Create your stock products

Stock products can be used to sell physical goods that require inventory tracking, such as food, beverages and merchandise (eg pizza, coffee and t-shirts). Stock can also be used as add-ons to upsell guests when they purchase products online.

This guide walks through how to create a stock product including any variations and how to manage stock with limited quantities. Variations are available on a Pro plan and above.

Get started and add basic details

To create your stock products, follow the steps below to enter the basics: 

1. From Venue Manager, go to Products > Stock > All stock.
2. Select Create stock.
3. Enter a Name. The name can specify the type of product, allowing you to offer multiple variations under one main product. For example, you could name the main product Coffee or Jump Socks and then define its varieties like flavor or size. See below for how to add varieties.  
4. Include a short description (recommended) or select Provide a detailed description (optional). This description will display when a guest selects the stock product in the online checkout and the mobile food & beverage checkout.
5. Upload an image: 
   • JPG and PNG formats up to 1 MB in size. The image is cropped to an aspect ratio of about 5:3. The best image size to upload is 640 x 390 pixels.
   • Select Upload File and select the file from your desktop.
   • Pull and drag the crop marks to frame your image. Anything with a dark overlay will be cropped out.
6. Add tags (learn more below)
7. Select Save.

Add your tags

Product tags are used to group similar products together, and they can be used to filter and categorize your products. You can then add stock products to your mobile food & beverage checkouts by tag.

For example, you may want to sell the following stock products in your mobile food & beverage checkout: Coffee, Tea and Hot Chocoloate. If you assign each of these products the same tag (Hot drinks) and then add them to your mobile food & beverage checkout in one go.

You can also add more than one tag to your stock product. For example, coffee can be tagged as Hot drinks and also Snacks.

To attach tags to a stock product:

1. Under the Stock details and Tags 
2. Start typing the name of the tag and select an existing tag or create a a new one. 
3. Select Save. 

Add any variations

Variations indicate differences in size or flavor. For example:

• Name of product: Coffee
  • Variety name: Small
  • Variety name: Medium
  • Variety name: Large
     
• Name of product: Soda
  • Variety name: Cola
  • Variety name: Lemonade
  • Variety name: Creaming soda

To create a variety, follow the steps below:  

1. Select + Create variation
2. Set the variety name and price.
3. If you have an Unlimited quantity, check the box. Otherwise set the Qty and PAR Qty levels (the minimum amount of crucial inventory to keep on hand).
4. To add another variety, select Add another variety and repeat steps 1 and 2 above.
5. Select Save. 
6. Use the drag and drop handles to reorder the variations to display the most relevant ticket options first in the checkout. 

Configure advanced settings for each variety

You have the option to further customize each variety. Follow the steps below to update advanced settings for each variety: 

1. Click on the variation and select the Advanced link
2. Add a Variation image for the particular variety. 
3. Set a user defined cost. Use this option if you want to enable POS operators to enter a price for the variation you're creating. 
4. Select Hide from online sales if you don’t want to sell this variety in your mobile food & beverage checkouts.This is particularly useful for HQ-managed venues, who may not sell all stock variations created for an HQ product. HQ-managed venues can still add the product to their venue, and then choose which variations display in their mobile food & beverage checkouts.
5. Override reporting category (GL code) to add a specific category for the variety.
6. Assign a Barcode ID to each variety. You can scan the Barcode ID directly into this text box or type it in manually.
7. Add the Cost of Goods (COGS) for each variety. You must enter this if you'd like to use the Cost of Goods report, which shows the sales and associated costs of stock items.
8. Select Tax override if you'd like to override the default.

Set the print station [Optional — for legacy printing]

Set the print station for the production dockets to print to. Follow the steps below.

1. Go to your computer's Control Panel.
2. Find out the exact name of your printer and enter it into the field.
3. If you use this setting, enable the Production dockets setting in your POS device settings.
4. Select Save. 

Configure additional options

In additional options, configure reporting category a tax override and flag whether an item is food or beverage item. 

1. Scroll to Additional options
2. If applicable, select Reporting category and select the category / GL code from the drop down. These reporting categories are configured in Reports settings.   
3. If applicable, select whether the stock item is a Food & beverage item. Flagging this helps ROLLER create better features for venues providing food and beverage options for guests. 
4. If you wish to apply a different tax rate to the default on this item select Tax override and select rate from the list. These rates are configured in the tax and fees settings. 
5. Select Save. 

Now you've created a stock item! Repeat these steps for other items. 

Edit and manage stock items

Add to a checkout or POS menu

• To sell online as an add-on to an existing product, link the stock product as an add-on in the product's additional options. Then add the product to the checkout and POS.
• To sell as a standalone product online, add the stock product your checkout.
• To sell at your venue, add your stock product to a POS menu. 

Edit your stock products

Stock products are located in their own area in Venue Manager. To find and edit them after you've created them, follow the steps below.

1. From Venue Manager, go to Products > Stock > All stock.
2. Search for and select the stock product that requires updating.
3. Make any changes to the stock product details and varieties. 
4. Select Save.

Manage quantity on hand

This applies to stock that has a quantity on hand (Qty) set in the stock product variety configuration. To manage your stock quantity follow the steps below.

1. From Venue Manager, go to Products > Stock > All stock.
2. Search or scroll down to the stock product that requires updating.
3. Select the options menu and select Update quantity.
   
   
   
    
4. From the pop-up, select between Add, Subtract and Set value and type in the amount. Select Update Quantity.