Add Bar Products to the IZI Catalog
Add Bar Products to the IZI Catalog
Section titled “Add Bar Products to the IZI Catalog”Bar products in IZI are a dedicated item type — separate from tariffs — sold through POS orders or the player mobile app. Unlike time-based tariffs, each bar product is a single-unit sale: one item, one transaction. Products live in the club catalog under the Products section and are linked to a category, a price, and one or more sales channels. To let a cashier accept an order and let a guest pick a drink in the app, you need two steps: create categories (optional but recommended for larger menus) and add the products themselves. Below is the exact field-by-field sequence from IZI CRM.
Step 1. Create Product Categories
Section titled “Step 1. Create Product Categories”Categories split the catalog into groups — “Beverages”, “Snacks”, “Hot food” — which speeds up search at the POS and in order lists.
- In CRM open your club section → navigate to Product Categories.
- Click Add.
- Enter a Category name — for example, “Beverages” or “Snacks”.
- Click Save.
Repeat for each group you need. The order of categories controls how they appear at the POS.
A category is just an organisational label. If your menu has five items or fewer, skip this step — products without a category appear under “Products without category” and sell normally.
Step 2. Add a Product
Section titled “Step 2. Add a Product”- Go to the Products section in your club CRM.
- Click Add in the top-right corner.
- Fill in the New product form.
Required fields
Section titled “Required fields”| Field | What to enter |
|---|---|
| Product name | A short, clear name exactly as it will appear in orders and at the POS. Examples: “Water 0.5 L”, “Red Bull 0.25”, “Lays Chips”. |
| Price | Final retail price in the club’s base currency unit. |
Optional but useful fields
Section titled “Optional but useful fields”Category — select from the categories you created in Step 1. If left blank, the product goes into “Products without category”.
Sales channels — define where the product is available to buyers. In IZI this can be the POS counter, the player mobile app, or a combination. If no channel is selected, the product will not appear anywhere.
Promotional description — text the player sees in the mobile app. Use engaging, appetising language here.
Technical description — composition, volume, allergens. Shown on the product card at the POS.
Product photo — upload an image if you want the item to look appealing in the mobile app.
Track minimum stock + Min. stock — enable this if you want a “Low stock” label when inventory drops below a set level. It simplifies purchase planning without maintaining separate spreadsheets.
- Click Save. The system shows a confirmation: “Product ‘[name]’ created”.
Step 3. Verify the Result
Section titled “Step 3. Verify the Result”After saving, the product appears in the Products list under its category. The same screen shows:
- current Stock (calculated from warehouse operations);
- a Low stock label when stock is below the configured threshold;
- a Labeled product badge if the item has a product-marking integration enabled.
The product is immediately available for sale through the POS or mobile app in the selected channels — no additional activation is needed.
Managing the Catalog
Section titled “Managing the Catalog”Sorting products
Section titled “Sorting products”Items within a category can be dragged into the desired order directly in the list — IZI saves the order and reproduces it at the POS. Use this to move the most popular drinks to the top.
Archive instead of delete
Section titled “Archive instead of delete”If a product needs to be temporarily removed (seasonal item, out of stock), use Archive — the archive icon button at the top of the section. Archived products do not appear at the POS, but the full sales history is preserved. You can restore them from the Archive tab at any time.
Search and filtering
Section titled “Search and filtering”The Products section offers search by name (minimum 2 characters), a filter by category, a filter by sales channel, and a Low stock toggle for a quick view of what needs restocking.
Editing
Section titled “Editing”Click a product in the list → Edit product. Any field can be changed and saved. Price changes take effect immediately for new orders — existing orders retain the price recorded at the time of checkout.
Common Questions When Setting Up for the First Time
Section titled “Common Questions When Setting Up for the First Time”How many categories should I create?
Section titled “How many categories should I create?”One per logical group in your menu is a good rule of thumb — for example: “Beverages”, “Hot food”, “Snacks”. If you have fewer than ten items total, you can work without categories entirely.
Do I need to set up the warehouse first?
Section titled “Do I need to set up the warehouse first?”No. A product is created in the catalog independently of warehouse operations. The Stock field appears and starts populating once you process inbound delivery notes through the warehouse module. Until then the stock value is zero, but the product sells normally.
What is product marking (“Honest Sign”)?
Section titled “What is product marking (“Honest Sign”)?”This is a Russian regulatory product-marking system. If the Honest Sign flag is enabled on an item, the cashier cannot add it to an order without scanning the marking code. This is only relevant where marking legislation applies — clubs outside that jurisdiction do not need this flag.
Next Steps
Section titled “Next Steps”Once the catalog is filled, configure the order workflow:
- How to process orders at the POS counter — a step-by-step cashier walkthrough.
- How bar pricing and margin work — markup formulas, cost price, reports.
- How to analyse the bar revenue share in your club’s total revenue.
Frequently asked questions
Do I need to create a category before adding a product?
No. A product without a category goes into 'Products without category' and is available for sale just like any other item. Categories become useful when your menu grows large — for 3–5 items they are optional.
Which fields are required when creating a product?
Three fields are required: product name, category (if your catalog is already split into categories), and price. Everything else — description, photo, minimum stock, sales channels — is optional.
What are sales channels on a product?
Sales channels control where the product is available to buyers. Selecting the right channels makes the item visible in the player mobile app, at the POS counter, or both. If no channel is selected, the product is invisible everywhere.
How do I set a low-stock warning?
In the product form, enable 'Track minimum stock' and enter the threshold value in the 'Min. stock' field. When the current stock falls below that number, the product gets a 'Low stock' label in the list.
Can I hide a product without deleting it?
Yes. Use archiving — the product disappears from the active catalog and is unavailable for sale, but order history and analytics are preserved. You can restore it from the Archive tab at any time.
What is the difference between Promotional description and Technical description?
Promotional description is the text the buyer sees in the mobile app (a tagline or flavour note). Technical description contains composition or detail visible on the POS card — for example, calories or allergens.