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Adding a new product to the inventory

This guide explains how to add a new product to the inventory from the merchant app, including setting price, tax.

Prerequisites

  • You are logged in to the merchant app with a role that has edit access to Inventory.

Step 1: Open the Inventory module

  1. From the main navigation bar, click Inventory.
  2. In the Inventory page, click the Base Menu tab if it is not already selected.

Step 2: Start adding a new product

  1. Click the Add Product Inventory products list.
  2. A New Product form or dialog appears.

Inventory products list

Example of the Inventory → Products list page.

The New Product form with basic details section.

Step 3: Enter basic product details

In the Basic details section, fill in:

  • Product name: The name that will appear on the POS and receipts.
  • Description (optional): Short description about the product.
  • Category: Choose an existing category (for example, Beverages, Main Course, Desserts) or create a new one, by clicking the add category button Inventory products list and filling the category details.

Ensure the product name is unique and accurate so reports and search work correctly.

Step 4: Add translations (optional)

In the Product name section:

  • Click the + Add Alias button to add translations.
  • Add product names in other languages if you need multi-language menus. Product Translation

Step 5: Configure pricing and tax

In the Pricing section:

  1. Enter the Price.

  2. (Optional) If applicable, enable GST and enter the GST percentage (inclusive or exclusive of GST, based on your configuration).

    Inventory products list

  3. (Optional) Set Base price for margin and profitability reporting.

Step 6: Select counter (Optional)

  1. Select the counter to which this product belongs to.

Refer Add counter to create counters in the merchant app.

Step 7: Save the product

  1. Click Add Item button to create the product.
  2. After saving, verify that:
    • The product appears in the Products list with the correct name and price.
    • The product is visible in the Staff App billing screen after account sync.