Module 7
Adding Items
Add products and services to your catalog so they're available in the POS, booking system, and billing.
Adding a New Item
- Click + New ItemFrom the catalog page, click the New Item button.
- Choose Item TypeSelect Product, Service, Package, or Membership.
- Enter Basic DetailsFill in: Name, Description, Category, and Price.
- Add an Image (Optional)Upload a product photo. It appears in the POS grid and catalog listings.
- Set AvailabilityChoose which locations this item is available at. You can make it available everywhere or select specific sites.
- SaveClick Save Item. The item is immediately available in the POS and billing systems.
Item Fields
| Field | Required? | Notes |
|---|---|---|
| Name | Yes | Clear, concise name shown to staff and clients |
| Type | Yes | Product, Service, Package, or Membership |
| Price | Yes | Base selling price (before discounts) |
| Category | Yes | Organizational category |
| Description | No | Detailed description for staff reference |
| SKU | No | Stock keeping unit for inventory |
| Image | No | Product photo (JPG/PNG, under 5MB) |
| Tax rate | No | Override default tax rate if needed |
Naming conventions: Be consistent with item names. Use the format "Category - Item Name" or "Item Name (Size)" so staff can find items quickly.
Quick Reference
| Action | How |
|---|---|
| Add item | Catalog → + New Item |
| Required info | Name, type, price, category |
| Edit item | Click item → Edit |
| Deactivate item | Edit → toggle Active off |