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# Set up your menu, products and categories in Partner

# Creating Your Menu: Categories, Products, Add-ons & Bundles 🍽️
*Everything you need to build a clean, scalable menu.*

The [**Products section**](https://partner.superbexperience.com/products) in Partner is where you build and manage your menu — from categories and products to add-ons and bundles.

At the top, you’ll find the control center here you can:
* **Search for products**: Type to instantly find products, add-ons, bundles, or categories.
* **Use Filters** to switch between: all, products, add ons or bundles
* **Sort your product catalogue** by Name, Price, or time of creation 

Your POS menu is built in four layers:
1. **Categories** → Structure
2. **Products** → What you sell
3. **Add-ons** → Optional extras
4. **Bundles** → Multiple products sold together
---

### 📂 Step 1: Create a Category (Start Here)

Categories group your products into something guests and staff can understand. Examples are Starters, main courses, drinks, desserts, wines and so on.

### To create a category:
1. Go to [Products](https://partner.superbexperience.com/products)
2. Click **Add → New category**
3. Give the category a **name** (required). Keep it short and logical. This is what staff will click during service.
4. You can choose a **colour or image **to visually represent the category:
* 🎨 **Color** → Great for fast visual recognition and works well in fast-paced service.
* 🖼 **Image** → Ideal for visual or self-service setups
5. **Age restriction** (optional): Use this for alcohol categories or restricted products.

###### Main categories and subcategories (optional)
Use this to create subcategories. If this is not selected, your category will be a top-level category. Examples are Drinks (main category) and Cocktails, Wine or Soft Drinks (subcategories)


![Example of subcategory "Cocktails" under the main category "Drinks"](https://storage.crisp.chat/users/helpdesk/website/-/6/1/0/2/6102cfa5dda20400/screenshot-2026-02-18-at-10140_upmjj6.png =900x187)

Remember to click **Save**.

| 💡 Pro tip
On the right side of each category you’ll find:
➕ Add – add something new inside the category
⋮ More options – category-level actions (like editing)

Each category shows a count of how many items it contains.

---

# 🍽 Step 2: Create a Product

Products are the things you actually sell, like burgers, coffee, pasta or beers. 

Click the three dots to:
* **Edit **products – change name, price, settings, etc.
* **Duplicate** products – copy it (perfect for variations of the same product)
* **Delete** products– remove it (no hard feelings)

### How to create a product:
###### Standard settings:
1. Click **Add → New product**
2. Give your product a **Name: **All products have a name, and this is where you add it.
3. Assign the product a **Category**: choose any of the main or sub-categories available to organise your products.
4. Give your product a **Color or Image**: leave blank or choose what fits your service style (see how to create a category)
5. Description (optional): Help your staff if there is more to know about your product. This information is visible in at in the product selection in-app (when you hold on a product instead of tapping it to add to the bill). This description is ideal for notifying servers of allergens, pairing or any other "bonus info" about a product. 
6. Define the** VAT rate**: Keep your accountants happy. Make sure you set the correct VAT rate on your products, so everything is reported correctly. 
7. Set the **Sales price**: Make sure to charge for your products. This is your revenue. 

![Product creation](https://storage.crisp.chat/users/helpdesk/website/-/6/1/0/2/6102cfa5dda20400/screenshot-2026-02-18-at-10373_u0s80z.png =900x638)


###### Product settings (to be validated)
* **Active** - Makes the product available for sale. If it's temporarily not available, just make it inactive.
* **Offline** - Temporarily hides the product without deleting it.
* **Requires preparation**: Sends the product to print in the kitchen / prep workflow.
* **Print product receipt**: Prints a separate receipt for this product when sold.
* **Hide from web**: Hides the product from online ordering if this is applicable for your restaurant.
* **Exclude from ordering suggestion**: Prevents the product from appearing in upsell or suggestion logic.
* **Block in self-checkout**: Prevents the product from being ordered in self-service kiosks.

###### Other important settings

**Unit**: The Unit defines how the product is sold and calculated in the pos system and in reporting. Most restaurants will use: pc (piece) But depending on your context, other units may make more sense.** **Some commonly used units explained:
* **pc** → Piece (e.g. 1 burger, 1 coffee)
* **g / kg** → Weight (e.g. meat by weight, deli items)
* **ml / l** → Volume (e.g. wine, juice, draft beer in some setups)
* **cm / m / m2 / m3** → Length or area (rare for restaurants, more relevant for retail or service businesses)
* **tonne** → Industrial-level ambition 😄

**Variable price (optional)**: Enable if price is entered manually at the time of the sale, for example you want a "Dish of the day" at a variable price so that you can report end month on how many units of that you sold whether the dish were pasta or burger.

**To-go price (optional)**: If takeaway pricing differs from the sales price you can define it here. Each sales price has a VAT rate associated, don't forget to define that too.

###### Variants (optional)
Use variants when the same product has multiple options., like sizes (small, medium, large) or product variants such as coffee with normal milk, almond milk or soy milk. Variants keep your menu clean and allow you to sell different versions of the same core products at variable prices. Each variant can have a sales price associated with it.

### Add-ons (optional)
Attach extras customers can choose, for example adding avocado to a dish of scrambled eggs, or adding extra bacon to a burger. You can add new add-ons from here, or you can select add-on products you already created. See more below.

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# ➕ Step 3: Create an Add-on
Add-ons are optional upgrades such as extra cheese, bacon, sauce or an upgrade in dish size. Add-ons can be free of charge (cacao powder on a cappucino) or have a price (extra bacon or avocado)

### To create:
1. Click **Add → New add-on**
2. Give your add-on a **name **(mandatory) a **price** and a **VAT rate** (if applicable) 

![Add-on "snacks" associated with the drink "Pisco Sour"](https://storage.crisp.chat/users/helpdesk/website/-/6/1/0/2/6102cfa5dda20400/screenshot-2026-02-18-at-10365_3a7jp9.png =900x452)


After saving, you must attach the add-on to a product.
1. Open the product you want to add the add-on to
2. Go to **Add-ons tab**
3. Attach
4. Save
Now it appears during ordering.

---

# 📦 Step 4: Create a Bundle
Bundles combine multiple products into one offer, such as Burger + Fries + Drink, a Lunch combo, Family meal or a set tasting menu.

### To create:
###### Details tab:
1. Click **Add → New bundle**
2. Give the product a name, a category, a colour or image, a bundle sales price and a VAT rate.

|| Important! The price of a bundle is defined on bundle level and will disregard prices of each individual product in the bundle.

###### Bundle tab:
Here you add products to the bundle:
1. Search for products
2. Add them
3. Save

When a bundle is selected in the POS app FOH staff selects one bundle and the kitchen receives all included products on the printed bill.

### 💡 Pro tip
* Duplicate → Edit → Save is your best friend
* Keep category names short and obvious (your staff will thank you)
* Use bundles for speed and upsell magic
* If your menu feels messy, collapse categories — instant calm

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# 🧠 When to Use What

| Feature | Use it when… |
| ---- |
| Category | You need structure. This is where you define the infrastructure of your menu! |
| Product | It’s sold individually. These are added to categories. |
| Add-on | It’s optional. They can be revenue drivers or a way of communicating between the kitchen and the FOH. |
| Bundle | It’s a combined offer. This saves your team time! |