Create Sales Items Options

Example: You have created the sales item Cappuccino. When selling, you want to offer customers the choice between cow's milk and different types of milk substitutes such as almond milk or oat milk. These options differ in price, so oat milk costs €0.30 more than cow milk, which is included in the price as standard.

In this How-To, you will learn how to use individual sales item options such as different types of milk.

In enforePOS, Options can only be linked to Build to Order sales items.

Requirements

You can choose to create options first and then option groups, or vice versa. If you have already created an option group, you can assign a new option to an existing option group directly when you create it.

  1. In the POS menu, open Sales > Sales Items > Overview Options > Tab Options. Bildschirmfoto_2022-08-30_um_16.09.15.png
  2. Tap on the right side of the header on Add.svg.
    ⮕ The selection menu opens.
  3. Tap on AddOption.svg. Bildschirmfoto_2022-08-30_um_16.10.39.png ⮕ The Create option window opens.

    Alternatively, you can tap on [+ Add Option] in the Options view.
    Enter the name of the new option (here oat milk) and tap on NumpadReturn-2.svg. Bildschirmfoto_2022-08-30_um_16.18.01.png ⮕ The Create Option window opens.
  4. In the Option price field, enter the price for the option.
  5. In the Option Tax field, enter the taxation of the option.

    If you define another taxation here, please make sure to deactivate the option Use from parent product on the Build to Order Product under Sales > Sales Items > (choose sales item) tab Options.

  6. Confirm with [Next]. mceclip0.png

    In step 2 Source Material, you can link the option directly to the source material from your inventory. If you don't already manage the source material in your stock taking, you can add the source material at a later time. The source material must be recorded in the stock before linking.

    In the example, no source material is added yet.
  7. If you have already created option groups, select an option group in step 3 Option groups, such as milk.
    If you want to work without option groups, select No option group.
  8. Tap on [Complete]. Bildschirmfoto_2022-08-30_um_16.22.12.png ⮕ The Create option window closes. The new option will now appear in the list.
    Bildschirmfoto_2022-08-30_um_16.23.31.png
  9. Repeat steps 1 through 7 to create more options. 

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