Items

Use this page to add and manage menu items — finished products, ingredients, and packaging with prices, per-location overrides, variants, modifiers, inventory, and dietary tags. This is the newer items screen (marked NEW in the menu).

Open the screen: Sidebar → Master Data Management → Items

Set up master data first

Create Categories, Product Attributes, Modifiers Categories, and Modifiers before you build items. Assign categories and add-ons inside the item dialog.

Legacy Item Library

Item Library is the older list at /items. Prefer Items for location overrides, variants, and the tabbed dialog.

---

Items list

What it does

Shows all products with filters, row selection, drag-to-reorder, pagination, and bulk actions.

Step-by-step

1. Open Master Data Management → Items.
2. Wait if the table shows Loading items….
3. Use filters to narrow the list. Name and barcode searches update shortly after you stop typing.
4. Read the table — checkbox, drag handle, Name, Item Type, Category, Price, Online Price, Barcode, Inventory Tracked, Status, and Actions (⋮ menu).
5. Tap Refresh to reload. Toast: Data Refreshed.
6. Use pagination at the bottom to change page or rows per page.
7. Tap a row to open View Item, or use the ⋮ menu for more actions.

Filters

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

Toolbar buttons

Button	What it does
Refresh	Reload the list
Import	Open Import Products CSV dialog
Clone Location	Copy all products from one outlet to another
Add Item	Open the create item dialog

Row actions (⋮ menu)

Action	What it does
View Details	Read-only item view
Edit Item	Open edit dialog
Duplicate Item	Quick duplicate
Delete Item	Remove item (confirm dialog)

Bulk actions (when rows are selected)

Button	What it does
Set Active	Activate all selected items
Set Inactive	Deactivate all selected items
Bulk Edit	Edit shared fields for selection
Clone	Duplicate all selected items
Delete	Delete all selected items

Find inactive items

Set Status to All Status or Inactive to see retired products.

Common mistakes / FAQs

• I see “No items found matching your filters”. Clear filters or widen Status and Item Type.
• I do not see Add Item, Import, or Edit. Ask your administrator for CREATE or UPDATE permission on Item Library / ITEM.

---

Add an item

What it does

Creates a new menu item using the tabbed item dialog.

Step-by-step

1. Tap Add Item.
2. In the Create Item dialog, upload an image (optional), enter Item Name, and add a Description if needed.
3. Open the Basics tab — set Product Type, Category, Pack Size, Unit, and Location Availability (finished products).
4. Set Price on Basics if you are not using variants.
5. Open Pricing & Options to add variants, attributes, or modifier groups.
6. Open Inventory and Advanced for stock, tax, discounts, loyalty, and dietary tags as needed.
7. Tap Create Item.
8. When successful, you see Item created successfully and the dialog closes.

Dialog tabs

Tab	What it covers
Basics	Item details, location availability, base pricing (hidden when variants exist)
Pricing & Options	Variants or attributes, modifier groups
Inventory	Stock tracking, costs, reorder levels
Advanced	Discounts, tax, loyalty, dietary tags, location settings, active status

Minimum fields (finished product)

Field	Required?	Notes
Item Name	Yes
Category	Yes	Select a real category
Pack Size	Yes	Must be greater than 0
Unit	Yes
Price	Yes*	On Basics when not using variants
Locations	Yes*	Pick outlets under Location Availability
Discount type	Yes*	Required when any discount amount is greater than 0

Common mistakes / FAQs

• “Item name is required”. Enter a name before you save.
• “Please select a discount type when applying discounts”. Pick Discount Type when any discount field is filled.
• “Category is required for finished products”. Select a category on Basics.

---

Edit an item

What it does

Updates an existing item across all tabs.

Step-by-step

1. Open the ⋮ menu and tap Edit Item, or use the edit action on the row.
2. In the Edit Item dialog, change fields on any tab.
3. Tap Save Changes.
4. When successful, you see Item updated successfully and the dialog closes.

---

View an item

What it does

Opens the item dialog in read-only mode.

Step-by-step

1. Tap View Details from the ⋮ menu, or tap the row.
2. The dialog title shows View Item. All fields are disabled.
3. Browse each tab without saving.
4. Tap Cancel to close.

---

Product variants (sizes and options)

What it does

Lets one menu item sell as separate versions (for example Small, Medium, Large), each with its own price.

Step-by-step

1. Open Add Item or Edit Item on a Finished Product.
2. Fill Basics first — Item Name, Category, Unit, and Location Availability.
3. Tap the Pricing & Options tab.
4. Expand Pricing Options.
5. Tap Use Variants (not Use Attributes).
6. Tap Quick Fill (S/M/L) for starter rows, or tap Add Variant for each size.
7. Enter Variant Name and Price for each row. Tap the star to set the default variant.
8. Tap Save Changes on the item dialog — variants save with the product.

Variants table columns

Column / control	Purpose
Drag handle	Reorder variants
Chevron (›)	Expand barcode, inventory, location prices
Star	Default variant pre-selected on POS
Variant Name	Label shown to staff and customers
Unit	Measurement unit for this variant
Price	Standard / in-store price
Online	Online ordering price
Dine-in	Dine-in channel price

Variants hide base pricing

When variants exist, the Pricing section on Basics is hidden — set prices on each variant row instead.

Variants vs Attributes

An item uses one pricing style. Variants = fixed sizes with own prices. Attributes = combinations with price adjustments. Switching between them deletes the other setup after you confirm.

Common mistakes / FAQs

• I do not see Pricing Options. Variants are only for Finished Product items.
• Prices on Basics disappeared. That is normal when variants are active — edit prices on variant rows.

---

Clone location products

What it does

Copies all active products from one outlet to another, including pricing and modifiers.

Step-by-step

1. Tap Clone Location on the items list.
2. In Clone Location Products, select From (source location) and To (target location).
3. Tap Clone Products.
4. Wait for the success message. Existing products at the target are skipped.

---

Reorder items

What it does

Changes display order within a category.

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.

---

Delete an item

What it does

Permanently removes an item from the list.

Step-by-step

1. Open the ⋮ menu and tap Delete Item, or select rows and tap bulk Delete.
2. In the confirmation dialog, read the warning.
3. Tap Delete to confirm, or Cancel to keep the item.

Deletion removes the item

Prefer Set Inactive if you only want to stop selling an item without deleting its history.

---

Import items from CSV

What it does

Creates many products at once from a spreadsheet.

Step-by-step

1. Tap the Import icon.
2. In Import Products, tap Sample CSV to download the template if needed.
3. Toggle Show field reference to see column help.
4. Upload a .csv file.
5. Tap Import.
6. Review per-row results. Tap Import another file to run again.

Download a blank template: Items V2 import template (CSV)

CSV columns

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

Use UTF-8 for special characters

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

Common mistakes / FAQs

• “Only CSV files are supported”. Select a .csv file, not Excel .xlsx.
• Row errors in import results. Fix the named column on that row and import again.

---

Permissions

What you need	Why
Item Library / ITEM module permission	See the Items menu and list
CREATE on ITEM	Add Item, Import, Clone Location, Duplicate
UPDATE on ITEM	Edit Item, Bulk Edit, reorder, Set Active / Inactive
DELETE on ITEM	Delete Item, bulk Delete

---

Related

• Master Data Management overview
• Categories
• Product attributes
• Modifiers
• Item tags
• Item Library (legacy)