Managing & maintaining Catalogs

Creating and managing your catalogs in your Merchant Portal is a breeze.  Your catalogs work hand in hand with the Register app, where you can use the products to build orders and process transactions on the terminal.

To begin, log into the Merchant Portal and click Catalog in the navigation bar on the left hand side.

From here you can manage all aspects of your catalogs, from creating and associating products, uploading your products in bulk, taxes, fees and discounts to assigning them to your terminals.

All the catalogs you have created will appear on the left side.  You can add new ones by clicking on Create Catalog button, or modify existing ones.

Categories:  

Categories allow you to collect similar products for quick access within your Catalog. Click on Create Category once you've created your catalog to get started.

You can assign a color to each category to make for easier navigation on the device.

Products

Once the categories have been created, you can start by adding products to them.  Simply click on one of the empty squares to add a new or existing product.

 

Give your new product a name, price, and SKU and UPC (optional). Additionally, you can elect to use an icon and edit the color of your tiles to distinguish it from your other products on the Register app.  

Modifiers

Modifiers are options that add another level of customization to a product. For example, under the product “coffee” there could be the modifier “size”.  Pricing for specific modifiers can be added as well. Select Edit Modifiers to add customizations to your product. 

After a modifier is added to a product, these customizations will be prompted for an employee when they take an order within the Register app.

Once you're done customizing your product, select Save.

Adding Taxes, Discounts, and Fees

Add taxes, discounts and fees as needed for your business.

Create a tax

Step 1: To create or manage a tax, click on the "Taxes" tab on the top menu.

Step 2: Select “Add Tax”

Step 3: Specify a name for the tax. Determine if tax will be applied as a Percentage or as a Fixed Amount. Add the tax amount and select Add Tax.

 

 

Create a Discount

Step 1: Select "Add Discount"

Step 2: Specify a Code (or name) for your discount. Determine whether it is a percentage or fixed amount.

Step 3: Choose a context for your tax - Item Level or Order Level.

Step 4: Elect the Catalog that you'd like this category to apply to. If the discount applies to the item level, then the Category will be selectable from another dropdown menu. 

 

Create a Fee 

Step 1: Select "Add Fee".

Step 2: Specify a Code (or name) for your discount. Determine whether it is a percentage or fixed amount.

Step 3: Choose a context for your tax - Item Level or Order Level.

Step 4: Save Fee.

Bulk Upload

The Bulk Upload feature allows merchants to upload multiple products utilizing a CSV file (comma separated value - commonly used with Excel). 

To begin, go to "Products" and select "Bulk Upload".

On the Bulk Upload page, you'll find two sample product .csv files. One is optimized for products without modifiers, and the other is better suited for products with modifiers. 

.CSV for Products without Modifiers:

.CSV for Products PLUS Modifiers: 

 Select "Click to Upload" to submit your .CSV file. These products will be added to your Catalog.