Create New Product
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To create a new product:
From the upper-right of the Product List, select New Product.
In the Formal Name field, type the product name.
In the ID field, type the product ID.
From the Item Type dropdown, select the item type.
Use Product for most food-related items.
Select the dropdown for additional options.
For more information, see XDM - Product List - Item Types.
In the Alternate Name field, type an alternate name to identify the product in reports and on customer-facing displays.
From the Reporting section, assign the product to major and minor reporting categories, which determine how the product is grouped on reports.
From the Major Category dropdown, select the major reporting category.
Select New Major Category to add a new category.
From the Minor Category dropdown, select the minor reporting category.
Select New Minor Category to add a new category.
From the Product Tags section, select the Tags field to assign tags to the product.
From the Taxation section, select a product tax group. The tax rates included in the selected group will be associated with the product.
Multi-site users: To the right of the field, select the globe icon to define values for each site.
From the Additional Information section, provide optional information to identify the product.
In the Item Description field, type a detailed description of the product.
In the Short Description field, type a short description.
From the Alternate PLUs section, assign PLUs to the product.
From the Accounting section, select the revenue general ledger account.
From the upper-right of the screen, select Save.
Detailed Instructions
To view detailed instructions about a particular page of the Product List editor, select the applicable link from the table below.
Page | Description |
|---|---|
Specify the cost of the product or its cost calculation method. | |
Define general settings about a product including: naming, tags, reporting categories, and tax group. | |
Define ordering options for a product, including:
| |
Specify if the product is allowed to be returned to the site for a refund and/or exchanged for another product. | |
Define product settings related to Suite Catering. | |
View details about linked recipes managed with 抖阴Venues Inventory (XVI). | |
Define the allergen content of the product. | |
Configure the appearance of the button that represents the product on POS menus, including:
| |
Define availability settings for the product by site and order source. | |
Configure product build settings including bundle components and modifier collections. | |
Define kitchen settings for a product, including:
| |
Add nutrition information about a product. | |
| |
Define product settings for voice ordering. | |
Define how the product weight is captured at the POS. |