POS Mapping Guide

This guide walks you through how to connect your POS menu items to opsi so that your costing, inventory depletion, and Inventory Insights stay accurate.

Opsi integrates with GoTab, Toast, and Square. Throughout this guide, the terms "option" and "modifier" are used interchangeably. Your POS system may use different terminology—if you’re unsure, check the POS Partner FAQ section at the end of this guide.

Before you start adding or changing mappings, think about what you want to track in Inventory Insights. The on-hand inventory report only shows Items and Component Recipes that have been set up as inventory items.

Everything in opsi falls into one of four categories:

Items - The individual ingredients or single-serving products you count during inventory. Think of these as the smallest trackable unit.

Examples: Cheddar Cheese, a side of bacon, a can of Budweiser

Vendor Items - The specific products you purchase from your suppliers. Each Vendor Item is linked to an Item and represents a particular pack size and price. If you use opsi’s invoicing service, our team creates these for you. Otherwise, see the Invoice Training Series.

Examples: 3lb Sharp Cheddar block, 15lb case of Bacon, 1 case of Budweiser (canned)

Recipes - Any menu item made from more than one ingredient.

Example: House-made Hot Honey BBQ Bacon Burger

Component Recipes - Prep recipes for items you make in-house from purchased ingredients. Component Recipes can be converted into inventory items so you can track batch quantities on hand. See the opsi Inventory Setup Guide.

Examples: Sauces, batch cocktails, marinades, fry batters, spice blends

Fig. 1 - POS mapping for Recipes is located at the bottom of the General Details tab in the Recipe Edit screen.

Fig. 2 - Once mapped, the menu price from your POS will appear automatically.

Fig. 3 - The mapping defaults to the recipe’s Yield Quantity. If your serving size differs from the recipe yield, you can add additional units.

Only map recipes that are sold directly on your POS menu. For example, a house-made beef stock used only as an ingredient would not be mapped.

Decide whether this recipe maps to a Single POS Item, Multiple POS Items, or Modifier Only. You can change this anytime using the POS Config dropdown.

Choose this when one POS menu item corresponds to this recipe. The mapping defaults to the recipe yield. If the serving size is different from the yield, add a new unit under Yield Qty → Add New.

Tip: For inventory counts to work correctly, the unit you assign must match your inventory unit, your vendor item unit, or be in the same measurement category (e.g., weight to weight).

If this mapping includes modifiers, see the How to Use Modifiers section below for setup details.

Choose this when more than one POS menu item uses this recipe. For example, the same dish might appear in both your "Burgers & Sandwiches" and "Specials" categories.

GoTab users: This option also applies to items built as Variants. See the GoTab FAQ section for details.

Step 1: Select "Maps to Multiple POS Items" from the POS Config dropdown, then search for and add each related POS item.

Fig. 1: The Prime Melt recipe is mapped to a POS item in the Burgers & Sandwiches category.

Fig. 2: The unit size defaults to the recipe yield. Add or update the unit/quantity if the actual serving differs.

Step 2: Map the recipe to the next POS item. You cannot map the same POS item twice.

Fig. 3: The Prime Melt recipe is also mapped to the Prime Melt POS item in the Specials category.

Fig. 4: Unit size is available but optional here—it defaults to the recipe yield.

If this mapping includes modifiers, see the How to Use Modifiers section below for setup details.

For Items, POS mapping settings are on the POS Mappings tab inside the Edit screen for each Item.

• Not every item needs to be mapped. Skip raw ingredients that are only used inside mapped recipes (e.g., AP Flour, Olive Oil).

• Map items that are sold individually or can be added/removed as modifiers (e.g., canned beer, bottled wine, a side of bacon, add/remove cheese).

• When mapping an Item, you must set a unit size because your POS doesn’t know how much of a product goes into each serving.

Just like with recipes, choose whether this item maps to a Single POS Item, Multiple POS Items, or Modifier Only using the POS Config dropdown.

Choose this when one POS menu item corresponds to this item. A unit size is required so opsi knows how much of the product is used per sale.

For inventory counts to work correctly, the unit must match your inventory unit, vendor item unit, or be in the same measurement category (e.g., weight to weight).

Example: The Item "Root Beer" is mapped to the POS item "Root Beer Float." The unit is set to 8 oz because each float uses 8 oz of root beer.

If this mapping includes modifiers, see the How to Use Modifiers section below for setup details.

Choose this when the same item appears in more than one place on your POS menu.

GoTab users: This option also applies to items built as Variants. See the GoTab FAQ section for details.

Step 1: Select "Maps to Multiple POS Items" from the POS Config dropdown, then search for and add each related POS item.

Fig. 1: The Root Beer item is mapped to the Root Beer Float POS item in the Borealis Creamery category.

Fig. 2: Unit size is required and determines how opsi tracks inventory depletion for this item.

Step 2: Map the item to the next POS item. You cannot map the same POS item twice.

Fig. 3: The Root Beer item is also mapped to "Barq’s Root Beer" in the Soft Drinks category.

Fig. 4: Unit size is required here as well.

If this mapping includes modifiers, see the How to Use Modifiers section below for setup details.
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Use this option when the recipe or item is only ordered as a modifier alongside other menu items - it’s never sold on its own. Common examples include "Add Bacon," "Extra Dressing," or size options like "Regular" and "Large."

• Map to the specific modifier option (e.g., "Extra Dressing"), not the modifier group name.

• For full details on setting quantities, units, and removal modifiers, see the How to Use Modifiers section below.

Fig. 1: The recipe "Dressing, Ranch, House" is mapped to the POS modifier "Extra Dressing."

Fig. 2: You must set a specific unit for the modifier. In this case, the recipe yields 36 servings, so the modifier unit should reflect the actual portion size (e.g., 1 oz or 1 serving). Add additional units by clicking Add New under Yield Quantity.

Fig. 1: The Root Beer item is mapped to a POS modifier for adding root beer as a liquor choice.

Fig. 2: Unit size is required so opsi can track how much of the product is used each time the modifier is ordered.

Modifiers let you account for customizations, size options, add-ons, and removals when mapping POS items. The rules below apply to all mapping types (Single Item, Multiple Items, and Modifier Only).

Removal modifiers (e.g., "Remove Bacon," "No Cheese") work the same way as add-ons, but the quantity should be a negative value (e.g., -1 oz or -1 Serving). This tells opsi to subtract that ingredient from the sale’s inventory depletion.

These guides provide additional detail on setting up inventory tracking, unit conversions, and invoicing in opsi:

To track substitutions accurately, your POS needs two buttons: one to remove the original item, and one to add the substitute. Map the removal button to the original recipe/item in opsi (so it’s excluded from the sale), and map the add button to the substitute recipe/item (so it’s included).

Create a Component Recipe for the batch itself, and turn it into an inventory item. Then create a serving-size Recipe that includes the component recipe as an ingredient, and map that serving recipe to the POS item. When you mark the batch as prepped, the on-hand count for the batch goes up and the raw ingredients go down. When sales come through, the batch count depletes automatically.

If your POS has a modifier for deposit charges and you want to track them in opsi, create a "Can Deposit" Item with manual purchase info (e.g., "$0.05 per deposit"). Map this item to the deposit modifier in your POS. Whenever that modifier is rung up, it will be linked to the menu item it was sold with.

Resource: GoTab Variants Knowledge Guide

No additional configuration notes at this time. Refer to the general mapping instructions above.

No additional configuration notes at this time. Refer to the general mapping instructions above.

If you get stuck at any point, our support team is ready to assist: