Title here
Summary here
Guides For Creating Your Product List
For experienced users who need a fast reference.
Prerequisites
- Access to HQ (Head Office system)
- Manager or admin permissions
- Price lists already set up
Common Quick Tasks
| Task / Action | Quick Steps |
|---|---|
| Add tags | Tags section → Type tag name → Click to add |
| Add instruction groups | Instructions section → Edit → Tick groups → Save |
| Add product image | Image section → Choose from files → Select file → Open |
| Enable free text | Tick “Allow Free Text” box |
| Enable open price | Tick “Allow Open Price” box |
| Assign print header | Print Header dropdown → Select header |
| Edit one product | Double-click product → Make changes → Save |
| Edit multiple products | Tick boxes → Open in new tab → Edit each → Save |
How To Add a New Product
Video Coming Soon
Click Here For Workflow
1. To Create
- Open Products Page → Go to Products in navigation bar → Click Products
- Click Add Product
- Enter Name (what staff see)
- Enter Short Name (what appears on receipts)
- Enter a Reporting Quantity along with a **Unit of Measure. ** If unsure, enter in 1 and select Item (itm).
- Choose a Reporting Tag.
- Click Create
2. Add Price
- In Pricing section, click +
- Enter price
- Select price list (usually “Default”)
- Click Save
3. Add Cost (Recommended)
- In Cost section, click edit button
- Enter product cost
- Click Save
4. Add Barcodes (If Applicable)
- In Barcode section, click +
- Type or scan barcode
- Click Save
5. Save Product
Click Save at bottom right
✅ Product is now ready to sell!
Setting Up Instruction Groups
Instructions are products that attach to another product and provide extra information such as cooking, serving, or preparation directions (e.g., milk type for coffees, sauce selection for steak).
Video Coming Soon
Click Here For Workflow
1. To Create Instructions
- In HQ, go to Products → Products
- Open any product and scroll to the Instructions box
- Click the edit button (pencil icon) to open the Manage Instructions window
- Press the + button at the top of the instruction groups list
- Type a name for your new group and click Create
2. Adding Instructions to a Group
- Select the group in the Manage Instructions window
- In the group properties, click the add an item box
- Search for the product and click to add it
- Drag the double bar icon to reorder instructions
3. Setting Min/Max Levels
Setting a group minimum greater than 0 makes the Instructions window appear automatically when the product is added to a sale.
| Setting | Purpose | Example |
|---|---|---|
| Group Minimum | Minimum instructions required | Steak heat: min 1 (must choose rare/medium/well done) |
| Group Maximum | Maximum instructions allowed | Free sauce: max 1 (only 1 free sauce) |
| Instruction Default Qty | Auto-selected when window opens | Chips & salad: default 1 (most common choice) |
| Instruction Max | Max times one instruction can be added | Sandwich fillings: max 1 each, group max 3 |
Click Here For An Example
Example: Steak with Instructions
A steak needs: cooking level (1 required), 2 sides, and 1 free sauce.
Steak Heat Group: Min 1, Max 1 → options: Rare, Medium Rare, Medium, Medium Well, Well Done
Mains Sides Group: Min 0, Max 2 → options: Chips, Salad, Mash, Vegetables
Sauce Group: Min 0, Max 1 → options: Gravy, Mushroom, Pepper, Diane
Instruction Groups are shared across all products. Check if a group already exists before creating a new one.
Setting Up Product Sizes
Product sizes link multiple sizes of the same product together so you can switch between sizes with a single button press (e.g., change a small coffee to large, schooner of beer to pint).
Video Coming Soon
Click Here For Workflow
1. Create Products For Each Size
- Go to Products → Product Sizes and ensure your sizes exist (create any that don’t)
- Create a parent product (e.g., “Tooheys New Keg”) - set its Parent as itself and assign a Size Modifier
- Create products for each size (e.g., Pot, Schooner, Pint) - set their Parent as the parent product and assign appropriate Size Modifiers
- Add Preselect Product Size or Select Product Size function buttons to your keyboard