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Overview
Organising Your Products
Set up and manage products in your Paimnt system — tags, price lists, and your full product catalogue.
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What you'll need
Before you start, make sure you have:
- Access to HQ (your Paimnt back office)
- Manager permissions or higher
- A plan for your categories - think about how you want to group your products for reports (e.g., Food > Mains > Burgers, or Drinks > Beer > Local Beer)
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What you'll learn
After reading this guide, you’ll be able to:
- Add and manage tags - create product categories, edit and rearrange your tag tree structure
- Add price lists - set up different pricing levels for different sales scenarios
- Create your product list - add products, set prices, costs, and barcodes
- Use the bulk tagging tool - quickly assign tags to multiple products at once
Understanding Product Tags
Product tags are your way of organising products into categories. Think of them like folders on your computer - you can create main categories and then nest subcategories inside them to get as detailed as you need.
What product tags do
Tags help you in four key ways:
| Use | What it does | Example |
|---|---|---|
| Sorting | Keep your product list organised | Group all “Coffee” items together |
| Reporting | See sales by category | View total “Food” sales vs “Drinks” sales |
| GST/Tax | Apply correct tax rates | Mark items as “GST Free” or “GST Included” |
| Kitchen Printing | Send orders to the right station | Print “Mains” to the kitchen, “Drinks” to the bar |
How the tag tree works
Tags are organised in a tree structure with multiple levels. Here’s what that means:
Example: The Beach Cafe’s tag structure
REPORTING (Level 1)
├── Food (Level 2)
│ ├── Breakfast (Level 3)
│ │ ├── Eggs (Level 4)
│ │ └── Pancakes (Level 4)
│ └── Lunch (Level 3)
│ ├── Burgers (Level 4)
│ └── Salads (Level 4)
└── Drinks (Level 2)
├── Coffee/Tea (Level 3)
└── Soft Drinks (Level 3)📖 What this means:
- Parent tag: The tag above (e.g., “Food” is the parent of “Breakfast”)
- Child tag: The tag below (e.g., “Eggs” is a child of “Breakfast”)
- Branch: All tags below a parent (e.g., everything under “Food” is part of the Food branch)
✅ Best practice: When you assign a Print Header to a parent tag (like “DRINKS”), all child tags in that branch automatically use the same Print Header. This saves you time!
Common Questions
Q: Can I delete a tag if I don’t need it anymore?
Yes, but be careful. If products are currently using that tag, you’ll need to reassign those products to a different tag first.
Q: What’s the difference between the tag tree levels?
The level just tells you how deep in the tree the tag is. Level 1 tags have no parent, Level 2 tags have one parent, Level 3 tags have a parent and a grandparent, and so on. When you run reports, you can choose which level of detail you want to see.
Q: Do I need to use all the levels?
No! Use as many or as few levels as make sense for your business. A small cafe might only need 2-3 levels, while a large restaurant might use 4-5 levels for detailed reporting.
Q: What if I move a tag that has child tags underneath it?
No problem! When you move a parent tag, all its children move with it automatically.
Q: Can I have the same tag name in different branches?
Yes. For example, you could have “Specials” under both “Food” and “Drinks” - they’re separate tags in different branches.
Next Steps
Now that you’ve set up your product tags, you’re ready to:
- Assign tags to your products - Go to your product list and add the appropriate tags to each product
- Run reports by category - Use your new tag structure to see sales broken down by category (see Using Reports)
- Test your kitchen printing - Place a test order to make sure items print to the correct stations