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.

Create a stock product

To create your stock products, follow the steps below.

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 description (recommended) and detailed description (optional).
     
   
   • This description will display when a guest selects the stock product in the online checkout and the mobile food & beverage checkout.
   • Keep your description short and clear, so your guests know at first glance what they’re ordering. 
      
5. Upload an image.
   
   
   • We accept 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.
   • Select Save.
     
     
6. Add any variations for your stock product, such as small, medium or large (Pro plan and above).
7. For food or beverage items, select the production printer you want the docket to print to (optional). 
8. Customize additional options as needed. 
9. 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:

• Hot dogs
• Pizza
• Hamburgers
• Hot chips

You can assign each of these products the same tag (Hot food) 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, hot chips can be tagged as Hot food and also Snacks.

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 (or define) a variety, follow the steps below. 

1. Set the variety name and price.
2. 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).
3. Then, to add another variety, select Add another variety and repeat steps 1 and 2 above.

Configure advanced settings for each variety

Select each variety to configure any advanced settings. Then follow the steps below.

1. Add a Variation image for the particular variety.
2. 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. 
3. Override reporting category (GL code) to add a specific category for the variety.
4. Assign a Barcode ID to each variety. You can scan the Barcode ID directly into this text box or type it in manually.
   
   Barcode IDs must be unique and are case sensitive, any letters contained in the barcode ID must be lowercase.
5. 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.
6. 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.

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.