Creating New Items

Items are the products or services that you buy, sell or stock. This tutorial will guide you through the process of creating new items in your Uniwell Lynx database.

1. Go to the Data menu and select Items
   
   
   
2. Click the Add button
   
   
   
3. From this screen you can enter the information required for your new item. See the below list.
   
   
   
4. Once you have entered the desired information, click the Ok button to create your new item
5. To send your new item/s to your POS terminal/s, perform a Send Program

The following list provides an overview of the key information you will need to fill in to effectively add a new item. Hint: Press the F1 key for more information about the options on this screen.

Item Code
Each item has an Item Code which can be alphanumeric and up to 20 characters in length. Item codes are for internal use within Uniwell Lynx, such as on sales reports. Item codes are never sent to your POS terminal/s. The item code can be the same as the PLU code or barcode and this is recommended wherever possible.

Description
The item description is generally the name of your item, such as meat pie or cappuccino.

PLU Code / Barcode
For an item to be sent to your POS terminal, it will need to have a PLU (Price Look Up) code and/or a barcode suitable for scanning at the POS terminal. An item not given a PLU code or a barcode will not be sent to your POS terminal. PLU codes and barcodes must be numeric. A single item can have multiple barcodes assigned to it if required.

Group
You will need to decide which Group you want the new item to go into. The item should be placed in a group with the same Tax Code.

• Please refer to our tutorial Correct Configuration of Tax Settings for further information regarding Tax Codes.
• See our tutorial Modifying Groups for more information on Groups.

Tax Code
Tick the checkbox beside the correct Tax Code for your item.

• Please refer to our tutorial Correct Configuration of Tax Settings for further information regarding Tax Codes.

Cost Price (Standard Cost/Last Cost/Average Cost)
If you will be using the profit reporting features within Uniwell Lynx then the Cost Price should be entered for all items before any sales data is collected from your POS terminal.

• Where GST/VAT is applicable to an item, Cost Prices are entered exclusive of these taxes.

Standard cost is a reference or list cost and is not affected by entering stock purchases. Last cost is updated whenever a new stock purchase for the item is entered. Average cost is recalculated whenever a new stock purchase for the item is entered. The average cost is used for profit calculations when processing sales data.

Selling Price
Selling price is the price at which the item will be sold to consumers. Uniwell Lynx supports 7 primary price levels. Price Levels can be managed via Setup > Price Levels. Selling prices for Price Level 8 and above if used can be edited via Data > Item Selling Prices.

Supplementary Notes:

• If you wish to edit your item/s in the future, you can do so by clicking the Modify button from the Items screen (Data > Items)
• There is further data you can choose to enter and further options you can choose to enable when creating and/or modifying items. Some of these are covered in other tutorials.
• If you are using the optional Stock Control and Linked Items modules of Uniwell Lynx, there will be other settings that you will need to be aware of when creating items. Please discuss this with your Lynx Software support provider.