Build a product catalogue

The catalogue is what the till and your website sell from. A shop can have more than
one — a standard catalogue and an online catalogue with different prices, for
instance.

1. Open Product catalogs

Open Shop → Product catalogs. The page has three tabs: Catalogs, Add-on
categories and Printer categories. Your catalogues sit in a row, each under its
own name, the standard one tagged Standard.

2. Fill it with sections and items

A catalogue is organised into sections (Pizza, Drinks) with items inside them. The
Items Library holds every item, whether or not it is in a section yet.

1. Create the sections. See Create and order sections.
2. Create the items in Items Library. See Add a product.
3. Put items in sections with + Add item on each section.

An item that is in no section is not on the till.

3. Add another catalogue, if you need one

Click + New catalog, enter a Catalog name, tick the Order types it serves
(Eat in, Takeaway, Delivery) and click Save. It appears as a new tab.

A second catalogue is how a shop sells the same products in another channel, with
its own sections and prices, without keeping two copies of each product.

Or import the whole catalogue from a spreadsheet

For a big menu it is faster to fill in a spreadsheet than to add items one at a time.
Click Import catalog at the top of the page. The dialog that opens has the files
you need:

• Download template: an Excel file of everything you already have, ready to edit.
• Or download a filled-in example: an example file to copy from.
• Upload your edited file in the same dialog.

The usual way to make a bulk change is: download the template, edit it, upload it
back. When the import finishes it shows Import successful! with how many items,
sections and add-ons were created or updated. If it fails, it lists each error by row;
fix them and click Try again.

What the file contains

One sheet per kind of thing:

The rules that decide whether an import works

• Never edit or clear an Id. The first column identifies an existing record.
  Clearing one creates a duplicate instead of updating what you meant to change.
• A blank cell keeps what is there. On an existing record, leaving a cell empty
  does not empty the value — it leaves it alone. Blank only means "use the default"
  on a brand new row.
• Yes/No columns take only the words Yes or No.
• Item names must be unique. Section Assignments identifies an item by name alone,
  so two items with the same name cannot be told apart and the file is rejected with
  an error on the Items sheet.
• Section Assignments only adds. Deleting a row does not take an item out of a
  section — do that in the manager.
• Add-on Categories and Printer Categories replace the whole set. These are
  comma-separated lists, and anything you leave out is removed from the item. Blank
  changes nothing.

The Instructions sheet in the workbook says the same, and is ignored on import.

If something goes wrong