All items that you are selling, you also create as items in orderbird MINI. To keep an overview, you sort your items into folders. That way, you can find everything again faster.
Let's go!
Thematically very appropriate: If you work with DATEV account assignments, take a look here: Setting up DATEV.
1. Folder
Adding a folder
- Open [Main Menu] > [Inventory] > [Folders].
- Tap on [ADD FOLDER] at the bottom.
- Choose...
- the name of the new folder,
- the DATEV account numbers for regular and, if required, reduced VAT, and
- the colour of the folder. This will help to find it quickly on the sales screen - and it looks nice.
- Tap on [Save] at the top right.
- Done!
Hide folders
If you work with seasonal items or all items of a folder are completely sold out, you can hide a folder. This way the folder is not deleted and with only one tap you can make it visible again.
- Go to [Main Menu] > [Inventory] > [Folders].
- Tap on the [Eye icon] in the top row.
- Select the folder(s) to be hidden by tapping on the blue button. In this example, the folders are "YoYo" and "Flowers".
- Tap on [Save].
- Now you will see a crossed out eye symbol next to the hidden folder.
- Done.
Make folders visible again
To make a folder visible again, proceed in the same way:
- Go to [Main Menu] > [Inventory] > [Folders].
- Tap on the [Eyes icon] in the top row.
- Select the folder(ies) to be shown by tapping on the white button. In this example, it is the folder "YoYo".
- Tap on [Save].
- Now the folder is visible again!
2. Items
Adding an item
You can enter this information for an item:
General information
Enter this information about your item:
- Enter a name
- Pick a color
- Select the folder in which the item is located
Then it looks like this:
Prices and tax rates
- Enter a price
- Set the default tax rate
If you have activated the switch between In-House and To Go, you can specify the price and tax rate for To-Go orders here. By default the following applies here:
- To Go price will be taken from the default price you entered above. Adjust it if necessary.
- To Go tax rate: Set the default value in Settings > VAT. Adjust it if necessary.
Did you know? You can disable a sales mode or set it as default. Learn how to here: Customize or hide "In-House" & "To Go” ordering methods
Item Type
- Deposit item: Activate this option to mark an item as a deposit ("Not discountable" will be activated as well). You can then assign the deposit item to other item and folders to add it automatically. Read more here: Create deposit and charging deposit during sale
- Custom price: Activate this option to be able to enter a custom price for the item. You can use this option e.g. for goods that you charge by weight or size.
Did you know? You can also quickly create items with free price via the € screen when the day is open. Read more here: Free-floating items: Selling, creating on-the-go and selecting - Non-discountable: If you activate this option, discounts will have no effect on the price of this item. This is useful for deposits that are not allowed to be discounted.
Inventory
- Add the item to your favorites to find it more quickly when you are selling it
- Enter a PLU if you are working with PLUs. Please note, that PLUs must be unique for each item!
- Enter or scan a barcode to be able to book in your items with the MINI's camera.
DATEV numbers
By default, the DATEV accounts are taken from the folder in which your item is located. If necessary, you can also enter unique DATEV accounts for your items, e.g. if they are different from those of the folders.
Deactivate the option "Inherit DATEV account settings" and enter the correct regular and reduced DATEV account numbers. Your tax advisor will tell you which accounts are the right ones for you. You can find all information about setting up DATEV here: 1. Setting up DATEV - Let's get started
Edit items
You can of course edit your items at any time. Just search for the item via [menu] > [inventory] > [all products]. Then tap on it to start editing the item.
Make sure that you create new items and do not "convert" existing ones, e.g. rename the item "fountain pen" to "eraser". This way, the (hidden) unique identification number remains the same for the item. That's the reason why it would not nly appear in your statistics from the change date but also retroactively under the changed name. This means that you no longer have a clean evaluation.
Example: You sell the item "fountain pen" 3 times on Monday. On Tuesday, you change the item to "eraser" and sell it 5 times. In your weekly report, the eraser now appears 8 times!
All done? Then don't forget to save ;-).
3. Summary
At any time, you can:
- Create new folders and items
- Mark your bestsellers as favorites to sell them even faster
- Delete old items and folders
- Hide seasonal items
Everything so that you maintain the overview easily, and that it looks the way you like it best!
And because it's so nice to read some things twice, here's another reminder of what's so thematically appropriate: Setting up DATEV.
And now that you have all of your goodies in the machine: go ahead and try out how your orderbird MINI works... (aka step 6).
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