Products

Where: Catalog > Products
Who can use it: Permission products.view or manage products. Also available on SureScreen-only plans.
Open this page in SureTill

Products is the master list of everything you sell. Each product has a category, a price, an optional photo, optional variations (sizes), and optional modifier groups. The POS, the QR menu, the storefront and the menu boards all read from this list.

The list shows the products of the branch selected in the header. A new product belongs to the branch that is selected when you save it. The product is then switched on for every active branch.

The list

• Search box: type a name, a SKU or a barcode. The search is done by the server, so a scanned barcode finds the product.
• List and Grid buttons: switch between a table and photo cards. List is the default.
• Stock badge: In Stock when the number is above 10, Low from 1 to 10, Out when it is 0.
• Click a row (or its edit button) to open the editor. The three-dot button on a row has Duplicate and Activate or Deactivate.
• Rows per page: 25, 50, 100 or 200. The default is 50. Use the page buttons at the bottom to move between pages.
• The three-dot button at the top has Bulk update, Import CSV and Export.

Step by step: add a product

Add: the window that opens.

1. Select the branch in the header, then open Catalog > Products.
2. Click Add. The full-page editor opens.
3. Type the Product Title and pick a Category on the right. Both are required. Nothing is saved without them.
4. Type the Base Price. Add a Cost Price if you want margin reports to be correct.
5. Click the photo box to add a picture (JPEG, PNG or GIF, up to 2 MB).
6. Choose the Status, tick any Visibility switches, and tick the modifier groups that apply to this item.
7. Click Commit Changes. The editor closes and the list refreshes.

Step by step: edit, duplicate, switch off or delete

1. Click the product row. Change what you need and click Commit Changes. Click Discard to leave without saving.
2. To copy a product, open the three-dot menu on the row and choose Duplicate. The copy is named with (Copy) at the end, keeps the variations, and has no barcode.
3. To hide a product without deleting it, choose Deactivate in the same menu. Choose Activate to bring it back.
4. To delete, click the red bin on the row and confirm. The product is removed from the catalog. Past orders keep their history.

Tip

When you change the Base Price of a product, any per-branch price that was already set for that product is changed to the same number. This keeps the branches in step with the price you typed.

Variations (sizes and portions)

Use variations for Small, Medium and Large, or Half and Full. Each variation has its own name and price.

1. In the Product Variations box, click Add Variant.
2. Type the Variant Name and its Price. New rows start with the product price.
3. Optional: type a Portion size in the product unit. This is used by recipes to deduct the right amount of ingredients (a half portion takes half).
4. Click the bin on a row to remove a variation. It is deleted when you click Commit Changes.
5. Click Commit Changes. Rows without a name are ignored.

Selling by weight

The Weight & Pricing Mode box controls how the POS prices the item.

• Fixed Unit Price: the normal mode. The Base Price is charged per item.
• Weight-Based: the POS multiplies the weight by Price per unit. Set Base Unit and Price per unit. Min Weight and Max Weight limit what the cashier can sell.
• Open Amount: the cashier enters the amount at the till.

The Base Unit list offers Kilogram, Gram, Liter and Milliliter, the units the server accepts for weight pricing.

Barcodes and SKU

1. Type or scan the Barcode. The camera button scans with the device camera. A USB scanner also types into the field.
2. Pick the Barcode Type (EAN-13 is the default). A preview of the barcode appears under the fields.
3. On a saved product, click the small barcode button to let the system generate a barcode for you.

Tip

SKU and Barcode must be unique. If another product already uses the same value, the save is refused.

Bulk update

1. Open the three-dot menu at the top and choose Bulk update.
2. Pick the Action: Activate, Deactivate, Delete or Update Price. For Update Price, type the New Price.
3. Tick the products in the list. The list shows the products currently loaded on your page, filtered by your search.
4. Click Apply Changes.

Careful

Delete in Bulk update removes every ticked product. Update Price sets the base price and also changes any price that was already set for a single branch, the same as editing one product.

Import products from CSV

1. Open the three-dot menu and choose Import CSV. Pick a .csv or .txt file (up to 10 MB).
2. An Upload CSV button appears at the top. Click it to start the import.
3. If some rows fail, a message tells you how many were imported and how many had errors. On a clean import the list simply refreshes.

The first row is the header. Columns are found by their header names, so the file you get from Export can be imported again. These headers are read (capital letters do not matter): SKU, Barcode, Name, Category, Price, Cost, Status, Track Stock and Stock Qty. Other columns are ignored.

If the header row has no Name column, the old fixed order is used instead:

Column	Content
Column A	Ignored (the exported file keeps the product ID here).
Column B	SKU.
Column C	Barcode.
Column D	Product name.
Column E	Category name. If no category has this name, a new one is created.
Column F	Price.
Column G	Cost price.
Column H	Status text (for example active).
Column I	Track stock: Yes or No.
Column J	Stock quantity (whole number).

A row whose SKU (or, if there is no SKU match, whose barcode) already exists updates that product. Any other row creates a new product and switches it on for every active branch.

Tip

Imported products and any new categories belong to the branch you are working in, so they show in that branch list straight away.

Export

Choose Export in the three-dot menu. A file named products-export-DATE.csv is saved. Columns: ID, SKU, Barcode, Name, Description, Category, Price, Cost, Compare Price, Tax Rate, Status, Type, Unit, Weight, Track Stock, Stock Qty, Low Stock Threshold, Variations, Addon Groups, Tags, Allergens, Created At.

Tax

The product editor has no tax field. Tax rates are managed at Finance > Tax Rates.

Every setting explained

Setting	What it does
Product Title	The name shown on the POS, QR menu and receipts. Required, up to 255 characters.
Short Description	One line shown under the name on customer menus. Up to 500 characters.
Full Description	Longer text: ingredients, preparation, allergens.
Photo	JPEG, PNG or GIF, up to 2 MB. Remove clears it.
Base Price	The selling price. Must be 0 or more.
Cost Price	What the item costs you. Used for margin.
Prep Time (mins)	Expected preparation time in minutes.
Course Type	Starter, Appetizer, Main Course, Side, Dessert, Beverage or Other. Marks which course the dish belongs to.
Product Type	Prepared, Packaged, Weighted or Service. The default is Prepared. Packaging fields appear when you pick Packaged.
Unit	Piece, Kilogram, Gram, Pound, Ounce, Liter, Milliliter, Dozen, Pack, Box, Carton, Bottle, Can, Serving or Slice. Also sets the unit of variation portions.
SKU	Your own stock code. Unique, up to 100 characters.
Barcode Type	EAN-13, EAN-8, Code 128, Code 39, UPC-A, UPC-E or QR Code.
Barcode	The code printed on the pack or the shelf label. Unique.
Brand	Brand name, up to 150 characters.
Weight	Weight of one unit, up to three decimals.
Expiry Date	Date the product expires.
Shelf Life (days)	How many days the product lasts.
Packaging, Pieces/Pack, Pack Price	For packaged products: Single, Pack, Box, Carton, Case, Bundle or Tray; how many pieces in a pack; and the price of the pack.
Pricing Mode	Fixed Unit Price, Weight-Based or Open Amount. See Selling by weight.
Base Unit	The unit for weight pricing. Use kg, g, liter or ml.
Price per unit	Price of one base unit, for example per kg.
Scale Barcode Prefix	Two digits that identify labels printed by a price-embedded scale, so the POS can read the weight from the scanned code.
Min Weight, Max Weight	Shown for Weight-Based and Open Amount. The smallest and largest amount a cashier can sell.
Allow Manual Price Override	Lets the cashier type a different price for this item.
Product Variations	Name, price, portion size and unit for each size. See Variations.
Category	Where the product sits in the menu. Required.
Status	Active: sold everywhere. Out of Stock: kept in the catalog but not offered on the POS. Archived: switched off.
Popular, Featured, New	Switches. Popular shows the item in a Popular section, Featured highlights it on the homepage, New marks it as a new arrival.
Track Stock	Switch on to keep a stock number for this product. Shows Current Stock, Low Stock Alert (default 5) and Reorder Qty.
Tags	Quick tags Bestseller, Halal and Spicy, plus + New Tag for your own. Tags can be used in the product form and on menus.
Modifiers	Tick the modifier groups that open when this item is added to an order. The numbers show the minimum and maximum choices.

Careful

Track Stock creates a stock item for every active branch. The first time, the product stock number becomes the opening entry in the stock history. After that, the stock items are changed only when you edit the product stock number, and the change is written to the stock history like any other adjustment. If you use recipes and the Stock Levels screen to manage your real stock, keep this switch off on dishes and manage the quantity on Stock Levels instead.

Related articles

• Categories and kitchen stations
• Modifiers
• Recipes and stock deduction
• Stock Levels (inventory)
• Price Tags