# 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.

:::note
Basic products can be created in the POS app, but variations, modifiers and images are only available via the web app.
:::

## 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. 

![Revolut POS web portal: Products](/img/accept-payments/payment-methods/pos/pos-web-products.png "Revolut POS web portal: Products")

### Add products

To add a new product:

1. Navigate to **Products** on the left sidebar. 
1. Click :Plus: **`New product`** at the top of the table.
1. Fill in the following details in each section:
    - **Product info:** General information about the product.
        - **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.
    - **Media:** Optionally, you can upload a photo of the product.
    - **Price:** Add pricing info of your product.
        - **Unit:** Specify the unit (e.g., per item, per hour).
        - **Retail price:** Include the price with sales tax.
        - **Sales tax:** Select an applicable tax rate.
        - **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.
1. Optionally, add **Variations** (you need to [create them first](#add-variations)) for the product to have different options (e.g., sizes, flavours):
    - Click **`Add`** 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 variations`** to save the changes.
      - Assign different prices to each variation if necessary.
1. Optionally, add **Modifiers** (you need to [create them first](#add-modifiers)) for the product to include custom options (e.g., cooking preferences, add-ons):
    - Click **`Add`** to open a pop-up.
    - Select all the modifier sets to add for the product
    - Click **`Continue`** to save the changes.
    - Select all modifiers to apply to the product.
1. Review the details, and click **`Save`** to create the product.

:::tip
For faster access, use the quick action by clicking :Groceries: **`New product`** directly from the homepage.
:::

### Edit products

To update product details:

1. Navigate to **Products** on the left sidebar.
1. Click the :Pencil: icon next to the product you want to modify.
1. Update any of the product details and click **`Save`** to apply changes.

### Delete products

To remove a product:

1. Navigate to **Products** on the left sidebar.
1. Click the :Pencil: icon next to the product you want to delete.
1. Click **Delete** in the top right corner.
1. Confirm your choice to remove the product from your system.

:::tip
To delete multiple products at once, select products using the checkboxes, then click :Delete: **`Delete`** in the action panel.
:::

## 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.

![Revolut POS web portal: Categories](/img/accept-payments/payment-methods/pos/pos-web-categories.png "Revolut POS web portal: Categories")

### Add categories

To add a new product category:

1. Navigate to **Products > Categories** on the left sidebar.
1. Click :Plus: **`New category`**.
1. Enter the **Name** and choose a colour for easy identification.
1. Optionally, you can upload a photo representing the category.
1. Click **`Save`** to create the category.

### Edit categories

To modify a category:

1. Navigate to **Products > Categories** on the left sidebar.
1. Click the :Pencil: icon next to the category you want to modify.
1. Update any of the category details and click **`Save`** to apply changes.

### Delete categories

To remove a category:

1. Navigate to **Products > Categories** on the left sidebar.
1. Click the :Pencil: icon next to the category you want to delete.
1. Click **`Delete`**.
1. Confirm your choice to remove the category from your system.

:::tip
To delete multiple categories at once, select categories using the checkboxes, then click :Delete: **`Delete`** in the action panel.
:::

## 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.

![Revolut POS web portal: Variations](/img/accept-payments/payment-methods/pos/pos-web-variations.png "Revolut POS web portal: Variations")

:::note
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.
:::

### Add variations

To add a new product variation set:

1. Navigate to **Products > Variations** on the left sidebar.
1. Click :Plus: **`New variation`**.
1. Enter the variation set's details:
    - **Name** of your variation set (e.g., "Size").
    - Add its **Variations** (e.g., "Small", "Medium", "Large").
1. Click :Plus: **`Add variation`** to add additional options as needed.    
1. Optionally, rearrange the order of the variations by dragging and dropping them.
1. Click **`Save`** 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.

- ![Add product]

  1. Navigate to **Products** on the left sidebar.
  1. Click :Plus: **`New product`** to create a new product.
  1. Click **`Add`** to enable **Variations** 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.
  1. Assign different prices to each variation if necessary.
  1. Click **`Save`** to apply the changes.

- ![Edit product]

  1. Navigate to **Products** on the left sidebar.
  1. Click the :Pencil: icon next to an existing product you want to modify.
  1. Do one of the following:

      - For products without variations: Clicking **`Add`** to enable **Variations**.
      - For products with existing variations: Click :Plus: **`Add variation set`**.

  1. Specify the following:

      - **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.

  1. Assign different prices to each variation if necessary.
  1. Click **`Save`** to apply the changes.

### Edit variations

To modify a variation set:

1. Navigate to **Products > Variations** on the left sidebar.
1. Click the :Pen: icon next to the variation set you want to modify.
1. Update any of the variation details and click **`Save`** to apply changes.

### Delete variations

To remove a variation:

1. Navigate to **Products > Variations** on the left sidebar.
1. Click the :Pencil: icon next to the variation set you want to delete.
1. Click **`Delete`**.
1. 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.

![Revolut POS web portal: Modifiers](/img/accept-payments/payment-methods/pos/pos-web-modifiers.png "Revolut POS web portal: Modifiers")

:::note
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.
:::

### Add modifiers

To add a new modifier set:

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

:::note
Modifier prices cannot be edited for individual products; they apply globally to the products where the modifier set is assigned.
:::

### Assign modifiers

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

- ![$Add product]

  1. Navigate to **Products** on the left sidebar.
  1. Click :Plus: **`New product`** to create a new product.
  1. Click **`Add`** in the **Add modifiers** section and specify:
      - **Modifier set name:** Select the modifier sets from the list (e.g., cooking preferences, add-ons).
      - Click **`Continue`** to save the changes.
  1. Assign different prices to each modifier if necessary.
  1. Click **`Save`** to apply the changes.

- ![$Edit product]

  1. Navigate to **Products** on the left sidebar.
  1. Click the :Pencil: icon next to an existing product you want to modify.
  1. Do one of the following:

      - For products without modifiers: Clicking **`Add`** to enable **Modifiers**.
      - For products with existing modifiers: Click :Plus: **`Add modifier set`**.

  1. Specify the following:

      - **Modifier set name:** Select the modifier sets from the list (e.g., cooking preferences, add-ons).
      - Click **`Continue`** to save the changes.

  1. Assign different prices to each modifier if necessary.
  1. Click **`Save`** to apply the changes.

### Edit modifiers

To modify a modifier set:

1. Navigate to **Products > Modifiers** on the left sidebar.
1. Click the :Pencil: icon next to the modifier set you want to modify.
1. Update any of the modifier details and click **`Save`** to apply changes.

### Delete modifiers

To remove a modifier set:

1. Navigate to **Products > Modifiers** on the left sidebar.
1. Click the :Pencil: icon next to the modifier set you want to delete.
1. Click **`Delete`**.
1. 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.

![Revolut POS web portal: Bulk import](/img/accept-payments/payment-methods/pos/pos-web-bulk-import.png "Revolut POS web portal: Bulk import")

:::tip
Create one product manually and export it as a CSV to understand the required format.
:::

:::warning
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:

1. Navigate to **Products** on the left sidebar and click :16/EditorTable: **`Bulk import`**.
1. Click :Download: **`Download template`** to save our CSV template.
1. 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.
   
1. Save the completed CSV file and upload it in the **Bulk import products** menu.
1. Review product details and click **`Save`** to finalise the process.

## Layouts

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.

![Revolut POS web portal: Layouts](/img/accept-payments/payment-methods/pos/pos-web-layouts.png "Revolut POS web portal: Layouts")

### Add layouts

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.

1. Navigate to **Products > Layouts** on the left sidebar.
1. Click :Plus: **`New layout`**.
1. **Name** your layout (e.g., "Breakfast menu" or "Weekend offers") and select the **Location** where you wish to use it.
1. Select your preferred view for editing:

    - **:Tablet: Tablet:** Provides a 5x4 grid layout per tab to be used on your tablets.
    - **:Smartphone: Mobile:** Provides a 2x5 grid layout per tab to be used on your mobile devices.

1. Click :Plus: on any grid position to add products and/or categories.
1. Optionally, click :Plus: next to the default tab to create additional tabs for organising your layout.
1. Drag items to rearrange them within the grid.
1. Click **Save** to apply the changes.

### Edit layouts

To edit your layouts:

1. Navigate to **Products > Layouts** on the left sidebar.
1. Click :Ellipsis: to see the available actions, you can:
    - **:Pencil: Edit details:** To update the general details of your layout, such as its name, or assigned location.
    - **:ViewGrid: Edit layout:** To modify the grid arrangement of products and categories of an existing layout.
    - **:Duplicate: Duplicate layout:** To create a copy of an existing layout, saving time when creating similar layouts with minor variations.
1. Make your desired changes to the layout.
1. Click **`Save`** to apply the changes.

### Delete layouts

To delete your layouts:

1. Navigate to **Products > Layouts** on the left sidebar.
1. Click :Ellipsis: to see the available actions.
1. Click :Delete: **Delete**.
1. Confirm your choice to remove the layout from your system.