Product Management on Dashboard & POS
Managing and Creating Products Using Dashboard and Point-of-Sale System
Introduction:
In this guide, we'll walk you through the seamless process of managing and creating products using both the dashboard and point-of-sale (POS) system. Whether you're adding a new product or modifying existing ones, this comprehensive article will help you navigate the steps with ease.
Table of Contents:
How to Add or Create a New Product on the eatOS Dashboard
How to create products at your Point of Sale
Editing and Deleting Products
POS Menu Illustration
How to Add or Create a New Product
Using the Dashboard:
Select Products from the menu management section.
Click on the + New Products button.
Fill in the required information and click Save.
Variants
You can also add multiple products by importing the menu items created using the menu Excel template.
a. To add products in bulk, tap the 3-dot icon next to the New Product button.
b. Import the file from your saved location and tap the Upload button.
c. If managing multiple locations, select the applicable location to apply the menu.
d. Tap Done to save the menu.
This article will guide you through the process of creating products and incorporating them into your point of sale. Written in an easy-to-follow manner.
Get creative and create products with ease! Using our point of sale, you can make something unique and exciting. Unleash your potential and start creating today!
Using the Point-of-Sale (POS) System:
From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):
Tap on Menu Management
On the left-hand navbar tap on Products
Tap on Add
Enter the required information:
a. Product Name
b. Menu Name - the name of the product that will appear on the menu.
c. Assigned Printers - Select printer for product routing (if applicable)
d. Printer Name - the name of the product that will appear on the printer.
e. Categories - Select the applicable subcategories – the product will be applied to the selected subcategory.
f. Modifier Groups - Select the applicable modifier group (modifiers or addons) the product will be applied to the selected modifier group.
g. Product Description - Enter a short description of the product. Max of 1000 characters
h. Add to menu - If enabled, the product will be added to the menu.
i. 86 this product
j. Inventory Tracking - If enabled, it will allow you to manage your daily product count.
k. Negative Inventory - Enable if you want to allow the product to mark as out of stock.
l. Variant Name
m. SKU - Number code to track the product price.
n. Price - Product/variant amount
o. Timed Price - Configure if applicable.
p. Ingredients - Select the applicable default/removable ingredients.
q. Taxes - Select the applicable taxes.
r. Discounts - Select applicable discount to add at the product level.
Tap Save once completed
Editing and Deleting Products:
From Menu Management, navigate to the Products sub-tab.
Select a product from the list.
Edit: Modify product details and click Save.
Delete: Scroll down and tap on Archive to archive the product.
Changes will automatically save
POS Menu Illustration:
View the illustration below to see how your products will be positioned in your point-of-sale after configuring your POS product settings.
Introduction:
In this guide, we'll walk you through the seamless process of managing and creating products using both the dashboard and point-of-sale (POS) system. Whether you're adding a new product or modifying existing ones, this comprehensive article will help you navigate the steps with ease.
Table of Contents:
How to Add or Create a New Product on the eatOS Dashboard
How to create products at your Point of Sale
Editing and Deleting Products
POS Menu Illustration
How to Add or Create a New Product
Using the Dashboard:
Select Products from the menu management section.
Click on the + New Products button.
Fill in the required information and click Save.
| FIELD | ACTION |
|---|---|
| Product Image | Add a product image |
| Product Color | Select a product color |
| Menu name* | Enter the menu name where the products will be assigned |
| Display name | Enter the product name that you want to display on the menu, you can name the same as the product name based on how you want to reflect |
| Printer name | Enter a product name that will be shown on the printers/kitchen printers. It can be the same as the product name or can create a custom product name |
| Assigned printer | Select a printer / assign a printer where you want the product to be routed |
| Category | Select the sub-category where the product will be assigned |
| Product Description | Enter a product description to be displayed on all platforms |
| Active | The active button will set the product to be active at the point of sale. You can toggle it off to hide the product |
| 86 this product? | If 86 this product is enabled, it will make the product temporarily unavailable to the point of sale |
| Product Variation | The product variation will enable inventory tracking and enable you to add variant details |
| Ingredients | Select the ingredients assigned to the product |
| Modifiers | Select the modifier group and modifiers associated with the products |
Variants
| Varian Name | SKU* | Inventory* | Threshold* | Price* |
|---|---|---|---|---|
| Enter a variant name that describes the product selection | Enter a numeric code associated with the variant name | Set a number for the product inventory | Set a number for the product inventory threshold | Enter the product price |
You can also add multiple products by importing the menu items created using the menu Excel template.
a. To add products in bulk, tap the 3-dot icon next to the New Product button.
b. Import the file from your saved location and tap the Upload button.
c. If managing multiple locations, select the applicable location to apply the menu.
d. Tap Done to save the menu.
How to create products at your Point of Sale
This article will guide you through the process of creating products and incorporating them into your point of sale. Written in an easy-to-follow manner.
Get creative and create products with ease! Using our point of sale, you can make something unique and exciting. Unleash your potential and start creating today!
Using the Point-of-Sale (POS) System:
From your new order screen tap the drop-down arrow (a) or slide the setting bar down (b):
Tap on Menu Management
On the left-hand navbar tap on Products
Tap on Add
Enter the required information:
a. Product Name
b. Menu Name - the name of the product that will appear on the menu.
c. Assigned Printers - Select printer for product routing (if applicable)
d. Printer Name - the name of the product that will appear on the printer.
e. Categories - Select the applicable subcategories – the product will be applied to the selected subcategory.
f. Modifier Groups - Select the applicable modifier group (modifiers or addons) the product will be applied to the selected modifier group.
g. Product Description - Enter a short description of the product. Max of 1000 characters
h. Add to menu - If enabled, the product will be added to the menu.
i. 86 this product
j. Inventory Tracking - If enabled, it will allow you to manage your daily product count.
k. Negative Inventory - Enable if you want to allow the product to mark as out of stock.
l. Variant Name
m. SKU - Number code to track the product price.
n. Price - Product/variant amount
o. Timed Price - Configure if applicable.
p. Ingredients - Select the applicable default/removable ingredients.
q. Taxes - Select the applicable taxes.
r. Discounts - Select applicable discount to add at the product level.
Tap Save once completed
Editing and Deleting Products:
From Menu Management, navigate to the Products sub-tab.
Select a product from the list.
Edit: Modify product details and click Save.
Delete: Scroll down and tap on Archive to archive the product.
Changes will automatically save
POS Menu Illustration:
View the illustration below to see how your products will be positioned in your point-of-sale after configuring your POS product settings.
Updated on: 11/22/2023
Thank you!