Item Library

Use this page to add and manage menu items — products, ingredients, and packaging with prices, categories, images, and location availability. This is the older item list; many teams now use Items (marked NEW in the menu) for newer features.

Open the screen: Sidebar → Master Data Management → Item Library

Prefer Items (NEW) for new work

Items supports location price overrides, variants, and a tabbed item dialog. Use Item Library only if your administrator standardises on this screen.

Create attributes first

Set up Product Attributes before you use Assign Attributes on items here.

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Items list

What it does

Shows all products with type, price, category, inventory tracking, and status. Filter the list, select rows for bulk actions, reorder items, then add, view, or edit.

Step-by-step

1. Open Master Data Management → Item Library.
2. Wait if the table shows Loading items….
3. Use filters to narrow the list (see table below). Name and barcode searches update shortly after you stop typing.
4. Read the table — checkbox, drag handle, ID, Name, Item Type, Price, Online Price, Barcode, Inventory Tracked, Category, Seq No, Status, and Actions.
5. Tap the refresh button to reload. Toast: Data Refreshed.
6. Use pagination at the bottom to change page or rows per page.
7. Tap a row (outside checkbox or actions) to open View Item.

Filters

Filter	What it does
Item Name	Search by name. Tap X to clear.
Barcode	Search or scan a barcode. Tap X to clear.
Item Type	All Types, Finished Product, Ingredient, or Packaging Item (defaults to Finished Product)
Category	All Categories or one active category
Status	All Status, Active, or Inactive (defaults to Active)

Toolbar buttons

Button	What it does
Refresh	Reload the list
Import	Open CSV import dialog
Add Item	Open the add item dialog

What the table shows

Column	Meaning
Checkbox	Select row for bulk actions
Drag handle	Grip icon — drag to change display order
ID	Product record ID
Name	Item name; may show veg / non-veg / egg indicator
Item Type	Finished Product, Ingredient, or Packaging
Price	Standard price
Online Price	Online ordering price
Barcode	Barcode value or N/A
Inventory Tracked	Enabled or Disabled
Category	Category name or Uncategorized
Seq No	Display order within the category
Status	Active or Inactive badge
Actions	View, Edit, Copy, Assign Attributes

Widen your search

Set Item Type to All Types or Status to All Status if an item does not appear.

Common mistakes / FAQs

• I see “No items found matching your filters”. Clear filters or set Status to All Status.
• I do not see Add Item, Import, or Edit. Ask your administrator for CREATE or UPDATE permission on Item Library.

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Add an item

What it does

Creates a new product with details, pricing, tax, inventory, and tags.

Step-by-step

1. Tap Add Item.
2. In the Add Item dialog, fill Item Details — at minimum Item Name, Item Type, Category (for finished products), Primary Unit, and pricing fields.
3. For finished products, set Price and pick Available Locations.
4. Optionally fill Discount Information, Tax Information, Loyalty Program Settings, Product Tags, and Inventory Information.
5. Toggle Active on or off.
6. Tap Submit.
7. When successful, you see Item created successfully and the dialog closes.

Key fields (finished product)

Section / field	Required?	What to enter
Item Name	Yes	Product name shown on menus
Item Type	Yes	Finished Product, Ingredient, or Packaging
Category	Yes*	Menu category (*finished products only)
Primary Unit	Yes	Sell unit (for example each, kg)
Price	Yes*	In-store price (*finished products)
Available Locations	Yes*	Outlets that sell this item (*finished products)
Active	No	Toggle off to create an inactive item

Common mistakes / FAQs

• Submit stays disabled. Fill all required fields — name, category, unit, price, and status.
• No units in the dropdown. Add units under Settings → Quantity Units first.

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View an item

What it does

Opens a read-only view of all item sections without changing anything.

Step-by-step

1. Tap View (eye icon) on the row, or tap the row outside checkbox and actions.
2. The dialog title shows View Item. Fields are not editable.
3. Browse all sections in the scrollable form.
4. Close the dialog — there is no Submit in view mode.

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Edit an item

What it does

Updates an existing item’s details, prices, locations, tax, inventory, or tags.

Step-by-step

1. Tap Edit (pencil icon) on the row.
2. In the Edit Item dialog, change the fields you need.
3. Tap Submit.
4. When successful, you see Item updated successfully and the dialog closes.
5. Tap Reset to undo unsaved changes.
6. In edit mode, tap Clone to prepare a duplicate — the name gets a _clone suffix; tap Submit to create it.

Common mistakes / FAQs

• Edit is disabled. Ask your administrator for UPDATE permission on Item Library.

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Row actions

What it does

Quick actions on each item row beyond view and edit.

Action	What it does
View (eye)	Open read-only item details
Edit (pencil)	Open the edit form
Copy	Open Copy Item to duplicate with a new name and target locations
Assign Attributes (gear)	Link product attributes with min/max selection rules

Copy one item

Step-by-step

1. Tap Copy on the row.
2. In Copy Item, enter Name, Category, Quantity, unit, and Price.
3. Pick at least one location under Clone to Restaurants.
4. Tap Submit.

Assign attributes

Step-by-step

1. Tap Assign Attributes on the row.
2. Select an attribute, set Minimum selections and Maximum selections, and toggle Active / Required.
3. Tap Add attribute to add it to the list.
4. Tap Save Attributes to save new links.

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Bulk actions

What it does

Applies one action to every selected row at once.

Step-by-step

1. Tick the checkboxes on the rows you want.
2. A bar shows how many items are selected.
3. Tap Set Active, Set Inactive, Bulk Edit, or Clone.

Button	What it does
Set Active	Marks all selected items active
Set Inactive	Marks all selected items inactive
Bulk Edit	Opens Edit Selected Products — apply same values to all or edit each row
Clone	Duplicates each selected item with a copy-style name suffix

Bulk Edit has two modes

Turn Bulk Edit Mode on to apply the same price, category, or status to every selected item. Turn it off to edit each row individually in a table.

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Reorder items

What it does

Changes display order within a category. Lower Seq No values appear first on menus.

Step-by-step

1. Drag the grip handle on a row up or down.
2. Drop the row in the new position.
3. Wait for Item sequence has been updated successfully.

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Deactivate an item

What it does

Stops an item from being sold without deleting its record.

Step-by-step

1. Tap Edit on the item row (or select rows and tap Set Inactive).
2. Toggle Active off in the form.
3. Tap Submit.

No single-row delete

There is no Delete button on the list. Turn items Inactive instead of deleting them.

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Import items from CSV

What it does

Creates many products at once from a spreadsheet file.

Step-by-step

1. Tap the Import icon.
2. Wait while Import Items loads module types.
3. Select or drag a CSV file.
4. Tap Import Items.
5. When successful, the list refreshes.

Download a blank template: Item Library import template (CSV)

CSV column format

Column	Accepted header names	Notes
Product name	name or product_name	Required
Description	description	Optional
Image	attachment	Optional URL or path
Barcode	barcode	Optional
Category	category_id or category	Numeric ID; defaults to 1 if empty
Price	price	Number; defaults to 0
Quantity	quantity	Defaults to 1
Unit	measurement_unit_id, quantity_unit, or quantity_unit_id	Defaults to 4 if empty
Discount	discount	Defaults to 0
Discount type	discount_type_id or discount_type	Defaults to 1
Module type	module_type_id or module_type	Defaults to 2
Locations	restaurant_ids	Comma-separated outlet IDs, e.g. 1,2,3
Status	status	Active, 1, or 1 → active; else inactive

Use UTF-8 for special characters

Save the CSV as UTF-8 if names include accents or non-English characters.

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Permissions

What you need	Why
Item Library module permission	See the Item Library menu and list
CREATE on Item Library	Add Item, Import, Copy, bulk Clone
UPDATE on Item Library	Edit, Assign Attributes, bulk actions, reorder

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Related

• Master Data Management overview
• Items (V2)
• Categories
• Product attributes
• Item tags