Franchisee, POS Item Management (Subscription)

User Guide

Written By John Beatty (Super Administrator)

Updated at January 28th, 2022

Manage Items

Having a comprehensive list of your franchise's items, goods, products, and/or services makes tracking what your facilities sell and what your customers buy a lifeline to success. FranchiCzar OS makes offers you not only the functionality to manage all your item in one place but you can also filter items with precision. 


This article covers the process of managing Subscription items created by your Franchisor

 

Manage Items Page

Franchisees  "manage" items through the Point of Sale menu within FCOS. Expand the Point of Sale menu and click on the Manage Items option below.  


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The two menus (above) are the POS menu for a Franchisee with and without the "Franchisees can create their own items?" option toggled on (left) and off (right). 

Clicking on the "Manage Items" option loads a window listing all your items. This window contains several filters, here is a breakdown of each of them:

Filter Description
Subscription Used to filter items "Subscription" based:
  • None - Not a Subscription item 
  • Allowed - Selling this item as a Subscription is allowed
  • Required - Selling this item as a Subscription is required
Item Is Required Used to filter items marked as "Required":
  • Required - Franchisee is Required to sell the item 
  • Not Required - Franchisee is not Required to sell the item  
Created By Used to filter items Created By by either the Franchisor or the Franchisee 
Status Used to filter items by their status (created by Franchisee):
  • Approved - Item is Approved and sellable 
  • Denied - Item is Denied and not sellable (marked with "Item Rejection" reason)
  • Waiting - Item is awaiting Franchisor approval/denial 

1641933920200-ZeeManage_ItemManPage.png

Item Management Actions

There is one (1) button found in the far right column ("Actions"), Edit  used to edit the details of the POS item.

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The Franchisor and Franchisee (shown above) Item Management pages are the same except for the Archive action1641930632476-1641930632476.png. Franchisors are able to Archive any items and Franchisees may only Archive items they create.

Editing Franchisor Created Subscription Items 

Clicking on the Edit  button brings you to the "Edit Item" window. From this window, you can edit the fields displayed within the (green) box below and Save them after completing your changes. 

As you can see below, there is a big red box used to notify you what fields must be addressed before this item can be sold. Let's run through the process of how to get your items from this state into your POS

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If your Franchisor has toggled the Can change item name? option on, you will also be able to edit the item's name. 


Step 1: Adding a Default Pricing Interval 

The Franchisor has created the Intervals for this subscription but we need to Add [a] Pricing Interval. Click the 1641584477374-ZorCreate_IntervalPricingButton.png button to launch a modal where you can configure pricing. For this item we:

  • Are required to configure a Commitment Type as a "Contract" by the Franchisor 
  • Set a Contract Price 
  • Set this item to Auto Renew
    • The item will renew on a month-to-month basis proceeding the contract
  • And, a Post Contract Price (aka price for Auto Renew)

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You may also apply any "Applicable Taxes" to the Default pricing. If all your Facilities/locations will sell this item for the same price you only need to configure a Default Price. 

Step 2: Adding a Facility 

You can also configure a different pricing for a specific facility or facilities but you only need to do this if the price and/or taxes differ from your default pricing. 


Click the1640807518885-AddFacilityButton.png button and use the dropdown to select a facility. Once added, repeat the process from "step 1" (above) to add pricing for this facility.  1641921947215-ZeeCreate_FacilityPrice1.png


COMPLETE!

Here is the completed product for this item with a Facility's pricing added (notice tab for "Sample Facility").