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How to Setup Products

Learn how to add and configure products in the system.

🎯 What You'll Learn​

  • Create product categories
  • Add new products
  • Configure pricing
  • Set inventory parameters
  • Add product images
  • Configure modifiers and variants

📋 Prerequisites​

  • Access to Product module
  • Product management permission
  • Product information ready
  • Images prepared (optional)
  • Supplier information (for purchase items)

Part 1: Setup Product Categories​

Organize products into categories for easier management.

Step 1: Create Main Categories​

  1. Navigate to Product → Categories
  2. Click + New Category
  3. Enter category details:
Category Name: Appetizers
Description: Starters and small plates
Display Order: 1 (controls sort order)
Status: Active
Icon: 🥗 (optional emoji or image)
Color: #FF5733 (for POS display)
  1. Click Save

Step 2: Create Sub-Categories (Optional)​

For Better Organization:

  1. Click on parent category (e.g., "Appetizers")
  2. Click + Add Subcategory
  3. Fill details:
Parent Category: Appetizers
Subcategory Name: Salads
Display Order: 1

Example Structure:

📁 Appetizers
  ├─ Salads
  ├─ Soups
  └─ Spring Rolls
📁 Main Courses
  ├─ Noodles
  ├─ Rice Dishes
  └─ Curries
📁 Beverages
  ├─ Hot Drinks
  ├─ Cold Drinks
  └─ Smoothies

Step 3: Set Category Properties​

Additional Settings:

  1. Tax Category: Standard rate, zero-rated, exempt
  2. Default Discount: Auto-apply promotions
  3. Commission: Staff commission rate
  4. Kitchen Station: Wok station, Grill, Cold prep
  5. Printer: Which printer for orders

Part 2: Add Individual Products​

Step 1: Create New Product​

  1. Navigate to Product → Products
  2. Click + Add Product
  3. Product form opens

Step 2: Basic Information​

Required Fields:

Product Name: Pad Thai
Product Code: PT-001 (or auto-generated)
Category: Main Courses → Noodles
Status: Active

Optional Fields:

Description: Stir-fried rice noodles with 
             shrimp, tofu, eggs, and peanuts
Short Name: Pad Thai (for KDS display)
Barcode: 1234567890123 (if applicable)

Step 3: Pricing Setup​

Basic Pricing:

Cost Price: ฿45.00 (your cost)
Selling Price: ฿120.00 (to customer)
Markup: 166.67% (auto-calculated)
Profit: ฿75.00 per serving
Margin: 62.5%

Price Breakdown:

Food Cost: ฿45.00
Labor (estimated): ฿25.00
Overhead (allocated): ฿15.00
Profit: ฿35.00
Total Price: ฿120.00

Multiple Prices (Optional):

Size         | Cost    | Price   | Code
---------|---------|---------|--------
Small    | ฿30     | ฿80     | PT-001-S
Regular  | ฿45     | ฿120    | PT-001-R
Large    | ฿60     | ฿150    | PT-001-L

Step 4: Tax Configuration​

  1. Select Tax Type:

    • VAT 7% (standard)
    • Zero-rated
    • Tax exempt

  2. Choose Tax Calculation:

    • Price includes tax
    • Price excludes tax (add at checkout)

Example with Tax:

If Price = ฿120 (tax inclusive):
Net Price = ฿120 ÷ 1.07 = ฿112.15
VAT = ฿112.15 × 0.07 = ฿7.85
Total = ฿120.00

If Price = ฿120 (tax exclusive):
Net Price = ฿120.00
VAT = ฿120 × 0.07 = ฿8.40
Total = ฿128.40

Step 5: Inventory Settings​

Stock Management:

Track Inventory: Yes/No
Unit of Measure: Serving, Kg, Litre, Piece
Current Stock: 0 (will update after stock entry)
Minimum Level: 10 servings (reorder alert)
Maximum Level: 100 servings
Reorder Quantity: 50 servings

Stock Locations:

Main Kitchen: 50 servings
Branch 2: 30 servings
Branch 3: 20 servings
Total: 100 servings

Perishable Item:

Expiry Tracking: Yes
Shelf Life: 2 days
Alert Before Expiry: 1 day

Step 6: Add Product Image​

Upload Photo:

  1. Click Upload Image button
  2. Select file from computer
  3. Image requirements:
    • Format: JPG, PNG
    • Size: Max 2MB
    • Dimensions: 800×800 px recommended
  4. Crop/resize if needed
  5. Click Save Image

Multiple Images:

  • Main image (shows on POS)
  • Additional images (for menu, website)
  • Thumbnail (list view)

Image Tips:

  • Use good lighting
  • Clean, appetizing presentation
  • Consistent background
  • Show actual product

Step 7: Kitchen & Service Settings​

Kitchen Display:

Kitchen Station: Wok Station
Preparation Time: 15 minutes
Priority Level: Normal
Show Ingredients: Yes (for modifications)

Order Printer:

Print to: Kitchen Printer 1
Copies: 2 (one for expo, one for station)

Service Options:

Available for:
☑ Dine-In
☑ Takeaway
☑ Delivery
☐ Buffet only

Part 3: Advanced Configuration​

Product Modifiers​

Add Customization Options:

Size Modifiers:

  1. Click Add Modifier Group
  2. Name: "Size"
  3. Type: Single select (choose one)
  4. Add options:
Option    | Price Modifier | Code
---------|----------------|------
Small    | -฿40          | S
Regular  | ฿0            | R
Large    | +฿30          | L

Add-ons:

Modifier Group: Extra Toppings
Type: Multiple select
Min: 0, Max: 5

Option           | Price  | Available
--------------|--------|----------
Extra Shrimp  | +฿50   | Yes
Extra Tofu    | +฿20   | Yes
Extra Peanuts | +฿10   | Yes
Egg           | +฿15   | Yes

Spice Level:

Group: Spice Level
Type: Single select
Required: No

Option      | Price | Default
-----------|-------|--------
Mild       | ฿0    | 
Medium     | ฿0    | ✓
Spicy      | ฿0    | 
Extra Hot  | ฿0    |

Recipe/Ingredients (For Costing)​

Define Recipe:

  1. Click Recipe tab
  2. Click + Add Ingredient
  3. For each ingredient:
Ingredient: Rice Noodles
Quantity: 150 grams
Unit Cost: ฿0.20/gram
Line Cost: ฿30.00

Ingredient: Shrimp
Quantity: 100 grams
Unit Cost: ฿0.12/gram
Line Cost: ฿12.00

Total Recipe Cost: ฿45.00

Benefits:

  • Accurate costing
  • Inventory deduction
  • Recipe scaling
  • Cost variance tracking

Product Bundles/Combos​

Create Combo Deal:

  1. Product Type: Bundle
  2. Bundle Name: "Lunch Special"
  3. Add components:
Components:
- Pad Thai (main)
- Thai Tea (drink)
- Spring Roll (appetizer)

Individual Prices: ฿120 + ฿40 + ฿50 = ฿210
Bundle Price: ฿180 (save ฿30!)

Product Variants​

For Similar Products:

Base Product: Thai Curry

Variants:
- Green Curry (PT-002-G) ฿180
- Red Curry (PT-002-R) ฿180
- Yellow Curry (PT-002-Y) ฿170
- Massaman Curry (PT-002-M) ฿190

Share: Image, Description, Category
Differ: Price, Recipe, Code

Part 4: Special Product Types​

Prepared/Cooked Products​

For Restaurant Items:

Product Type: Finished Good
Preparation Required: Yes
Made-to-Order: Yes
Prep Time: 15 minutes
Holding Time: Do not hold (cook fresh)

Raw Materials/Ingredients​

For Inventory Items:

Product Type: Raw Material
Sold Directly: No (only used in recipes)
Track Lot Numbers: Yes
Supplier: ABC Food Supplies
Reorder Frequency: Weekly

Service Items​

Non-Inventory:

Product Type: Service
Track Inventory: No
Examples: Delivery fee, Service charge, Corkage
Price: Variable or Fixed
Tax: As applicable

Part 5: Bulk Operations​

Import Multiple Products​

Excel Import:

  1. Go to Product → Import
  2. Download template
  3. Fill in Excel:
Code | Name | Category | Price | Cost | Stock
-----|------|----------|-------|------|------
PT01 | Pad Thai | Noodles | 120 | 45 | 50
FR02 | Fried Rice | Rice | 100 | 35 | 75
...
  1. Upload file
  2. Review import preview
  3. Confirm import
  4. System creates all products

Copy Existing Product​

Duplicate Product:

  1. Find similar product
  2. Click Copy button
  3. System duplicates all settings
  4. Change:
    • Name
    • Code
    • Price
    • Recipe (if different)
  5. Save new product

💡 Tips & Tricks​

Pricing Strategy​

✅ Cost-Plus Pricing:

Cost Price × Target Margin = Selling Price
฿45 × 2.67 = ฿120 (167% markup, 62.5% margin)

✅ Competitive Pricing:

  • Research competitor prices
  • Position accordingly
  • Consider value proposition

✅ Psychological Pricing:

  • ฿119 instead of ฿120
  • ฿99 instead of ฿100
  • Creates perception of value

Organization Tips​

✅ Naming Convention:

  • Consistent format
  • Clear, descriptive names
  • Avoid special characters

✅ Product Codes:

  • Logical system
  • Category prefix (PT = Pad Thai noodles)
  • Sequential numbering
  • Easy to remember

✅ Regular Review:

  • Update prices quarterly
  • Remove discontinued items
  • Add seasonal specials
  • Check profit margins

⚠️ Common Issues​

Problem: Product Not Showing in POS​

Check:

  • ✅ Status = Active
  • ✅ Category is active
  • ✅ Available for selected service type
  • ✅ Not out of stock (if tracked)
  • ✅ Price is set

Problem: Wrong Cost Calculation​

Verify:

  • Recipe ingredients correct
  • Current ingredient costs
  • Unit conversions accurate
  • Yield percentage applied

Problem: Stock Not Deducting​

Ensure:

  • Track Inventory = Yes
  • Recipe defined (if using recipes)
  • Proper inventory setup
  • Stock entry completed

📊 Quick Checklist​

New Product Setup​

  • ☐ Category created
  • ☐ Product name & code
  • ☐ Selling price set
  • ☐ Cost price entered
  • ☐ Tax type selected
  • ☐ Image uploaded
  • ☐ Inventory settings
  • ☐ Min/max levels
  • ☐ Kitchen station assigned
  • ☐ Service types enabled
  • ☐ Modifiers added (if any)
  • ☐ Recipe defined (if applicable)
  • ☐ Tested in POS
  • ☐ Trained staff

🎯 Practice Exercise​

Setup Complete Product:

  1. Create Category: "Thai Classics"
  2. Add Product: "Tom Yum Soup"
    • Price: ฿150
    • Cost: ฿50
    • Tax: 7% VAT
    • Prep time: 10 min
  3. Add Image: Upload soup photo
  4. Add Modifiers:
    • Spice level
    • Add protein (shrimp +฿50)
  5. Set Inventory:
    • Min: 20 servings
    • Max: 100 servings
  6. Test: Order from POS
  7. Verify: Item appears correctly

Master product setup for a well-organized menu and smooth operations! 🍜✨