The product and catalogue management feature is a vital part of the POS system. It allows you to define your product offerings, organise them into categories, and customise options like variations (e.g., sizes) and modifiers (e.g., add-ons). This ensures:
With Revolut POS, this feature integrates seamlessly with other functionalities like order management and analytics, helping you run your business efficiently.
Basic products can be created in the POS app, but variations, modifiers and images are only available via the web app.
This section covers how to create, manage, and edit products. Products are the foundation of your POS system, representing the items or services you sell.
To add a new product:
New product
at the top of the table.Add
and specify:Add variations
to save the changes.Add
to open a pop-up.Continue
to save the changes.Save
to create the product.For faster access, use the quick action by clicking New product
directly from the homepage.
To update product details:
Save
to apply changes.To remove a product:
To delete multiple products at once, select products using the checkboxes, then click Delete
in the action panel.
Categories help organise products for easier management. They allow you to group similar products together, making it easier for staff to find and process items during transactions.
To add a new product category:
New category
.Save
to create the category.To modify a category:
Save
to apply changes.To remove a category:
Delete
.To delete multiple categories at once, select categories using the checkboxes, then click Delete
in the action panel.
Variations allow you to offer multiple options for a product (e.g., drink sizes, flavors). They let you create flexible product offerings to match customer preferences while keeping your product catalogue organised. Each variation can have its own price, and other attributes, enabling you to handle diverse product configurations effortlessly.
Before assigning variation sets to products, the variation sets need to be created. Once created, these sets can be applied during product creation or editing.
To add a new product variation set:
New variation
.Add variation
to add additional options as needed. Save
to create the variation set.Variations can be added to a product either while creating a new product or editing an existing one.
New product
to create a new product.Add
to enable Variations and specify:Add variation
to save the changes.Save
to apply the changes.To modify a variation set:
Save
to apply changes.To remove a variation:
Delete
.Modifiers let you add custom modifications for products (e.g., cooking preferences for burgers). These options enhance flexibility by allowing customers to personalise their orders, while keeping your product catalogue organised and efficient.
Before assigning modifiers to products, ensure the modifier have been created in the POS system. Once created, these sets can be applied during product creation or editing.
To add a new modifier set:
New modifier
.Add modifier
to add additional options as needed.Save
to create the modifier set.Modifier prices cannot be edited for individual products; they apply globally to the products where the modifier set is assigned.
Modifiers can be added to a product either while creating a new product or editing an existing one.
New product
to create a new product.Add
in the Add modifiers section and specify:Continue
to save the changes.Save
to apply the changes.To modify a modifier set:
Save
to apply changes.To remove a modifier set:
Delete
.You can upload multiple products at once using a CSV file. This feature saves time and effort, especially when setting up or updating a large catalogue, by allowing you to manage product details in bulk.
Create one product manually and export it as a CSV to understand the required format.
Before starting the bulk import, ensure you have created all necessary tax rates and modifier sets in the web app. This ensures your exported CSV template will include the correct headers and allows you to properly map each product to its modifiers.
To initiate a bulk import:
Navigate to Products on the left sidebar and click Bulk import
.
Click Download template
to save our CSV template.
Populate the template with product details. At a minimum, you must include:
Additionally, ensure to:
Save the completed CSV file and upload it in the Bulk import products menu.
Review product details and click Save
to finalise the process.
Customise how categories and products appear on the iOS app. This feature allows you to create visually intuitive layouts, making it easier for staff to quickly find and select items during transactions.
Multiple layouts can be created to suit different operational needs, such as peak hours, seasonal menus, promotional offers, or specific staff roles. Each layout can be organised across multiple tabs, providing an efficient way to group and manage products or categories.
Navigate to Products > Layouts on the left sidebar.
Click New layout
.
Name your layout (e.g., "Breakfast menu" or "Weekend offers") and select the Location where you wish to use it.
Select your preferred view for editing:
Click on any grid position to add products and/or categories.
Optionally, click next to the default tab to create additional tabs for organising your layout.
Drag items to rearrange them within the grid.
Click Save to apply the changes.
To edit your layouts:
Save
to apply the changes.To delete your layouts: