Products

Step by step

1. Open Menu Management

   Click Menu Management in the left menu. The page has two sections you can open and close: Options at the top and Products below it.

   Important: nothing on this page is saved until you click the green Update button at the bottom. You will see Menu updated. when it worked.

   

2. Create your categories

   Products are grouped into tabs, such as Cakes, Bread or Seasonal. Click the green ＋ next to the tabs and type a name. Customers see the same tabs, in the same order, on your order page.

   Drag tabs to change their order. To rename a tab, click it once to select it, click it again, type the new name, then click somewhere else.

   

3. Add a product

   Select a tab and click the dashed + card at the end. A new product appears right away with a starting price of $6.00. Click its pencil button to open the product window.

   The Input status panel on the right shows which fields are still empty. Below it, How it looks on the order page shows a live preview.

   

4. Name and describe it

   Enter the Menu name. Each product needs a different name; two products with the same name stop Update from saving.

   Add a Product description and Ingredients if you like; customers see them on the product page. Use Caution note (optional) for a short line under the name, such as "Contains nuts", up to 80 characters. Caution notes are not printed on slips.

   

5. Set the price and a sale price

   In Pricing, type the Price (USD) in dollars with no dollar sign. For example, type 28 or 28.00 for $28.00 and 4.50 for $4.50. Cost (USD) is only for your sales reports.

   To put a product on sale, open Set sale price, tick Apply sale price and enter the Sale price. Customers see the old price crossed out next to the sale price.

   

6. Set how much notice it needs

   In Stock & pickup settings, enter Default stock, the number you can make each day (see Inventory and stock). Under Pickup lead time settings, keep Stock mode on By date for most products.

   Set Earliest pickup days: 1 means tomorrow at the earliest, 2 means the day after. Enter 0 to allow same-day pickup, and then choose a Same-day pickup cutoff time, for example 11:00. Customers see a badge such as Pickup from 2 days later.

   

7. Add photos

   Under Main image, choose a photo. It uploads straight away. Under Additional images (up to 4), add up to four more; customers can swipe through all five.

   Remove an extra photo with the red × on its slot.

   

8. Choose where it is sold

   At the top right of the product window, Sales channels decides where the product appears: Web only (your order page), Staff only (the Staff Order screen), or Both.

   Further down you can turn on Allow message plate selection and Allow image upload at order time. See Options and message plates.

   

9. Save the product, then click Update

   Click Save at the bottom of the product window. This closes the window but only keeps your changes on this page.

   Click the green Update at the bottom of Menu Management to save them to your shop. Your order page changes straight away.

   

10. Hide, move, reorder or delete

    Each product card has four buttons: pencil (edit), arrows (move to another tab, or left and right), eye (switch between Published and Hidden), and bin (delete). You can also drag cards to change their order within a tab.

    Hidden products disappear from your order page but keep their settings. Click Update after any of these changes.

    

11. Edit many products at once

    Click List at the top to see every product as a row you can edit in place: price, sale price, Default stock, Minimum lead days (0 = same day OK) and more.

    Bulk edit tool changes a setting for every product in every tab, for example showing or hiding all of them or setting the same lead time. Click Apply, then Update.

    

Related guides

• Options and message plates — Offer choices such as size, flavor or candles, set what is required and how many can be picked, add extra charges in dollars, and let customers write a message for a cake plate.
• Inventory and stock — Limit how many of each product you sell per day, or per pickup time slot. Learn how stock goes down with each order and what customers see when you are full.
• Pickup time slots — Cap how many orders you take for each pickup time, for example 4 cakes every 30 minutes, and see your orders slot by slot.
• Your order page — Find and share your order page link, choose whether customers sign in, and see exactly what customers do from browsing to placing an order.

Still stuck? Email us at support-global@cakesystem.net.