Items (Items V2) — create, edit, view

Menu: Master Data → Items (often marked NEW).
(Legacy Item Library is the older item list UI — same business idea.)

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How to create a new item

1. Open Items from the sidebar.
2. Click Add Item (or equivalent primary button on your build).
3. A large dialog opens with sections (basic info, pricing, tax, locations, modifiers, loyalty, inventory, etc.) — all sections are visible for create and edit.
4. Fill at minimum:
   • Item name
   • Category (select a real category, not empty / zero)
   • Quantity / units as your form shows (defaults may exist)
   • Prices your business requires (standard / online / dine-in — depends on sections shown)
   • For finished products, choose which locations sell the item (the form may pre-select active locations).
5. Discount rule: if you enter any discount amount (standard, online, or dine-in) greater than zero, you must also choose a discount type from the dropdown. Otherwise save shows: Please select a discount type when applying discounts.
6. Click Save / Create on the dialog (exact label on the bottom bar).

After create, the dialog usually closes and the list refreshes.

Caption: Create Item form in Items V2 with details, location availability, and pricing sections

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How to edit an item

1. In the table, use Edit (or row action) on the item.
2. The same dialog opens with data filled.
3. Change any section (including location overrides for price per outlet).
4. Save. Message: Item updated successfully.

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How to view an item

1. Use View from the row (eye icon or View action), if shown.
2. The dialog opens in read-only mode — fields are disabled; browse all sections without saving.

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What is required (practical minimum)

Always read on-screen errors — your organisation may turn on extra required fields.

Area	Required in practice
Identity	Name, Category
Product type	Finished product vs ingredient/packaging — affects whether locations must be chosen
Discounts	If any discount field > 0 → Discount type mandatory
Tax	Often Tax group when your company mandates it on items

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Optional (common)

Description, image, barcodes, half-and-half flags, loyalty flags, inventory linking, modifiers, attributes, product tags, location price overrides, bulk actions (Bulk edit, Clone to location — use only if you understand impact).

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List screen tools

Filters typically include search, barcode, category, status, product type; pagination; select rows for bulk operations. Use Refresh after big changes.

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Import CSV format (Items V2)

If your screen shows an Import action, use a CSV file in this format.
Blank template: download CSV

Column	Header name	Notes
Item name	name	Required.
Description	description	Optional.
Barcode	barcode	Optional.
Product type	product_type	finished_product, ingredient, or packaging_item (defaults to finished_product).
Category ID	category_id	Required for finished_product; numeric ID.
Measurement unit ID	measurement_unit_id or quantity_unit_id	Required; numeric ID.
Quantity	quantity	Number; defaults to 0 when blank.
Base price	price	Required number.
Online price	online_price	Optional number.
Dine-in price	dine_in_price	Optional number.
Discount type ID	discount_type_id	Optional numeric ID.
Discount	discount	Optional number.
Online discount	online_discount	Optional number.
Dine-in discount	dine_in_discount	Optional number.
Locations	restaurant_ids	Required comma-separated outlet IDs, e.g. 101,102.
Status	status	1 = active, 0 = inactive.

Use UTF-8 encoding if names include special characters.