Chapter 4 of 8Page 6 of 13

Configure

Item catalog setup

Build the register catalog from your Business Central items: POS categories, tiles mapped to items, auto-map, favorites and the items that still need mapping.

updated: applies-to: 1.0.0.141

The register sells POS items, and each POS item points at a Business Central item. Business Central stays the authority for the item, its price, cost and inventory; the POS item adds what the register needs, such as a short caption, a category tab, a favorite flag and kitchen routing. This page shows how to build the catalog in Bitta Retail POS and keep every item mapped, so End of Day can post it to Business Central.

Prerequisites

  • The BAA POS - Admin permission set.
  • The Business Central items you sell, unblocked and not sales-blocked, with their units of measure and any variants.

Build the catalog

  1. Open POS Categories from the Catalog menu of the Bitta Retail POS Admin role center and add a line per register tab: Code, Name, Sort Order (left-to-right tab order), Tile Color and Show on Register. The kitchen fields set the default kitchen output for items in the category.
POS Categories list with Hot Drinks, Cold Drinks, Bakery and other demo categories, their sort order, tile color and kitchen fields
Step 1: categories become the tabs on the register.
  1. Open POS Items from the Catalog menu and choose New.
POS Items list with the demo items, their category, unit price, barcode, Show on Register and Favorite columns
Step 2: the POS Items list.
  1. On the POS Item Card, fill in Description, Short Description (used where space is short), POS Category Code and Active. Then choose Item -> Map to BC Item and pick the Business Central item. The Business Central Integration FastTab shows Mapping Status Mapped and copies BC Description, BC Unit Price and BC Unit of Measure.
POS Item Card for Demo T-Shirt with the Business Central Integration FastTab showing Mapping Status Mapped and BC Item No. DEMO-TSHIRT
Step 3: the item mapped to its Business Central item.
  1. On the Register FastTab, decide Show on Register (the item gets a tile), Register Sort Order (lower numbers first within the category) and Favorite.

The Pricing FastTab holds Unit Price, Cost, Allow Price Override and Tax Group Code. For a mapped item the register prices the line through standard Business Central price calculation; the POS Unit Price is used only for an item that has no Business Central mapping. Allow Price Override must be on for the item before anyone can override its price. Pricing is covered on Prices and discount limits.

Mapping status

Mapping Status Meaning
Unmapped No Business Central item is linked.
Mapped A user linked the item, or confirmed a suggestion.
Auto Suggested Auto-map found a match. It stays a suggestion until a user confirms it with Map to BC Item.
Invalid Mapping The linked Business Central item no longer exists, or it is blocked or sales-blocked.

An unmapped item can be rung up at its POS Unit Price, but the sale cannot be posted: End of Day stops with an error that the line is not mapped to a Business Central item. Map every active item before go-live.

Auto-map

Auto-map looks for a match in two ways: first the POS item's Barcode as a Business Central Item Reference of type Bar Code, then an exact Description match. Blocked and sales-blocked items are skipped, and items that already have a mapping are left alone. A match gets Mapping Status Auto Suggested.

  • Item -> Auto Map on the POS Item Card maps one item and reports the match.
  • Auto-Map to Business Central on the POS Items list (and on POS Setup) runs for every unmapped POS item and POS customer after a confirmation, then reports "Auto-mapping completed. Mapped ... POS entities to Business Central."
  • Auto Map Items to BC on POS Setup tries auto-map whenever a POS item without a mapping is inserted or changed.

Review every suggestion and confirm it with Map to BC Item. Remove Mapping clears a link.

Unmapped items needing attention

The Operational Attention part of the Bitta Retail POS Admin role center has an Unmapped Active Items cue in the Data and Users group. It counts active POS items whose Mapping Status is anything other than Mapped, so suggestions and invalid mappings count too. Choose the cue to open the filtered POS Items list.

Operational Attention on the Bitta Retail POS Admin role center with the Unmapped Active Items cue in the Data and Users group
Unmapped items surface on the role center.

Favorites

Select Favorite on an item to put it on the register's favorites row. The row appears when Show Favorites Row is on in POS Setup, and a terminal can override it with Show Favorites. See Touch screen layout.

Variants and weighed items

Has Variants shows that the Business Central item has variants, which you maintain on the Business Central item card. Default Variant Code is used when the item is added without an explicit variant; leave it blank to make the cashier pick one. See Sell item variants.

The Weighing FastTab holds Sold by Weight, Scale UOM Code (a unit of measure of the mapped Business Central item), Default Tare Weight and Block Manual Weight. See Sell by weight with scales.

Kitchen fields

Kitchen output is set per category and refined per item. On the category, Kitchen Labels Enabled, Kitchen Destination Code and Kitchen Label Copies are the defaults. On the item's Kitchen Routing FastTab, Kitchen Route Mode chooses Legacy, Inherit, Add or Replace; Override Kitchen Label Policy with Kitchen Labels Enabled turns labels on or off for just this item; Compatibility Destination and Compatibility Copies serve Legacy mode. Inventory -> Kitchen Routes maintains the stations for an item, and Item -> Kitchen Routes does the same on a category. See Kitchen routing.

The demo data builds 7 categories and 29 items; Seasonal is hidden from the register, and Demo T-Shirt maps to the Business Central item DEMO-TSHIRT with Small, Medium and Large variants. To review sales and stock by item, see All POS reports.

What's next

Make the items scannable: Barcode setup.

// next step

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