Products

Create and manage the products sold in your store

Products Page

The Products Page helps you manage the items sold in your store. From organizing product categories to adding new items and customizing them with modifiers. It includes four main sections:

  • Overview

  • Category

  • Items

  • Modifier

Overview

What It Does

The Overview tab is a dashboard view, showing:

  • Total number of categories

  • Total number of product items

  • Number of items that are out of stock

  • Top-selling items

This gives you a quick insight into your product inventory and performance.

How to Use It

  1. Go to the Products page.

  2. The Overview tab is shown by default.

  3. Check:

    • Product counts

    • Inventory status

    • Sales performance

  4. Use this info to restock items or manage high-performing products.

Category

What It Does

The Category tab lets you create and manage product groupings. Each product must be assigned to a category before it can be added.

Example Categories by Industry:

  • Restaurants: Salads, Main Course, Desserts

  • Makeup Stores: Lipsticks, Foundation, Tools

  • Clothing Stores: Tops, Bottoms, Accessories

How to Create a Category

  1. Go to the Category tab.

  2. Click Add Category.

  3. Enter the category name (e.g., "T-Shirts", "Appetizers", "Face Creams").

  4. Optionally add a description.

  5. Click Create Category.

An sample of the category tab

📝 You must create at least one category before adding product items.

Items

What It Does

This tab is where you create and manage the actual products that customers will see and purchase.

You can:

  • Add new items (name, image, description, price)

  • Assign it to a category

  • Choose its components (called ingredients for the food industry)

  • Add modifiers

  • Select sales channels and branches it will be sold on

  • Set it as

  • View a list of all product items (if already added) displayed in a table format where you can view each item's:

    • Name - The name of the product

    • Channel - Where the item is available (POS, Online Store, or both)

    • Category - The category the item belongs to

    • Price - The selling price of the item

    • Quantity - The current stock count

    • Modifiers - Linked add-ons or customizations for the product

    • Ingredients - Number of ingredients for the item

    • Stock status - toggle between in stock and out of stock

    • Actions (⋮) – A menu with the following options:

      • Edit - Modify the details of a product item

      • Change to Modifier - Convert the item from a main product to a modifier

      • Duplicate Item - Create a copy of the product item with the same details

      • Add Quantity - Quickly increase the stock quantity without opening the edit form

      • Deduct Quantity - Quickly decrease the stock quantity without opening the edit form

      • Track / Untrack Quantity - Enable or disable stock tracking so you receive low-stock alerts at the set threshold

      • Deactivate - Make the item unavailable in your store without deleting it

      • Delete - Permanently remove the item from your store

An example of the Product page

How to Add a New Item

  1. Go to the Items tab.

  2. Click Add Item.

  3. Fill in the following sections:

🧾 Item Details

  • Image (optional)

  • Product name

  • Description

  • Category (must be pre-created)

  • Price

🧪 Components (called ingredients for the food industry)

Use this to specify the parts or materials that make up the product. The search bar will reveal a dropdown showing the items that already exist in your inventory (Inventory items must be added beforehand.)

Examples:

  • Food: Lettuce, Cheese

  • Makeup: Shea Butter, Pigment

  • Clothing: Cotton, Zipper

🛒 Sales Channels & Branches

Choose where the product will be visible:

  • Sales Channel:

    • All Channels

    • POS Only

    • Sub-website Only

  • Branch Visibility:

    • All Branches

    • This Branch

✨ Modifiers (Optional)

Add customization options for your product.

Example:

  • Size: Small, Medium, Large

  • Colour: Red, Blue, Pink

  • Add-ons: Extra cheese, Gift wrapping

You can:

  • Choose between Type and Add-on modifiers

  • Set selection rules (e.g., "At most 2 options")

  • Assign prices to each modifier option

⚠️ Important: Modifiers created here will not automatically be linked to the item you're currently adding. Instead, they will be saved in the Modifiers tab, and you will need to manually assign them to the product after it has been created.

Modifier

What It Does

The Modifier tab lets you create product customization options that customers can select when purchasing items.

Modifiers fall under two types:

  • Type – required alternatives (e.g., Size: S, M, L)

  • Add-on – optional extras (e.g., Add fries, Add brush)

How to Add a Modifier

  1. Go to the Modifier tab.

  2. Click Add Modifier.

  3. Enter:

    • Image (optional)

    • Modifier Name

    • Price

    • Select inventory items as modifier components

  4. Click Save.

An example of the modifier

You can now use this modifier when creating or editing a product.

🔔 Note: Modifiers must be created first before they can be attached to any product items. Creating modifiers in advance allows you to easily reuse them across multiple products.

🧩 Bulk Actions

Bulk actions allow you to perform tasks on multiple items at once, helping you save time and manage your operations more efficiently.

When you select two or more items on the Inventory page, an action bar will appear at the bottom of the screen. This bar has a black background and displays:

  • The number of items selected

  • The following bulk actions:

    • In Stock – Mark selected products as in stock.

    • Out of Stock – Mark selected products as out of stock.

    • Bulk Activate – Mark selected products as active.

    • Bulk Deactivate – Mark selected products as inactive.

PreviousInventory PageNextOrders

Last updated