Bulk Product Upload

Products Tab 
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."

Required Fields

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. 

Optional Fields

Supplier 
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.

Product Type
Specify whether the product should be classified as a REGULAR, BUNDLE, or ASSEMBLY type of product. If this field is left blank, the default value of REGULAR will be used. (Note: at this time, talech does not support the creation of bundles or assemblies via spreadsheet upload. Bundles and Assemblies will need to be created via the app or website.)

Cost
Your product cost. Cost of Goods Sold (COGS).

Markup
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.

Price 
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.

Available Quantity 
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.

Item # 
Internal stock keeping unit (SKU) used to help track inventory. This can also be used to search for products, once in the register.

Barcode # 
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.  

Description 
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.

Units 
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.

Visibility

You can choose from the drop down options Active, Hidden or Hidden For Guest on each individual product or on a category. For example if you have a seasonal menu that you want to have in the system for winter but dont want to have taking up space on the POS for servers year round. 

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.

Tag

In this column you can apply Tags that have been created in the Tags sheet in the file. If the tags are not also in the Tags sheet then they will appear as an error.

Sales Tax / VAT
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. 

Variations 
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.

Category Tab
This tab gives you different views of your inventory by category type. You can adjust tax settings by category, category position, or category tags.

Category Name
Products are organized by category. For example, trousers, jeans, slacks can be categorized as “Pants.” Soups, salads, dips can be categorized as “Appetizers.”

Tags
Include tags associated with the category. Use commas to separate tags. You can use tags to group categories.

Category Position

The position of the category in talech Register. For example, if you want the category “Shirts” second, enter “2”.

Visibility

You can choose from the drop down options Active, Hidden or Hidden For Guest on each individual category or product.

Sales Tax / VAT
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.

Tags Tab
You can use tags to group categories or create shortcuts to certain products.

You also can use tags for reporting or discounts. For example, use tags if you want to break out your alcohol sales separate from your beverage sales.

Suppliers Tab
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.

Supplier Name

The name of the supplier, usually a business e.g ABC Supplies.

Email
Email address of supplier. Used to send purchase orders within talech.

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.

Notes
Optional field for keeping track of notes about the supplier.

Markup
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.  

Modifiers Tab 
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

Modifier Name 
The name of the modifier e.g. “Burger Toppings” or “Size.”

Modifier Type
Add-on, Exclusion, or Variation.
For example,
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

Optional Fields

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 is 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.

Min Options
The minimum number of modifiers a user must select before adding the product to the order. This can be left blank if irrelevant.

Max Options
The maximum number of modifiers a user must select before adding the product to the order. This can be left blank if irrelevant. 

Option 1, Option 2, etc.
The name(s) of the modifier option(s). Each modifier can have one or more options i.e. “bacon”, “cheese”, “lettuce”, “tomato” or “small”, “medium”, “large”. Each option should have its own individual cell.

Add additional columns if there are more options associated with the modifier.

Modifier Pricing Tab

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.

Modifier Name
The name of the modifier e.g. “Burger Toppings”.

Option
The name of the modifier option. e.g. Avocado.

Price
The price of the modifier option. For example, $2.00 for “Avocado.”

Optional Fields

Tare Weight
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.