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How to create Item Filters

This document will show you how to create Item Filters

To Navigate to Items filters

  • POS --> Settings --> Item Filters

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To create a new Item Filter

Click + Add a new record

  • Name the filter
  • Item filters can be created in many different ways. 
    • You can filter by any of the 8 settings (Reporting groups, Tax Types, Item Categories, Individual Items, Items that are Available Online, Variable priced items (like open food and open liquor), REfund items, and Management editable items.)
  • For right now you can use items filters for 2 different things. (In the future it will be more)
    • Use them to filter items for discounts (Example #1)
    • Use them for All Day Count with the KVS system (Example #2)

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Item Filter Example #1

  • This Item Filter is going to be used to allow a discount on Liquor Items, but they do not want the discount to apply to their signature cocktails!
    • I start with the Include section on top:
      • I use the Reporting Groups filter to filter out just the Liquor reporting group, because I'd like this discount to include almost all of the liquor items.
    • Then I use the Exclude section:
      • I use the Item category to exclude everything that is in the Signature Cocktail category
      • I also want to make sure that it is not allowing the discount on the "Open Liquor" button or the "Refund Liquor" button. so I exclude those as well.

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  • Now that my filter is created I want to double check to make sure everything I want in it is there, and nothing I don't want in it isn't there.  
    • To do this, I can click on "Save and Preview" or I can just click on the "Filtered Items Preview" tab at the top.

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Item Filter Example #2

  • This filter is going to be use for an All Day Count (ADC) on the Kitchen Video Screen (KVS).
  • I would like an ADC to put on my expo screen to show how many salsas I need
    • I start by using the Include section.
      • Because there are not very many items that need a salsa, I'm just going to use the "Items" filter to find the 3 items the are served with a salsa. (Keep in mind that you can also selected modifier items.)
    • Because I only selected the 3 items i need, I don't need to use the Exclude section on the bottom.

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  • Now that my filter is created I want to double check to make sure only the 3 items I selected are on the filter.

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  • Now that they are, I need to go apply this filter to the Expo Screen
    • To find this:  POS --> System SEtup --> Kitchen Setup --> Kitchen Video --> Click on the Stations Tab --> Click on the pencil next to the Expo Station --> Click on the All Day Count Items tab
    • In the "Text" box, this is what will show up on the KVS expo screen.  So shorter words are better.
    • Now use the "Item Filter" drop down to find the filter you created for this.
    • Once finished, anytime one of those three item are rang in the ADC will go up on the Expo Screen

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