Set Up Catalog Products in O2VEND

Product Creation & General Section Guide

This guide explains how to set up catalog products in O2VEND, covering the General section, pricing, categories, tax classes, and inventory controls that influence product visibility, accuracy, and conversions.

The Set Up Products section serves as the centralized workspace for managing catalog products across Web Store and POS channels, ensuring consistent product data across the system.

Why Catalog Product Setup Matters

Proper catalog setup helps to:

Improve product discoverability
Ensure accurate pricing and tax calculation
Reduce inventory inconsistencies
Enable faster product updates
Maintain consistency across sales channels

Each catalog product acts as a core data entity for sales, inventory tracking, and reporting in O2VEND.

General Section Overview

The General section contains the core configuration required to activate a product across the platform.

It defines:

Product identifiers (Product Name, SKU, GTIN)
Brand and category mapping
Pricing, discounts, cost, and tax behavior
Product visibility and ordering rules
Descriptions and images for storefront display

Most configurations affecting visibility, pricing logic, and ordering flow are managed in this section.

Note
Review the General section before publishing to ensure correct behavior across Web Store and POS.

How to Create a Catalog Product

Creating a catalog product in O2VEND allows you to list, manage, and sell products across Web Store, POS, and other sales channels.

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Steps to Create a Catalog Product

Open Back Office
Navigate to Catalog
Click Products
Click Create Product (top-right corner)
Fill in the required details in each tab (starting with General)
Click Save to create the product

Once saved, the product can be published to the web store or used in POS.

General

The General section contains the core information required to define, display, price, and sell a product in O2VEND.

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Product Name

Enter a Product Name. The Product Name is displayed under the Product Image in most O2VEND themes and across the catalog.

The Product Name is also used to generate the slug name, which becomes the product URL in the web store.

A clear and descriptive product name helps customers understand the product quickly and improves discoverability.

SKU and GTIN

Enter the SKU (Stock Keeping Unit) and/or GTIN (Global Trade Item Number) for the product.

The SKU or GTIN is used to:

Generate barcodes
Print barcode labels
Scan products in the POS Sales Screen

When scanned, the product is added directly to the billing cart.
The same SKU or GTIN can be used across online and physical stores, enabling unified inventory tracking.

Brand

The Brand field is used to associate a product with a specific brand. This helps organize products and allows brands to be used for filtering, grouping, and reporting across the catalog.

In the General tab, the Brand field includes action icons next to the selector:

Edit icon – Used to modify the selected brand details
Create (+) icon – Used to create a new brand without leaving the product screen

Clicking the Create (+) icon opens the Brand creation page, where a new brand name and related details can be added. Once saved, the newly created brand becomes immediately available for selection.

Clicking the Edit icon opens the selected brand in edit mode, allowing updates to brand information when required.

Using these icons makes it easy to manage brands directly while setting up a product, without navigating away from the catalog workflow.

Tax Class

The Tax Class field defines how tax is calculated for the product during checkout and billing.

Similar to the Brand field, the Tax Class field provides inline management icons:

Edit icon – Used to modify the selected tax class
Create (+) icon – Used to create a new tax class directly from the product screen

Selecting the Create (+) icon navigates to the Tax Class creation page, where new tax classes can be defined based on business or regional tax requirements.
Selecting the Edit icon opens the chosen tax class for updates.

This inline access ensures tax rules can be adjusted or created during product setup, helping maintain accurate pricing and compliance.

Units

The Units field defines the basic unit of measurement for the product, such as each, dozen, meter, or kilogram.

The Units field also includes a Create (+) icon:

Clicking the icon opens the Unit creation page
New units of measure can be defined as required
The newly created unit becomes available instantly for selection

This allows measurement units to be added or updated while creating a product, ensuring accurate quantity handling and inventory tracking.

Note
The inline Create (+) and Edit icons in Brand, Tax Class, Category, and Units fields are designed to streamline catalog management.
They allow related master data to be created or updated directly from the product screen, improving efficiency and reducing navigation time.

Ordering Units

Select the unit of measure used while ordering the product.

This controls how quantities are displayed during ordering and billing.

Call For Pricing

Some products do not have a fixed price and require customer interaction.

When Call For Pricing is enabled:

The product price is hidden
A Call For Price button is displayed instead

This is useful for custom, bulk, or quote-based products.

Price

Enter the selling price of the product.
The price entered is inclusive of all taxes, based on the selected tax class.

Ensure pricing is accurate, as it is used across all sales channels.

Old Price

Enter the old price of the product.

Some O2VEND themes use the old price to calculate and display discount percentages, helping customers recognize savings.

Cost

Enter the actual cost of the product.

This value is used internally for:

Margin calculation
Profit analysis
Accounting reports

It is not visible to customers.

Special Price

Enter a Special Price to offer a discounted price for a limited time.

During the active period, the special price replaces the regular price on the product page.

Special Price Start Date and End Date

Set the Start Date and End Date for the special price.

This ensures:

Discounts apply only during the defined period
Prices automatically revert after the promotion ends

Allowed To Order

When Is Allowed To Order is enabled, customers can add the product to the cart.

Disabling this option hides the Add to Cart button and prevents ordering.

Allow -ve Stock

Controls whether inventory is checked during checkout.

Disabled: Product shows Out of Stock if quantity is zero
Enabled: Orders are allowed even if stock is zero

This is useful for pre-orders or backorders.

Featured

When Is Featured is enabled, the product becomes a featured product.

Featured products are highlighted in key areas such as the homepage, increasing visibility and customer attention.

Tip
Featured products are used in Featured Home Page Components.

Published

When Is Published is enabled, the product becomes active and visible to customers.

Unpublished products remain inactive and are treated as drafts, allowing you to complete details before going live.

Lot Enabled

When Lot Enabled is true, the product can be assigned a lot number.

Lot numbers are used to track batches of products and are useful for:

Expiry tracking
Traceability
Quality control

Description

Enter a detailed description of the product.

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The description appears on the Product Details page (depending on the selected theme) and helps customers understand features, usage, and benefits.

Tip
Use the editor tools to colour and style text.

Short Description

Enter a short description of the product.

This is usually displayed under the Product Name and provides a quick summary for customers.

Tip
Use the editor tools to colour and style text.

Product Images

Product images visually showcase the product.

You can upload one or more images.
The first uploaded image is used as the thumbnail.

High-quality images improve customer confidence and purchase decisions.

Tip
Use the edit button to crop and adjust images.

Adding an alt text (also known as "alt tags" or "alt attributes") to images on a website is an important part of improving the website's accessibility and search engine optimization (SEO).

How to add a Alt text for an image

Click create or edit product details page.
Click the edit icon of the product image and variant image.
Add the good Alt text of your products in the alt text field.
Click the OK button.
Click the Save button.

Purchase Account

Select the Purchase Account for the product.

This account is used to track product costs in accounting and financial reports.

Sales Account

Select the Sales Account for the product.

This account records revenue generated from product sales and ensures accurate income reporting.

Edit Product

Edit a product along with its variations and all details.

How to edit a product

Follow the simple steps below to update a product.

Open Back Office
Go to Catalog Menu.
Click and open Products section.
A list of already existing products will be shown.
Click Product Name shown in the product list against the product to be edited.
Update all the needed information in the related tabs.
Press Save button at the end of the page to save the updated product.

🚀 Set Up Catalog Products in O2VEND