Add product, category and department

This article contains information regarding our EPOS system - iZettle Pro

Departments
Categories
Products
Option Groups
Portions

To make sure your staff can find all your products with ease, you might find it helpful to categorise them in the iZettle Pro system. We provide three levels of hierarchy: starting with ‘Departments’, then ‘Categories’ and finally the discrete ‘Products’ themselves.

Departments

‘Departments’ are the highest level and are used purely to group ‘Categories’ for reporting. They do not show as a button on the iPad, but are helpful when you need to compare how your business is running as a whole. Example ‘Departments’ might include titles such as ‘Men’s Clothing’ or ‘Hot Drinks’.

To set up a ‘Department’, log into the backoffice web portal and press ‘Products’. You’ll see the option appear on the menu below.

Press ‘Create Department’ on the top right of the screen. You can type the name, select a colour and press ‘Save’ to add it to your list.

You can edit or delete your ‘Departments’ at any time.

Categories

Now you can add ‘Categories’ for your products. These are the buttons that will appear along the bottom of the till screen of the iPad. You use them for grouping similar products together, so employees can quickly find the items they need. Examples include ‘Starters’, ‘Desserts’, ‘Dresses’, ‘Shorts’ and so on.

Select ‘Products’ from the left hand menu as before, and you’ll see ‘Categories’ directly beneath the ‘Departments’ option.

Press ‘Create Category’ to begin. You’ll see the following screen, which has a little more complexity than the previous ‘Create Department’ option:

Change the name of the ‘Category’ and select a button colour. You can also assign multiple categories to the same department and set whereabouts you’d like the station and kitchen receipts for products in this category to print. (For example: you may like to have the ‘Main Courses’ receipts print in the ‘Kitchen’ so your staff can act on each other as it arrives.) Once you’ve completed your edits, remember to press ‘Create’.

The order in which the ‘Categories’ appear on this screen is also the order they will print on receipts. So to change that order, press and drag the small icon on the right of the individual category to move it up and down.

Products

Finally, you’ll need to be able to add products. These are the individual items that you will sell - for example a small latte or a specific type of shirt. To add a ‘Product’, enter the ‘Products’ menu and select it again from the drop down menu. Press ‘Add product’ to begin the process.

Here you can set the ‘Product’ name, button colour that the product will appear on screen with and the ‘Category’ it is assigned to. It may also be helpful to enter a brief description of the product, which we intend to incorporate as part of a future update to the application. If the item has a barcode, you can enter this into the ‘SKU’ field. You may toggle ‘Promotions’ for this item by changing the setting on the ‘Allow Promotions’ option. This can be helpful to shift seasonal products or ensure certain items cannot be part of a larger price drop.

If you need to disable the item for a length of time - for example, an iced drink in the winter time - simply change the ‘Is Product Active?’ value to ‘No’. You can always toggle this back on when you want to sell the item again. You can also change the ‘Volume’ of the product, for items sold by weight rather than a fixed price - or select ‘Open Pricing’ to ensure the price can fluctuate. Make sure you turn this feature on from the ‘Price and Tax’ section, where you can also set the ‘Cost Price’ and the ‘Product Price’ inclusive of VAT. You can set the ‘Tax Rate’ of the product, the ‘Take Out Price’ and ‘Tax’ below (if appropriate). Finally, you can set a ‘Loyalty Scheme’ option related to certain products, complete with point accumulation in the redemption section.

For certain items, you can create something we call ‘Option Groups’. An example ‘Option Group’ could be a set of cooking instructions for a steak. There are a series of steps you can create to provide these options and then apply them to multiple products - for example if you serve different types of steak at your establishment.

First you must add the variety of options you need, and then you can group them under one title. To add the options, select ‘Products’ from the menu on the side and navigate to the ‘Instructions’ tab. From here you can select the ‘Create Instruction’ option, bringing up the following screen:

Add an instruction - such as ‘Well Done’ or ‘Rare’ and pick a colour for it. Press save. Then navigate back to your products and link the ‘Product’ with the instructions you have added.

Option Groups

Next, it is time to group these options. Select the ‘Options Group’ tab and press ‘Create New Group’. Give it a name - such as ‘Steak Cooking Options’. Autocomplete will allow you to add all the associated items underneath. There is also a feature to add associated products alongside these options - like a steak sauce, for example. Press ‘Add Products’ and search for the relevant item and the amount you wish to charge.

Now this 'Option Group' has been created, you can easily apply it to other 'Products' selecting ‘Use Existing Group'.

Portions 

How to add portions:

 

Need more help?

If you can't find what you're looking for, please get in touch.

Call us: 0800 404 5805
E-mail us: help.pro@izettle.com