How the catalog fits together
Your catalog is the list of everything you sell, plus the records that describe it. It lives under Stock → Catalog.
The pieces
Section titled “The pieces”| Record | Compulsory? | Page |
|---|---|---|
| Product | The thing itself | The product record |
| Category | Yes — every product needs one | Categories, brands and makers |
| Unit of measure | Yes — every product needs one | Units and packs |
| Brand, manufacturer | Optional | Categories, brands and makers |
| Variants | Optional | Variants |
| Price | Optional, but nothing sells for anything without one | Prices |
| Location listing | Yes, to sell it anywhere | Selling a product at a branch |
| Kit recipe | Only for bundles | Kits and assemblies |
The order to do things in
Section titled “The order to do things in”- Set up your categories and units of measure first. You cannot save a product without one of each.
- Create the product.
- Give it a price.
- List it at the branches that sell it.
Two flags that decide behaviour
Section titled “Two flags that decide behaviour”Most of what a product does comes down to two Yes/No switches on its record, not to the product type you pick:
- Track Inventory — No means it never deducts stock. This, not choosing “Service” as the type, is what makes something a non-stock item.
- Combo Product — marks it as a bundle. Combined with Track Inventory it decides whether selling the bundle deducts its parts or its own stock. See Kits and assemblies.
What plan you need
Section titled “What plan you need”Everything below is on top of the catalog.product permission.
| Plan | |
|---|---|
| Products, categories, units of measure, attributes | All plans |
| Nested categories, product photos, kits and bundles, brands | Growth |
| Manufacturers, unit conversions | Professional |
| Kit definitions and assemblies | Enterprise |
Several limits also scale with your plan rather than being on or off: how many variants and attributes a product can have, how many price breaks a price can carry, and how much media you can upload. On the entry plan, variants are not available at all.
Menu items that are not what they look like
Section titled “Menu items that are not what they look like”- Label Templates, Label Print Batches and Product Translations are now real screens — see labels and translations. Note that a print job does not print anything.
- Product Image Capture is now real — see labels and translations.
- Pack Groups is not a screen. It shows a note pointing at a product’s “Packaging tab”, which does not exist — pack sizes live on the Pricing tab. See units and packs.