Creating a Product
Add a sellable item to your catalog from the Products list. Products and services share one list. A service is a product with This is a service turned on.
Before you start
- The Products · Modify permission.
- Your categories and modifiers, if you want to attach them. Build them first.
Steps
1
Go to Products
Open the sidebar menu and choose Products (under Catalog).
2
Tap New Product
Tap New Product. It shows only to people who may change products.
3
Fill in the details
The form is split into tabs. Work through them left to right: General (name, SKU, barcode, categories, Sell on, and the switches for This is a service and Is Bundle), Attribute (weight and preparation time, or duration for a service), Stock (turn on Track stock; a bundle shows Bundle Items instead), then Modifiers, Media, Pricing, and Tax. Only Name, Price, and Tax Class are required. See the Product Overview for every field and when it appears.
4
Save
Tap Save. The item appears in your Products list, and on the POS register when it is enabled and available.
What happens next
- The register, the cached product list, and your public menu are refreshed, so every device shows the new item. Other devices are told only on plans with live sync.
- A new item gets a public link built from its name. Renaming it later never changes the link.
- Creating a service? Use the same flow: turn on This is a service and set duration on the Attribute tab. See Creating a Service. Selling a combo? Turn on Is Bundle. See Bundles.
Edge cases
- The plan limits how many items you can hold. Free Trial 500, Basic 150, Starter 500, Lite 1,000, Standard 3,000, Premium no limit. Products and services count together. At the limit, saving is refused, and a spreadsheet import follows the same limit: a file whose new rows would go past it is refused whole.
- Name and price are required. A service needs a duration, a bundle needs its items, and tracked stock needs a quantity. A tab with a problem is marked with a dot.
- SKU and barcode are unique among live items in the store, even for two saves at the same moment: the second gets the same answer. A deleted item frees its SKU and barcode.
- Sell on decides where the item is sold: Register, Online store, or both (the default). Pick only Register for staff meals or supplies you do not want on your online menu. Pick only Online store for items you sell online alone, such as pre-order cakes: they leave the register's item list but still load when staff complete the customer's online order. Table QR ordering counts as the online store. At least one must stay on. To take an item out everywhere, turn Enabled off. A note under it tells you when the item will not show online yet.
- Sale price. A special price must be above 0 and applies only between its dates. Each date is checked on its own, so a sale with no start date still ends on its end date.
- Loyalty points on the Pricing tab says whether the item earns points: Use program default (the default), Eligible, or Not eligible. It shows only when your store runs a loyalty program. See Choose Which Items Earn Points.
- A bundle may hold only simple items from this store.
- A category or modifier that no longer exists is refused.
- An item in a category not shown online is hidden online too, unless it is also in a shown category.
- Managed by your organization. When a product comes from an organization master catalog, Name and Description are read-only ("Name and description are managed by your organization's master catalog. Unlink the product to edit them here."), and the price follows the master unless Custom price for this branch is on. This applies only while the Organization add-on is active. See Catalog Sync.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Basic plan | Up to 150 items. Tax rules and serving schedules are not available. |
| Starter and up | Higher item limits, Tax, and Serving schedules. |
| Loyalty add-on | Adds Loyalty points on the Pricing tab. |
| Advanced Inventory add-on | Adds stock per location. Built-in stock works on every plan. See Stock Overview. |
| Staff Operations add-on | With commissions on, adds Commission override on the Pricing tab. |
| NFC add-on | An existing product shows Write to tag. |
Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| Saving says the plan limit is reached | You are at your plan's item limit | Remove items you no longer sell or upgrade the plan. |
| SKU or barcode already exists | Another live item uses it | Change it, or delete the old item first. |