How to Add a Product

How to Add a Product support guide step 1
Admin Tools must be enabled to see the Add Product button and product-management controls.

These instructions cover products managed directly in CrumbsOS. Stripe product synchronization is not included.

Open Product Management

  1. Select Manage from the navigation bar.
  2. Select Products from the management sidebar.
  3. Turn Admin Tools on.
  4. Select Add Product.

Required fields

Only two fields are required:

  • Product Name
  • Price

All other fields are optional.

Enter the product information

Product Name — required

Enter the name displayed on the POS, Product Management page, menus, and orders.

Use a short, recognizable name that staff can identify quickly.

Price — required

Select the price field to open the numeric keypad.

  1. Select Clear when an existing value needs to be removed.
  2. Enter the selling price.
  3. Select Done.

Review the value carefully. The displayed default is $0.00.

Description — optional

Enter information that helps staff identify or understand the product.

The description appears on the POS product card and Product Management page.

Category — optional

Select an existing category or create one:

  1. Open Category.
  2. Select Other….
  3. Enter the new category name.

Categories automatically become POS category tabs and help staff filter products.

Sub-Category — optional

Select an existing subcategory or select Other… to create one.

Subcategories provide another level of organization beneath the main category.

Tax Rate — optional

Choose how tax applies to the product:

  • Default uses the business’s default tax rate.
  • Custom displays a percentage field.
  • No Tax prevents tax from being applied to the product.

For a custom rate:

  1. Select the percentage field.
  2. Enter the rate using the keypad.
  3. Select Done.
  4. Confirm the percentage displayed beside the field.

The product’s tax is calculated automatically when it is added to a POS order.

Advanced Product Settings

Select Show Advanced Product Settings.

Symbol

Choose an icon for the product card or select No symbol.

The symbol appears with the product on Product Management and the POS.

Color

Choose the product card’s accent color.

The field initially uses the app’s default color.

Requires signature

Enable this option when the product’s workflow requires a signature.

Signature actions become relevant while the order is being handled.

Requires image

Enable this option when the product’s workflow requires an image.

Image actions become relevant while the order is being handled.

Cost

Enter the business’s internal cost using the numeric keypad.

Cost is separate from the customer-facing selling price and can support cost or profitability reporting.

Ref ID

When Raw Inventory is enabled, an optional Ref ID field appears.

Use it to connect the product to an existing raw-inventory reference. Ref IDs and units must first be configured in the Raw Inventory section.

SKU

Enter the product’s stock-keeping unit or internal identifier.

A SKU can help distinguish similar products and support inventory organization.

Add the product

  1. Review the name and price.
  2. Confirm the category, tax, and optional settings.
  3. Select Add.
  4. Wait for the save process to finish.
  5. Acknowledge the confirmation message.
  6. Confirm that the product appears under Current Products.

New products also appear in the default General menu and on the POS. Any assigned category becomes available as a POS category tab.

How to Edit a Product

  1. Open Manage → Products.
  2. Turn Admin Tools on.
  3. Find the product.
  4. Select the product row’s Edit button.
  5. Select Edit beside the product name.
  6. Update the product details.
  7. Select Save in the product-details window.

The edit window contains the same name, price, description, category, tax, symbol, color, workflow, cost, Ref ID, and SKU settings used when creating the product.

Select Cancel to close the window without saving those detail changes.

How to Manage Product Stock

When Raw Inventory is enabled, each product displays its stock value.

Infinite stock

Products use Infinite stock by default.

An infinite-stock product displays ∞ and is not limited by a numeric quantity.

Finite stock

  1. Turn Admin Tools on.
  2. Select Edit for the product row.
  3. Turn Infinite off.
  4. Enter a quantity directly or use:
    • + to increase stock
    • – to decrease stock
  5. Select the product row’s Save.
  6. Select the page-level Save Changes before navigating away.

Both save steps are important. The row-level Save closes the inventory editor, while Save Changes persists the inventory updates.

Return to infinite stock

  1. Select Edit for the product.
  2. Turn Infinite on.
  3. Select Save.
  4. Select Save Changes.

Find and Organize Products

Search

Use Search products to find a product by its available product information.

Categories

Select Show Categories to display category filters.

Sorting

Use Sort By to arrange products:

  • A–Z
  • Out of Stock First
  • Out of Stock Last

Pagination

Use Products/pg to display 5, 10, 25, 50, or 100 products per page.

Use First, Prev, Next, and Last to move between pages.

Bulk Actions

With Admin Tools enabled, select products using the checkboxes and choose a bulk action:

  • Select All
  • Deselect All
  • Set Stock to 0
  • Delete Selected
  • Edit Selected

Select Apply to run the chosen action. Review the selection carefully before applying inventory changes or deletion.

Delete a Product

Deleting a product permanently removes it from Product Management and the POS.

  1. Turn Admin Tools on.
  2. Select Edit for the product row.
  3. Select Delete.
  4. Confirm the deletion.