Create a new product
- Navigate to Products > Products”+ new product” in the right corner
- Enter the name of the item, the price, and select the type and subtype. Entering the appropriate type and subtype is important to ensure that your new item picks up the appropriate tax, accounting, and printing logic (if using ticket printers).
- After adding a product, you have the ability to manage the option groups specific for that item. This is how you can apply any modifiers that the item should have.
- Finally, Select the Tags section to tag that product to the appropriate category. This step is necessary to ensure that the item is added to the POS.
Product Tags
Products appear in the Point of Sale app based on the tags you have configured for a specific point of sale location. For instance, you may have a tag for “Appetizers” with one or more Point of Sale locations configured to display products with that tag. Make sure to tag your new product with one or more tags so that it appears in the Point of Sale application.
- Navigate to Products > Product Tags > ”+ new Tag”
- Enter a name
- Click on the created tag and choose “+ tag a product”, search for the products you would like to associate with that tag.
Options and Option Groups
Many products can be modified by an option or an option group.
Options:
- Individual options are configured at the product level - that is, options are not reusable across multiple products. A common use case for this model is apparel, where options represent individual SKUs (eg. Small, Medium, Large) that have their own stock availability and reporting.
Option Groups:
- Option groups allow you to manage options more efficiently across any number of products. Instead of adding individual options for each product, you can reuse the same "group" of selections across any number of products (eg. Temperature, or Bread Choice). You can also organize selections into multiple option groups for the same product.