Transformity 6oe391llun

Drinks POS Help

Now you are ready to start scanning, and adding, and linking. Below is a very quick guide to getting started with scanning items, adding barcodes if these are missing, creating items if they are not yet in your system, and linking items to their larger counterparts (Parent/Child). 

This is a brief intro, for a full length article and video on Child/Parent items, see our 

And of course, let us know if you have any questions!

Quick Intro to Finding and Adding Items

A parent and child relationship within DrinksPOS occurs when a product that is normally sold as a pack is sold per unit. For instance, you have a 6-bottle pack of Smirnoff Ice Grape and you would like to sell each bottle separately.

To do this without confusing your inventory, you would make the 6-pack "the parent" and each bottle "the child." This way, each time a can is sold, the system inventory will get updated to remove one bottle from a 6-pack, showing you exactly how many single bottles you have left.

Below there is a video tutorial, as well as a step-by-step guide to creating child items. 

Step-By-Step Guide to Creating a Child Item

To create a child, the first thing you need to do is identify the prospective parent. 

Let's continue using the example above and say you want to break a 6-pack of Smirnoff Ice Grape.

First, find the item by clicking on the lens icon on the upper left corner of the screen and entering the name, barcode, or SKU of the item (or part of the name) in the search bar on the next window and clicking "Search."

After clicking "Search" a list of all items containing the search terms you used will populate below.

Click on the one you were trying to find. This will take you to the item's page. Once there, click on "Actions," which will open a drop-down menu.

In the drop-down menu, select "Create Child Item." 

This will open a pop-up window which will give you the option to type the number of units that will constitute a child. In this case, it would be one. However, if you were trying to sell 2-packs of this 6-pack parent, you could type 2. 

Once that selection is made, you can click "Create Child Item."

This will take you to the Child Item properties page, where you will finish setting everything up. Most will be automatic, but there are a few things you must add, change, and verify.

Completing Child Item Setup (Verification)

In this new page, you will need to add, change, and verify information in different toggle sections.

The first thing to add is the barcode. Make sure the cursor is inside the UPC field and scan your child item. This will populate the code.

*In some versions of the page, you will see 1234567890 in the UPC field. That is not a barcode. It is just an example.

**In some occasions, the barcode will be the same as the parent item (like a 6 pack of cans that don't come inside a box). In this case, whenever you ring up the item, the system will ask you which of the related items you are ringing up. 

Go to "Item Name." This will show you the parent name which in this example includes the 6PK specification. To avoid confusion in your system and in your customer's receipt, you would change the "6pk" to "Single."

Right under this, you will see the department, item size, size unit. These should all have automatically moved form the parent item, but you can always double check that they are correct.

By the same token, you will see the case size, pack size, bottle deposit, and environmental fee, if applicable. These should all have been automatically calculated. 

In this example, the child's case size is 144 and the pack size is 1 because the parent's case size is 24 and the pack size is 6. 

. The pack size of the child is 1 because you are selling a single unit.

Open the Pricing toggle and verify that pricing matches your expectations. The  system will automatically divide the parent size cost and sell price. Here you have a chance to modify the unit price. If you modify it, you will se your "Gross Profit" field automatically change.

We also recommend filling out the "Minimum Price" field to ensure that regardless of discounts, you will never sell this item for less than is profitable.

Under this same toggle, you will find "Price Levels." This refers to the price levels you have in your different sale channels (like Doordash, Vivino, etc). Each price level will show you the marked up price and the option to override it if you would like to charge the same price regardless of sales channel.

and you are all set. To complete your child creation, just click the blue 

To know that an item is a child and has a parent item, just look for the teddy bear icon on the upper left corner of the product page:

To find a child item's parent, just go to the "Parent/Child " tab and use the "Relationship" drop-down. You will see the parent and any sibling items, if available.

To find out if a parent item has a child, just go to the "Parent/Child " tab and use the "Relationship" drop-down. You will see all the relationships that have been created for the item. If the dropdown is empty, it will mean the product does not have any child items.

Connecting an existing Parent to an existing Child

Sometimes you will have two items that exist individually in your system, but that need to be connected as a child/parent in your POS.

Because these items already exist, you can easily create the relationship by following a few steps. Let's use the same product example as above:

Click on the item you would like to be the child. Use the pack size field to verify you are choosing the right one. In this case, it should be the packs size of 1. 

Once you are in the item details page, click on the Parent/Child tab: 

Once in that tab, click the dropdown Relationship menu: and select "+Add Parent Item."

Click on the "Search for an item" field and type the name of the item you would like to link. In this case, 

You will see suggestions populate as you start typing. Once the one you are looking for appears, click on it.

  This will change the display and give you the option to "Remove parent item" or "Save." Click "Save."

A quick message saying your item has been updated will flash by and now you'll see a teddy bear icon on the item details page, as well as a Parent item under the Relationship menu. 

You can add the same parent to multiple child items. If you had Smirnoff Ice Grape single, 2-pack, 3-pack, etc, you could go through this process with each of them and connect them to a 6-pack parent.

Please let us know if you have any questions!

Parent and Child Items in DrinksPOS

Bulk editing items is a useful feature when wanting to tag large groups of items, increase prices across a family of products, or when updating most other item attributes.

Navigate to the item search page where you can search for products

Search for the products you want to bulk edit. Some common search criteria are:

Once you've found the results you'd like to update, select the check mark for items to be updated:

If the resulting search has multiple pages, you'll be able to click to select results across all pages. Select all if you'd like all pages.

Choose the action you'd like for updating

Select the details for the bulk edit then click "Save"

Price changes only impact the current location for multi-store environments. Shared item information will update for all locations.

Bulk Edits

There are 2 ways to print labels in the system and 2 different types of labels you can print. The design of labels will vary store to store.

Head over to an item and click "Print Label". You will get two options: "Shelf Label" and "Product Label". Print count lets you modify how many labels are printed at once.

This is the label you place on your shelf so that users can see the item's name, price, etc. amongst other things. This is the more commonly used label.

If you carry your own items or are creating an entirely new item that does not have a barcode on it, you may need to place your own product label on it. This will print a barcode that you can scan to ring up the item.

Note: It generates a valid UPC-A barcode.

On this page, you can scan anywhere on the page to print labels. This is 

 label. You are able to scan products back to back to print labels as you need.

Label Print

Go to the menu on the upper left corner of your screen and select "Settings."

Once there, you will see a second stationary menu to the left, please select "Item Tags."

The new screen will display any created tags (you can also find a tag using the search bar to make sure it does not already exist). And when you are ready to create a new tag, simply use the "Create Tag" blue button.

A small pop-up will open and you can type your tag in it:

Let's say you want to a create a tag for "Weekly Inventory Count Item," you would type that in, and click "Add."

Now your tag will appear with all the others. However, imagine you actually wanted it to me "Monthly" instead of "Weekly," you can edit your tag by clicking on it.

Now that your tag has been created, you can start tagging items.

Let's say you want to select a few specific products that you would like count every month. You would start by doing a search, for instance, you want to count all your Brut wines once a month. 

You would start by clicking the search icon on the upper left corner, 

then typing "Brut" on the search bar that appears on the following page, and clicking "Search."

A list of all your Brut wines will appear.

To tag them as a group, just click on the checkbox on the upper left corner of the list, deselect any wines you want to exclude, go to the "Actions" dropdown menu, and select "Bulk Edit."

A new pop-up will open and you can use the dropdown menu to seelct "Add Tags."

This will open the next menu within the pop-up that will allow you to search for your tag just by typing teh first few letter of its name:

Your tag will be added to the menu (note that you can add more than one tag) and then you jjust have to click "Save."

You can repeat this action with any item or group of items you would like to tag.

To print a CSV of your tagged items, just go to the search items page (by using the magnifying glass icon on the upper left corner) and instead of typing anything on the search bar, simply select "More Filters."

More options will display. Just type/find your tag on the "All tags" field.

Click "Search" and all your tagged items will be displayed. Now go back to the "Actions" dropdown, and select "Export."

A CSV will be immediately downloaded to your device and you can open and print it from there.

Item Tagging

Before going over how to do inventory counts on your desktop and your mobile app, please note that it 

is very important the you only have one inventory count at a time.

You can still have multiple people do counts simultaneously, even of the same items, but they should be adding data to the same inventory count. 

If you create multiple inventory counts, the system will not add them, but it will simply save the last one to be completed. This means any previous count will be overwritten. 

To create an inventory count, go to Item -> Inventory Count

You will be taken to a list of all historic inventory counts


Here you will get a high-level overview on the count, any inputs you've entered, and the different tabs let you see items already counted or missing.

You can now start entering items to count. You can scan directly into the search box and enter the quantity

Using the mobile app is the recommended way of inventory counting. It is quick and easy to do since the mobile app can function as a scanner as well.

Open the mobile app and click on 'More' on the bottom right

Either search for an item or click on the Camera Icon to open up the camera. It may ask you for permission when opening it for the first time.

Counting Items Multiple Times/In Different Places

It is common for a product to be out on the shelf, while also having some stored away in the back. Our inventory counting module will automatically add together quantities when the same item is added multiple times to the same inventory count.

While counting items, there may be sales that happen after you've already counted your items. Since the sales are happening in our system, we are able to automatically deduct those from the count at the time of completing the count. 
For example:

In this case, when the count completes, the number of bottles it will update the inventory to would be 7. 

When doing a count where there can also be items stored in the back, count the items out front on the shelves first before counting the back. This will be more accurate as the subtracted sales come out of the items that have been counted in the front, and not in the back.

To complete an inventory count, head over to the inventory count page on the POS. You can follow the steps at the top of this document to get there. Once there, click on 'Counted Items' from the tabs:

You may look through the counted items and ensure the count looks correct. If so, it is good to take a CSV export as a backup just in case. There is a button for doing so as shown below:

Once you are ready to complete the count, go ahead and click on 'Complete Count'. This will open up the following popup


There are a couple options for completing a count:

Complete count and only update counted items

Complete count and set uncounted items to 0

Account for quantities sold since beginning of the count

Inventory Counting

This article explains how to export item data into a CSV file.

Select the 'Export' option in the settings menu

Select the item file type you'd like and the price level to export for. Select 'All Item Data' and the 'In Store' price level for the standard file. 

A CSV file will download after it's been prepared. This may take a few minutes depending on the size of your item catalog.

Exporting Items

You can generate shelf talker labels for items in our system. To do so, you can create presets using powerpoint/google slides and create tasks from those presets:

 is a sample template to see the end result of the process explained below.

The presets will follow the layout of your powerpoint file. To set the size of the powerpoint template

Click on 'Slide Size' and then 'Page Setup'

Adjust the settings to the size you desire and press 'Ok'

To dynamically set fields on the shelf talker template you can add text boxes with the following variables:

Click on the Preset tab and click on 'Create Preset'. Fill out the name and which of your stores you would like to give access to this preset.

On the next page, drag and drop the powerpoint template into the provided area. Adjust the paper size you are going to be printing this preset on, and the number of columns and rows. This part is important because you generally want to fit as many shelf talkers as you can on one sheet of paper to avoid wasting paper. If you input too many rows or columns, while running the generation task, it will fail with an error message like "Layout columns exceed page width"

You may optionally also adjust the margins and spacing. By default there are 0.5in margins on each side and 0.25 in of spacing between each shelf talker.

Generate Shelf Talker Based on the Preset

Once your preset has been created, go over to the tasks tab. Here you can press 'Create Task'. Select the preset and add items to the generation task:

Once generated, you may print or download the PDF

Shelf Talkers

The merge and deletion steps are the same until the end

Click on the three bar icon on the top left of the screen

Search for the item that needs to be merged

On the top right of the screen select Actions

Depending on what you need to do, either select merge or delete

*** NOTE WHEN MERGING, THE MERGE FROM ITEM WILL MERGE INTO THE ITEM THAT YOU SELECT***

Merge/Delete Items

Merging Departments is very simple. Just go to Main Menu >> Settings >> Departments.

Once there, click on the "Merge Departments" button (upper right area of section).

This will open a popup window that has tow drop downs. Use the first one to select the department you want to merge into another one. Use the second one to select the department into which you want to merge the first one. After you made your selection, click "Save."

For instance, if you have "Wines" and "Total Wines," selecting "Wines" in the first dropdown and "Total Wines" in the second, will merge them and leave "Total Wines" as the new and only department. 

All the items in the "Wines" department will now be in the "Total Wines" department.

Item Management