Managing Products

For products to appear in your point of sale, you need them to have a point of sale tag applied to them, and that tag needs to be included in your point of sale location in question. This article walks through the setup of new products.

Product Tags are how products are organized within the Point of sale. For example, you may have a tag for “Appetizers”, or “Draft Beer”. Tags allow the POS user to select those categories and jump directly to that selection. To create a new tag:

1. Navigate to Products > Product Tags > '+'

2. Enter a name, and optionally choose a color and icon to represent this tag

3. Click on the created tag and choose '+' to search for the products you would like to associate with that tag

All POS sales need to run through a location. To populate a location with products to choose from, you need to configure which product tags will be included in that location.

1. Go to Point of Sale > Locations

2. Choose an appropriate location for your sales (or if necessary, create a new location)

3. Add the product tags that should appear in that location. Use the four grip dots to drag and drop the tags in the order that you'd like them to be sequenced on that POS location. Products can have multiple tags and be used in multiple locations. A single tag can be included in multiple POS locations.

Once you have the tags and location configured, you can create your items and associate them with your POS.

1. Navigate to Products > and choose the '+' button

2. 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).

3. Select the Product Tag that this product should be grouped in to ensure that the item is added to the POS

4. After adding a product, you can manage the option groups specific to that item. Option groups are how you can apply any modifiers that the item should have.

Correct sizing and cropping ensure products look good across the POS and online store. To achieve the best look, we recommend the following:

• Use an image with an aspect ratio between 1:1 (square) and 2:1 (wide rectangle)

• Ensure the product is centered in the frame.

Cropping options:

• Zoom to Fit: Crops the image to completely fill the display area. We recommend this option for food and beverage products to create a polished look in the POS.

• Preserve Entire Image: Always displays the full image without cropping. For best results, use a white background so it blends with the automatically generated border.

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.

• Option groups must first be created before they can be applied to one or more products. Navigate to Products > Option groups > + new option group > and create the option group and its subsequent options. You can also set parameters on if the option group is required/optional, as well as how many answers are acceptable.