We’ve created a bulk upload feature so you can add your products or menu items all at once, rather than having to create products one by one.
It takes three steps to upload your products to talech:
- Download the template here. You also can find it by logging in to talech.com.
- Complete the template with your product information.
- Upload your completed template as an .XLS file.
Step 1: Download Product Template from talech.com.
Go to the "Products" tab and click on the “Upload” button on the top right. It will look like this:
In the pop up window, select the “Upload New Products” button. If you already have products and wish to edit them, use the following Article.
When you select the "Upload New Products," you will get the option to download 2 templates.
Products Only - This template will only be able to upload products. This is better if you are adding new products to your existing menu.
Full Menu - This template give gives options for a full menu from the template. This is better when there is no existing menu, like in a brand new account.
Note the choices below:
Step 2: Completing the template
A few things to keep in mind:
- Do not use formulas in the spreadsheet.
- Only use the spreadsheet to add NEW inventory items.
- Do not change the header or sheet names except wherever explicitly specified.
- All names are case sensitive (e.g. "hat" and "Hat" will be treated as different categories).
Template Key Reference
The template includes various tabs (sheets). Each tab captures a different part of your product list (e.g. products, variations, tax, etc.).
Note: Not all columns or tabs are required to upload your products. Everything that is required to upload the template is marked required in this article.
Below, you will find a quick explanation of each column to help you fill the template with your products.
The products tab is where you will list each product that you want to included in your Menu/product list. The only fields that are required per product are “Category” and “Product Name."
Category (Max character count 40 characters)
Products are organized by category. For example, Appetizers, Desserts, or Clothes would all be examples of Categories that would have multiple products inside of them.
Note: A product can only belong to one category.
Product Name (Max character count 100 characters)
The product name is how the product will show up in talech and on the customers receipt.
You can include a supplier name if you plan to track inventory, issue purchase orders, or mark up prices by supplier. Note: You must create a new supplier in the “Supplier” tab.
Your product cost. Cost of Goods Sold (COGS).
The % above cost you want to price the product e.g. 20%. If a supplier is associated with the product, it will use the supplier markup % if one exists. Leave the price field blank if markup is specified.
The sales price of the product.
Leave the price field blank if markup % is specified or if variable pricing is used. Variable pricing is when the price of product is determined at the time of checkout.
Quantity in inventory at the time of upload.
You can leave the quantity field blank if you are adding products that you don’t want to track or don't require inventory tracking such as services like a haircut. If you want to track inventory but do not currently have the item in stock, the available quantity will need to be set to 0.00.
Internal stock keeping unit (SKU) used to help track inventory. This can also be used to search for products, once in the register.
Auto generated or manually created barcode that can be scanned at checkout.
talech can generate barcode numbers - 8 or 12 digits. Leave this field blank if you want talech to auto generate a barcode for the item. (Click here for instructions.)
Item Card Color
Products in your register will display in color boxes. You can use card colors to help with categorization.
Color options include: Pink, Mint, Charcoal, Gray, Green, Orange, Purple, Red, Seafoam, Yellow, Brown.
Product Short Name (Only applicable for restaurants)
Give your menu items a short name for kitchen printers or your Kitchen Display System (KDS). For example, Chicken Sandwich can be shortened to “chc swch” to be printed on order tickets or displays in the kitchen.
Include a product description to provide employees helpful details about a product. For example, a shirt “comes in black, white, red” or a menu item “contains nuts” or is “vegan friendly.”
Note: The product description will not appear on the customer receipts.
Measurement unit of weight or volume by which a product is sold. For example, choose “oz.” if you sell frozen yogurt by the ounce. Select an option from the dropdown menu if used, otherwise leave blank.
Note: Units should not be used to state the measurement unit of the item. For instance if you sell a 750 ml of Shampoo, do not but ml as the unit. Once uploaded, it will try to sell the shampoo by the ml instead of the correct price.
Your product will inherit the tax settings of the category. If you wish to override the tax settings, then add the tax names as a comma separated list under the column "Tax." Otherwise tax can be applied by the category after the template is uploaded.
Use this column if a product has variations. For example, a shirt can come in different colors - white, pink, black. Or a drink can come in different sizes - small, medium, large. If your product has variations, replace the column header name labeled "[Variation 1]" with the actual variation name e.g. "Size", “Color”. Please create the variations with the options in the “Variations” tab.
Inventory Alert (On/Off) (Premium Account Feature)
If you want to receive an alert when a product hits a specific quantity, enable inventory alert by choosing “On” in the dropdown. Leave blank if you don’t want an inventory alert. You will see an exclamation point in the dashboard on your product list as well as reports.
Alert Threshold (Premium Account Feature)
If you turn on an inventory alert for a product, you need to set the threshold when the alert is triggered. For example, enter “10” if you want to be know when you only have 10 or fewer remaining so you can reorder that product.
Reorder Amount (Premium Account Feature)
Set a specific amount to be your default order quantity in the purchase order flow when you hit your threshold. For example, once you hit the threshold of 10 that you set above, you can preset your reorder amount. You can always adjust and confirm the quantity before you place your purchase order.
This tab gives you different views of your inventory by category type. You can adjust tax settings by category, category position, or category tags.
Products are organized by category. For example, trousers, jeans, slacks can be categorized as “Pants.” Soups, salads, dips can be categorized as “Appetizers.”
Include tags associated with the category. Use commas to separate tags. You can use tags to group categories.
The position of the category in talech Register. For example, if you want the category “Shirts” second, enter “2”.
Select On or Off from the dropdown list. This setting will apply to all products within the category unless the product overrides it. If you leave blank, tax will be off.
Create a supplier or suppliers in this tab if you plan to assign products to suppliers, issue purchase orders, or mark up prices by supplier.
Email address of supplier. Used to send purchase orders.
Contact First Name
First name of supplier contact e.g. John.
Contact Last Name
Last name of supplier contact e.g. Smith
Phone, Fax, Address, City, State, Zip, Country
Contact information of supplier.
Optional field for keeping track of notes about the supplier.
The percentage markup that all products associated with this supplier will use. If specified, the product price will be the cost times the markup percentage.
Create product modifiers if your product can be modified. You can associate one or more modifiers with a product. Modifiers can be of three types - add-on, exclusion, or variation. Each modifier can have one or more options i.e. bacon, cheese, lettuce, tomato.
Note: If you are using variations, separate each variation option by row per each product. Each variation of a product can have its own barcode/item number and price. So each is treated as its own product line.
Required fields - If you are using creating modifiers
The name of the modifier e.g. “Burger Toppings” or “Size.”
Add-on, Exclusion, or Variation.
Add-on: Lettuce, tomato, onions, cheese, pickles, bacon
Exclusion: No Mayo, No Onions, No Bun (do not enter "No" for these options. When exclusions are selected in the register, it will automatically add the "No").
Variations: Small, Medium, Large
Has Price (Only applicable for Modifier Type Add-on)
Select “On” or “Off” from the dropdown list if your add-on modifier costs extra.
For example, you can charge $2.50 extra for bacon or $15 extra for hemming. If there an additional cost, you will need to complete the MODIFIER PRICING tab.
Tare Weight Unit
Unit of measurement (weight or volume) of container or packaging in which product is sold.
Select an option from the dropdown menu. For example, choose “ounce” for the tare weight unit if the container weight is measured in ounces like a soup container. If container or packaging is not used, leave blank.
The minimum number of modifiers a user must select before adding the product to the order.
The maximum number of modifiers a user must select before adding the product to the order.
Option 1, Option 2, etc.
The name(s) of the modifier option. Each modifier can have one or more options i.e. “bacon”, “cheese”, “lettuce”, “tomato” or “small”, “medium”, “large.”
Add additional columns if there are more options associated with the modifier.
Modifier Pricing Tab (Only applicable for Modifier Type Add-on)
Complete this tab if an add-on modification to the product has an additional cost. For example, if a customer adds bacon, it costs $2.50 extra.
Required Fields - Only if you are using modifier pricing.
The name of the modifier e.g. “Burger Toppings”.
The name of the modifier option. e.g. Avocado.
The price of the modifier option. For example, $2.00 for “Avocado.”
The weight of the container for that modifier option. Only applicable if the modifier has weight based units and Tare Weight set to “On.” For example, if you sell soup by the ounce and there are different weights for each container size, you would need to enter the weight of each size of container. Small - 0.5, Medium - .75, and Large 1.0.
Step 3: Make sure the file is saved as an ".XLS" file and upload completed spreadsheet.
Note: If your spreadsheet includes more than 100 products, it will take it slightly longer for your products to load. Provide your email and talech will notify you once the upload is complete.
Once your products are successfully uploaded, you can view them in the products list on the web.
To view your products in talech Register, you will need to store logout and login to view the newly added items. You can also complete a menu refresh by going to Back Office > Menu > tap menu refresh (the circle in the top right corner).
If you run into any error when uploaded, send the template to Support@talech.com and we can upload the template for you.