Manage Products in InsightsLite V2
Table of Contents
The product management page is where you manage all products your store tracks, including product fields such as hold time, cost, and price.
All staff roles can view products. Only expanded, manager, and admin roles can add, edit, delete, and import products.
Product Fields
- Product Name: Name that appears in InsightsLite.
- UPC: Unique identifier, can be generated in InsightsLite if needed.
- Product Code: Alternative identifier.
- Cost: Cost of the product. Used to calculate waste costs in reports.
- Price: Selling price.
- Hold: Minutes product can be held before they expire. This field sets the hold timer so staff are notified when the product expires.
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Product Type:
- Ingredient: Food item used for preparation.
- Made: Finished food item that is sold.
- Category: Groups of food items used for filtering and reporting, added from the category management page, see Manage Categories in InsightsLite.
- Brand: Product brands used for filtering and reporting, added from the brand management page, see Manage Brands in InsightsLite.
- Image (OPTIONAL): Product image that appears so staff can quickly identify the product throughout InsightsLite.
TIPS & TRICKS
- Include accurate hold times so staff are notified when food is expiring.
- Include accurate price and cost for better reporting and waste cost calculations.
There are three ways to add products into InsightsLite:
1. Mass Upload Products
Upload all of your products at once using a spreadsheet.
Steps:
1. Select store and staff from the dropdown.
2. Click Product Management under Catalog.
3. Click Export Excel to download a spreadsheet of your current products in InsightsLite, or click Download Template to get a blank spreadsheet.
TIPS & TRICKS
Always download the template to ensure you are using the current version.
4. Complete the spreadsheet and save on your computer.
5. Click Mass Upload.
6. Click Choose File to upload the completed spreadsheet.
7. Review the product being added and updated. Make changes as needed.
WARNING
Any red rows have errors. Errors will need fixing before uploading or the product will not be uploaded.
8. Click Apply Selected once completed.
2. Clone Products From Another Store
Copy products from another store that you have access to. Clone products is useful when setting up a new store with the same products as an existing store.
Steps:
1. Click Clone Store.
2. Select the Source Store from the dropdown.
3. Review the products and make changes as needed.
4. Click Apply Selected when complete.
3. Add Products Manually
Add products one at a time. While using mass upload or cloning products is faster for adding multiple products at one time, use this to add one off products.
Steps:
1. Click Add Product.
2. Fill out the product fields.
3. Click Save.
Once added, products can be managed from the product management page:
Edit Products
1. Click Edit next to the product.
2. Make edits, then click Save Changes.
Delete Products
There are two ways to delete products:
1. Click Delete next to the product.
2. To delete multiple products, click the checkboxes next to the products and click Delete Selected.
NOTE
Assign products to prep zones after you've finished adding products, see Manage Prep Zones in InsightsLite.
