Market Shop / Restaurant Inventory Setup

How to Set Up and Manage MarketShop or Restaurant Inventory. This is a lengthy process so we suggest watching to video.

1. Open the MarketShop

• This walkthrough shows how to set up and manage inventory for either:
  • a MarketShop displayed on an iPad, or
  • a restaurant inventory/menu shown in the resident app.
• To get started, go to Operations → MarketShop.
• If nothing has been configured yet, you’ll see a blank dashboard instead of active transactions.

2. Download the inventory template

• From the MarketShop dashboard, click Download Code.
• Download the inventory template as a CSV file.
• Open the file in:
  • Microsoft Excel, or
  • Google Sheets.
• The template will be empty except for the column headers you need to fill in.

3. Fill in the inventory fields

• Add your item data into the template.
• Key fields include:
  • Name: required item name.
  • Description: optional; useful for restaurant items with more detail.
  • SKU: optional; the system can generate this automatically.
  • Category: optional, but helpful for organizing items.
    • Examples for MarketShop: beverages, candy, snacks.
    • Examples for restaurant: appetizers, entrees, side dishes.
  • Price: required.
    • Use 0 if the item is free.
  • Quantity: controls availability.
    • Use a high number like 1000 or 10000 if you never want it to run out.
    • Use a lower number if you want inventory to deplete and require updates.
  • Tax: required.
    • Enter the tax percentage as a number.
    • Use 0 if no tax should be applied.

4. Add Item Images

• For a new image:
  • Upload the image to Google Drive as a JPEG or PNG.
  • In the file in Google Drive, change the sharing to Anyone
  • Copy the shareable link and paste it into the image URL cell.
• If needed, the team can help with image setup or do this part for you.

5. Save the file as CSV and upload it

• After completing the template, download or save it as a .CSV file.
• Return to the dashboard.
• Click Upload Inventory.
• Select the CSV file you just saved.
• The system will upload items one by one and show progress in a spinner and status message.
• The status will indicate:
  • how many items succeeded,
  • how many were skipped.

• Upload time depends on the number of items.
• Rough timing:
  • about 1 second per item,
  • 10 items may take under 5–10 seconds,
  • 100 items may take 30–60 seconds.
• Once complete, the items are stored in the database.

6. Preview the inventory on the customer-facing screen

• After upload, click the copy link / market orders link to preview the menu.
• This lets you see what the inventory will look like on:
  • the iPad for a MarketShop, or
  • the customer-facing ordering view.
• You can test:
  • item images,
  • names,
  • descriptions,
  • prices,
  • categories.
• You can click through categories to confirm everything looks correct.
• You can’t complete real orders unless the payment terminal is connected and configured.
• After the upload succeeds, the database updates immediately.
• The iPad may take up to 60 seconds to refresh and show the new inventory.

7. Update Existing Inventory

• To make changes later, go back to Download → Current Inventory.
• Download the current inventory as a CSV.
• Open it in Excel or Google Sheets.
• Make edits to any of these fields:
  • item name,
  • category,
  • price,
  • quantity,
  • tax,
  • description,
  • image URL.
• For image updates, replace the existing URL with the new Google Drive link if needed.

8. Upload the Updated CSV

• After editing the file, save it again as a CSV.
• Return to the dashboard.
• Click Upload Inventory.
• Select the updated file and run the upload process again.
• This is the same workflow used for both initial setup and later edits.