PLU File

A PLU (Price Look Up) essentially gives each individual item that is to be sold an identity within the system. A PLU needs to be created to enable something to be sold. The system uses the PLU number (generated automatically when a new PLU is added) to correctly identify each individual item.

From Polygon POS Management,

Select the PLUs icon from the toolbar, or,

Select Products from the main menu and then select the Products (PLUs)

•To create a new PLU - Click on the New button, this loads the PLU Item Details form where you can enter the new PLU deatils;

Handy Hint: To make data entry a more streamlined process you can take advantage of the New From functionality. By selecting an existing PLU and clicking on the New From button, the PLU being created will automatically be loaded with some of the same settings as the selected PLU. This is useful in cases where PLUs share the same characteristics (eg. belonging to the same category) are being entered.

•To edit an existing PLU - Highlight the PLU and click on the Change button to make the desired changes from the PLU Item Details form;

•To delete an existing PLU - Highlight the PLU and then click on the Delete button. Note: It is strongly suggested that PLUs are not deleted because this can affect historical sales records. Instead PLUs should be made inactive when they are no longer being sold. To make a PLU inactive: Highlight the PLU, click on the Change button to access the PLU Item Details form and un-tick the Active box. Then click OK;

•Reload List - This button is used in multi-user installations where multiple users may be entering data at the same time. Clicking this button will refresh the displayed data and show any changes made by other users;

•To Print - Clicking on the Print button generates a PDF report which shows the currently listed PLUs. This report can be saved, printed or converted to CSV format.

•Find - To search for a particular PLU or PLU Number, type part of, or all of the PLU's name or number into the Find box. The system will highlight the first listed item to contain this string in its name or number. Note: The search only applies to currently displayed items. If an item has been filtered out it will not be included in the search. See the Filters section below.

•Find Next - use the Find Next button (the right pointing arrow next to the Find field) to advance to the next match found, and continue to scroll through all matches found for the Find criteria.

The list of PLUs in the PLU file can be filtered based on their Class, Reporting Category or Active/Inactive Status.

•PLU Class - The PLU file can be filtered to display only PLUs which belong to one or more PLU Classes. To do this Select the desired PLU Class under the PLU Class heading. To filter a number of PLU Classes, click the Browse button , this will display a PLU Class pick list. Tick the Multi-Select box and select the desired PLU classes (they can be de-selected by holding the Control button on the keyboard and clicking on them). When you have made your selection click the Select button. To reset the filter and display PLUs from all classes, right click on the PLU Class selection box and click Reset.

•Reporting Category - The PLU file can be filtered to display only PLUs which belong to one or more Reporting Categories. To do this Select the desired Reporting Category under the Reporting Category heading. To filter a number of Reporting Categories, click the Browse button , this will display a Reporting Category pick list. Tick the Multi-Select box and select the desired Reporting Categories (they can be de-selected by holding the Control button and clicking on them). When you have made your selection click the Select button. To reset the filter and display PLUs from all Reporting Categories, right click on the Reporting Category selection box and click Reset.

•Keypad Category - The PLU file can be filtered to display only PLUs which belong to one or more Keypad Categories. To do this Select the desired Keypad Category under the Keypad Category heading. To filter a number of Keypad Categories, click the Browse button , this will display a Keypad Category pick list. Tick the Multi-Select box and select the desired Keypad Categories (they can be de-selected by holding the Control button and clicking on them). When you have made your selection click the Select button. To reset the filter and display PLUs from all Keypad Categories, right click on the Keypad Category selection box and click Reset.

•Active/Inactive - The PLU file can be filtered to display only Active Items, Inactive Items or All Items. To do this Select the desired Active status from the View Listbox at the top of the PLU File.