Create A Product

This article will explain how to create a new product, and what each field means when making edits to an existing product.

Updated over a week ago

Products within Oolio Platform

Products are created or edited within the Oolio back office software (Office) and later synced to the Oolio front office POS. Creating a new product relies on other features to be previously configured. Some settings are mandatory and others are only used if required, such as Options.

Additional guides explain the features that will enhance product functionality.


Creating A New Product

Below are the steps to create a Product from scratch within the Office.

  1. Navigate to the 'Products' tab in the navigation panel on the left-hand side of the screen.

  2. To create a product, select the Create Icon on the right-hand side of the screen.

  3. Select each of the fields shown in the 'Quick Create Product' screen to create the item.

  4. If the product has multiple sizes, select 'Has Variations'.

    1. Prices for each size can be created at a later date.

  5. Select 'Create' to create the product.

  6. To further edit the Product Settings, select 'Edit More'


Editing A Product

Editing a Product is an important requirement for setting up a menu. To access the Product Settings Page follow the following steps;

  1. Select the Pen Icon, highlighted below, that is in line with the Product that requires editing.

  2. Selecting this Pen Icon will direct the user to the Product Settings Page.

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What are Product Settings?

Product Settings are used to set up a Product to best suit the intended workflow of the business. These settings can be used for the Online Store or the POS.

Below is a table describing each setting along with relevant descriptions.

Setting

Description

General Tab

Used to control generalised product settings, such as display names or printing routes.

Name

This field is the label displayed on the button on the ordering screen.

This name will also be printed on receipts and prep dockets.

Kitchen Name

This alternate name can be printed on prep dockets so that Kitchen staff can see an abbreviated version of the product name.

Printer Profile

Printer Profiles are used to determine where products print to.

Reporting Group

Reporting groups can be as vague or specific as desired. Any product left without a Reporting Group will be labelled under Other.

Category

Category name is the name of the category that this product will be displayed in. Categories are used to group the products into a logical order.

Sell Product

Unticking this box will archive the product. It will still display in the Office but not in the POS.

Dietary Tags*

Adding Dietary Tags will allow the user to view these from the POS, Online Store, and Kiosk.

Allergen Labels*

Allergen Labels can be used to inform the user of any allergenic ingredients included in the product.

Description*

Descriptions are used to provide further information about the product.

Recipe*

Recipes can be added to products, to further assist the user. These to can be printed off from the Front-of-House POS.

Nutrient Values*

Nutrient Values can be added to the Product to then further show on the POS.

Availability Tab

Channels

By default, the product will be shown both on the Online Store and in the POS. Use Channels to select where the product is sold.

Stores

For Multi-Venue Set Ups, the Product can be sold in multiple stores, or just one.

Pricing Tab

Used to control the Price associated with a Product.

Cost Price

The amount it costs to sell this product.

Sell Price

The price should be the Sell Price for each product including tax if applicable.

Tax Codes

The Tax Code for the product the must be collected when selling this product.

Variable Pricing

By default this field is unticked to ensure products are sold at a set price. Ticking this will result in adding a minimum and maximum price for the product to then be selected from the POS to add a custom price.

Options Tab

Options

Use the search bar to assign Option Groups or Modifiers. This tool can also be used to add existing products to create combo items.


Saving Your Changes

Once changes have been made remember to select Save before entering the next tab.

Upon entering the POS App, ensure to select the Sync Data button to update any changes made in the Office.

If the item cannot be found on the POS after Syncing a Product Setting may have been missed or the Product may not have been added to the Menu Layout.

Additional guides explain how to assign Products to the Menu Layout.


Product Settings View From POS*

Users have the ability to view specific Product Settings from within the POS. To do so, hold down the Product Button on the Front-Of-House POS to view these Settings.

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