1. Navigate to your Product List.

2. From the Tasks drop-down, hover over Export Products and then click Export Excel.

3. When the software prompts you, save your product list export to a location of your choice. 

To view an explanation of the data in each column of your export spreadsheet, see Product Export Details.

Product Assigned to Non-Existent Category or Subcategory

You may see an error when uploading your spreadsheet if you've assigned a category or subcategory that does not exist to a product in your spreadsheet. To resolve this issue, first create the desired category and subcategory in your cloud-based account, and then upload your spreadsheet and complete the field match. This can also happen if you have mistyped a value in the Size Modifiers, Components, Add-Ons, Tax Rules, or Special Fees columns in your CSV file.

Duplicate Error

You may see a duplicate error when uploading a spreadsheet that has a product that has already been added by spreadsheet. To resolve this error select Overwrite to replace the existing product with the new information from your spreadsheet or select Add New to add a duplicate product. You will need to give the duplicate product a unique product name. To edit a product select the pencil icon to the left of the product price from the product list.

This tool allows you to sort your products within the subcategories of your cloud-based account, in the order you wish them to display on your POS.

To sort products in your desired order, follow these steps:

1. From the Products tab, click Product List.

2. Select the Category and Subcategory for the desired products you would like to sort.

3. Select the handle to the left of the product name.

4. Drag and drop the product to the desired position.  

5. Continue Step 4 until your products display in your desired order.

NOTE: When the order of your products has changed, a notification will display letting you know that the order of the products will match how they display on the POS.

6. Click Save Changes.

There are a number of different columns in your product export. Continue reading below for an explanation of each.

Once the export is complete, you can modify your product data and re-import your product list. To re-import your updated data, see our article on Importing Products.

Product Name—the name of your product.

Category—the category to which your product assigned.

Subcategory—the subcategory to which your product is assigned.

Retail Price—the price your customer pays for the product.

Display Name—the product name that will appear on the POS.

Description—a description of the product.

Brand—the brand of the product.

Manufacturer—the manufacturer of the product.

Vendor—the vendor of the product.

Age Requirement—yes or no; this option determines whether the customer is required to be a minimum age to purchase the product.

Minimum Age—the minimum age required, if any, to purchase the product.

UPC—the Universal Product Code for the product.

SKU/PLU—the SKU (stock keeping unit) or PLU (price look-up) code.

Cost—the price you pay for the product.

Price at time of sale—yes or no; this option determines if the price of the product can be modified on the POS at the time of purchase.

Current Qty—the current inventory quantity you have on hand.

Alert Qty—the low-level inventory alert threshold. When an item reaches this quantity, it will appear in the Critical Inventory report. 

Background Color—the hex color code for the product icon background color. 

Note: This field cannot be mapped in the current Product Import. Mapping this field in Product Import is not available until a future release date. If you wish to re-import this file, please ignore or delete this column before importing.

Text Color—the hex color code for the product icon text color. 

Note: This field cannot be mapped in the current Product Import. Mapping this field in Product Import is not available until a future release date. If you wish to re-import this file, please ignore or delete this column before importing.

Display Text—the text that displays in the product icon.

Note: This field cannot be mapped in the current Product Import. Mapping this field in Product Import is not available until a future release date. If you wish to re-import this file, please ignore or delete this column before importing.

Size Modifier(s)—the size modifier group(s) assigned to the product. Multiple groups are separated by comma.

Component Modifier(s)—the component modifier group(s) assigned to the product. Multiple groups are separated by comma.

Add-on Modifier(s)—the size modifier group(s) assigned to the product. Multiple groups are separated by comma.

Tax Rules(s)—the tax rule(s) assigned to the product. Multiple rules are separated by comma.

Special Fee Rule(s)—the special fee rule(s) assigned to the product. Multiple rules are separated by comma.

Status—active or archived; this option determines the status of the product. 

The uAccept product export allows you to easily create a backup of your products or edit your products in bulk and re-import.

To export your products to a CSV spreadsheet, follow these steps:

1. From the Products tab, click Product List.

2. From the Tasks tab, click Export Products.

Note: By default, a list of your Active products will display. You can select to export a list of products based on the following filters:

• Active —Active products in your product list.
• Archived —Products with an Archived status.
• Tracking —Products for which you are tracking inventory.
• Alerts —Products for which you have low-level inventory alerts set.
• All—Active, Archived, Tracking, and Alerts products.

There are many different columns in the product export spreadsheet. To view an explanation of each column, see Product Export Details.

If you wish to modify your product data and re-import your product list, see Importing Products via CSV.

 

Import products into your Product List using either a .xlsx Excel file or a .csv spreadsheet file.

Note: You can only upload products into existing categories and subcategories.

In This Article:

• Build Import File
• Upload Import File

 

Build Import File

In order to successfully upload your product list, build out your spreadsheet to contain column headers so that your system can import your product data successfully. Column headers are explained in detail below.

1. Create an Excel file with the required column headers, or download the Basic Spreadsheet Template (.csv file) here.

2. For each product you're importing, enter the following information within a single row under each respective column header:

• Name: enter the name of your product. This column is required.
• Category: enter the category to which you would like the product assigned. This column is required.
• Subcategory: enter the subcategory to which you would like the product assigned. This column is required. 
• Display Name: enter the product name that will appear on the device. 
• Description: enter a product description.
• Brand: enter the product brand.
• Manufacturer: enter the product manufacturer. 
• Vendor: enter the vendor. 
• Age Requirement: enter Yes or No. (This setting is primarily used for alcohol and tobacco products. Enter Yes if there is a minimum age required to purchase the product. Entering a value other than Yes will cause the software to populate a No value for this product.)
• Minimum Age Requirement: enter the minimum age that the customer must be in order to purchase this product. 
• UPC: enter the UPC (Universal Product Code) for the product, if applicable.
• SKU/PLU: enter the SKU (Stoke Keeping Unit) or PLU (Price Look-Up) code, if applicable. 
• Cost: Enter your cost for the product. 
• Retail Price: enter the retail price for the product. This column is required. 
• PATOS (Price at Time of Sale): enter Yes or No, if desired. (Price at Time of Sale can be enabled to allow price modifiers when an item is rung up. Entering a value other than Yes will cause the software to populate a No value for this product.)
• Current Qty: enter the current inventory quantity you have on hand. (Entering a quantity other than zero will cause the software to automatically track the inventory for the product.)
• Alert Qty: enter the low-level inventory quantity alert threshold. When an item reaches this quantity, it will appear in the Critical Inventory report. 
• Size Modifiers: enter the size modifier group name (exactly as it appears in your account) that you would like to assign to the product. Separate multiple size modifier groups by comma.
• Components: enter the component modifier group name (exactly as it appears in your account) that you would like to assign tot he product. Separate multiple component modifier groups with a comma.
• Add-Ons: enter the add-on modifier group name (exactly as it appears in your account) that you would like to assign to the product. Separate multiple add-on modifier groups with a comma. 
• Tax Rules: enter the tax rule name (exactly as it appears in your account) that you would like to assign tot he product. Separate multiple tax rules with a comma.
• Special Fee Rules: enter the special fee rule name (exactly as it appears in your account) that you would like to assign tot he product. Separate multiple special fee rules with a comma.
• Status: enter Active or Archived, if desired. Entering archived will set the product to an inactive status and it will no longer appear on your POS device. 

3. Save your spreadsheet as either a .csv file or an .xlsx (Excel) file.

 

Upload Import File

1. Navigate to your Product List.

2. Click Tasks and click Import Products.

3. Click Choose File, browse for your saved spreadsheet file, and click Upload.

4. The software will display a list containing the first row and first several columns from your imported product list.

5. Match your product list information with the pre-defined product fields of the same name. For example, in the Name field, match the column from your spreadsheet titled Name.

6. Click Next.

For help with import errors, click here to read more in our Knowledge Base.

 

Download the CSV or XLSX file:

 

Please download this file to build your product import spreadsheet. For instructions on building and uploading your import spreadsheet, see our article on Importing Products.

 

Download the CSV or XLSX file:

 

Please refer or use to this sample file to build your customer import spreadsheet. For instructions on building and uploading your import spreadsheet, see our article on Importing Products.

 

 

Price at Time of Sale allows you to modify the price of a product directly on the POS.

To enable Price at Time of Sale, follow these steps. 

1. From the Products tab, click Product List.

2. Click the Edit icon next to the product for which you would like to enable Price at Time of Sale.

3. In the Inventory section, under the Retail Price field, select the checkbox for Price at Time of Sale.

4. Click Save.

To add a product to your uAccept POS account, follow these steps:

1. From the Products tab, select Product List.

NOTE: You can also add new products by clicking the Products Quick Link on the Dashboard page.

2. Click Add Product.

 

3. In the Name field, enter a name for the product.

4. In the Display Name field, enter the product name that customers will see on the integrated customer facing display when the product is added to the transaction.

5. In the Description field, enter a product description.

6. In the Brand field, enter the product brand, if desired.

7. In the Manufacturer field, enter the product manufacturer, if desired.

8. In the Vendor field, enter the vendor, if desired.

9. From the Age Requirement drop-down menu, select Enabled or Disabled.

This setting is primarily used for alcohol and tobacco products. Select Enabled if there is a minimum age requirement.

10. In the Minimum Age Requirement field, enter the minimum age that the customer must be in order to purchase this product.

11. In the UPC field, enter the UPC (Universal Product Code) for the product, if applicable.

12. In the SKU/PLU field, enter a SKU (stock keeping unit) or PLU (price look-up) code, if applicable.

13. In the Cost field, enter your cost for the product.

14. In the Retail Price field, enter the retail price for the product.

15. Price at Time of Sale can be enabled to allow price modifications when an item is rung up.

16. In the Current Quantity field, enter the current quantity in inventory.

When you enter a quantity, the inventory for the product will automatically be tracked.

17. In the Alert Quantity field, enter the quantity at which the alert will notify you of low inventory.

18. In the Product Image section, you can create or upload a product image to display on the POS device.

• To create an image, select the background color and text color from the pop-up palettes. In the Display Textfield, enter the text you would like displayed. For example, you could enter “CS” for chocolate shake.
• To upload an existing image, click Browse and upload an image from your computer.

19. From the Assign to Product Group drop-down menu, select the category/subcategory to which you would like the product assigned.

20. From the Status drop-down menu, make sure Active is enabled.

21. Select modifiers to apply them to the product, as desired.

• Sizes—Select any size modifiers that will apply to this item or select "This item has no size modifiers." If you change the default size, you will overwrite the price.
• Components—Additions you can make to an existing order. For example, a component could be adding avocado to a sandwich. Multiple components may be selected per product.
• Add-ons—Separate existing products that can be suggested to add on to the primary product. An add-on can have a discounted price when combined with the primary product. For example, a cup of soup may be listed as $4.00 on the menu, but a customer may add on a cup of soup to a sandwich for $3.00.

22. In the Additional Fees section, select the check boxes for the Tax Rules and Special Fee Rules that apply to this product.

23. Click Save.

To add a product modifier to your uAccept POS account, follow these steps:

1. From the Products tab, select Modifiers.

There are three types of product modifiers:

• Sizes—different sizes of an item (e.g., small, medium, large)
• Components—additions you can make to an item (e.g., bacon or avocado)
• Add-Ons—separate existing items that can be added on to the primary product at a discounted price (e.g., bag of chips added on to a sandwich order)

2. Click Add, under the type of product modifier that you wish to add to the system.

3. In the Group Name field, enter the name of the modifier group.

This name will appear when you add a product in the web portal.

4. In the Display Name field, enter the modifier name that you would like displayed on the POS device.

5. In the Select Type section, select Single if the user can only select one modifier from this group, or selectMultiple if the user can select multiple options.

NOTE: The Select Type feature is not available for size modifiers.

6. From the Status drop-down menu, make sure Active is enabled.

7. For each modifier that you add, do one of the following:

• Sizes—If you add a size modifier, enter the size names in the Size fields. Enter the corresponding prices in thePrice fields. Select the option that will be the default.
• Components—If you add a product component, enter the component names in the Component fields. Enter the corresponding prices in the Price fields. Select the option that will be the default.
• Add-Ons—If you add a product add-on, enter the add-on names in the Add-On fields. Enter the corresponding prices in the Price fields. Select the option that will be the default.

8. Click Add Row and repeat the previous step for each modifier you wish to add to the group.

9. Click Save.

After you have created categories, you can create subcategories for more detailed groupings of products. You must add at least one subcategory per category, but you can (and should!) place multiple products into a subcategory.

To add a subcategory to your uAccept POS account, follow these steps:

1. From the Products tab, select Categories.

2. In the Subcategories section, click Add.

3. In the Name field, enter a name for the subcategory.

4. In the Description field, enter a description, if desired.

5. From the Category drop-down menu, select the category to which you would like to assign this subcategory.

6. From the Status drop-down menu, make sure Active is enabled.

7. Click Save.

A category is a group of items that your company sells. You will first set up categories, and then you can add subcategories and assign them to categories. Finally, you will add products to the system and assign them to subcategories.

To add a new category to your uAccept POS account, follow these steps:

1. From the Products tab, select Categories.

NOTE: You can also get to this section by clicking the Categories Quick Link on the Dashboard page.

2. In the Categories section, click Add.

3. In the Name field, enter a name for the category.

4. In the Description field, enter a description, if desired.

5. From the Status drop-down menu, make sure Active is enabled.

6. Click Save.

Next you'll want to create a subcategory.