This guide will cover: 1) How to add a single product to the system 2) How to edit an existing product within the system
Step-by-step guide
How to add a single product to the system
- A product can either be added to an existing supplier list OR a new product can be created for a new supplier
Navigate To:
- > Create Product (on Dashboard)
OR
- Click on “Suppliers” > “Products”
- Click “Add New”
Input the below details:
- Product name – The name the supplier has given the product
- Code - This is the specific product code provided by the supplier
- Supplier - If you start to type the name of the supplier and the supplier already exists it will drop down the name for you to click on. If you are entering a product for a new supplier, type the name of the supplier in accurately and click on the “+” sign to add them as a new supplier
- Select a category - this will drop down a list of available categories
- Price – This is the price you are paying the supplier for the product
- Total UOM / Select a unit- choose the unit you are buying (e.g. kg, gram, litre, ml) – NB: try to always use weights and measurements here
- Total Units – This is the secondary unit for the product e.g. 1 box/1 pack/4 cases which relates to the first weight or measurement you entered – so the first weight could be 6kg and the second weight 1 box (so 6kg of the product is also equivalent to 1 box)
- Pack size - This can be added, however if you have entered both Total UOM and Total Units it will auto-populate
- Split Pack – If the supplier allows you to split the product when ordering (e.g. 1x 6kg box as per the above example, could be ordered as 2 smaller 3kg boxes) you will need to specify this here
- Net weight – This measurement is rarely used but should always be entered if the product has a net drained weight e.g. a tin of tuna or a tin of beans
- Expiration Date – IGNORE (advanced settings only)
- Tax class - This can be configured within your site settings
- Note – Use if you want to make any additional notes on the product
Then click “Create”
Editing an Existing product.
If you want to edit an existing product:
NB:- You can only edit with a like for like measurement (e.g. a liquid measurement for another liquid measurement, a weight for another weight or a unit for another unit - please contact our support team at support@kitchencut.com if you need to change from one unit of measurement (e.g. litres) to a different unit of measurement (e.g. grams)
Navigate To:
- “Suppliers” > “Products”
- Choose the product you want to edit
- Click on > Actions
- Select > Edit
- You can change the name of the product
- Do not change the code as this will create a new / duplicated product
- Do not change the supplier as this will create a new / duplicated product
- You can change the category
- You can add or remove allergens
- You can change the product type if incorrect
- You can change the price
- You can change the Total UOM (but as mentioned above it needs to the type of unit e.g. kg, grams, litres etc
- You can change the total units e.g. 1 box, 3 packs, 8 tubs etc
- You can change the pack size
- You can change whether a pack can be split or not - tick to allow splitting for ordering
- You can add in a net drained weight if you want (rarely used)
- Expiration date (advanced settings only)
- Add Tax class
- Add notes
- Then click “Update”
NB:- the system works on matching both “Ingredient Code” and “Supplier Name” - if either are slightly changed it will create an entirely new product.
Please ensure when editing/re-importing/adding that neither the ingredient code or supplier name are adjusted in any way.