Items (Items V2) — create, edit, view

Menu: Master Data → Items (often marked NEW).
(Legacy Item Library is the older item list UI — same business idea.)

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How to create a new item

1. Open Items from the sidebar.
2. Click Add Item (or equivalent primary button on your build).
3. A large dialog opens with sections (basic info, pricing, tax, locations, modifiers, loyalty, inventory, etc.) — all sections are visible for create and edit.
4. Fill at minimum:
   • Item name
   • Category (select a real category, not empty / zero)
   • Quantity / units as your form shows (defaults may exist)
   • Prices your business requires (standard / online / dine-in — depends on sections shown)
   • For finished products, choose which locations sell the item (the form may pre-select active locations).
5. Discount rule: if you enter any discount amount (standard, online, or dine-in) greater than zero, you must also choose a discount type from the dropdown. Otherwise save shows: Please select a discount type when applying discounts.
6. Click Save / Create on the dialog (exact label on the bottom bar).

After create, the dialog usually closes and the list refreshes.

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How to edit an item

1. In the table, use Edit (or row action) on the item.
2. The same dialog opens with data filled.
3. Change any section (including location overrides for price per outlet).
4. Save. Message: Item updated successfully.

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Item dialog — tabs and sections

When you Add Item or Edit Item, a large modal opens. At the top you set the image, Item name (required), and Description. Below that, four tabs group the rest of the form:

Tab	What it covers
Basics	Item Details (type, category, barcode, unit), Location Availability, and Pricing (only when the item has no variants — see below)
Pricing & Options	Variants or Attributes, plus Modifiers
Inventory	Product-level stock tracking and cost fields
Advanced	Tax, loyalty, half-and-half, tags, and other flags

Each row inside a tab (for example Item Details or Pricing Options) expands when you click it — use the chevron on the right.

Finish with Save Changes / Create at the bottom, or Cancel to close without saving.

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Product variants (sizes and options)

Menu: Master Data → Items → open an item → Pricing & Options tab → expand Pricing Options.

Variants let one menu item sell as separate versions (for example Small, Medium, Large), each with its own price, online price, and dine-in price. Cashiers and online ordering then ask the customer to pick a variant before adding the item to the cart.

Variants are only available for Finished Product items — not for Ingredient or Packaging types.

Variants vs Attributes: An item uses one pricing style. Variants = fixed sizes/versions with their own prices. Attributes = combinations built from product attributes with price adjustments (for example “Extra cheese +$2”). You cannot keep both on the same item. Switching between them deletes the other setup after you confirm.

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Open the variants area

1. Open Items and Add Item or Edit a finished product.
2. Fill Basics first if this is new: at minimum Item name, Category, and Unit under Item Details, and choose locations under Location Availability when you sell at specific outlets.
3. Click the Pricing & Options tab.
4. Expand Pricing Options (layers icon — “Variants (e.g. sizes) or attributes (e.g. toppings)”).
5. If the item has no pricing style yet, choose Use Variants (not Use Attributes).

Choosing Use Variants creates a starter Regular variant from your base prices. The Pricing block on the Basics tab is then hidden — all sell prices live on the variants table instead.

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Add variants step by step

Option A — Quick Fill (Small / Medium / Large)

1. When the variant list is still empty, click Quick Fill (S/M/L) in the Product Variants header.
2. The app adds three rows (Small, Medium, Large) with example prices based on the item’s base price. Adjust names and amounts, then save the item.

Option B — Add one variant at a time

1. Click Add Variant at the bottom of the table.
2. A blue row appears. Fill at least:
   • Variant name (required) — e.g. Large
   • Price (required) — standard / POS price
3. Set Unit, Online, and Dine-in if they differ from the defaults (new rows copy the item’s base pricing).
4. Tick the star column checkbox if this row should be the default variant (pre-selected on POS).
5. Click the check icon to add the row, or X to cancel the row.
6. Repeat Add Variant for each size or option.
7. Click Save Changes on the dialog. Variants are stored when the product saves — there is no separate “save variant” button.

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Variants table — columns (main row)

Column / control	Purpose
Drag handle (grip)	Reorder variants; order is the sequence shown on POS
Chevron (›)	Expand extra fields (barcode, inventory, per-location prices)
Star	Default variant — filled star = default; click an outline star on another row to change default
Variant name	Label shown to staff and customers (e.g. Medium)
Unit	Measurement unit for this variant (inherits item default; can differ per variant)
Price	Standard / in-store price
Online	Online ordering price
Dine-in	Dine-in channel price
Trash	Remove this variant (if you delete the default, the first remaining row becomes default)

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Expanded variant details (click ›)

Expand a row to configure optional fields:

Field	Required?	Notes
GTIN / Barcode	No	Scannable code (UPC, EAN, ISBN) for this variant
Quantity	No	Numeric amount tied to the unit (default 1)
Track Inventory	No	When on, shows Inventory Settings for this variant
Opening Stock	No	New variants only — starting quantity at each assigned outlet; blank = 0. After save, change stock in Inventory, not here
Purchase Unit	No	Unit you buy stock in
Conversion Factor	No	How purchase unit relates to sell unit (default 1)
Standard Cost	No	Cost for reporting
Reorder / Min / Max stock level	No	Thresholds when inventory is tracked
Inventory SKU	No	Internal stock code (separate from GTIN)
Override price at location	No	Per-outlet Price, Online, Dine-in, and optional Channel pricing (e.g. kiosk, Uber)

Quick Fill — Apply to All Locations (when the item is sold at more than one outlet and overrides are enabled): enter Price, Online Price, and/or Dine-in Price, then Apply to create overrides for every selected location at once.

Tips shown under the table:

• Drag the grip to reorder variants.
• Click › for inventory and per-location pricing.
• Click the star to set the default variant.
• All variant rows save when you save the product.

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Switch between variants and attributes

• With variants configured, use Switch to Attributes (top right of Product Variants) only if you intend to replace sizes with attribute-based pricing. You must confirm — existing variants are removed.
• With attributes configured, Switch to Variants works the same way in reverse.

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Variants and the rest of the form

Area	Behaviour when variants exist
Basics → Pricing	Hidden — set prices on each variant instead
Pricing & Options	Shows Product Variants and a badge such as 3 Variants on Pricing Options
Inventory tab	Product-level inventory still applies to the item; per-variant Track Inventory is optional in the expanded variant row
POS	Staff pick a variant (size/option) before adding the line; default variant is pre-selected when configured

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Practical checklist

1. Finished product with name, category, unit, and locations set.
2. Pricing & Options → Use Variants (or already on variants).
3. Add rows (Quick Fill or Add Variant); set default star on the most common size.
4. Expand rows only when you need barcode, stock, or location-specific variant prices.
5. Save Changes on the dialog.
6. On POS, open the item and confirm each variant name and price.

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How to view an item

1. Use View from the row (eye icon or View action), if shown.
2. The dialog opens in read-only mode — fields are disabled; browse all sections without saving.

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What is required (practical minimum)

Always read on-screen errors — your organisation may turn on extra required fields.

Area	Required in practice
Identity	Name, Category
Product type	Finished product vs ingredient/packaging — affects whether locations must be chosen
Discounts	If any discount field > 0 → Discount type mandatory
Tax	Often Tax group when your company mandates it on items

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Optional (common)

Description, image, barcodes, product variants (sizes/options on Pricing & Options), half-and-half flags, loyalty flags, inventory linking, modifiers, attributes (alternative to variants — one per item), product tags, location price overrides, bulk actions (Bulk edit, Clone to location — use only if you understand impact).

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List screen tools

Filters typically include search, barcode, category, status, product type; pagination; select rows for bulk operations. Use Refresh after big changes.

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Import CSV format (Items V2)

If your screen shows an Import action, use a CSV file in this format.
Blank template: download CSV

Column	Header name	Notes
Item name	name	Required.
Description	description	Optional.
Barcode	barcode	Optional.
Product type	product_type	finished_product, ingredient, or packaging_item (defaults to finished_product).
Category ID	category_id	Required for finished_product; numeric ID.
Measurement unit ID	measurement_unit_id or quantity_unit_id	Required; numeric ID.
Quantity	quantity	Number; defaults to 0 when blank.
Base price	price	Required number.
Online price	online_price	Optional number.
Dine-in price	dine_in_price	Optional number.
Discount type ID	discount_type_id	Optional numeric ID.
Discount	discount	Optional number.
Online discount	online_discount	Optional number.
Dine-in discount	dine_in_discount	Optional number.
Locations	restaurant_ids	Required comma-separated outlet IDs, e.g. 101,102.
Status	status	1 = active, 0 = inactive.

Use UTF-8 encoding if names include special characters.