Items

The item library enables you to add, edit, and manage your categories, subcategories, groups, and items.

Categories, Subcategories, & Groups

Categories, Subcategories, & Groups

Add Category

Adding a category allows you to organize your items. This is the first step in setting up your Item Library.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the Add Category button in the top right of the Item Library screen.
  4. Enter the name of the category.
  5. Select a color.
  6. Select an icon type.
  7. Select an icon.
  8. Select Save.

Add Subcategory or Group

Adding subcategories and groups allows you to further organize the items with a category.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the Actions dropdown button to the right of the category that you wish to add a subcategory to.
  4. Enter the name of the subcategory or group.
  5. Select a color.
  6. Select an icon type.
  7. Select an icon.
  8. Select Save.

Edit a Category, Subcategory, or Group

Edit any of the information for the current users listed.

Select the Actions dropdown button to the right of the category, subcategory, or group that you wish to move.

Select Edit.

  1. Select the category or subcategory you want to edit.
  2. Change the settings you wish to edit.
  3. Select Save.

Move:

  1. Select the Actions dropdown button to the right of the category, subcategory, or group that you wish to move.
  2. Select Move.
  3. Select the category or subcategory you want to move it to.
  4. Select Save.

Mark as Inactive:

  1. Select the Actions dropdown button to the right of the category, subcategory, or group that you wish to make active.
  2. Select Edit.
  3. Deselect the Active checkbox.
  4. Select Save.

Delete a Category, Subcategory, or Group:

Select the Actions dropdown button to the right of the category, subcategory, or group that you wish to delete.

Select Delete.

Items

Items

The Global Payments Back Office makes it easy for you to control which Users have access to Global Payments POS and Global Payments Back Office and what functionality is available to those with access. You can do this by assigning Users to Groups and assigning Permissions to Groups.

Item Details
  • Information:
    • On the Add Item screen, fill in the general information needed for this item: Item Name, Unit Price, Cost, Item Code, Manufacturer, Model, Part Number, and Description. Fields labeled with an asterisk (*) are required.
  • Item Alert Message:
    • Item alert messages allow you to display a message or prompt for input before an item can be added to your order.
  • Allow Partial Quantities:
    • Partial quantities allow you to manually enter a quantity with up to three decimal places depending on product type.

      • Note: This option may not be selected if the "Enter Item Amount at Time of Use" option is already enabled.

  • Enter Item Amount at Time of Use:
    • "Enter item amount at time of use" prompts you to manually enter the price of an item when adding it to an order.

      • Note: This option will not be available for use if the "Allow partial quantities" option is already enabled.

  • Do not Apply Discounts to this Item:
    • This option disables the ability to apply discounts to a specified item.
  • This Item is a Gift Card:
    • Adding a gift card as an item enables you to sell gift cards.
  • Item Library Position:
    • Item library position allows you to change which category, subcategory, or group the item is displayed in on the Global Payments Back Office Back Office.
  • Screen Layouts:
    • Screen layouts allow you to organize the items as you want them to display on the Global Payments POS App.
  • Quantity Tracking:
    • Quantity tracking allows you to monitor and update the quantity of a specific item on hand.
  • Taxes:
    • The Taxes option allows you to determine whether an item will have taxes applied.
  • Station Assignment:
    • Station assignment allows you to determine where an item will print.
  • Modifiers:
    • Modifiers allow you to customize items in an order.
  • Modifier Sets:
    • Modifier sets allow you to group multiple modifiers together.

Add Items

The Add Item button allows you to add Items from the Global Payments Back Office.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the Add Item button in the top right of the Item Library screen.
    1. To add an Item directly to a category, subcategory, or group, select on the Actions dropdown button, then select Add Item.
  4. Enter the item information.
  5. Select the Select button next to Item Library Position to choose a category, subcategory, or group for the item.
  6. Select Save.

Note: To add an item directly to a category, subcategory, or group, select on the Actions dropdown button then select Add Item.

Note: Businesses with multiple locations will only be able to add items from the account level in the item library. Certain item information fields are specific to the account or location level.

Edit Items

The Edit Items button allows you to edit Items for your business.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the Pencil icon to the left of the item name.
  4. Edit any necessary information.
  5. Select Save.

Mark as Inactive

While editing an item, you can mark it as inactive. This prevents it from showing on the point of sale after syncing.

Use this feature to inactivate Items for later use.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the Pencil icon to the left of the item name.
  4. Deselect the Active checkbox at the top of the Edit Item screen.
    1. To Active the Item again, reselect the Active checkbox.
  5. Select Save.

Move Items

Moving items allows you to transfer items from one Category, Subcategory, or Group to another.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the checkbox next to the item(s) you wish to move.
  4. Select the Move Selected Items button at the top of the page.
  5. Select the new category, subcategory, or group you want the item(s) to be located in.
  6. Select Save.

Delete Items

Deleting an item will permanently remove it from the item library along with any associations between screen layouts, modifiers, discounts, item alert messages, or taxes.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Items expanded menu.
  3. Select the checkbox next to the item(s) you wish to move.
  4. Select the Delete Selected Items button at the top of the page.
  5. Select the Delete button on the following screen.

Inventory

Inventory & Item Tracking

Inventory tracking allows you to input and monitor the quantity of an item in the item library. Inventory tracking can also prevent you from selling items that are out of stock or alert you when quantities reach a certain level.

Note: For accounts with multiple locations, inventory tracking is managed at the location level. To allow inventory tracking for items, you have to enable it for your location.

Enable Inventory Tracking

This allow the Account to have access to Inventory Tracking features.

  1. Select the Account drop down button at the top right of the portal and select the location.
  2. Select Store Setup in the Navigation menu.
  3. Select Store Operations from the Store Setup expanded menu.
  4. Select the option for Track Inventory Quantities for Selected Items in the Business Options panel.
  5. You may also choose to enable options for:
    1. Allow item sales when quantity on hand is 0 to allow sales of the item even if there is no inventory remaining.
    2. Warn when item quantities are low during order entry and enter an amount for Show warning when quantity on hand is less than to receive an alert when the quantity on hand falls below a certain number.
  6. Select Save.

Enable Inventory Tracking for Items

 

Enable tracking on individual Items to ensure your important Items stay stocked.

  1. Select Items in the Navigation menu.
  2. Select Item Library from the Store Setup expanded menu.
  3. Select the checkbox to the left of Track Qty for an item.
  4. Enter the quantity you have on hand in the text box.
  5. Select Save.

Note: Make sure you have enabled Track inventory quantities for selected items at the location level before you proceed.

Screen Layouts

Screen Layouts

Screen layouts enable you to organize how your items are grouped on the point of sale.

Note: For accounts with multiple locations, screen layouts are created and managed at the location level.

Add Screen Layouts

Automatically Create Screen Layouts:

Auto Create Screen Layout creates a screen layout for each category, subcategory, and group that has Items organized in it. Each screen layout created this way will default to the name, icon/color, and items that you assigned to the original category, subcategory, or group.

Note: If you have any screen layouts at any of your locations, selecting the Auto Create Layouts from Categories button will overwrite any existing screen layouts.

  1. For accounts with multiple locations:
    1. Select Locations in the Navigation menu.
    2. Select the Switch arrow next to the name of the location you wish to manage.
  2. Select Items in the Navigation menu.
  3. Select Screen Layouts from the expanded menu.
  4. Select the Screen Layout Options dropdown button.
  5. Select Auto Create Layouts from Categories.
  6. Select Continue on the pop-up window.
  7. If you have previously created screen layouts:
    1. Select Continue again.

Manually Create Screen Layouts:

Manually adding screen layouts allows more customization of screen layouts.

  1. For accounts with multiple locations:
    1. Select Locations in the Navigation menu.
    2. Select the Switch arrow next to the name of the location you wish to manage.
  2. Select Items in the Navigation menu.
  3. Select Screen Layouts from the expanded menu.
  4. Select the Add Layout button.
  5. Fill in the information for your screen layout.
  6. Select Save.
  7. Press the Add button at the top of the Items panel.
  8. Select the Items you would like to include in the screen layout.
  9. Select the Save button in the pop-up window.
  10. Select Save.

Edit Screen Layouts

The Edit Screen Layouts button allows you to edit Screen Layouts for your business.

  1. For accounts with multiple locations:
    1. Select Locations in the Navigation menu.
    2. Select the Switch arrow next to the name of the location you wish to manage.
  2. Select Items in the Navigation menu.
  3. Select Screen Layouts from the expanded menu.
  4. Select the Pencil Icon next to the Screen Layout you wish to edit.
  5. Edit the necessary information for your screen layout.
  6. Select Save.

Arrange Screen Layouts

In the merchant portal, you can sort the order of screen layout buttons and the items organized in each screen layout, depending on how you would like them to be displayed in your Global Payments POS App.

  1. For accounts with multiple locations:
    1. Select Locations in the Navigation menu.
    2. Select the Switch arrow next to the name of the location you wish to manage.
  2. Select Items in the Navigation menu.
  3. Select Screen Layouts from the expanded menu.
  4. Select the Screen Layout Options dropdown button.
  5. Select Arrange Layouts and Items.
  6. Select Show 2 item columns or Show 4 item columns to change the number of columns displayed on the point of sale.
    • Select and drag the screen layout buttons on the left to arrange them in the order you want them to show on your point of sale.
    • Select a screen layout button to show the item buttons for that screen layout on the right.
    • Select and drag the item buttons on the right to arrange them in the order you want them to show on your Point of Sale.
  7. Changes on this page are saved automatically.

Delete Screen Layouts

The Delete Screen Layouts button allows you to delete Screen Layouts for your business.

  1. For accounts with multiple locations:
    1. Select Locations in the Navigation menu.
    2. Select the Switch arrow next to the name of the location you wish to manage.
  2. Select Items in the Navigation menu.
  3. Select Screen Layouts from the expanded menu.
  4. Select the delete Trash Can icon next to the screen layout.

Modifiers

Modifiers

Modifiers enable you to create additional options to items that can be selected during a transaction on your point of sale.

Note: For accounts with multiple locations, modifiers are created and managed at the account level and assigned to items or modifier sets at the location level.

Add Modifiers
  1. Select Items in the Navigation menu.
  2. Select Modifiers from the expanded menu.
  3. Select the Add Modifier button.
  4. Enter a name for the modifier.
  5. Enter a unit price or select Enter modifier amount at time of use if you want a price associated with the modifier.
  6. Select Save.
  7. To add this modifier to specific items:
    1. Select the Add button in the Items panel.
    2. Select the item(s) that you wish to apply this modifier to.
    3. Select the Save button in the Items panel.
  8. To add this modifier to a modifier set:
    1. Select the modifier set(s) that you wish to apply this modifier to.
    2. Select the Save button in the Modifier Sets panel.

Edit Modifiers
  1. Select Items in the Navigation menu.
  2. Select Modifiers from the expanded menu.
  3. Select the edit Pencil Icon to the left of the modifier name.
  4. Edit any of the necessary information.
  5. Select Save.
  6. To remove this modifier from an item:
    1. Select the delete Trash Can icon next to the item(s) you wish to remove.
    2. Select the Save button in the Items panel.
  7. To remove this modifier from a modifier set:
    1. Deselect the modifier set(s) you wish to remove.
    2. Select the Save button in the Modifier Sets panel.

Mark as Inactive

Modifiers cannot be deleted. Instead, you can mark them as inactive when they’re not in use.

  1. Select Items in the Navigation menu.
  2. Select Modifiers from the expanded menu.
  3. Select the edit Pencil Icon to the left of the modifier name.
  4. Deselect the checkbox next to Active above the modifier name.
    1. To Active the Modifier again, reselect the Active checkbox.
  5. Select Save.

Modifier Sets

Modifier Sets

Modifier sets allow you to group modifiers together and assign them to items all at once. Modifier sets enable you to require a selection before checkout or even set a default selection of modifiers to be applied unless they’re removed before checkout.

Note: For accounts with multiple locations, modifier sets are created and managed at the location level.

Modifier Set Details
  • Name:
    • Name is required. Make sure it is descriptive so that it is easy to differentiate between modifier sets.
  • Color/Icon Type/Icon:
    • Color, Icon Type, and Icon are required. These will show on the point of sale when you select an item that uses this modifier set.
  • Modifier Set Price:
    • Modifier Set Price is optional. This changes the price for all modifiers in that modifier set, overriding the price set for the modifiers when they were created at the account level on the Modifier screen.
  • Modifier Printing:
    • You must choose between Never Print, Print Changes (only prints any default modifiers that were changed), or Always Print to control when a modifier is printed on the customer receipt. This setting does not affect station tickets which always include all modifiers added to an item.
  • Required:
    • Check “Require at least one modifier option to be selected” to designate any modifier sets that require at least one option to be selected in order to continue the checkout process.
    • Assigning a modifier set as a required option has the added benefit of making Modifier options auto-populate on screen when the item is selected.
    • If there are modifiers applied to an item, but none of them are a required option, the merchant must tap on the item name within the receipt viewer to be able to select any of their applied modifiers
  • Single Select or Multi-Select:
    • You must choose between “Allow only one modifier option to be selected” or “Allow multiple modifier options to be selected” to designate if more than one modifier can be selected in a modifier set.
  • Items Used as Modifiers:
    • Select the Add button and select any items that you want to show as a modifiers whenever this modifier set is added to an Item.
  • Modifiers:
    • Select any modifiers that you want to add to the modifier set. You can set an override price for individual modifiers. This will override the modifier or modifier set price that was previously entered. Choose whether a modifier is a default; it will be selected whenever you add an item with this modifier set to your cart.
  • Add This Modifier Set to These Items:
    • Select the Add button and select any Items that you want this modifier set to be applied to.

Add Modifier Set
  1. Select Items in the Navigation menu.
  2. Select Modifier Sets from the expanded menu.
  3. Select the Add Set button in the top right corner of the screen
  4. Enter the information necessary for your modifier set.
  5. Select Save.
  6. To add items to be used as modifiers for this set:
    1. Select the Add button in the Items Used as Modifiers panel.
    2. Select the item(s) that you wish to use as modifiers.
    3. Select the Save button in the Items Used as Modifiers panel.
  7. To add modifiers to this modifier set:
    1. Select the modifier(s) that you wish to be included in this modifier set; or select Add to create a new modifier.
    2. Select the Save button in the Modifiers panel.
  8. To add this modifier set to specific items:
    1. Select the Add button in the Items panel.
    2. Select the item(s) that you wish to apply this modifier set to.
    3. Select the Save button in the Items panel.

Edit Modifier Set
  1. Select Items in the Navigation menu.
  2. Select Modifier Sets from the expanded menu.
  3. Select the edit Pencil Icon to the left of the modifier set name.
  4. Edit any of the necessary information.
  5. Select Save.
  6. To remove items used as modifiers from this set:
    1. Select the delete Trash Can icon next to the item(s) you wish to remove in the Items Used as Modifiers panel.
    2. Select OK in the pop-up window.
    3. Select the Save button in the Items Used as Modifiers panel.
  7. To remove a modifier from this modifier set:
    1. Deselect the modifier(s) that you wish to be included in this modifier set.
    2. Select the Save button in the Modifiers panel.

Discounts

Discounts & Taxes

Discounts allow you to create a list of predefined discounts or coupons to apply to your transactions on the Global Payments POS App.

Note: For accounts with multiple locations, discounts and taxes are created and managed at the account level and assigned at the location level.

Discount Types
  • Entire Cart:
    • Entire Cart discounts are applied to the total price of an order.
  • Single Item:
    • Single Item discounts are applied to one or more Items individually on an order.
  • Multiple Items:
    • Multiple item discounts are applied to a set number of items on an order. You can select a bundle level discount type to determine if the discount can be applied to an exact number of items or a number of items in a range of values.
  • Enter Discount at Time of Use:
    • An Enter discount amount at time of use discounts allow you to manually enter a Dollar amount or a percentage for the discount when it’s applied to an order.

Discount Values
  • Dollar Amount Off:
    • A Dollar Amount Off discount will reduce the price by the dollar amount entered. This discounted amount is evenly divvied by the number of eligible items in the cart, and then applied to each item individually.
  • Percentage Off:
    • A Percentage Off discount will reduce the price by the percentage value entered.
  • Total Price After Discount:
    • A Total Price After discount will adjust the price of the total for the items to equal the amount entered.
  • Item Price After Discount:
    • An Item Price After discount will adjust the price of the item(s) to equal the amount entered.

Add Discount
  1. Select Items in the Navigation menu.
  2. Select Discounts from the expanded menu.
  3. Select the Add Discount button.
  4. Enter the information you wish for your discount.
  5. Select the type of discount and enter a discount value.
  6. Select Save.
  7. Make this discount available to items (not available for enter discount amount at time of use discounts):
    1. Select the Add button in the Items panel.
    2. Select the item(s) this discount can be applied to.
    3. Select the Save button in the Items panel.
  8. Make this discount available to users:
    1. Select the groups that you wish to be able to apply the discount
    2. Select the Save button in the Groups panel.

Edit Discount
  1. Select Items in the Navigation menu.
  2. Select Discounts from the expanded menu.
  3. Select the edit Pencil Icon next to the discount name you wish to edit.
  4. Edit the information you wish for your discount.
  5. Select Save.
  6. Remove items this discount is available to (not available for enter discount amount at time of use discounts):
    1. Select the delete Trash Can icon next to the item(s) you wish to remove in the Items panel.
    2. Select the OK button in the pop-up window.
    3. Select the Save button in the Items panel.
  7. Remove users that this discount is available to:
    1. Deselect the groups that you don’t wish to be able to apply the discount
    2. Select the Save button in the Groups panel.

Taxes

Taxes

Taxes enable you to set tax percentages to apply to items at the time of checkout.

Add Taxes
  1. Select Items in the Navigation menu.
  2. Select Taxes from the expanded menu.
  3. Select the Add Tax button.
  4. Enter the information you wish for your tax.
  5. Select Save.
  6. Select how you want the tax to apply to your items.
  7. Select Save.

Edit Taxes
  1. Select Items in the Navigation menu.
  2. Select Taxes from the expanded menu.
  3. Select the Add Tax button.
  4. Enter the information you wish for your tax.
  5. Select Save.
  6. Select how you want the tax to apply to your items.
  7. Select Save.

Set Taxes by Location
  1. For accounts with multiple locations:
    1. Select Locations in the Navigation menu.
    2. Select the Switch arrow next to the name of the location you wish to manage.
  2. Select Items in the Navigation menu.
  3. Select Tax Assignment from the expanded menu.
  4. Select the discounts you want available for this location.
  5. Select Save.
  6. Select the edit Pencil Icon next to the tax you want to edit.
  7. Select how you want the Tax to apply to your items for this location.
  8. Select Save.

Item Alert Messages

Item Alert Messages

Item alert messages allow you to set notes, requests, or requirements that alert you before an item is added to an order at the point of sale.

Note: If your account has multiple locations, item alert messages are created and managed at the account level.

Validation Types
  • Generic:
    • The Generic validation type displays the alert message and allows the user to enter an input value.
  • Input Value:
    • Input Value is an optional field for Generic alerts that allows you to indicate the information needed from the customer before an item can be added to an order.
  • Minimum Age Required:
    • The Minimum Age Required validation type displays the alert message and requires the user to enter a value for the customer’s age.
  • Validation Value:
    • Validation Value is required for Minimum Age Required alerts. This is a numeric value for the age that must be verified before an item can be added to an order.
  • None:
    • The None validation type displays the alert message on the screen when you add an item to an order but doesn’t require any input from the user.
  • Additional Options:
    • Input Required:
      • Input Required indicates whether an item alert message requires information to be entered and validated before an item can be added to an order.
    • Show Alert Text on Receipt:
      • Show Alert Text on Receipt allows you to create a message that will be displayed at the bottom of the printed or emailed receipt.

Add Item Alert Message
  1. Select Items in the Navigation menu.
  2. Select Item Alert Messages from the expanded menu.
  3. Select the Add Message button.
  4. Enter the information you wish for your item alert message.
  5. Select Save.
  6. To add this item alert message to specific items:
    1. Select the Add button in the Items panel.
    2. Select the item(s) that you wish to apply this modifier to.
    3. Select the Save button in the Items panel.

Edit Item Alert Message
  1. Select Items in the Navigation menu.
  2. Select Item Alert Messages from the expanded menu.
  3. Select the edit Pencil Icon next to the item message alert you wish to edit.
  4. Edit the information you wish for your item alert message.
  5. Select Save.

Delete Item Alert Message
  1. Select Items in the Navigation menu.
  2. Select Item Alert Messages from the expanded menu.
  3. Select the delete Trash Can icon next to the item message alert you wish to delete.
  4. Select the OK button in the pop-up window.

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