Additional Category/Sub-Category Options
Additional Product Options
Products are the mainstay of any business, and therefore will require the most attention when building out the QuickBooks POS system. In parlance, clients may encounter different terms for a business’s supply of products, including menu, product menu, product offering, and product listing, depending on the vertical purchased. Products are the equivalent to the items on the menu.
QuickBooks Point of Sale has a three-tier categorization for the Menu and its corresponding Products. The tiers are Product Category, Product Sub-Category, and Product. Clients should strive to make the Product Categories as general as possible, and the Product as specific as possible. For example, a typical restaurant will have the following layout:
- Plain Omelet
- Cheese Omelet
- Ham & Cheese
- Chocolate Chip
- Belgian Waffle
- Hash Browns
- Cali Burger
- Soup of the Day
- French Onion
- Claim Chowder
- Caesar Salad
- Cobb Salad
- Side Salad
- Baked Potato
- Chicken Parm
- Pork Loin
- Sautéed Salmon
- Waffle Fries
- Mashed Potato
- Apple Pie
- Chocolate Cake
- Orange Juice
- Red Wine
- White Wine
There are a couple of notes to make here:
- In situations where a particular group of Products does not require further categorization, Categories and Sub-Categories may have the same name (see Desserts > Desserts). If there is only one Sub-Category under the Category, the Menu interface on the POS Platform will automatically skip to the Products if One-Touch Menu is enabled.
- If there are a number of sides that are included within the price of a meal or entrée, those sides will be handled using Modifiers.
- Different verticals will require different categorizations. For example, bars will actually need Drinks to be split into additional categories, Non-Alcoholic, Liquor, Wines, to be able to accommodate further sub-categorizations; Sprite, Coke, Vodka, Gin, Whiskey, Red, White, Sparkling. Take the time to layout the menu and visualize what would create the easiest workflow for the employees when navigating the POS Menu.
- Once Products have been created, clients will NOT BE ABLE to completely delete the Product, especially for clients who have gone live! This is because Product information is tied to order history information, and deleting products completely from the core API will corrupt historical data.
For the time being, please disregard Product Classes and Product Groups. Product Classes are used for reporting purposes, and Product Groups are used for discounts.
To begin building out the Menu, login to the Management Console. These credentials should have been provided soon after the system was purchased. On the management console screen, click on the Products tab.It is also possible to create the menu on the application, more information below.
On the left-hand menu bar, click on the Products line. This will bring you to the Menu screen.
To create a Category, click on the line labeled +Add Category. This will populate two empty fields. The first empty field would be the name of the Product Category. Enter the desired name of the Product Category.
The second empty field is for Sort. Sort dictates the order in which the Category will appear on the POS. This field is populated with the next available sort number by default, but may be changed if desired.
Once the fields have been filled out, click the Save icon.
To create a Sub-Category, click on the ( + ) button to the left of the Category under which you would like to add the Sub-Category. Then, click on +Add Subcategory. Follow the same steps laid out in adding a Category, then click Save.
Additional Category/Sub-Category Options
Clients will notice two additional icons to the right-hand side of the categories and subcategories that have been populated.
– The A-Z icon will alphabetize the current Menu. Depending on the section where the button is located, it will either alphabetize the Categories, Sub-Categories, or Products. Note: this does not currently change sort order in the POS, but it will re-arrange the products, subcategories or categories alphabetically onscreen for easier viewing.
– The Pencil icon will go to the details of the Category or Sub-Category. Here, it is possible to active/deactivate Categories and Subcategories, add an image to appear on the POS ( recommends a 100×100 pixel image), or choose a color so that the button is displayed differently on the POS.
Creating a Product
Creating a Product is similar to creating a Category and Sub-Category. To create a product, click on the plus signs to populate the dropdown lists for Categories and Sub-Categories. In the desired Sub-Category, fill in the empty fields. There will be two additional fields, one for Cost (which is optional) and one for Price (which is mandatory). Once the fields have been filled out, hit Enter.
Additional Product Options
There will be additional icons to the right side of Products that have been created.
– The R icon stands for Recipes. Clients can add or edit the ingredients used for the product by clicking on the R icon. If the product has ingredients already assigned, this icon will be dark blue. For more information, please see Ingredients.
– The M icon stands for Modifiers. Clients can add or edit the modifiers available for the product by clicking on the M icon. If the product has modifiers, this icon will be dark blue. For more information, please see Modifiers.
– The double M icon stands for Copying Modifiers. Clients can copy the modifiers from one Product to the other by clicking on the Double M icon. For more information, see Copying Modifiers
– The Clipboard icon is standard for Inventory. Clients can add or edit the Product’s inventory by clicking on the Clipboard icon. For more information, see Inventory.
– The Double Square icon stands for Product Copy. Clients can create an exact copy of a product, including all associated modifiers by clicking the Double Square Icon. Once selected, the system will asked to edit the name of the product and give it a unique barcode and SKU.
– The Pencil icon stands for Product Details. Clients can edit the details for the Category, Subcategory, or Product by selecting the Pencil Icon. For more information, see Product Details below.
Clicking the Product Details icon on a product will open into a page containing all settings relevant to that particular Product. A settings tree on the left will contain a list of the settings and their names, and any of settings checked will be expanded on the right.
To edit a setting that is not currently displayed, simply navigate to it in the tree and select it. When setting is changed, the field will be outlined in blue, and a blue arrow will appear to the right. To undo a change, click the blue arrow and the setting will return to its original value.
To see all the settings that have been edited, check the View Changed Settings Only box at the top of the page. Only Settings that have been changed or clicked will collapse into an easy-to-view list for faster confirmation. When all necessary changes have been made, click the Confirm button.
To navigate back into the product tree, click the appropriate Category/Sub-Category in the blue bar at the top of the Product Details page.