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Creating products, categories and departments with iZettle Food & Drink

Food & Drink app

This article contains information about the new iZettle Food & Drink app. If you are looking for information about iZettle Pro for Hospitality click here.

This article explains how to add, edit and delete products using the iZettle Food & Drink Backoffice. It shows how to set up a new product and add optional details, such as portions. It also explains the product and category hierarchy.

About products and categories

To make it quick and easy for your staff to find products on the POS app, you can group products into categories. 

  1. Categories. Categories are used to group similar products together so it’s quick and easy to find products in the POS; for example, “Sweet Pastries” or “Savoury Pastries”. By default, categories appear as buttons along the bottom of the POS screen. 
  2. Products. These are the individual items you sell; for example, “Croissant”. Each product must be associated with a category (for example, the product Croissant is associated with the category Sweet Pastries.

Design your product tree using meaningful category names. This not only helps staff using the POS, but it’ll help you generate useful reports from Backoffice. The following shows an example of a typical product tree for a café. 

Creating categories

To create a category:

  • Log into the Backoffice.
  • Select Products from the left-hand menu and then select Categories. The Categories screen appears showing a list of current categories:
  • Click Create Category. The CreateCategory dialog box appears.
  • In POS display name, enter a name for the new category.
  • Optionally, change the name that will appear on the kitchen and customer receipts. 
  • Choose a department or create a new department.
  • In Receipt printing set-up, choose where receipts will print.
  • Choose a button colour.
  • Click Save.

Tip! You can edit or delete a category from the Categories screen.

Displaying your products

  1. Log into Backoffice.
  2. Choose Products > Product library. The Product library screen appears showing a list of all your products. All active products are available for sale on the POS.

Adding a new product

At minimum, to set up a product, you need to specify the following:

  • Product name, as it will appear on the POS
  • Button colour
  • Price
  • Tax rate
  • Category

You can also add optional information about the product, such as the name that appears on the kitchen receipt or available portion sizes. 

To add a product:

  1. Log into Backoffice.
  2. Choose Products > Product library. The Product library screen appears showing a list of all your products. 
  3. Click Create product. The Create product screen appears. 

Product name and button colour

  1. In POS display name, enter the name as it will appear on the POS.
  2. Optionally, in Customer receipt name, change the name that will appear on the customer’s receipt.
  3. Optionally, in Kitchen receipt name, change the name that will appear on the kitchen receipt.
  4. In Button colour, select a button colour for the product. 

Product pricing and tax

You can set a fixed price for the product or allow the price to fluctuate. You can also specify the cost price, which is useful when you later want to calculate your profit.

  1. Optionally, to allow the price of the product to fluctuate, select Open pricing. This is useful, for example, to allow staff to discount products such as ex-display stock. When enabled, staff are prompted to input the price and a reason for the change on the POS. 
  2. Specify a fixed price for the product in Price. Specify the tax rate that applies to the product in Tax rate charged on this product
  3. Optionally, specify the take-out price of the product in Take out price andthe tax rate that applies in Take out tax rate charged on this product
  4. Optionally, specify the cost price of the product in Cost price
  5. Optionally, If the product has a barcode, enter the barcode number in SKU. This enables staff to scan the product quickly using a barcode reader. 

Product category

Categories group similar products together making it easier to find them on the POS. 

  1. Optionally, in Category, assign the product to an existing category or create a new category for the product:
    • To assign the product to an existing category, select a category from the drop-down list.
    • To create a new category for the product, click Or create a new category. The Create category dialog box appears. See Creating categories for more information.

Product availability

  1. By default, the product is available for sale in the POS. To mark a product as unavailable (for example, if you’ve run out of it or it’s seasonal), disable Active product. When you make a product unavailable, any portions or variants associated with it also become unavailable. 

Portions

Optionally, use portions to modify the size and price of a product. For example, for a “Cappuccino”, you can specify small, medium and large and vary the price of each portion accordingly. 

  1. Click Add Portion to select an existing portion size for the product. In Portion, select the portion size and, optionally, specify the price, take out price, and cost price of this portion.
  2.  To create a new portion, click Or create a new portion. The Create portion dialog box appears. 
    • Specify the name of the portion in POS display name; for example, “extra large”.
    • Optionally, specify the name that will appear on the kitchen receipt and the customer’s receipt.
    • Choose a button colour.
    • Click Save
  3. To save your changes, click Save

Managing your products

This section explains how to update existing products in Backoffice. You can perform quick, inline edits on products within the Product library or use the Edit Products screen to update other product details.

To edit products:

  1. Log into Backoffice.
  2. Choose Products > Product library. Your product list appears.

Quick, inline editing

You can update the product information listed in the Product library inline. Use this method to update the product name, button colour, category and price. To do this:

  • Hover over a product to display the green pencil symbol. For example, to update a product name:
  • Click and apply your changes.
  • Save your changes by pressing Enter or by clicking elsewhere on the screen.

Deleting, activating and deactivating products

Select a product from the Product library to delete, activate or deactivate it on the POS. You can select multiple products at once to perform a bulk action. Use the Delete product(s), Make active, and Make inactive buttons displayed above the product list.

For example:

Note: Only inactive products can be deleted. 

Updating an existing product

Use this method to navigate to the Edit Products screen to update product details that cannot be updated inline using the method above. 

  1. From the list in the product library, select the product that you want to update and click Edit against it. The Edit Products screen appears. 
  2. Edit the product details. For more information, see Adding a new product.
  3. Click Save to save your changes.

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