Configure your product catalog
As part of your setup you can configure the product catalog to be used in the Mobile point of sale app, if you don't intend to use the free amount feature to make your sales.
Additionally as part of the onboarding process we will create an automatic product for you to test the purchase flow called "Test Product". Feel free to remove this or replace the product catalog with your own by following the instructions below.
To setup your product catalog and start selling your products in the mobile point of sale app, you can either do so in our portal or in the app. Here's how to do so in the portal:
Go to the In-person payments section and open the Products tab
Upload products in bulk using a CSV file by clicking "Import"
Or add them individually using the "Add product" button
To upload products in bulk, use this CSV format—see the example file below.
Product_CSV_Example - Sheet.csv
If you want to add variants then see this example for inspiration on how to add, use the same product names but add additional columns with free text to add specific variant values, see last 2 columns of "size" and "color" as variant examples. Product_CSV_Example_variants
Include all required columns with data:
product_name
price_including_vat
vat_rate
currency
Additional columns will be stored as variant attributes with the exact names you provide.
We use a regular amount format, i.e 19.99 = 19.99 SEK
Input accurate product data for reporting purposes. Properties like SKU or Category will appear on order lines and reports.
Note: Re-uploading a CSV for the same store will delete all previous products and replace them with the new file contents.
You can also add products manually in the portal using the "Add product" button.
Manage products in the app
In the app settings you're able to quickly manage and create products on the fly by inputting the Product name & Price and optionally an EAN code & image. You can also scan EAN codes and quick add them via the barcode and camera feature.
If you require more metadata on your products, such as SKU or Purchase price, then you need to configure this from the portal view as it's not available in the app.
Assign users and access
There are two main ways to login and access the Kustom POS app:
Portal user login (SSO): Users need to be added with their email in the User management section of the portal.
This allows tracking of which user has made specific actions in the app and allows for both access to the portal and the app. Any user role have full access to operate the app and take payments, regardless of their portal permissions.
2. Enrollment code: This is a one-time 8 character code that you register with when logging into the app. Once you have enrolled the device then this device is active to be used and take payments, just like a normal payment terminal, think of it like pairing your TV with your Netflix account.
This might be a quicker and easier option than SSO and especially suits if you just want to give access to the app for a specific device and not your entire portal account
The enrollment code can be generated in our portal on the device section by clicking “add device”. Here you can generate up to 10 codes and set how long they should be valid for (i.e need to be used to login to the app within x hours). Codes can also be generated via API if needed at scale and integrated into your own device provisioning process.
