Getting started with products & categories

One of the first things you will need to do on your EPOS is set up the products that you want to sell. It is very straight forward to add products with just enough information to sell them on your EPOS, but adding a small amount of additional information, such as cost price, will give you much more out of your system.

This article gives an overview of adding products & categories to your system and links to the relevant articles so you know where to start.

Categories, products & product templates

By default, your system will be set up with a set of categories that you are likely to need for your business. You can delete categories  you don't need and add new categories.

Your system will also include a set of product templates linked to the relevant categories. A product template makes it quick & easy to add products with the correct set up by pre-populating various information, such as the measures you sell it in, and the sizes you order it in. 

You will know if a category has a product template linked to it, as the button to add a new product will include the name of the type of product you are adding e.g. Add wine by the glass instead of the default Add Product button.

The default product templates that you may have on your system (depending on your type of business) are: 

Adding products very quick and simple and ensures all of your products have the correct set up, even if someone has to add one quickly on the fly.

You don't need to have product templates linked to all of your categories and if the set up of each product in a category is different (e.g. ingredients), or the products in a category are very simple, you may decide not use a product template.

When you are happy with your product templates you can begin adding your products, see:

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