Standard Lines

Standard lines combine the features of purchase lines and recipes into a single product, offering a simple way to manage items that are bought and sold without the need for additional setup. This product type is typically used for drinks, where the entire item purchased or a portion of it is sold directly to the customer without requiring specific recipe adjustments.

Standard Lines can:

• Have other standard lines, recipes, purchase lines and prep items added as ingredients

• Have choices added for optional / mandatory selections during the ordering process

Each standard line can include up to 19 additional portion options, allowing it to be sold in multiple sizes or configurations, each with its own pricing, ingredients, and choices as required.

Adding Standard Lines

Follow these steps to add a standard line:

1. With an existing standard line selected click New

   Using the New option will automatically add the subcategory, course, print stream, tax rules and any set portions from the 'template' standard line and additional set supplier base supplier information

2. Check the following attributes are set as required

   • Subcategory

   • Print Stream

   • Course

   • Import / Export Ref

   • Touch Screen Name

   • Tax Rules

   • Behaviour when part of a choice

   • Follow Parent Course

     

3. Click Supplier Details tab

4. Update the following as required

   • Invoice Name

   • B2B Name (if enabled)

   • Stock Unit

     Stock units and purchase units always have to be of the same type (weight, items or volume) but the stock unit can be different to the purchase unit

     In this example the Jackson are counted in 75cl bottles but are purchased in boxes of 12 x 75cl

     

5. In the Suppliers table complete the following

   • Supplier - update as required

   • Unit - update as required

   • Flavour

   • Supplier Reference

     If using Acquire for purchasing this is a required field

   • Barcode

   • Cost

     

6. Click Add Supplier and complete details if

   • The same supplier offers multiple pack sizes for the same item

   • Other suppliers can also be used to purchase the same item

   When there are multiple suppliers and unit sizes the following can also be completed

   • Set Default Supplier

   • Set Default Purchase Unit

7. If required | click Tags | set any tags as needed (optional)

8. Click Portions tab

   Based on the 'template' standard line product selected when creating this product the portions and standard line ingredient for those portions will be automatically populated

   This example for wine has been set with glass and bottle portions, the standard portion has 0 quantity ingredients as that portion is never sold - for more example products click here

   

9. Update or set any portions as required

   • Click an existing portion and from the drop down change the portion to an alternative

   • From the available other portions choose a new portion to assign

   • Right click on a portion to delete

10. Update or set standard line ingredients for new portions, click Edit and update the ingredient mapping

    • Unit Type

    • Unit

    • Quantity

      

Adding Standard Lines - with Choices

Follow these steps to add a standard line with choices:

1. Follow steps 1 - 10 above to create the standard line

2. Click the Portions tab | click Append

3. From the Add Portion Ingredient list using search or product type filters find the first choice to add to the standard line, once selected click OK

4. Complete the Ingredient Details mapping

   Standard Portion

   • Unit Type - preselected to  portion

   • Unit - select the portion

     The unit drop down will be pre-populated with all portion of the selected choice

   • Quantity - enter the required quantity, typically entered as 1

     Setting the Quantity to 0 - this will prevent the selected choice from being displayed when a portion is used

     

   Other Portions

   • Unit Type - select either portion or factor, where a factor is selected it will always be a factor of the standard portion

   If there are multiple portions for the selected recipe click Next and complete the required mapping, alternatively click OK to complete the addition of the choice

   In this example the choice has been set to quantity 0 for the glass portions as the choice is only required when selling wine by the bottle

   

5. Repeat until all choices are added

   Insert will add the choice above the row selected

   Append will add the choice below the row selected

   Use the Up / Down Arrow buttons to reorder the selected choices within the recipe, this will ensure that they are presented in the correct order through the POS and other ordering channels

Adding Standard Lines - with Ingredients

The following can be added to a standard line: Standard Line | Recipe | Purchase Line | Prep Item

Follow these steps to add standard lines with ingredients:

1. Follow steps 1 - 10 above to create the standard line

2. Click the Portions tab | click Insert

3. From the Add Portion Ingredient list using search or product type filters find the first ingredient to add to the standard line, once selected click OK

4. Complete the Ingredient Details mapping

   • Recipes

     • Unit Type - preselected to  portion

     • Unit - select the portion

       The unit drop down will be pre-populated with all portion of the selected recipe

     • Quantity - enter the required quantity

       The quantity entered will determine the amount of the selected recipe from stock

   • Other Standard Lines

     • Unit Type - select portion or unit

       • Portion will enable the selection of a portion within the unit drop down

       • Unit will enable a bespoke unit based on the items unit of measurement (weight, volume, items)

     • Unit - select portion or unit

     • Quantity - enter the required quantity

       The quantity entered will determine the amount of the selected standard line from stock

   • Purchase Lines

     • Unit Type - preselected to unit

     • Unit - select the unit

     • Quantity - enter the required quantity

       The quantity entered will determine the amount of the selected purchase line from stock

   • Prep Item

     • Unit Type - preselected to unit

     • Unit - select the unit

     • Quantity - enter the require quantity

       The quantity entered will determine the amount of the selected prep item from stock

     If there are multiple portions for the selected standard line click Next and complete the required mapping, alternatively click OK to complete the addition of the ingredient

5. Repeat until all ingredients are added

   Insert will add the ingredient above the row selected

   Append will add the ingredient below the row selected

   Use the Up / Down Arrow buttons to reorder the selected ingredients within the recipe

Cloning Standard Lines

The clone option provides a quick way to create an exact copy of an existing standard line, allowing modifications to be made without having to set up the entire product from scratch.

Follow these steps to clone a standard line:

1. Select the standard line from the list (to clone)

2. Click Clone

3. Enter the Retail Name and update any other settings, supplier information, ingredient and choice selections as required

Deleting Standard Lines

Follow these steps to delete standard lines:

1. Select the standard line from the list

2. Click Delete

3. Confirm the deletion by clicking Yes

   If the standard line is associated to any other product type a warning will be shown that advises the product will be removed from other effected lines

   Click Yes or No to confirm as required

   

Field Settings & Information