Create and Manage Item Modifiers

Taxes

Create a New Tax

Follow these steps to create a new tax rate.

1. In app.vori.com, select Products on the lefthand menu, then select Taxes.
2. Click the New Tax button in the top right corner to open the Quick Create window.
3. Fill out the tax details:
   • Tax Status: Active
   • Tax Name: Enter an easily identifiable name.
   • Tax Type: Choose Sales (if Sales Tax) or Other for reporting purposes.
   • Rate Type: Select how the tax is calculated.
     • Amount: A flat fee added to an item.
     • Percentage: A rate calculated from the item’s sales price.
   • Rate: Enter the value for the amount or percentage.
4. Click Create Tax to save.

Edit Taxes

Follow these steps to edit a tax rate.

1. From the Taxes list, hover your cursor over the tax you wish to change.
2. Click the Open button that appears on the right side of the row.
3. On the Edit Tax page, update the necessary fields.
   1. To change the status, click the Tax Status field and select Active or Inactive from the dropdown.
   2. You can also edit the name, type, or rate.
4. Changes are saved automatically, and a confirmation message will appear in the bottom right corner.

Search and Filter Taxes

Use the search bar at the top of the Taxes list to find a tax by name, or click the Filter icon on the top left of the table to narrow the list by Status, Name, Rate Type, or Tax Type.

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Bottle Deposits

Create a New Bottle Deposit

Follow these steps to create a new bottle deposit item modifier.

1. Navigate to Products > Bottle Deposits from the side menu.
2. Click New Bottle Deposit in the top right corner.\
3. In the Quick Create window, enter the deposit details:
   • Name: Enter a clear name for the deposit (e.g., “CRV < 24oz”).
   • Value: Input the dollar amount of the deposit (e.g., 0.05).
   • Price Tag Modifier: Choose how the deposit is displayed on price tags.
   • Tax Behavior: Select whether the deposit inherits tax from the product or is always excluded from tax.
4. Click Create Bottle Deposit.\

Edit a New Bottle Deposit

Follow these steps to edit a bottle deposit.

1. From the Bottle Deposits list, hover your cursor over the deposit you wish to change.
2. Click the Open button that appears on the right side of the row.
3. On the Edit Bottle Deposit page, update the necessary details.
4. Changes are saved automatically, and a confirmation message will appear in the bottom right corner.

Search and Filter Bottle Deposits

Use the search bar at the top of the Bottle Deposits list to find a deposit by name, or click the Filter icon on the top left of the table to narrow the list by Name, Price Tag Display, Sales Tax Behavior, or Value.

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Tares

Create a New Tare

Follow these steps to create a new tare.

1. Navigate to Products > Containers from the side menu.
2. Select New Container in the top right.
3. Enter the container details:
   • Name: Give the container a descriptive name (e.g., “Small Deli Container”).
   • Weight: Enter the container’s weight and select the correct unit (e.g., LBS, OZ).
4. Click Create Container.

Edit a Tare

Follow these steps to edit a Tare.

1. From the Containers list, hover your cursor over the container you wish to change.
2. Click the Open button that appears on the right side of the row.
3. On the Edit Container page, update the necessary details.
4. Changes are saved automatically, and a confirmation message will appear in the bottom right corner.

Search and Filter Tares

Use the search bar at the top of the Containers list to find a tare by name, or click the Filter icon on the top left of the table to narrow the list by Name or Weight.