Product and catalogue management

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:

• Faster and more accurate order processing.
• A better customer experience with flexible product options.
• Efficient management through bulk imports and centralised updates.

With Revolut POS, this feature integrates seamlessly with other functionalities like order management and analytics, helping you run your business efficiently.

Products​

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.

Quick create​

For a faster way to add products:

1. Navigate to Products on the left sidebar.
2. Click the + Quick create button.
3. Fill out the Product name, Category, and Retail price in the pop-up form.
4. Click Add new product to save.

Add products​

To add a new product:

1. Navigate to Products on the left sidebar.
2. Click Add product at the top of the table.
3. Fill in the following details in each section:
   • Name: Enter the product name.
   • Category: Assign the product to an existing category or create a new one.
   • Description: Optionally, provide a short description of the product.
   • Retail price: Include the price with sales tax.
   • Sales tax: Select an applicable tax rate.
   • Unit: Specify the unit (e.g., per item, per hour).
   • Add take away price: If enabled, you can set separate prices for different fulfilment types (e.g., dine-in vs. takeaway) and select an applicable tax rate.
4. Optionally, enable Variations (you need to create them first) to allow the product to have different options (e.g., sizes, flavours):
   • Click + Add variation set and specify:
     • Variation set name: Select the variation set from the list (e.g., "Size").
     • Variations: Select the specific options for the product (e.g., "Small," "Medium," "Large").
     • Click Add variation to save the changes.
   • Assign different prices to each variation if necessary.
5. Optionally, enable Modifiers (you need to create them first) to allow the product to include custom options (e.g., cooking preferences, add-ons):
   • Click + Add modifier set to open a pop-up.
   • Select all the modifier sets to add for the product
   • Click Add modifier set to save the changes.
   • Select all modifiers to apply to the product.
6. Optionally, you can upload a photo of the product.
7. Review the details, and click Save to create the product.

Edit products​

To update product details:

1. Navigate to Products on the left sidebar.
2. Click Edit next to the product you want to modify.
3. Update any of the product details and click Save product to apply changes.

Delete products​

To remove a product:

1. Navigate to Products on the left sidebar.
2. Click Edit next to the product you want to delete.
3. Click Delete product.
4. Confirm your choice to remove the product from your system.

Categories​

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.

Add categories​

To add a new product category:

1. Navigate to Products > Categories on the left sidebar.
2. Click Create category.
3. Enter the Name and choose a colour for easy identification.
4. Optionally, you can upload a photo representing the category.
5. Click Save category to create the category.

Edit categories​

To modify a category:

1. Navigate to Products > Categories on the left sidebar.
2. Click Edit next to the category you want to modify.
3. Update any of the category details and click Save category to apply changes.

Delete categories​

To remove a category:

1. Navigate to Products > Categories on the left sidebar.
2. Click Edit next to the category you want to delete.
3. Click Delete category.
4. Confirm your choice to remove the category from your system.

Variations​

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.

Add variations​

To add a new product variation set:

1. Navigate to Products > Variations on the left sidebar.
2. Click Create variation set.
3. Enter the variation set's details:
   • Name of your variation set (e.g., "Size").
   • Add its Variations (e.g., "Small", "Medium", "Large").
4. Optionally, rearrange the order of the variations by dragging and dropping them.
5. Click Save set to create the variation set.

Assign variations​

Variations can be added to a product either while creating a new product or editing an existing one.

1. Navigate to Products on the left sidebar.
2. Do one of the following:
   • Click Add product to create a new product.
   • Click Edit next to an existing product you want to modify.
3. Enable Variations to allow the product to have different options (e.g., sizes, flavors):
   • Click + Add variation set and specify:
     • Variation set name: Select the variation set from the list (e.g., "Size").
     • Variations: Select the specific options for the product (e.g., "Small," "Medium," "Large").
     • Click Add variation to save the changes.
   • Assign different prices to each variation if necessary.
4. Click Save product to apply the changes.

Edit variations​

To modify a variation set:

1. Navigate to Products > Variations on the left sidebar.
2. Click Edit next to the variation set you want to modify.
3. Update any of the variation details and click Save variation set to apply changes.

Delete variations​

To remove a variation:

1. Navigate to Products > Variations on the left sidebar.
2. Click Edit next to the variation set you want to delete.
3. Click Delete variation set.
4. Confirm your choice to remove the variation set from your system.

Modifiers​

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.

Add modifiers​

To add a new modifier set:

1. Navigate to Products > Modifiers on the left sidebar.
2. Click Create modifier set.
3. Enter the Name of your modifier set (e.g., "Cooking preference").
4. Select the Type of the modifier:
   • Single choice: Allows customers to select only one option (e.g., "Rare").
   • Multiple choice: Allows customers to select multiple options (e.g., "Cheese" and "Tomatoes").
5. Enter the modifiers' details:
   • Name: Add the name of each modifier (e.g., "Rare," "Medium," "Well done").
   • Extra price: Optionally, enter an additional price for each modifier.
6. Click + Add modifier to add additional options as needed.
7. Optionally, rearrange the order of the modifiers by dragging and dropping them.
8. Click Save set to create the modifier set.

Assign modifiers​

Modifiers can be added to a product either while creating a new product or editing an existing one.

1. Navigate to Products on the left sidebar.
2. Do one of the following:
   • Click Add product to create a new product.
   • Click Edit next to an existing product you want to modify.
3. Enable Modifiers to allow the product to include custom options (e.g., cooking preferences, add-ons):
   • Click + Add modifier set to open a pop-up.
   • Select all the modifier sets to add for the product
   • Click Add modifier set to save the changes.
4. Click Save product to apply the changes.

Edit modifiers​

To modify a modifier set:

1. Navigate to Products > Modifiers on the left sidebar.
2. Click Edit next to the modifier set you want to modify.
3. Update any of the modifier details and click Save modifier set to apply changes.

Delete modifiers​

To remove a modifier set:

1. Navigate to Products > Modifiers on the left sidebar.
2. Click Edit next to the modifier set you want to delete.
3. Click Delete modifier set.
4. Confirm your choice to remove the variation set from your system.

Bulk import​

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.

To initiate a bulk import:

1. Navigate to Products on the left sidebar and click Bulk import.

2. Download the provided CSV template.

3. Populate the template with product details. At a minimum, you must include:

   • Product name
   • Category name
   • Price

   Additionally, ensure to:

   • Assign modifiers and variations correctly.
   • Follow the formatting guidelines.

4. Save the completed CSV file and upload it in the Bulk import menu.

5. Review product details and click Save products to finalise the process.

iPad grid​

Customise how categories and products appear on the iPad app. This feature allows you to create a visually intuitive layouts, making it easier for staff to quickly find and select items during transactions.

Add layouts​

Multiple layouts can be created to suit different operational needs, such as peak hours, seasonal menus, promotional offers, or specific staff roles.

1. Navigate to Products > iPad grid on the left sidebar.
2. Click + New layout.
3. Name your layout (e.g., "Breakfast menu" or "Weekend offers").
4. Drag and drop products and categories onto the new grid layout.
5. Changes are saved automatically.
6. Switch between layouts on the iPad app based on your business needs.

Pages​

Pages allow you to further organise layouts by grouping products or categories across multiple screens.

1. While editing a layout, click New page + to create a new page within the layout.
2. Drag and drop products and categories onto the new page.
3. Navigate between pages of a selected layout by swiping on the iPad app.

Edit layouts​

To edit your iPad grid layouts:

1. Navigate to Products > iPad grid on the left sidebar.
2. Select the page you want to edit on the layout.
3. Drag and drop products and categories onto the selected page.
4. Changes are saved automatically.