite product reorders by enrolling items and vendors in Dynamic Reordering. Save time on manually tracking inventory and create purchase orders before inventory runs out. Use this handy feature to define an item’s Safe Qty, link the…

New Feature: 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…

Newly Expanded: Modify All Items

Need to update a list of items? We’ve expanded the number of fields you can change when you modify items in bulk. You can now use this workflow to include and exclude items from discounts and promotions…

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.

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…

New! Exclude an Item from Discounts and Promotions

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

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.

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 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.

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.

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.

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…

Add an Item

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

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,…

Apply a Global Discount

Use Exatouch to apply a discount to an entire order quickly and easily.

Expanded Inventory Export

Simplify your inventory updates by exporting and importing data directly into Exatouch! We’ve expanded our export capability to include new fields, including Vendor fields used to link items and vendors.

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.

Enable Checkout Fee

  • Update: Customer Service Fee is now Checkout Fee. This change complies with major card brand requirements.
Retailers, restaurants and other businesses can implement a checkout fee to help with business expenditures, maintain exceptional service, and provide competitive…

Apply Cash Discounts

Cash discounting is increasingly popular with small to medium-sized businesses. Exatouch makes it easy to implement. With a few simple steps, you can provide incentive for customers who pay with cash.

Enable Cash Discounts

  • Update: Customer Service Fee is now Checkout Fee. This change complies with major card brand requirements.
Encourage your customers to pay with cash by offering a cash discount! As a retailer, restaurant, or other business, you can…

Apply Checkout Fee

Retailers, restaurants and other businesses can implement a checkout fee to help with business expenditures, maintain exceptional service, and provide competitive prices. With Exatouch Point of Sale, a checkout fee can be applied automatically as a set…

Create Category Level Promos

Promos can be applied to a group of items that share a Category. Run Category Level Promos during specific hours during the day, for a specific time period.

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.

Apply Discounts to Each Tender Type

Apply discounts to each tender type you accept. Show your customers these discounts on purchase receipts with easy to set up messages.

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.

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.

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…

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. After the beverage is consumed, customers return the bottle for…

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.

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:

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 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…

Add Modifiers to an Item

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

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…

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.

Find Modifier Details

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

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.

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.

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…

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 General Tax Rates

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

Set Per Unit Tax Rates

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

Set Pre & Post Tax Rates

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

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.

View Modifiers at the Register

Modifiers are either required or optional. The required modifier screen pops-up automatically when an item is rung up at the register. Optional modifiers are accessed from the Mods tab.

Process Bottle Returns

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. After the beverage is consumed, customers return the bottle for…

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.