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Table of Contents

Set up and manage Product and Sub Product Type

Learn how to create and manage your items' Product Type and Sub Product Type on the Eats365 POS or the Merchant Portal.

Product Type allows you to define the type of item that you add to your menu. Assigning a Product Type helps identify what classification the item belongs to.

Sub Product Type allows you to add another item type layer that you can add to your menu. Adding a Sub Product Type helps create multiple classifications of a particular Product Type in your menu.

In this article, you’ll learn how to create, edit, and delete a Product Type and Sub Product Type.

Add a Product Type

By default, there are four Product Type presets that you can choose from in Eats365 POS, namely: General, Food, Beverage, and Liquor.

To add a Product Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings . 
  3. Under General, tap Menu Setup, then select Product Type.
  4. At the top right, tap Add Product Type.
  5. (Optional) You may choose a language for your Product Type, but it’s recommended to follow system defaults.
  6. Enter your preferred Product Type Name, Product Type Code (Optional), and the Default Tax Group, if applicable.
  7. At the top right, tap Save to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Product Type.
  3. At the top right, click +Product Type.
  4. (Optional) You may choose a language for your Product Type, but it’s recommended to follow system defaults.
  5. Enter your preferred Product Type Name, Product Type Code (Optional), and the Default Tax Group, if applicable.
  6. Click Save to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Product Type.
  3. At the top right, click +Product Type.
  4. Enter the Product Type Name. You can set a different Product Type name per language. 
  5. Enter the Product Type Code and the Default Tax Group, if applicable.
  6. Click on Save to confirm.
Delete

Manage a Product Type

Edit a Product Type

To change a Product Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings . 
  3. Under General, tap Menu Setup, then select Product Type.
  4. Tap the Product Type you want to edit. You can also tap on the three-dots , then tap Edit .
  5. Update the Product Type Name, Product Type Code (Optional), or the Default Tax Group, if applicable.
  6. At the top right, tap Update to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Product Type.
  3. Next to the Product Type that you want to edit, click on the Edit .
  4. Update the Product Type Name, Product Type Code (Optional), or the Default Tax Group, if applicable.
  5. Click Save to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Product Type.
  3. Next to the Product Type that you want to edit, click on Edit .
  4. Update the Product Type Name, Product Type Code, or the Default Tax Group, if applicable.
  5. Click on Save to confirm.
Delete

Delete a Product Type

Delete

Note: Product types can only be removed if:

  • It’s not a preset Product Type and it’s a Product Type you’ve created.
  • There are no existing menu Items that currently belong to the Product Type.

To remove a Product Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings . 
  3. Under General, tap Menu Setup, then select Product Type.
  4. There are two ways to delete a Product Type:
    • Tap the Product Type that you want to delete, then at the top right, tap Delete. A prompt appears to confirm if you want to delete the Product Type.
    • Next to the Product Type that you want to delete, tap the three-dots , then tap Remove. A prompt appears to confirm if you want to delete the Product Type.
  5. Tap Delete to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Product Type.
  3. Next to the Product Type you want to delete, click on Delete , then click Confirm.
    Note: Preset Product Types won’t have the delete icon next to them.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Product Type.
  3. Next to the Product Type you want to delete, click on Delete, then click Confirm.
    Note: Preset Product Types won’t have the delete icon next to them.
Delete

Add a Sub Product Type

If your restaurant offers a variety of dessert options, you may create a Product Type for “Desserts.” You can then choose to create Sub Product Types for each type of dessert. For example, Ice cream, Cake, Baked pies, and more.

To add a Sub Product Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings . 
  3. Under General, tap Menu Setup, then select Sub Product Type.
  4. At the top right, tap Add Sub Product Type.
  5. (Optional) You may choose a language for your Sub Product Type, but it’s recommended to follow system defaults.
  6. Enter your preferred Sub Product Type Name and Sub Product Type Code (Optional), and the Parent Product Type that the Sub Product belongs to.
  7. At the top right, tap Save to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Sub Product Type.
  3. At the top right, click + Sub Product Type.
  4. (Optional) You may choose a language for your Sub Product Type, but it’s recommended to follow system defaults.
  5. Enter your preferred Sub Product Type Name and Sub Product Type Code (Optional) and the Parent Product Type to which the Sub Product belongs.
  6. Click Save to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Sub Product Type.
  3. At the top right, click +Sub Product Type.
  4. Enter the Sub Product Type Name. You can set a different Sub Product Type name per language. 
  5. Enter the Sub Product Type Code and the parent Product Type to which the Sub Product belongs.
  6. Click on Save to confirm.
Delete

Manage a Sub Product Type

Edit a Sub Product Type

To change a Sub Product Type, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings . 
  3. Under General, tap Menu Setup, then select Sub Product Type.
  4. Tap the Sub Product Type that you want to edit. You can also tap the three-dots , then tap Edit .
  5. Update your preferred Sub Product Type Name and Sub Product Type Code (Optional), and the Parent Product Type that the Sub Product belongs to.
  6. At the top right, tap Update to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Sub Product Type.
  3. Next to the Sub Product Type you want to edit, click on Edit .
  4. Update your preferred Sub Product Type Name and Sub Product Type Code (Optional), and the Product Type that the Sub Product belongs to.
  5. Click Save to confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. On the left panel, click on Menu Setup, then select Sub Product Type.
  3. Next to the Sub Product Type you want to edit, click on Edit.
  4. Update your preferred Sub Product Type Name, Sub Product Type Code, and the Product Type that the Sub Product belongs to.
  5. Click on Save to confirm.
Delete

Delete a Sub Product Type

To remove a Sub Product Type, follow the steps below:

Delete

Note: A Sub Product Type can only be removed if there are no existing menu Items that belong to the Sub Product Type.

Eats365 POS

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings . 
  3. Under General, tap Menu Setup, then select Sub Product Type.
  4. There are two ways to delete a Sub Product Type:
    • Tap the Sub Product Type that you want to delete, then at the top right, tap Delete. A prompt appears to confirm if you want to delete the Sub Product Type.
    • Next to the Sub Product Type that you want to delete, tap the three-dots , then tap Remove. A prompt appears to confirm if you want to delete the Sub Product Type.
  5. Tap Delete to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Sub Product Type.
  3. Next to the Sub Product Type you want to delete, click on Delete , then click Confirm.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal. 
  2. Click on Menu Setup, then select Sub Product Type.
  3. Next to the Sub Product Type you want to delete, click on Delete, then click on Confirm.
Delete
add product type edit product type update product type delete product type add sub product type edit sub product type update sub product type delete sub product type

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