Overview
You can manage the products or services offered at your facility by adding or editing items from the Corporate level. This process ensures your item list is accurate and up to date.
Prerequisites
Before you start adding or editing items, confirm the following:
You have the Retail Item permissions assigned to your role on the Corporate level. Without them, you cannot view, edit, or assign items.
Adding Items
Add items that are going to be sold by following the steps below.
1. Access Items from the Sidebar Menu
Navigate to the Items list within the Corporate level to begin managing your facility's products and services.
Go to the Corporate level.
Click on Items in the sidebar menu.
Select List from the dropdown.
Accessing Items from the sidebar menu at the Corporate level
2. Add Items that are Going to be Sold
Create a new item by entering its name and an optional description, then save it to your facility's item list.
Click the Add New button.
Add New button on the Items list page
Enter the Item Name.
Enter the Item Description (optional).
Click the Add Item button.
Add New Item drawer with the Item Name as a mandatory field and Item Description as an optional field
5. Once saved, the item will appear in the Items Overview table.
Saved Item in the Overview table
Editing Items
Steps
Update an existing item's name or description directly from the Items overview table.
Click the pencil icon on the far right of the item’s row.
Open Edit Item drawer by clicking on the pencil icon
Edit the Item Name and/or Item Description.
Click the Save Item button to apply your changes.
Edit Item drawer with the Item Name as a mandatory field, Item Description as an optional field, and the Save Item button highlighted