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How to Create your Product Catalogue (Bulk Upload)

Ready to start delivering an even better customer experience? Let’s get your product catalogue up and running!

Need help setting up a product catalogue? Our Support Team is available to help you convert an image of your menu into a CS file, or create a CSV file from your product list. We'll add up to 100 items to the CSV file, then guide you on how to add additional items in the Yoco App (mobile or web). Most uploads are quick, but they can take up to 72 hours – you'll be notified when we start.
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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.

  • Delivers more detailed reporting through the Yoco App (mobile or web).

  • 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, Khumo 2, Khumo Print, and Khumo Print 2

  • Neo Touch (paired with a mobile phone/tablet running the Yoco POS App)

  • Go Starter (paired with the Yoco POS App)

✨ Want to add products to your catalogue individually? Click here for a step-by-step guide.

Adding products in bulk


With a single CSV or Excel file, you can upload multiple products at once, saving you time and helping you keep your product catalogue organised. Here’s how to prepare your file, upload it, and check that everything's right in the Yoco App (mobile or web).
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1. Download the product catalogue template


  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.
    ​

  4. Select the Upload in bulk tile/widget (on the right) to add products to your product catalogue using our template.
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  5. Select the Download CSV template button on the pop-up window and save it on your device. The CSV template includes all the columns you need to complete in the correct format for the Yoco App (mobile or web).
    ​

✨ Already have a product list? Need help transferring the information to our CSV template? Please contact our Support Team via our in-app chat.


2. Add your products to the template


  1. Open the product catalogue template on your device.

  2. Add the relevant product information under each column (click here for help with this process), and save the file. ​
    ​

    💡 Good to know:

    • Open and edit the product catalogue template in Excel or Google Sheets.

    • Once you've added all the products to the template, you need to save it as a CSV (.csv) or Excel file before uploading tit o the Yoco App (mobile or web).

Top tips

  • Keep your file under 32 MB.

  • Use the .xlsx format – .xls isn't supported.

  • Both comma- and semicolon-separated work can be used in CSV files.

  • Include a maximum of three variant attributes.


Formatting guidelines

  1. The column titles (e.g. Product, Price, SKU) must appear in the first row – DO NOT delete or move this row.

  2. Adding a product with variants?

    • Make sure that you add each variant to a separate row.

    • Keep your attribute names consistent across rows – only the values should change (e.g. 'Size' stays 'Size', but the value changes from S to M to L).

    • All variants of the same product must have the same Product Name, Brand, Category, Price, and Stock Tracking setting.

    • Variant combinations must be complete. If you're selling three sizes in two colours, for example, you need six rows with no gaps.

  3. Check that you haven’t duplicated any rows – each product/variant should only appear once.

  4. Check that you’ve completed the product name and price columns. All other columns are optional, and will apply depending on how your business is structured.

  5. Use points (.) for decimals, e.g. 49.99.

  6. Don’t delete any of the columns – if you don’t need them, leave them empty.

Need help completing the product template?

Let’s explore what the headings for each column mean, and what you need to do for each one.

Product ID
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Enter the unique code you’ve allocated to each product so that you can identify it in your system. The Product ID also ensures that if you import the same product again, it updates the column, instead of creating a duplicate.

Product name
​(Compulsory)

Enter a name for each product – this is what customers will see on their receipts.

Description

Add a description to each product so all its variants (e.g. sizes and/or colours) stay grouped together.

Default price
​(Compulsory)

Enter the price the customer will pay for the standard option of the product.

Brand

Enter the brand (e.g. Nike, Coca-Cola) – useful for reporting or filtering; optional.

Category

Enter the category (e.g. beverages, shoes) that the product belongs to.

SKU (Stock Keeping Unit)

Stock-keeping codes (e.g. TSH-BLK-M for a medium black t-shirt) are automatically generated by the system to help you track stock levels and organise products by attributes. If you have your own SKUs for your products, you can also enter them in this column.


To track stock by variant, select 'variant' in the Stock Track column, then enter a unique SKU per variant.
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​Notes:

  • SKUs are not case-sensitive, so TSH-BLK-M and tsh-blk-m are the same SKU.

  • If you opt for the system-generated SKUs, the product will have its own SKU code which is separate from each variant SKU.

  • If you leave a variant row blank, the system will auto-generate a

    code for that variant.

  • If you re-import your product catalogue with a blank SKU column or cell the existing code will be kept; it won't be cleared.

  • Swapping codes between variants of the same product (e.g. moving the code from 'Small' to "Large' if you've entered it incorrectly), must be done in two steps:

    • First import: replace the SKUs you want to swap with
      temporary placeholder codes (e.g. add -TEMP to the end).

    • Second import: update with your final codes.

Default cost price

Enter the standard price you pay to buy or produce each product.

Ask for quantity

Enter ‘yes’ if this product is sold by weight/measurement (e.g. cherries, biltong) and you want to be prompted to enter the weight/measurement at checkout.
​
Leave the column blank if this product isn't measured by weight.

Default quantity

Enter the standard number of units for each product based on how you sell or package it (typically 1). The number you enter will be auto-filled at checkout. If you enter 0 in this column, it will be treated as blank.

​Please note: Negative values will be rejected.

Quantity units

If you’re selling a product by weight/measurement, enter the unit of measurement that applies, e.g. kg, cm, litres.

Ask for price

Enter ‘yes’ if you want to be able to edit the price of this product when you add it to a sale in the POS App – allows for market rate items, flash sales, discounts negotiated with a customer, local vs tourist prices, etc. Enter ‘no’ if you don’t want the option to edit the price.

VAT enabled

Leave the column blank if this product follows your business's default VAT setting (set in Settings → Business details).
​

Enter 'no' only if this specific product excludes VAT, but your business default is set to 15% VAT. For example, a zero-rated item sold alongside standard-rated products.

Variant price

Enter the price for a specific variant of a product, e.g. a small Latte may cost R35, while a large Latte costs R40.

Variant enabled

Enter ‘yes’ in this column if the product comes in different sizes, colours, models etc. If it doesn't, leave this column blank.
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​Note: The SKU in the first row defines the product; additional rows define each variant.

Attribute 1

Enter the name of the first attribute, e.g. size, colour, or model. You can add up to three attributes per product.

Value 1

Enter the first variant, e.g. if your attribute is size, the value will be Small, Medium, or Large.

Image URL

If you want to add an image to each of your products and variants (if applicable), enter the URL for the image in this column. Enter 'none' if you want to clear an existing product image.

Barcode

If you're using the Yoco Barcode Scanner, enter the barcode for each product and variant (if applicable) in this column.

Stock Track

Enter ‘product’ in this column if you want to track stock on a product level, i.e. one shared stock count across all variants of a product. Note: If you previously selected 'yes' in this column, it will automatically track stock on a product level. However, if you have different SKUs across your variant rows, you'll see a validation error. To fix this, either remove the SKUs from the variant rows and track stock at the product level, or keep the different SKUs and change Track Stock to 'variant' to track each variant separately.
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Enter 'variant' in this column if you want to track stock on a variant level. Note: Make sure that you use unique SKUs for each variant.
​
Enter 'no' in this column if you don't want to track stock or you want to disable stock tracking for a product or variant.
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If you leave this column blank, stock tracking stays as-is for any existing products. New products added in the next import will have stock tracking off by default.

Applied Modifier Groups

Enter the name(s) of the modifier group(s) you want to link to this product in the column, separated by a pipe ( | ),
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​Example
If you're adding one modifier group, it will look like this: Burger Extras
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If you're adding two modifier groups, it will look like this: Burger Extras | Burger Edits
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Add the group(s) in the order you want them to appear and make sure that the modifier group you enter exactly matches the modifier group you've already set up in the Yoco App. A typo or extra space will cause an error.
​
Leave the column/cell blank if you want to keep any existing modifier groups unchanged. NB: Leaving a column/cell blank won't clear modifier groups.

Enter a single pipe ( | ) in the column to remove/clear all modifier groups from the product.
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​Please note: If a product is used as a modifier option, you can’t enable Ask For Price or Ask For Quantity, set a non-zero Default Quantity, add or remove variant groups, or remove variants.
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​Not sure how to create a pipe?
​Mac = Option + Shift + \ (backslash key). On some layouts, just Shift + \
​Windows/Microsoft = Shift + \ (backslash key)

Seeing an error?

If you're seeing any of the errors below, find out what's causing it and how to fix it.

Error message

Cause

Solution

Default quantity must be blank or greater than zero

Default Quantity is negative.

Leave the cell blank or use a positive number.

Missing required columns

Template columns were deleted or renamed.

Start from a fresh template; don't remove columns.

Out of order columns

Columns were rearranged.

Restore original column order from template.

SKU already in use

That code is already on another catalogue line (another product or another variant of the same product). Common when swapping variant SKUs in one file.

Pick a code that is not in use yet. Swap in two steps with temporary codes – follow the instructions in the SKU column in this section. Or leave blank where the system can assign one.

SKU must match the product SKU on the first row, or be left blank

Product-level stock: a variant row has a different non-blank SKU than row 1.

Clear the cell or use the same code as row 1.

Duplicate SKU in this product's import rows

Variant-level stock: two rows for the same product use the same non-blank SKU.

Use distinct SKUs per variant or leave blank.

Track Stock Variant is not valid for a single-row product

Track Stock is Variant but the product is a single row with no variant attributes.

Use Product or legacy Yes, or add variant rows.

Track Stock Product requires… / Track Stock Yes (legacy)… (message mentions multiple SKUs)

Product or legacy Yes with different non-blank SKUs on a multi-row product.

Use one shared SKU (or blank variant SKUs) for product-level stock, or set Track Stock to Variant for per-variant SKUs.

Two products cannot have the same SKU

Multiple products in the file share one SKU (case-insensitive).

Ensure each product has a distinct SKU (or leave blank).

Attribute does not match product attribute

Variant rows have inconsistent attribute names.

Use identical attribute names across all rows of a product.

Must not contain duplicate variant rows

Two rows have the same attribute values.

Remove or differentiate duplicate variant combinations.

Name does not match product with same ID

Rows with same Product ID have different names.

Use identical Product Name on all rows of a product.

A product with this name already exists

New product (no Product ID) duplicates an existing name.

Provide the existing product's Product ID to update it, or use a different name.

💡 Good to know: If you have multiple stores or selling spaces, you can assign products to appear at certain locations only, and set different product (and variant) prices per location, e.g. a flat white could cost R40 at your flagship store and R36 at your market pop-up. Click here to find out how to set up products and pricing per location.


3. Upload your product list


  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.
    ​

  4. Select the Upload in bulk tile/widget (on the right).
    ​

  5. When the pop-up appears, select the Upload button in the Browse files tile/widget.
    ​

  6. Once you’ve selected the CSV file on your device, it will display in the grey block and the Upload file button will change to blue. When this happens, select the Upload file button.
    ​

  7. A message will confirm that the file you are trying to upload is valid and ready to be imported. Select the blue Confirm import button to continue.
    ​

  8. Once your Excel or CSV file has been imported, a success message will appear. Your products can now be managed in the Yoco App (mobile or web) and used in the Yoco POS App.

💡 Good to know: If you need to add new products to your product catalogue (after you've uploaded your CSV file), you have two options:
​
1. Export your CSV file from the Products page in the Yoco App (mobile or web), add your new products, then Import the file again.

2. Load the additional products one by one – click here for a step-by-step guide.


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.

You can create modifiers in the Yoco App (mobile or web) and use them in one of three ways:

  1. 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.
    ​

  2. 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.
    ​

  3. 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

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.
    ​

  4. Select the Modifier groups tile/widget.
    ​

  5. Select the + New modifier group button to add a new modifier group to your product catalogue.
    ​

  6. Enter a name for the modifier group, e.g. ‘Burger Add-Ons’, then select the Add modifier tile/widget to add your first modifier.
    ​

  7. Select the Create a new modifier tile/widget.
    ​

  8. 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.
    ​

  9. Select the Save button to add the modifier to your modifier group.

  10. 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.
    ​

  11. 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.
    ​

  12. 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

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.
    ​

  4. Select the Modifier groups tile/widget.
    ​

  5. Select the + New modifier group button to add a new modifier group to your product catalogue.
    ​

  6. Enter a name for the modifier group, e.g. ‘Remove Burger Items’, then select the Add modifier tile/widget to add your first modifier.
    ​

  7. Select the Create a new modifier tile/widget.
    ​

  8. 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.
    ​

  9. Select the Save button to add the modifier to your modifier group.

  10. 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.
    ​

  11. 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.

  12. 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

  1. Log in to the Yoco App (mobile or web).

  2. Select the Manage tab.

  3. Select the Products tile/widget.
    ​

  4. Select the Modifier groups tile/widget.
    ​

  5. Select the + New modifier group button to add a new modifier group to your product catalogue.
    ​

  6. Enter a name for the modifier group, e.g. ‘Burger Add-Ons’, then select the Add modifier tile/widget to add your first modifier.
    ​

  7. Select the Link a product tile/widget.

  8. 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.
    ​

  9. 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.
    ​

  10. 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.
    ​

  11. 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.
    ​

  12. 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:
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• 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.
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Need more help?

Start a conversation with a Yoco Support consultant via our in-app chat.

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