Need help setting up a product catalogue? Our Support Team is available to help you convert an image of your menu into a CSV file, or create a CSV file from your product list (free of charge).
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)
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 looks right in the Yoco App (mobile or web).
1. Download the product catalogue template
✨ Already have a product list? Need help transferring the information to our CSV template? Please contact our Support Team via our in-app chat.
Select the Manage tab.
Select the Products tile/widget.
Select the Upload in bulk tile/widget (on the right) to add products to your product catalogue using our template.
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).
2. Add your products to the template
Open the product catalogue template on your device.
Add the relevant product information under each column (click here for help with this process), and save the file.
✨ Helpful hints
📊 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 | Enter the unique code you’ve allocated to each product so that you can identify it in your system. |
Product name | Enter a name for each product – this is what customers will see on their receipts. |
Default price | Enter the price the customer will pay for the standard option of the product. |
Description | Enter an optional description for each product (e.g. ingredients, material type). |
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) | Enter a stock-keeping code for each product to help you track stock levels and organise products by attributes, e.g. TSH-BLK-M for a medium black t-shirt. |
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. Enter ‘no’ if the product isn’t sold by weight/measurement. |
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. |
Default units | If you’re selling a product by weight/measurement, enter the unit of measurement that applies, e.g. kg, cm, litres. |
Price at sale | 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 | Enter ‘yes’ in this column if your products include VAT and you want it to be added automatically. Enter ‘no’ if your products exclude VAT. |
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, enter 'no' – this is compulsory. |
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. |
✨ Formatting tips
The column titles (e.g. Product, Price, SKU) must appear in the first row – DO NOT delete or move this row.
If you're adding a product with variants, make sure that you add each variant to a separate row.
Check that you haven’t duplicated any rows – each product/variant should only appear once.
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.
Use points (.) for decimals, e.g. 49.99.
Don’t delete any of the columns – if you don’t need them, leave them empty.
When you’ve finished adding your products, save the file as a CSV (.csv).
3. Upload your product list
Select the Manage tab.
Select the Products tile/widget.
Select the Upload in bulk tile/widget (on the right).
When the pop-up appears, select the Upload button in the Browse files tile/widget.
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.
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.
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.
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.