Creating Products and Adding Custom POS Layouts

What are products?

A product is a fixed, simple item. If you want to learn how to set up new products, we’ll cover that down below

There are 2 separate places where you can find products

• Point of Sale (POS) tab where you can sell products to customers. Products are arranged on a grid called a Layout. 

• Settings > Products and you’ll be presented with the product list. Here you can search through your products, edit existing products, or create a new one.

Products can be used in different ways, either way, we are selling products, right?

An alternative way to use products is by booking extras where we can set them up like a club hire  

If you would like to know how to set that up please click here

Here is a step-by-step guide on how to create products

Let`s take a look at the boxes and what they mean on the products window

• Please give a Name to the product (wood, Pepsi, pizza)
• SKU stands for "Stock Keep Unit" a unique number
• Give a price to it
• You can have a Display Price if you would like to have a different value show how much it is
• Category you can create different groups and categorise them into them
• Image size if you set it for cover it will fill out the little blue block whereas contain will make sure it fits in it
• Description If you would like to have a description of the product let's say what they contain for allergic reasons
• If you decide it can be "Usable With Balance" then set it to "Yes"
• "Product Disabled" if they can buy the product
• You can Add an image that will shown in that little square on the top right (This tile previews how the product will look on the POS grid view. Modify some of the settings and see how it changes. You can also tap directly on the “shortname” (in this case Pe for Pepsi) and set it to something else.)
• Report Category is which category it belongs to
• Flags are most typically used for taxes and adding rules for this purpose
• Modifiers if you can modify the item for example a burger with extra bacon or cheese
• Extra properties if you would like to add extra functionalities to the product

There are times when there is the need to create custom items on the fly for multiple of reasons.

• Navigate to the POS tab and on the left-hand side corner of the screen at the top click Keypad
• You will then see the Add a custom item modal appear. Type in the item descriptor and insert the price of the item > then click ok and you will the item has been added to the Purchase.
• A useful feature is that this item will also appear under your Purchase Report.

Adding Custom Layouts

• Click on the POS tab to navigate to the POS screen.
• At the top of the page next to Default Layout click the 3 horizontal dots > and click Edit layout.
• The tiles will then become editable > click on the '+' button and you will then see the list of products modal appear.
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• At the top of the products list you will see the groups of products that you have created when you created your products. Separated by a horizontal rule, you will then see the list of individual products below > you can then select either a pre-made group of products or you can select an individual product to add to the selected tile.

• Finally once you have added all your products you can exit the Edit Layout mode by clicking the 3 horizontal dots again > and then click Finish editing.

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• You will then be able to use your new POS layout.

 

Adding Multiple Layouts

If you have multiple areas of your business where you need to process purchases through YGB you can set up multiple POS screen layouts e.g one for the Cafe' and one for the Driving Range.

• Click on the POS tab to navigate to the POS screen.
• At the top of the page next to Default Layout click the 3 horizontal dots > and click Change layout.
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• You will then be able to either select a different layout or you can create a new one by typing in the name of the new layout and then clicking Create layout > then select the layout you would like to view.
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