✨ There are two ways you can add products to your product catalogue. This article covers how to upload products individually. To do a bulk upload using a CSV file or Excel spreadsheet, click here.
Creating a product catalogue (a digital menu of your products and services) for your point of sale solution offers so many benefits for your business and its customers.
✔️ Organises your products to make checkout smoother and faster.
✔️ Lets you monitor the performance of individual products, categories and brands.
✔️ Unlocks product performance reports, stock tracking and automated stock alerts.
Which Yoco devices support a product catalogue?
Once you’ve set up your product catalogue in the Yoco App (mobile or web), you can use it on one or more of the following Yoco devices:
Counter
Khumo and Khumo Print
Neo Touch (paired with a mobile phone/tablet running the Yoco POS App)
Go Starter (paired with the Yoco POS App)
1. Add your products
Adding products one at a time may take a little more time than adding items to your product catalogue in bulk, but it’s just as effective – and good to know if you want to add a single product in the future.
Select the Manage tab.
Select the Products tile/widget.
Select the Add products one by one tile/widget (on the left) to add a new product to your product catalogue.
💡 Good to know: If you need help setting up your product catalogue, select the middle button (We'll do it for you) and let our team create a product catalogue for you, so that you can focus on running your business!
When the New product pop-up window appears, enter the product name, the price you're selling it for, the default cost price, and an optional description.
Select the Product thumbnail tile/widget and select a colour, icon or image for your category. The choices you make will determine what the brand looks like in the Yoco App (mobile or web) and Yoco POS App. When you're happy with your choices, select the blue Done button.
Select the Tax tile/widget to choose your tax settings for the product. You can leave it on the default tax set for your business (either including or excluding VAT, depending on whether you're registered as a VAT vendor with SARS), or manually set it as a tax-free (0%) or VAT-inclusive (15%) item.
8. Select the Save button to save the product to your product catalogue.
🍟 Want to add variants to products?
🍟 Want to add variants to products?
Adding attributes like size, colour, style etc. to stock items and then creating variants of these attributes (e.g. S, M, L, XL), lets you sell more than one type of the same product. Let’s see how to do it.
Select the Variants tile/widget on the New product pop-up.
Select the Add an attribute tile/widget.
Add a name for the attribute, e.g. ‘size’, ‘colour’, ‘style’ in the Name field.
Enter the name of the first variant (e.g. S if the attribute is size) in the Options field. Then select the + sign in the circle to the right of the Options field to add additional variants like M and L to the attribute. Select the Done button when you’re finished.
Select the first variant from the list below the Manage variants heading.
When the Edit variant pop-up appears, enter the price for the variant and select the Done button. Repeat the process with the remaining variants.
To add additional attributes (up to three per product), select the Add an attribute tile/widget and add each variant as per step 4 above. Remember that you’ll need to add individual prices for each new set of variants you create.
Once you’ve selected the Done button, you’ll see a complete list of variants for the product displayed in the pop-up.
💡 Good to know: The Edit variant pop-up has a switch that you can toggle to change each variant from available to unavailable, if you’ve run out of stock.
🐟 Want to add products sold by weight/measurement?
🐟 Want to add products sold by weight/measurement?
Adding products that are sold by weight (e.g. grams, kilograms, litres) and measurement (e.g. metres, centimetres) to your catalogue, is easy with Yoco.
On the New product pop-up, enter your unit price for the item in the Price field. By unit price, we mean the amount you charge for the entire unit. So, for example, if you’re selling cherries at R200 per kg, you need to enter the full price per kg (R200) in this field.
Scroll down to the Quantity and units tile/widget and enter the correct unit of measurement (in this case kg) under Default units.
Toggle the Quantity at sale button to the ‘on’ position.
Select the Save button.
Now, when you open your Yoco POS App and add the product to a new sale, the quantity will automatically appear as 1 kg. If you want to change it, here's how:
Tap the product to add it to the bill and the quantity will automatically appear on your screen.
Tap the current quantity and use the keypad that pops up to change it.
Tap the blue Set quantity button.
Tape the blue Add to order button.
The product will now appear in your cart, showing the correct price for the new quantity.
🔢 What's the ‘Price at sale’ switch all about? This switch allows you edit the price of a specific product at the point of sale, and can be extremely useful for the following situations:
You’re running a flash sale (e.g. Black Friday) or a seasonal promotion.
You have different prices per customer profile, e.g. local vs tourist, special rates for pensioners and students, etc.
You’ve negotiated a discounted rate for a bulk purchase.
🍪 Monitor your stock levels – add stock tracking to your products and variants while you're adding them to your product catalogue. Click here for a step-by-step guide.
2. Set up your brands and/or categories
Once you’ve added your products to the Yoco App (mobile or web) to create your product catalogue, you can add brands and categories to organise your stock, and make it easier (and quicker) for staff to find items.
💡 Good to know: If your business doesn’t require brands or categories, simply skip this step and start selling from your product catalogue.
📂 Brands or categories? Or both?
Deciding whether to organise your product catalogue by brands, categories, or both, largely depends on your business type and setup. If you’re a fashion retailer, for example, using brands (like Nike or Adidas) and categories (like sneakers, tops, bottoms etc.) speeds up the checkout process, and gives you insights into what’s selling well, and not so well.
How to add brands
Select the Manage tab.
Select the Products tile/widget.
Select the Brands widget/tile (top right of the screen).
Select the + New brand button to add a new brand to your product catalogue.
Enter the brand name, then select the Brand thumbnail tile/widget.
Select a colour, icon or image – the choices you make will determine what the brand looks like in the Yoco App (mobile or web) and Yoco POS App. When you're happy with your choices, select the blue Done button.
Select the blue Save button to add the brand to your product catalogue.
The brand you've created will now appear on your Brands page.
How to add categories
Select the Manage tab.
Select the Products tile/widget.
Select the Categories tile/widget.
Select the + New category button to add a new category to your product catalogue.
Enter the category name, enter an optional category description, then select the Brand thumbnail tile/widget.
Select a colour, icon or image – the choices you make will determine what the brand looks like in the Yoco App (mobile or web) and Yoco POS App.When you're happy with your choices, select the blue Done button.
Select the blue Save button to add the brand to your product catalogue.
The brand you've created will now appear on your Categories page.
📂 Want to add a parent category? Find out how it’s done.
📂 Want to add a parent category? Find out how it’s done.
Creating parent categories is an excellent way to organise your products and makes checkout quicker and easier – a win for you and your customers. It’s also an easy way to gain even greater business insights through your Yoco Reports.
🌍 Real-world examples
How you name your parent categories and categories is entirely up to you – and what works best for your business. For example, you could create parent categories that reflect your menu – Breakfast, Lunch, Dinner, Drinks, Desserts – and include categories under each one based on what you offer. So, under Breakfast, you could add ‘Pastries’, ‘Breakfast Wraps’, ‘Vegan’ etc. Or, if you run a fashion business, you could have Womenswear as a parent category, with ‘Dresses’, ‘Jackets’, ‘Jeans’ etc. included under it.
Start by creating all your categories, including the ones you want to turn into parent categories. Then, select the first category you want to assign to a parent category (in this example, we've chosen the Quiches category).
When the pop-up appears, select the pencil icon in the top right corner.
Select the Parent category tile/widget.
Select the category that you want to assign as a parent category (in this example, we're choosing Baked Goods to be a parent category for the product Tomato Quiche).
Select the blue Confirm button to complete the process.
3. Add products to a brand and/or category
The final step in creating a product catalogue, is to add your products to a brand and/or category.
Adding products to a brand
Select the Manage tab.
Select the Products tile/widget.
Select the Brands tile/widget.
Select the brand you want to add products to from your list of brands.
Select the + Add products button at the top of the screen.
When your list of products appears, select the ones you want to add to your chosen brand by ticking the boxes next to them.
Once you’ve finished adding products to your chosen brand, select the Confirm button. The products you’ve added to the brand will now appear in a list below the brand name and thumbnail.
Adding products to a category
Select the Manage tab.
Select the Products tile/widget.
Select the Categories tile/widget.
Select the category you want to add your products to from your list of categories.
Select the + Add products button at the top of the screen.
When your list of products appears, select the ones you want to add to your chosen category by ticking the boxes next to them.
Once you’ve finished adding products to your chosen category, select the Confirm button. The products you’ve added to the brand will now appear in a list below the brand name and thumbnail.
4. Set up your modifier groups
Setting up modifier groups makes it easier to sell the way your customers order – add ‘extra cheese’ or record ‘no gherkins’ in seconds! This speeds up checkout, reduces mistakes, and keeps your stock accurate. The result? Less admin for you, faster service for your customers, and a smoother way to run your business.
Add-on modifier (with price)
Add-on modifiers let you charge for optional items, e.g. extra cheese on a pizza or toppings on a burger.
Note modifier (no price)
Note modifiers let you record customisations for an order that don’t affect the price, e.g. no gherkins on a burger, or the cook on a steak.
Linked product modifier
Linking a product as a modifier allows you to add existing products in your product catalogue as modifiers, e.g. linking fries and a soft drink to your burgers so that you can upsell when your customer places an order. You can also track stock for linked modifiers.
Variants vs modifiers – what’s the difference?
Variants offer different standard versions of a product, e.g. size, colour, flavour.
Modifiers customise a product for a customer by adding or removing certain elements.
Creating an add-on modifier
Log in to the Yoco App (mobile or web).
Select the Manage tab.
Select the Products tile/widget.
Select the Modifier groups tile/widget.
Select the + New modifier group button to add a new modifier group to your product catalogue.
Enter a name for the modifier group, e.g. ‘Burger Add-Ons’, then select the Add modifier tile/widget to add your first modifier.
Select the Create a new modifier tile/widget.
Enter a name for the first modifier, e.g. fries, onion rings, or soft drink, then enter the cost of the modifier in the Price field.
Select the Save button to add the modifier to your modifier group.
The modifier you’ve just created will now be visible under the Modifiers heading. To create a second modifier for your modifier group, select the Add modifier tile/widget and repeat steps 7–9 for each modifier you want to add to the group.
Once you’ve added all the modifiers to your modifier group, you can apply selection rules to the group, by toggling these switches to the correct position:
• Require selection If you toggle this switch to the ‘on’ position, it becomes compulsory to select one of the modifiers in the group for a product when taking an order. This is very helpful for adding note modifiers like ‘Rare’, ‘Medium-Rare’, and ‘Well Done’ to steak orders.
• Allow more than 1 selection If you toggle this switch to the ‘on’ position, you’ll be able to select more than one modifier for the products in this modifier group. You’ll also be asked to set a minimum and maximum number of modifiers for this modifier group.
Once you’ve decided on your selection rules, select the Save button. You’ll now be asked to choose which products you want to add to the modifier group. Tick the relevant boxes, then select the Save button.
Creating a note modifier
Log in to the Yoco App (mobile or web).
Select the Manage tab.
Select the Products tile/widget.
Select the Modifier groups tile/widget.
Select the + New modifier group button to add a new modifier group to your product catalogue.
Enter a name for the modifier group, e.g. ‘Remove Burger Items’, then select the Add modifier tile/widget to add your first modifier.
Select the Create a new modifier tile/widget.
Enter a name for the first modifier, e.g. remove gherkins or remove tomato. Leave the Price field empty as there’s no cost for removing items from your burger.
💡 Good to know: If you want to set one of the modifiers in your modifier group as the default, select the Preselected tickbox on this screen. For example, if you do mostly takeaways at your establishment, you could create a modifier group called ‘Service Type’ with ‘Takeaway’ and ‘Dine-in’ as your modifiers, and then set ‘Takeaway’ as your default to save time on each order.
Select the Save button to add the modifier to your modifier group.
The modifier you’ve just created will now be visible under the Modifiers heading. To create a second modifier for your modifier group, select the Add modifier tile/widget and repeat steps 7–9 for each modifier you want to add to the group.
Once you’ve added all the modifiers to your modifier group, you can apply selection rules to the group, by toggling these switches to the correct position:
• Require selection If you toggle this switch to the ‘on’ position, it becomes compulsory to select one of the modifiers in the group for a product when taking an order. This is very helpful for adding note modifiers like ‘Rare’, ‘Medium-Rare’, and ‘Well Done’ to steak orders.
• Allow more than 1 selection If you toggle this switch to the ‘on’ position, you’ll be able to select more than one modifier for the products in this modifier group. You’ll also be asked to set a minimum and maximum number of modifiers for this modifier group.
Once you’ve decided on your selection rules, select the Save button. You’ll now be asked to choose which products you want to add to the modifier group. Tick the relevant boxes, then select the Save button.
Linking a product as a modifier
Log in to the Yoco App (mobile or web).
Select the Manage tab.
Select the Products tile/widget.
Select the Modifier groups tile/widget.
Select the + New modifier group button to add a new modifier group to your product catalogue.
Enter a name for the modifier group, e.g. ‘Burger Add-Ons’, then select the Add modifier tile/widget to add your first modifier.
Select the Link a product tile/widget.
Your existing product catalogue will appear on the screen. Select the product from this catalogue that you want to link as a modifier – use the search bar for the quickest results.
Select the pricing option that fits your linked modifier. You can choose to use the existing product price, set a custom price, or add no extra charge.
The modifier you’ve just created will now be visible under the Modifiers heading. To create a second modifier for your modifier group, select the Add modifier tile/widget and repeat steps 7–9 for each modifier you want to add to the group.
Once you’ve added all the modifiers to your modifier group, you can apply selection rules to the group, by toggling these switches to the correct position:
• Require selection If you toggle this switch to the ‘on’ position, it becomes compulsory to apply one of the modifiers in the group to a product when taking an order. This can be very helpful if you’re running a promotion, e.g. Buy a cappuccino and add a croissant for just R15.
• Allow more than 1 selection If you toggle this switch to the ‘on’ position, you’ll be able to select more than one modifier for the products in the modifier group – you’ll also be asked to set a minimum and maximum number of modifiers for the group.
Once you’ve decided on your selection rules, select the Save button. You’ll now be asked to choose which products you want to add to the modifier group. Tick the relevant boxes, then select the Save button.
✨ Need help managing your product catalogue? Click here to find out how to:
• Remove products from a brand, category and/or modifier group.
• Edit brand, category, modifier group and/or product details.
• Delete a brand, category, modifier group and/or product.