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 mini bar food items and specify a default price, just as you can for transaction codes. Instead of posting a lump-sum charge to the mini bar food transaction code, you have the option to post each individual article, its quantity and price. Therefore, 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 mini bar food charges appear in the reservation account and on the folio (one for 5.00 and one for 2.75).

Articles can also be configured to display in post it, which provides a point-of-sale interface on desktops and tablets, 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. Post It is also available in OPERA Cloud Mobile. (Available when the Post It OPERA Control is active).

Adding Articles

1. From 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 this article is posted, the amount specified automatically appears in the Posting Amount column. It is also the price displayed in Charge-It.

   6. Available in Post It: Select check box to display this article in Post-It. For more information, see Charging Purchases Using Post It.

      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 Post-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 Actions menu, 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 ellipsisActions menu, and select Delete.

4. Click Delete to confirm.