Products & Categories

Overview

Products are the items you sell. You need products before you can ring up a sale — and several loyalty features (stamp cards, discounts, vouchers) target specific products or categories, so it's worth setting them up tidily.

Products are grouped into categories, and optionally labelled with product types.

Default setup

Bean & Brew example: a Coffee category with a Latte product.

1. Create a category

1. In the sidebar open Products → Product Categories, then click Create.
2. Set the Name (Coffee), an Order number, and optionally a colour and image.
3. Save.

2. Create a product

1. Open Products → Products, then click Create.
2. In Basic info: add an image, the Name (Latte), the Category (Coffee), and a Code.
3. In Pricing: set the price, and leave Loyalty Ratio on Default Ratio.
4. Save, and repeat for your other products.

Product Categories

A category groups related products. Key fields:

Field	What it does
Name	The category name.
Order	Its position in lists (must be unique).
Color / Image	Visual styling.
Outlets	Which outlets show the category.
Visible on	Which channels show it — Kiosk, POS, Customer, and delivery platforms.
Operation time list	Days and times the category is available.
Container discount	An optional category-wide discount.

Product fields

The product form is large. Its main sections are:

Section	What it covers
Basic info	Image, name, short name, brand, description, category, code/barcode, outlets, and which channels the product is visible on.
Pricing	Prices per service type (dine-in / takeout / delivery), open price, and the loyalty settings below.
Inventory	Stock tracking.
Cover images	Extra product images.
Modifiers	Add-ons and options (e.g. milk choice, extra shot).
Variants	Variations such as size or flavour, each with its own price and stock.
Combo	Bundle several products into one combo item.
Availability / Time slots	When and where the product can be sold.

The loyalty connection

These product fields decide how a product behaves with your loyalty features:

Field	What it does
Loyalty Ratio	Default Ratio = earns at the loyalty program rate. No Loyalty = earns no points. Custom Ratio = earns at a special rate just for this product.
Exclude from discount	The product is never discounted, even by an active discount.
Only buy with voucher	The product can only be obtained via a voucher.
Only buy with member	Only members can buy the product.

Per-product earn rates

Use Custom Ratio to make a high-margin item earn points faster, or No Loyalty on items you don't want to reward (e.g. gift cards).

Product Types

A product type is a simple label for classifying products. Open Products → Product Types to create them — the form has just a Name field.

Related

• Inventory — track stock for the products you create here.
• Menus — group products into menus for the POS and online ordering.
• Loyalty Points — products can earn at a custom rate.
• Stamp Cards, Discounts, Vouchers — these target products and categories.
• Getting Started — adding your first products.