Product docs
Products (`/products`)
Products (/products)
Purpose
Products is where teams maintain sellable items and related structure so checkout, inventory, and reporting stay aligned.
When to use
- When launching new products or retiring old ones.
- When correcting product naming, pricing context, or classification.
- When aligning sellable items with inventory behavior.
Key actions
- Create and maintain clear product definitions.
- Keep category assignments consistent for pricing and reporting.
- Validate product setup before heavy sales periods.
- Company pricing & commission (top of page): commission model (e.g. margin split), Standard / Competitive retail presets, multiplier, and guardrails for the whole company — deep link:
/products?pricing=company. - Open Pricing on a product row for this product only: live recommended price, list price, and checkout preview at list price — not model selection — deep link:
/products?pricingProductId={uuid}. - Bulk helpers (Recalculate cost, Set recommended for all, Apply list prices) stay on this page. Use Company pricing & commission or row Pricing for rules and guardrails. Legacy
/products?tab=simulatorand/company/pricing/workspacebookmarks still redirect here.
Commission and checkout
- Set the commission model once under Company pricing & commission (not per product row, not at checkout).
- Company → Employees: each seller’s commission % (with margin split = share of what’s left after product cost).
- Checkout: pick seller and complete the sale as usual — there is no separate “margin split” button.
- Existing companies keep legacy (net %) until an owner actively switches the model. See Commission models for examples and common misconceptions.
Common mistakes
- Inconsistent naming that confuses staff and reporting.
- Category drift that breaks margin analysis quality.
- Product changes made without checking downstream inventory impact.
Permissions and visibility
- Product maintenance is usually limited to managers or catalog owners.
- Sales staff may see products but not edit all product attributes.
Guided setup tour
On Products, managers with catalog edit rights can start Guided setup tour (same entry on the dashboard checklist). The tour asks whether the product should use a recipe (ingredients / multiple inventory lines) or a direct inventory link (typical retail), then walks through Inventory, Recipes (recipe path only), and Products with links you can open without blocking the app. Progress is remembered per company when you finish or skip.
Workflow guides
- Add product — full step-by-step for the create modal, including category, recipe, additional costs, and POS/batch-prep tabs, plus validation and downstream effects.
- Edit product — what changes when you edit, the bulk helpers (Set price to recommended, Recalculate cost), and the delete preview behavior.
Related pages
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