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Point of Sale Solution Back Office Item Management

August 13, 2025

Description

An overview of how to manage items in the Point of Sale Solution Back Office

What's in this article?

Software Plan: Basics | Starter | Growth | Pro

Items management includes creating your item categories to organize your products and services into similar groups, setting tax categories and percentages, assigning specific printers to an item to route kitchen tickets, creating the products and services, and creating modifiers. 

We recommend setting up your Point of Sale solution in the following order: 

1. Create your categories

Set up your product and/or service categories and departments. 

2. Set up tax categories 

Create tax categories for your business and set the tax rate for each tax category.

3. Assign printer types

Set up your printers if you will assign products to a specific printer or KDS.

4. Add products

Create a product for your inventory.

5. Create services

Add a service to your inventory.

6. Create modifiers

Add modifiers to an item to relay special instructions about the item, when ordered. Add an add on to a service.


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