Guide - Create a Product using the Product Wizard and viewing/editing your products

Create a Product, using the Product Wizard

To create a new product head to Products / Products and select Add New Product.
This will open the Product Wizard.

Required Fields are highlighted in red. Add other information if relevant to your setup

N.B. We suggest using product codes with a four-digit format (e.g. 1001), using increments of 1000 for different product groups (e.g. Bread: 1000s, Cakes: 2000s). You can also use increments of 100 to denote subgroups (e.g. White Bread: 1000 and Brown Bread 1100).

If applicable, choose your Container settings:

Followed by Retail

N.B. Retail applies to users of Instore

Next choose the Cybake Shop settings:

Create Product to finish setting up your product..

Adding a product to Xero

If you are using Xero and creating a new product in Cybake, you must also create the product in Xero before you export invoices from Cybake to Xero. 
The product code/name fields must match that of the one in the Cybake code/name fields.
You must also select a Sales Account Code and a Sales Tax Rate.
Guide - Setting up Xero (UK) to Integrate with Cybake

Editing your Products

To edit details for a product, search on Products/Manage and select View. Under General you have the option to change the basic settings for the product that you completed when it was being created. You can also choose to make the product unavailable or to delete it:

Delete a Product

To delete a product permanently, select Delete Product. You will be shown a warning message and asked to confirm whether you want to delete the product:

 

N.B. If a product is deleted, the product code cannot be re-used. If you need to reinstate any deleted product you will need to contact the service desk. An alternative option would be to set the product to inactive.

Make Product Available/Unavailable

To make a product inactive, click X Make Unavailable and choose the date you want to start from.
You can also Zero standing orders. 

To make the product active, click the ✔ Make Available button and again, choose the date and whether to zero standing orders.

N.B. Product Checklist
To setup a product for ordering please check:

•   Product details are completed, and the product is available.
•    If there is a lead time this is added to the product.
•   Pricing is done for the product. 

Product Overview

To view a product, go to Products / Product Overview. Find the product you want to view by entering its name or code into the search bar and hitting search! Once you have located the product, select product in the right-hand column:

Filter Product Level, Product Group, Product Category or Recipe Status or skip to recipe.

You can also export the table into PDF or CSV format