Product catalog

List pages on the web

The list loads from the server 10 records at a time. Below the table, the total appears on the left alongside 10 / 25 / 100 page sizes and page navigation. Filters cover the entire list, including other pages. Changing the page or page size clears selection; an export without selected records still includes the entire filter.

Mobile web

On a phone, lists become cards with the same information. Actions stay visible and have larger touch targets. The toolbar wraps to fit the screen, with search on its own row. Filters and other menus fit within the screen; the import dialog is centered and scrollable.

In lists that support selection, Select all records on this page appears above the cards. A card checkbox selects an individual record; selection and export cover the same records as on desktop. Changing the page or filter clears selection. This applies to the mobile website in a browser; the native app keeps its existing controls.

Working with lists on the website

The list toolbar contains Search, Filter, Export, Import, Bulk changes and a green button for a new record, depending on your permissions and business status. The pencil opens editing directly. The vertical three-dot button beside it contains the remaining actions. Both buttons appear on hover or keyboard focus and stay visible on touch screens.

The catalog also has Groups. Filter selects status and group. The three-dot menu offers duplication, Deactivate, Activate and deletion; bulk changes support Deactivate, Activate and delete. The existing catalog import still updates products by code and creates new products without a code.

Checkboxes select records on the current page; the header selects every visible record and Shift selects a range. Changing search, filters or page clears selection. Export downloads selected records, or all matching records across pages when nothing is selected, as Excel (XLSX) or CSV. A confirmed bulk change reports each record separately. Changes already completed are not rolled back after an error.

What the catalog is for

The catalog suits businesses that sell several kinds of the same thing: a café, bakery, bistro or bar. A café stores espresso, cappuccino and flat white in the catalog, each kind with its own price. The service Coffee 30× a month then uses these kinds and the customer chooses the one they want.

The catalog is optional, but useful elsewhere too: a hair salon stores women’s, men’s and children’s haircuts, a car service an oil change or a service inspection. The examples in the catalog follow your business type.

The catalog is visible to members with the Product catalog permission, products are created and changed by members with Edit products and prices in the catalog. A suspended business can only view the catalog. The catalog is part of the Standard edition.

How to add a product

1. Open the Catalog and click Add product (in the app +).
2. Fill in the Name, optionally a description and translations into the other app languages.
3. Pick a Group from the list, or leave No group. You create groups on the Groups page.
4. Enter the Unit price. A VAT payer enters the price including VAT.
5. Click Save.

A product you no longer want to offer can be archived: it is not offered in new services and the services that use it do not change. Only a product that no service uses can be deleted.

The catalog is a table: each row is one product with its code, name, description, group, price, number of services using it, translations and status. The pencil on the right opens product editing; the three-dot button contains other actions. You can search by name, group and code.

Each product gets a code (1, 2, 3 and so on). We assign the code and it is never reused after a product is deleted; the Excel import uses it to update the product.

Duplicate creates a copy of the product with the same group, price and description and opens it for editing. Handy for similar kinds, such as the same haircut for a different hair length.

Choose status and group in Filter. When displaying all products, inactive products appear after active ones.

Groups

Groups sort products in the catalog and in the product picker of a service, for example Coffee and Breakfast, or Haircuts and Colouring. In a service you can pick a whole group at once.

1. In the Catalog, click Groups.
2. Click Add group, fill in the name and save.
3. Then pick the group in the product form in the Group field.

Each group has a code (1, 2, 3 and so on) that you can use in the Excel import. The group name must be unique in the catalog. You can rename and delete a group: after deleting, its products stay in the catalog without a group and services do not change. Above the list of groups you can search by name.

On the web, the group list has search, Export, Import and Add group. The pencil renames a group; the three-dot button offers deletion. Excel (XLSX) and CSV exports contain the code and name. Selecting groups limits the export to those records; otherwise it includes all groups matching the search.

In Import, download the template with Code and Name columns. An empty code creates a group; an existing code from your catalog renames it. Products stay assigned to the same group. Names are limited to 60 characters and must be unique regardless of case. The XLSX file can contain up to 2 MB and 500 rows; a catalog can have up to 100 groups. Preview saves nothing; confirm only after correcting every error. If someone is editing a group, the app asks you to wait. A saving failure stops further rows; results distinguish created, renamed and unprocessed records.

Import from Excel

Upload a large catalog at once from an Excel workbook (XLSX) with a fixed column structure: Code, Name, Group, Price per item and Description. Name and price are required. The structure with examples is in the Import window and Copy structure pastes it into Excel.

• A row without a code creates a new product, we assign the code.
• A row with a code changes the existing product with that code: name, group, price and description. A price change works the same as when you edit a product by hand.
• Group is the code or name of an existing group. Create a group that is not in the catalog on the Groups page first, otherwise the import rejects the row.

1. In the Catalog, click Import.
2. The easiest way is Download catalog in Excel: the file has the right structure and your product codes. Edit it and save it.
3. Choose the file and click Check file. The preview shows what will be created, what will change and which rows have an error.
4. When the file has no errors, click Import.

In the app, you pick an XLSX file from your phone (for example from an email or storage), check it and import it the same way as on the web. You download the file with the structure and your product codes on the web.

Products in a service

In the service form, click Choose from catalog on an item and select products. You select a whole group with Select the whole group.

• One product: the item takes over the product name and price, even if it already had a different name.
• Several products: the customer picks one of them when ordering. The regular item price is the price of the cheapest product and the list price ("from") is based on it. A more expensive kind costs the customer more, you set the interval discount as before.
• Enter manually: removes the link to the catalog and you enter the price yourself.

Choosing from the catalog always overwrites everything the catalog defines: the item price and its name (one product = its name, products of one group = the group name).

Example: Coffee 30× a month, espresso for 55 CZK and flat white for 75 CZK, monthly with a 10% discount. With espresso the customer pays 1,485 CZK a month, with flat white 2,025 CZK.

You set the number and rhythm of the item the same way as without the catalog, more in Services. The catalog only offers products in the currency of the service.

Changing a price in the catalog

Services that are not published yet take over a new product price straight away. Published services keep the agreed price. After saving, the catalog shows which services are affected and a link to their price change.

In the service price change choose Price per item and click Use catalog prices. Subscribers are notified and the new price applies according to the rules in Service price change.

What the customer and staff see

• In the business profile the customer sees what they can choose from for an item and the "from" price.
• When ordering they pick a kind and see the price per period for each of them.
• In the subscription detail they can change the kind. The new price applies from the next payment, until the end of the paid period they get the original kind.
• At check-in the staff see which kind to serve, and the kind is also in the subscriber detail.
• A gift voucher is for the cheapest kind.