The Item Groups page allows you to view, edit, deactivate, and create item groups. An item group is a collection of menu items that are grouped together. Unlike a Sale Department, which is controlled at the POS level, an item group is controlled from RADAR and is unrelated to any classifications at the POS level. 


Another difference between an item group and a Sale Department is that a menu item may belong to numerous item groups, but a menu item may only belong to one Sale Department. Item groups allow you to assign a point value to any menu item in the group. This works in conjunction with the Server Pmix report, which allows you to run salesmanship contests. For example, you can assign a wine bottle a value of “4” and a wine glass a value of “1” so that each bottle sold properly counts as 4 glasses when viewing the results.



Basic Usage 


  • Item Group - Select the item group you would like to view or edit
  • Show Deactivated - Select whether or not you would like the ‘Item Group’ field to include deactivated item groups



Creating a New Item Group 


To create a new item group, select NEW ITEM GROUP. After selection, the “New Item Group” window will appear where you can enter the following information: 

  • Name - Enter the desired name of the new item group into this text field
  • Descriptions - Enter a description of the new item group
  • Copy Items From - If you would like to copy items from another item group, select which item group’s items you would like to copy. “Don’t Copy Items” is selected by default
  • Link to MSD - Select whether or not you would like to link the item group to a specific master sale department. Note: If you link to a master sale department, you will not be able to link to a specific sale department. “Not Linked” will be selected by default
  • Link to SD - Select whether or not you would like to link the item group to a specific sale department. Note: If you link to a sale department, you will not be able to a link to a specific master sale department
  • SAVE/CANCEL - Select SAVE to create the new item group or cancel to close the “New Item Group” window without saving



Adding Menu Items to Item Group 


To add menu items to an item group, first select an item group in the ‘Item Group’ field at the top of the page. Upon selection, the “Item Group” section will appear on the left side of the page, and the “Find and Add Items to Item Group” section will appear on the right side of the page. 

You can use the “Find and Add Items to Item Group” section to search for an item to add to the selected item group. 

  • Master Sale Department - Select the Master Sale Department of the item(s) for which you are searching
  • Sale Department - Select the Sale Department of the item(s) for which you are searching
  • Locations - Filter the search results by an item’s location
  • Last Sold - Select the time period in which the item was last sold. “All” is selected by default
  • Keyword - Enter a keyword by which to filter
  • Rows - Adjust the size of the table that will display all items that match your search criteria. The table will appear directly below the “Find and Add Items to Item Group” filters


Actions:

  • Search - Select SEARCH to view the results that match your search criteria. Upon selecting SEACH, a table will display all items that match your search criteria. This table displays the following information for each item: Item Number, Item Name, and Sale Department
  • Default Value when adding Items - Enter the default point value associated to a menu item. “0” is entered by default
  • ADD - To add an item to an item group, select ADD in the “In Item Group?” column of the item you would like to add
  • ADD CHECKED - You can add multiple items to an item group by placing a check in the check boxes in the far left column of the table. Once you’ve checked all the items you would like to add to the group, select ADD CHECKED



Editing an Item Group 


To edit an item group, select the desired item group in the ‘Item Group’ field at the top of the page. Upon selection, the “Item Group” section will appear on the left side of the page. 

  • EDIT - Selecting EDIT in the “Item Group” section will allow you to change the item group’s name, description, and the linked Master Sale Department or Sale Department. Select UPDATE to commit your changes or CANCEL to negate any changes made to the item group
  • Edit - A list of items in the item group will appear at the bottom of the “Item Group” section. Selecting the pencil icon next to an item will allow you to edit the item’s associated point value. Be sure to select UPDATE to commit your changes. Remove: Select the red x icon to remove a menu item from the item group
  • UPDATE CHECKED - If you would like to change the point value of multiple items, you may do so by selecting the check boxes to the left of the desired items and entering the desired value into the ‘Update Checked Value to’ text field. Next, select UPDATE CHECKED
  • REMOVE CHECKED - You can simultaneously remove multiple items from an item group by selecting the check boxes to the left of the desired items and selecting REMOVE CHECKED



Advanced Usage 


  • PRINT ITEM GROUP - Select PRINT ITEM GROUP to open the Item Group List report in a new window. This allows you quickly print the Item Group List report
  • DEACTIVATE ITEM GROUP - If you would like to deactivate an item group, select an item group in the ‘Item Group’ field at the top of the page. Next, select DEACTIVATE ITEM GROUP. Upon selection, a confirmation window will appear where you will be able to confirm or cancel the deletion
  • RESTORE ITEM GROUP - If you would like to restore a deactivated item group, select the deactivated item group in the ‘Item Group’ field at the top of the page. Next, select RESTORE ITEM GROUP
  • UPDATE LINKED GROUPS - Select UPDATE LINKED GROUPS to update linked item groups with any new items