Optimize Toast Retail

 

This will open up a panel showing you all available columns, with the blue check marks showing columns that are currently visible in your item library. You can select or deselect columns as desired, or click and drag the dots beside a column name to rearrange the order.

 

The search bar at the top of the item library can help you find specific items by entering one or more search terms. The search results will pull from item names, SKU, category names, and more. 
 

 

When you use more than one search term, the results will search for all items that match the first term, and then out of that group it will search for the second term. In the example above, the results would show all items with the word “scones” that also contain the word “blueberry”.

 

Filtering provides you with another way to organize the items shown in your item library in Toast Retail. This is particularly useful for spotting data entry errors, or scanning your item library to find and remove duplicate items or barcodes. For example, you could filter items with a Blank inventory cost and fill in missing data. 

 

There are also a couple of filters that can help you identify information that is not compatible with Toast so that you can make corrections:

 

• The Warnings and info filter will show you if there are duplicate names, duplicate and missing barcodes, and invalid or unscannable barcodes present in the system.

 

 

• The Conflicting values filter will show you items that inherit conflicting settings from different menus or groups. This filter only shows up if you have items that belong to multiple categories. For example, a bottle of wine that is in the Retail category and in the Bar menu. These conflicting values do not necessarily require action. 

 

 

Bulk Update Items in Your Item Library in Toast Retail

Bulk update is a valuable time-saving tool that can help you quickly and easily update your inventory of existing items. There are several ways to bulk update items in your item library in Toast Retail. 

 

Note: If you are looking to remove all retail data and re-import to "start fresh", this would need to be accomplished by archiving all items and importing new items with a fresh template, instead of using bulk update. This won't permanently delete items, they will always remain in the Items database. 

If you've only got a couple of changes to make, you can make bulk edits using the Actions drop-down right within your item library:
 

1. Use the filter and/or search functionality described above to find the items you're looking for, and select the checkboxes to the left of each item name. 
2. Select from the desired action drop-downs that appear at the bottom of the page, and then select your desired action.
   • Under Item actions, you can choose to archive items or use smart scan to update item details (learn more in the ). 
   • Under Barcode actions, you can choose to fix invalid barcodes, generate barcodes, or print barcode labels.
   • Under Set values you can choose to set category, inventory status, quantity, price, cost, PAR levels, EBT eligibility, receiving units, alcohol content, supplier, brand, selling strategy, or location for all selected items.
3. A pop-up will appear on the item library page to guide you through the bulk update you selected.  

 

If you've got a large number of items to update in the item library, you may prefer to use a spreadsheet:
 

1. Select the overflow (three dot) menu button right next to the Publish button on your item library, and then select Export items.
2. Select Export items to download a .CSV file with your item details. You can choose to export all items or only the ones that are visible on your item library. You can also choose whether you'd like to export all columns or only the visible columns. 

 

To hide items that are out of stock from your online ordering page, complete the following steps:

1. In Toast Web, navigate to Retail > Settings > Online ordering.
2. Toggle Hide out of stock items to the On position. 

  

 

Retail for Multilocation Management

For businesses using Toast Multilocation Management (MLM), it's important to know that category group ("menu") versions cannot be created within the Toast Retail module, but do affect what is visible in the Retail module for each location. The location that a user is working from determines what is visible in the Retail module. 

To create versions of retail categories, you'll need to use the menu tools (see Create Menu Versions in this Toast Central article, ). You can't select "all locations" or different location groups to view retail items from. Instead, the items you see in the Retail module will default to the location you are viewing from. 

When viewing an item's item details page within the Retail module, the Cost field in the Pricing and cost section will allow you to enter a location-specific cost to give you flexibility for items with more costly shipping, or differences in vendor pricing. Directly below the Cost field, you'll see any location-specific cost values that have already been added to this item at other locations in your management group.

 

 

Additional Resources for Toast Retail