Main Details

The first section when configuring a sales item is the main details, this holds all of the primary information for this product type.

Sales items is the new term for an Aztec Product Modelling Standard Line or Recipe

There are three options when adding a new sales item:

Select an existing sales item and click Add, this will automatically pre-fill various fields based on the selected item
Click the Add Arrow, select Empty Sales Item, this will leave all fields blank
Select an existing sales item and click Clone, this will copy all details from the previous selected item

When adding sales items from the All Items view:

Selecting an existing sales item will update the Add button to show "Add Sales Item"
Selecting no item will default the Add button to a drop down list where an empty sales item can be added

Step 1 of 4

Completing Main Details

Follow these steps to configure this section:

Click Add or Clone | based on the "add option" chosen some fields will automatically be pre-populated
Enter the following details, Main Name | Aztec Name (update as required) | Description (optional) | Aztec Button Name (update as required)
Check or set the following fields Subcategory | Tags | Preparation Route | Course
Select the required Portions for the item

By default the standard portion will always be added and cannot be removed, a maximum of 19 additional alternative portions can be added

Portions can only be selected from the main details portion drop down if there are no configured ingredients or choices. When ingredients or choices have been added any portions associated to the sales item should be managed through the add or edit steps within item details for ingredients or choices (the portions drop down will still be displayed but only as read only field)
If the sales item is to be a purchasable ensure the Purchasable toggle is set to on

Purchasable sales items are the equivalent of Product Modelling Standard Lines, they can only be set to be purchasable upon the initial creation of the sales item
Check or set Tax Rule fields
If there any item references to be added click References tab | enter a External Reference 1, 2 or 3

The external reference 1 is the new term for an Aztec Product Modelling Import / External Ref
Click Save

If the item has been selected to be purchasable before saving proceed to step 2 to add suppliers and purchase units before saving

→You have now completed step 1, click here to move on to step 2 adding suppliers (if the purchasable toggle was enabled)

→To skip suppliers and add ingredients move to step 3 (optional)

→To skip ingredients and add choices move to step 4 (optional)

→To set any preparation configurations click here (optional)

→To set any other miscellaneous configurations click here(optional)

→To configure display details click here (optional, for users of iOrder or Aztec+ Menus)

Field Settings & Information

Details

The details section allows you to set the names and other primary sales item information.

The following table of information describes each of the details fields:

Field	Description
Main Name	Main sales item name used across the platform and will be the initial name given to the default display record
Aztec Name	Shorter sales item name used by Aztec product modelling, pre-populated by entering the main name but will stop at 16 characters
Description	Description of the sales item
Aztec Button Text	Button text used for Aztec sales item
Purchasable	Toggle to set if the item can be purchased, only available on initial item creation
Subcategory	Subcategory from the product structure
Tags	Product tags associated to the sales item
Preparation Route	Preparation route of the sales item
Course	Course of the sales item
Portions	Portions of the sales item, by default standard will always be displayed and cannot be removed

Tax Rules

The tax rules section allows you to set the 1 or more rules against the sales item.

The following table of information describes each of the details fields:

Field	Description
Rule 1	The tax rules define the tax that will be calculated when the sales item is ordered, in addition to normal taxes service charge rules can also be added, typically rule 1 is for the government collected tax
Rule 2	Additional tax rules for the sales item
Rule 3	Additional tax rules for the sales item
Rule 4	Additional tax rules for the sales item

References

The references section allows you to set additional IDs against the sales item.

The following table of information describes each of the details fields:

Field	Description
External Reference 1	Third party / optional reference of the sales item - 15 characters
External Reference 2	Additional third party / optional reference of the sales item - 15 characters
External Reference 3	Additional third party / optional reference of the sales item - 15 characters