In Beta: Create and Manage Item Modifiers in New Back Office

 

Table of Contents

1. Taxes in the New Back Office
2. Bottle Deposits in the New Back Office
3. Tares in the New Back Office

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Taxes in the New Back Office

Create a New Tax

Follow these steps to create a new tax rate.

1. In the New Back Office, 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.
   
   

Filter & Search the Taxes Catalog 

You can easily find specific taxes using the search and filter options at the top of the list.

Use the search bar at the top of the page to quickly find a tax by its name.

1. In the search bar, type the name of the tax.

2. The list will update automatically to show matching results.

Use filters to narrow down the tax list by specific criteria.

1. Click the Filter icon (three horizontal lines) on the top left of the table to open the Search Filters panel.
2. Select a category to filter by, such as Status, Name, Rate Type or Tax Type.
3. Choose a condition (e.g., is, equals, contains) and select a value.
4. You can combine multiple filters to narrow your results.
   

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Bottle Deposits in the New Back Office

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.
   
   

Filter & Search Bottle Deposit Catalog 

You can find specific bottle deposits using the search bar or the advanced filter options.

Use the search bar at the top of the page to quickly find a bottle deposit by its name.

1. In the search bar, type the name of the deposit.

2. The list will update automatically to show matching results.

Use filters to narrow down the tax list by specific criteria.

1. Click the Filter icon (three horizontal lines) on the top left of the table to open the Search Filters panel.
2. Select a category to filter by, such as Name, Price Tag Display, Sales Tax Behavior, or Value.
3. Choose a condition (e.g., is, in range) and select or enter a value.
4. You can combine multiple filters to narrow your results.
   
   

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Tares in the New Back Office

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.
   
   

Filter & Search the Tare Catalog

You can find specific tares using the search bar or the advanced filter options.

Use the search bar at the top of the page to quickly find a tare by its name.

1. In the search bar, type the name of the tare.

2. The list will update automatically to show matching results.

Use filters to narrow down the tax list by specific criteria.

1. Click the Filter icon (three horizontal lines) on the top left of the table to open the Search Filters panel.
2. Select a category to filter by, such as Name or Weight.
3. Choose a condition (e.g., is, in range) and select or enter a value.
4. You can combine multiple filters to narrow your results.