Batch Creating New Products & Adding to Menu

NOTE: This guide assumes you know how to access the Manage section in SambaPOS.  If unsure, please check this guide on Accessing Manage Section.

If you have a lot of products to add to your POS, you can follow the following steps to quickly add the Products then allocate them to a Menu.

You can do this both on a brand new system, or at any time you need to add more than a few products.

Creating your products

In SambaPOS product category and menu category are different. Product category is useful for reporting and menu category is used to create menu buttons on screen. For example you may have multiple menus. In one menu Coffee may appear under Beverages and in the other menu it may appear under Hot Drinks. While creating products we should think how products should be categorised in reports. We'll consider how it appears on menu screen later.

Start creating products by clicking on Batch Create Products Link

• Start Category Names by # symbol.
• Type Product Names under Category line
• All Product Names should end with a price.

Click OK to Create Products.

Configuring Menu

• Click Products > Menu List > Menu to display default menu.
• Click Add Category and Type category names

 

After clicking OK button SambaPOS will ask you if you want to add products automatically that matches the current category names.

Click Yes. SambaPOS will Add Soups under Soups category and Drinks under Drinks category. You can manually add remove products from categories by double clicking on category names.

You can move items from left to right to add more items under this category.

When you create a new product you should add it into a menu category to be able to see it on POS Screen.

This is how my new POS screen looks.