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Set up product types

Updated this week

Each product in VendSoft must be assigned to a product type.


Overview

VendSoft includes four predefined product types:

  • Beverage

  • Food

  • Hot Drink

  • Ingredient

You can create additional product types as needed.


Why Use Product Types

Product types are used to:

  • Group products in reports

    (e.g., Sales by Product, Inventory Valuation)

  • Define tax applicability

    Specify which taxes apply to specific products

This mapping can be configured on:

  • Product Types screen

  • Tax Types screen


Product Types Grid

The grid displays all available product types by name.


Create a Product Type

To create a new product type:

  1. Click Create Product Type

  2. Enter:

    • Name (Required) β€” descriptive name (e.g., Juice, Water, Chips, Candy)


Assign Taxes

In the Taxes section:

  • The system displays all existing Tax Types

  • Use checkboxes to assign applicable taxes

  • You can select one, multiple, or none


If No Tax Types Exist

If no tax types have been defined:

  • Save the product type

  • Go to the Tax Types screen

  • Create tax types

  • Map them to the appropriate product types

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