Families

 

Back Office > Products > Families

 

Description

 

This menu item is used to create and maintain Families of Products. Families are groupings of Products and are used extensively throughout the SwiftPOS software. Families can be used to underpin Specials/Promotions, Discounts, Member Campaigns, Mix n Match and Vouchers. They are also used in Filtered Searches at the SwiftPOS Touch terminal, as well as being used in the filtering of reports. A Product can be assigned to multiple Families.

 


Families

 

 

Accessed from here.

 

Families

 

The Families section lists the currently available Families.

 

Grid

 

  • The Find filters at the top can be used to find a specific Family by entering either one of the following:


    • # - Enter the ID/Number of the Family being searched. The first # that corresponds to the value entered will be highlighted. If no match is found the first # will be highlighted.
    • Description - Enter the Description of the Family being searched. The first Description that corresponds to the value entered will be highlighted. If no match is found the first Description will be highlighted.

 

  • # - Displays the Family ID/Number. This number is automatically generated at the time of creation.
  • Description - Displays/Enter the Description of the Family.
  • BD - Select to include the selected Family in the Barrel Draw. Note : Cigarettes should not be included in any promotions as these cannot be sold in relation to Loyalty reward programs.
  • Web - Select to include the selected Family of Products to be available in the Web Store. Note : For instructional PLUs/Products (eg. Rare, Medium Rare, Medium or Well Done) to be visible in the Web Store, they will need to also be assigned to the selected Family. That is in the example of 'Steak', both the 'Steak' Product and the instructional PLUs/Products need to be assigned to the Family 'Mains'.
  • VAST - Select to ensure that when any Products, assigned to the Family with this feature selected, are sold at the SwiftPOS Touch terminal, a VAST sales data file will be generated and written to the Update/Sales File Path with a suffix of _VAST.CSV. This feature was originally designed to support the integration of VAST Turnstiles. For an example of the setup required click here.
  • Back/Font Colour - Select to display a colour picker popup to select the colour that will be used as the default Background/Font colour for POS keys when using the Family Method in Post Event Linking or when selecting a Family as part of a Free Product(s) Voucher Action.
  • Font Size - Select to determine the Font size for the POS keys of the Products will be displayed in when using the Family Method in Post Event Linking or when selecting a Family as part of a Free Product(s) Voucher Action.

 

Available Products

 

The Available Products section lists the Products that are currently NOT in to the Family selected.

 

Filters

 

  • Check Boxes - The filter fields of this type are: Inactive Products - Select to show/hide the Active column that displays the status of each Product in the Available Products grid. Toggle select the column heading Active to sort the grid in ascending/descending order of Active status.
  • Drop Down Lists - Select from the Category, Product Group, Product Range, Product Type and/or Supplier drop down lists, to filter the Products displayed in the Available Products section of the screen.

 

Find Fields

 

The Find fields above the grid will automatically sort the rows in the grid by the field selected. Entering a value into in any one of the Find fields will cause the closest matching row to be highlighted.

 
Grid

 

  • Code - Displays the Product Codes.
  • Description - Displays the Product Description.
  • Active - Displays a checkbox either checked or unchecked indicating the Product's Active status.

 

Buttons

 

Adds only the selected item to the selected Family.

Removes only the selected item from the selected Family.

Adds all Products to the selected Family.

Removes all Products from the selected Family.

 

Products In

 

The Products In section lists the Products that are currently in the selected Family.

 

Filters

 

  • Check Boxes - The filter fields of this type are: Inactive Products - Select to show/hide the Active column that displays the status of each Product in the Products In grid. Toggle select the column heading Active to sort the grid in ascending/descending order of Active status.
  • Drop Down Lists - Select from the Category, Product Group, Product Range, Product Type and/or Supplier drop down lists, to filter the Products displayed in the Products In section of the screen.

 

Find Fields

 

The Find fields above the grid will automatically sort the rows in the grid by the field selected. Entering a value into in any one of the Find fields will cause the closest matching row to be highlighted.

 
Grid

 

  • Code - Displays the Product Code.
  • Description - Displays the Product Description.
  • Active - Displays a checkbox either checked or unchecked indicating the Product's Active status.

 

Footer

 

  • New - Select to add a new Family.
  • Copy - Select to copy the selected Family.
  • Reset - Resets the filters at the top of the screen.
  • Save - Select to save changes.
  • Undo - Select to undo changes made.
  • Delete - Select to delete the selected Families. Note : A warning will be displayed if the selected Family is currently associated with an existing Mix n Match rule.
  • Refresh - Select to refresh the screen. This will ensure the most up to date data is returned.
  • Location Groups - Select to open the screen to enable the selection of Location Groups (Venues) the selected Family is to be active in. By default a newly created Family will be active in ALL Location Groups (Venues).
  • Languages - Sets alternate language descriptions for each Family in each language.
  • Associations - Select to open the Family Association screen and display the current associations the selected Family has with specific SwiftPOS software elements.
  • Close - Select to exit.

 


Family Association

 

 

Note : The presence of the [PL] indicates in the Caption column indicates Family Post Linking.

 


Location Group Selection

 

 

This screen is accessed from here.

 


Related Topics

 

  1. POS - Filtered Search Operation
  2. POS - Post Links Settings
  3. Products