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Swapping an Item / Ingredient
Swapping an Item / Ingredient

How to switch an ingredient for another across all POS Items and Batches it appears in

Nick Neale avatar
Written by Nick Neale
Updated over a month ago

Article Contents

Introduction

If you need to replace an item/ingredient across some or all POS Items and Batches it appears in, you can use the Swap feature.

You would use this if you no longer carry the item, or no longer use it and need to update multiple recipes at the same time.

For example, you were previously using a 750ml bottle of Tito's Vodka, but have switched to a 750ml bottle of Absolut Vodka.

Note: When you go to perform the swap it shows all items it appears in and you can select all or specific POS Items / Batches.

To see all POS Items / Batches an item currently appears in, click the pencil icon beside the item name then click the "Used In" tab.

The "Used In" tab shows all POS Items and Batches an item appears in

Select the Item to Swap Out

To begin, select the item that you want to swap out from your POS Items and or Batches. You can do this on any page where you can edit an item.

  1. Hover your cursor over the item you want to swap out and click the “Pencil” icon

    The cursor is placed over an item and the pencil icon is visible. An arrow points to the pencil icon.

  2. Click the “Actions” menu button, and then click “Swap Item”

    On the "Edit Item" window, the "Actions" menu is highlighted and has been clicked. An arrow points to "Swap Item".

Select the Item to Swap In

On the window that appears, you’ll see the item being swapped out, all POS Items / Batches it currently appears in, and a search field to find the replacement item.

The screen shows all POS Items and Batches the item currently appears in

To swap the item:

  1. In the search, type the name of the replacement item that you want to swap in to all POS Items and Batches and click the matching result

    The item being swapped out displays at the top (Titp's). Absolut has been typed in the search bar, and the search result Absolut is highlighted.

  2. After selecting the item, it displays it will replace the other item in all selected POS Items and Batches. Click the checkboxes to select the POS and Batches to replace it in.

  3. After selecting the POS Items and Batches, click "Swap Item"

    An arrow points to the "Swap Item" button

  4. Click "OK" on the confirmation window

    An arrow points to the "OK" button on the confirmation message

  5. The new item will appear in all selected POS Items and Batches and the costing updates automatically. This make take a few moments

    The confirmation message that appears after saying OK

Note: When you swap out ingredients, the recipe changes only apply to data in unlocked inventory periods. Before doing a swap you may want to make sure the last inventory where you were still using the old ingredients is locked, so your historical data is preserved. To learn more, see:

Swap Comparison

Before Swap (using Tito's 750ml)

The POS Items page with the Tito's 750ml in the items.

After Swap (using Absolut 750ml)

The POS Items page with the Absolut 750ml in the items.
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