Configuring Articles

Prerequisites for Managing Articles

One transaction code can sometimes serve as an umbrella for multiple items or articles, which can be posted using that transaction code.  For example, a single mini bar food transaction code might cover potato chips, crackers, peanuts, pretzels, and so on.

By using articles, you can specify an individual article number for each of the food items and specify a default price, just as you can for transaction codes. Instead of posting a lump sum to the mini bar food transaction code, you have an option to post each individual article, its quantity and price. In the example above, rather than posting 7.75 to mini bar food, you can post 5.00 for two bags of peanuts and 2.75 for potato chips. Two separate charges to the mini bar food transaction code appear on the guest's bill (one for 5.00 and one for 2.75).

Articles can also be configured to display in Post-It, which provides you with a point-of-sale interface on desktops, tablets and mobile phones for posting charges to a cart and processing the settlement. Display colors can be used to differentiate and group articles appearing in Post-It; for example, food items displayed in green and beverage items displayed in blue. For more information on Charge-It, see Charging Purchases Using Post It.

Adding Articles

1. Select the Administration menu, select Financial, select Transaction Management and then select Articles.

2. Click New and enter the following details:

   1. Property: Select or confirm the property.

   2. Code: Enter a numeric code for an article. Codes must be at least 2 characters in length. A maximum of 8 digits.

   3. Transaction Code: Select a transaction code from the list to link article to sales charge transaction code to post article charge.

   4. Description: Enter a description .

   5. Price: Enter a default price. When a posting is made using this article, the amount specified in this field automatically appears in the Posting screen Amount column. It is also the price displayed in Charge-It.

   6. Available in Post It:. Select this check box to display this article in Charge-It. The Display Color and UPC fields become editable when you select this option.

      1. Display Color: Select the display color from the list of colors.

      2. UPC: Enter a Universal Product Code barcode value . Manually enter a numeric value or scan item with barcode scanner to populate the field. This value must be unique for each article and is typically 12 digits. Within Charge-It the barcode on items can be scanned in order to post the article to the cart. 

   7. Sequence: Enter a sequence. If no sequence number is assigned to an article, it is displayed in alphabetical order by Description following those article codes that have a sequence number.

3. Click Save.

Editing Articles

1. Select the Administration menu, select Financial, select Transaction Management and then select Articles.

2. Enter search criteria and click Search.

3. Select the article, then click the vertical ellipsis and select Edit.

   1. Update article configuration

   2. Inactive: Select this check box to inactive the article; inactive articles are no longer displayed in list or Post It.

4. Click Save.

Deleting Articles

1. Select the Administration menu, select Financial, select Transaction Management and then select Articles.

2. Enter search criteria and click Search.

3. Select the article, then click the vertical ellipsis and select Delete.

4. Click Delete to confirm.

• Prerequisites for Configuring Articles