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Product Management

16 articles A By Admin

Create, price, and maintain your full product catalog

Set Up a Product (Complete Guide)

πŸ“¦ Set Up a Product (Complete Guide) This guide walks you through the complete product setup: creation, images, pricing, and finalization. βž• Add a Product 1. Go to MANAGEMENT β†’ Product β†’ Item 2. Tap + to open Create New Item 3. Enter the product Name (bilingual if needed) 4. Select a Category 5. Set the base Price 6. Save the product πŸ’‘ Tip: You can add products directly from the POS screen too. πŸ–ΌοΈ Add Product Image 1. Open the product in MANAGEMENT β†’ Product β†’ Item 2. Tap the Thumbnail placeholder 3. Choose an image from your device or take a photo 4. Crop/adjust as needed 5. Save πŸ’‘ Tip: Square images (1:1 ratio) display best on the POS grid. πŸ’² Change Product Price 1. Open the product in MANAGEMENT β†’ Product β†’ Item 2. Tap the Price field 3. Enter the new price 4. Save πŸ’‘ Tip: Price changes take effect immediately on all devices after sync. βœ… Complete Product Setup After basic setup, consider these additional configurations: 1. Modifiers: add size/add-on options directly inside the same product editor β€” see Add Modifiers & Modifier Groups 2. Printer routing: assign to kitchen/bar printers β€” see Product with Modifier & Printer 3. Tax settings: configure tax rules if applicable 4. Availability: set sold-out status or time-based availability 5. Online display: enable for QR ordering with a large image option β€” see Display Large Product Image (Online Order) πŸ’‘ Tip: Test the product on POS before going live. 🎬 Video Guides - ▢️ Add a Product - ▢️ Add Product Image - ▢️ Change Price - ▢️ Complete Setup

Add Item to Order

πŸ“¦ Add Item to Order Follow these steps β€” it only takes a minute. πŸ“ Steps 1. Open a table (or order) on the POS 2. Select a category 3. Tap a product to add it (default quantity is 1) πŸ’‘ Tip: To change quantity, open the line in the order list / item editor after it is added. Sending to the kitchen is a separate Send step. 🎬 Video Guide ▢️ Watch Demo Video

Display Large Product Image (Online Order)

πŸ“¦ Display Large Product Image (Online Order) This setting controls online order display, not the POS product grid. πŸ“ Steps 1. Go to Management β†’ Product β†’ Item 2. Edit the product 3. Enable Display Large Image in Online Order 4. Optionally upload Online Order Large Image / Online Order Small Image 5. Tap the green Done check πŸ’‘ Tip: POS tile images use the product thumbnail and global image-size settings. This toggle does not enlarge images on the POS screen. 🎬 Video Guide ▢️ Watch Demo Video

Copy a Product

πŸ“¦ Copy a Product Follow these steps β€” it only takes a minute. πŸ“ Steps 1. Go to Management β†’ Product β†’ Item 2. On the product row, tap the Copy icon (not the β‹― More menu) 3. Edit the cloned item in Create New Item if needed 4. Tap the green Done check πŸ’‘ Tip: β‹― More opens More Setup (extra options), not Copy. 🎬 Video Guide ▢️ Watch Demo Video

Delete a Product

πŸ“¦ Delete a Product Follow these steps β€” it only takes a minute. πŸ“ Steps 1. Go to Management β†’ Product β†’ Item 2. Tap the red Delete icon on the product row 3. Confirm in the dialog πŸ’‘ Tip: Products used as active combo items cannot be deleted until removed from those combos. Delete is soft-delete; past invoices keep their line data. 🎬 Video Guide Watch Demo Video

Search & Select Products

πŸ“¦ Search & Select Products Follow these steps β€” it only takes a minute. πŸ“ Steps 1. On the POS menu, tap the search icon 2. Type a product name (search is debounced; top matches are shown) 3. Tap a result to add it to the order Search by code (optional) 1. Enable codename search in product settings if available 2. Use the 123 control to search by product code πŸ’‘ Tip: Default search is by name. You can also browse by category and tap products. 🎬 Video Guide Watch Demo Video

Browse the Menu

πŸ“‹ Browse the Menu πŸ“ Steps 1. Categories at the top of POS screen 2. Tap a category to see its products 3. Scroll left/right for more categories 4. Tap a product to add to the order πŸ’‘ Tip: Categories sit on the POS menu panel alongside the order list β€” they are not a separate horizontal scroll bar. 🎬 Video Guide Watch Demo Video

Reorder Products on POS

πŸ“¦ Reorder Products on POS Product order on the POS is edited on the POS screen, not in the product list. πŸ“ Steps 1. Open the POS menu and select a category 2. Long-press (~3 seconds) to enter Edit Sequence 3. Drag products to the preferred order 4. Tap Done πŸ’‘ Tip: Management β†’ Product β†’ Item has no drag-reorder for POS product sequence. The Menu tab reorders categories inside a menu, not products on POS. 🎬 Video Guide Watch Demo Video

Product with Modifier & Printer

πŸ“¦ Product with Modifier & Printer Follow these steps β€” it only takes a minute. πŸ“ Steps 1. Go to Management β†’ Product β†’ Item and edit the product 2. Tap Add Modifier Group, then Add Modifier for options 3. Assign Kitchen Printers / Docket Printers / Label Printers as needed 4. Tap the green Done check πŸ’‘ Tip: Kitchen tickets follow the selected kitchen printers and include modifier choices on the line. 🎬 Video Guide Watch Demo Video

Weigh Products (By Weight)

πŸ“¦ Weigh Products (By Weight) Setup 1. Go to Management β†’ Product β†’ Item 2. Create/edit product and set type to Weight (list may show By Weight) 3. Set price /kg 4. Optionally enable Open Price Editor so the weight dialog opens when the item is tapped 5. Tap Done On POS 1. Add the weight item to the order 2. If the dialog does not open automatically, select the line and open the price/weight editor 3. Enter Weight (g) β€” Total calculates from Price /kg πŸ’‘ Tip: Internal storage uses grams; the form shows price per kg. Auto weight dialog requires Open Price Editor (or manual open). 🎬 Video Guide Watch Demo Video

Import & Export Products and Categories (CSV)

πŸ“€ Import & Export Products and Categories (CSV) Download your catalog as a CSV, edit it, then import it back β€” the same Import/Export dialog works from either the Item or Category toolbar. πŸ“ Steps 1. Open MANAGEMENT β†’ Product, then tap Item or Category. 2. Tap the Import/Export icon in the toolbar (two arrows). The Import/Export dialog opens with Import on the left and Export on the right. 3. To export, tap Download. The app saves products_export_YYYY-MM-DD.csv to your device and shows how many categories and products were exported. 4. Open the CSV in a spreadsheet. Keep the Type column as exported. Use Code for categories and PLU for products β€” those are the match keys on the next import. 5. To import, tap Upload or drag and drop a .csv file (max. 50MB). Only CSV is accepted. 6. Check the file name, then tap Import. Wait until Importing... finishes. 7. Read the result: success lists how many categories and products were imported; a partial result also shows how many items failed; a full failure asks you to check the CSV and try again. 8. Close the dialog and scan Category and Item to confirm names, prices, and groupings. πŸ’‘ Tip: Import updates an existing category when Code matches, and an existing product when PLU plus that category’s Code both match. A new Code or PLU creates a new record. Export fills in any missing category Code or product PLU so the next import can match. Opening the dialog from Item or Category exports and imports the whole catalog, not just the tab you are on. Combos import after regular products so their items can be linked β€” keep those products in the same file. 🎬 Video Guide Watch Demo Video

Create and Manage Product Menus

🍽️ Create and Manage Product Menus Build named menus, assign categories, and set online-order QR and dining expiry. QR, kiosk, and online order use these menus β€” they are not the POS category strip. πŸ“ Steps 1. Open MANAGEMENT β†’ Product β†’ Menu. 2. Tap + to create a menu. The Add Menu dialog opens on Detail Edit. 3. Enter Name (required) and choose an Icon (required). 4. Set Online Order QR Code Expiry (minutes) β€” how long this menu’s online-order QR stays valid. 5. Set Online Order Dining Expiry (minutes) β€” how long the online-order dining session stays active. 6. Under Category (Multiple Select), tick the categories this menu should show, then tap the green check to save. 7. Use Select Menu to switch menus. Tap the pencil to edit the current menu (same Add Menu dialog). Drag the handle on a row to change category order inside the menu. 8. To drop a category from this menu only, tap the red trash on that row and Confirm (β€œAre you sure you want to delete this item?”). To remove the whole menu, open it with the pencil and tap red Delete at the bottom. πŸ’‘ Tip: Leave Online Order QR Code Expiry (minutes) at 0 to use the global online-order QR expiry in SETTINGS. Removing a category from a menu does not delete the category or its products. Deleting the menu itself has no extra confirm step β€” check Select Menu before you tap Delete. 🎬 Video Guide Watch Demo Video

Product Behavior Flags

πŸŽ›οΈ Product Behavior Flags Set how each item prices, discounts, prints, and appears on POS, QR, and kitchen screens β€” without changing the base name or price. πŸ“ Steps 1. Open MANAGEMENT β†’ Product β†’ Item. 2. Tap the item’s edit (pencil) button to open Edit Item. For a new item, tap + to open Create New Item. 3. Set price and discount behaviour: - Price Adjustable β€” cashiers can change the selling price on POS. - Open Price Editor β€” selecting the item immediately opens the price editor (weight items open the weight editor). - Discountable β€” the item can take a line discount. Leave it off to block discounts on this item. - Discount Non-Stackable β€” if the item already has a line discount, it is excluded from the order-level discount. 4. Set editor and stock behaviour: - Open Editor Panel β€” selecting the item on POS opens the editor panel (modifiers, qty, notes). - Auto Reset Sold Out β€” when a shift opens, the item is restored to available and its stock is refilled. 5. Set print, remark, and visibility: - Print on Receipt β€” print this item on the customer receipt. - Disable Remark β€” hide remark input for this item. - Internal Product β€” show the item on POS only (hidden from online / QR menus). - Delisted β€” hide the item from display. - Hide KDS Status on Order List β€” on the POS order list this item shows quantity only, with no KDS status badge. 6. Set quantity and auto-add rules: - Minimum Order Quantity β€” minimum qty on scan-to-order only; 0 means no limit. POS is not affected. - Auto Add (Packing) β€” added once when a takeout order receives its first item (packing / takeaway fee). - Link to Pax β€” quantity tracks guest count (for example a seat fee). Use Type Service for a per-guest charge. 7. Tap the green check to save. To apply several of these flags to many items at once, select them on the Item list and open Bulk β€” Price Adjustable, Discountable, Discount Non-Stackable, Open Editor Panel, Auto Reset Sold Out, Disable Remark, Internal Product, and Delisted are available there. πŸ’‘ Tip: Auto Reset Sold Out refills stock when a shift opens β€” it is not the same as the inventory β€œsold out today only” setting. Minimum Order Quantity never applies on POS, only on scan-to-order. 🎬 Video Guide Watch Demo Video

Product Loyalty, Credit & Exemption Settings

πŸ’³ Product Loyalty, Credit & Exemption Settings Turn an item into a top-up or points product, or exclude it from tax, service charge, and loyalty rewards. πŸ“ Steps 1. Open MANAGEMENT β†’ Product β†’ Item. 2. Tap the item’s edit (pencil) button to open Edit Item. 3. Set loyalty amounts (leave at 0 if unused): - Add Credit β€” stored-value amount added to the member when this item is sold (top-up product). - Add Point β€” points granted when this product is purchased. - Minus Point β€” points deducted when this product is purchased. 4. Set exemption flags as needed: - Tax Exempt β€” exclude this product from tax. - Service Charge Exempt β€” exclude this product from service charge. - Point Reward Exempt β€” this product does not earn spend-based point rewards. - Credit Reward Exempt β€” this product does not earn spend-based credit rewards. 5. Tap the green check to save. πŸ’‘ Tip: If Add Credit, Add Point, or Minus Point is greater than 0, POS will not take payment until a member is attached to the order. Minus Point also fails if the member does not have enough points. Store-wide reward rates stay in SETTINGS β†’ Loyalty Program. 🎬 Video Guide Watch Demo Video

Set Product Pricing Tiers

πŸ’² Set Product Pricing Tiers Give one item extra prices (for example a member price) so POS can switch the amount when a matching lookup key is applied. πŸ“ Steps 1. In SETTINGS β†’ General Settings β†’ Loyalty Program, turn on Enable Price Tiers. Without this switch, extra prices are not applied on POS. 2. Open MANAGEMENT β†’ Product β†’ Item and tap the item’s β‹― button to open More Setup. 3. Tap Pricings Tier. The Pricing Tiers list opens. 4. Tap Add a Pricing. Enter: - Name β€” label for this tier (translations supported). - Amount β€” the tier price. For Weight items the amount is per kg. - Lookup Keys β€” which key activates this price. Use member_price for the standard member price. You can also type a new key (for example vip_price); it is stored for reuse. 5. Tap the green check to add the row, then tap the green check on Pricing Tiers to save. The success message is Pricing tiers saved successfully. 6. Repeat for combo items or modifiers that also need a member / VIP amount β€” each editor has the same Pricing Tiers fields. πŸ’‘ Tip: A tier only applies when Enable Price Tiers is on and the order’s lookup key matches (attaching a member uses member_price). If no matching key exists on the item, the regular Price stays in use. 🎬 Video Guide Watch Demo Video

Use a Barcode Scanner on the POS and in Product Setup

πŸ“¦ Use a Barcode Scanner on the POS and in Product Setup A hardware barcode scanner adds items on the POS and opens or starts products in product setup. πŸ“ On the POS 1. Make sure a shift is open. Scanning with no shift shows There is no opening shift, please start the shift first and opens the shift dialog instead. 2. Scan the item's barcode, or type the code into the search box β€” search also runs an exact barcode match alongside the name search. 3. The scan prefers an in-stock match and adds it straight to the order. A sold-out match shows a Sold Out notice; no match at all shows No product found for {code}. πŸ“ In product setup 1. Go to MANAGEMENT β†’ Product β†’ Item. 2. Scan a barcode: if a product already carries that code β€” even a delisted one β€” it opens for editing. If no product has that code, a new product starts with Barcode pre-filled. πŸ’‘ Tip: Turn on SETTINGS β†’ General Settings β†’ Product β†’ Hide Barcoded Items to keep barcoded products off the POS grid β€” search and scanning still find them.