Attribute Setup

Attribute Setup

🌐 Backend — EQuipWebRetail ModeProduct Setup

Chapter 2: Product Setup — 2.6 Attribute Setup

Use Attribute Setup to create add-ons and modifiers for your products — like "Less Sugar", "Extra Cheese", or "Size: S / M / L". When a cashier taps a product at the POS, these options pop up for the customer to customize their order.

When to use this: When your products have options like Size, Color, or Sugar Level that customers choose from.

Prerequisites

  • No prerequisites — attributes are independent master data

Attribute List

📝 General Description

The Attribute list shows all configured Attribute Groups in a data grid. Each group row displays its name, Print on Bill flag (whether the modifier prints on the customer receipt), and soft-delete status. Click a group name to edit it and manage its individual attribute items.

⚙️ UI Elements

ElementTypeFunction
+ Add NewGreen ButtonCreate a new attribute group
ExportOrange ButtonDownload attribute group list as spreadsheet
Search BarText InputFilter by group name
🔽 FilterFunnel IconOpens the Column Visibility Panel — toggle columns ON/OFF to customize the data grid view

2.6.1 Column Visibility Filter Panel

Click the 🔽 funnel icon (top-right of the toolbar) to open the Column Visibility Panel. Each toggle switches a column ON (visible, blue) or OFF (hidden, grey).

Default Visible Columns (🔵 ON)

ToggleColumnDescription
🔵 AttributeAttributeAttribute group name (clickable → edit form)
🔵 Print on BillPrint on BillWhether attributes in this group appear on the printed receipt
🔵 DeletedDeletedHidden/deleted status

Hidden Columns (⚪ OFF by default)

ToggleWhen ON (Visible)When OFF (Hidden)
CreatedByShows who created this attribute groupColumn hidden
CreatedOnShows when this group was createdColumn hidden
ModifiedByShows who last modified this groupColumn hidden
ModifiedOnShows when the last modification occurredColumn hidden

2.6.2 Data Grid Columns

ColumnDescription
AttributeAttribute group name (clickable → edit form)
Print on BillWhether attributes in this group appear on the receipt
DeletedHidden/deleted status

2.6.2 Add / Edit Attribute Group

Attribute Group Card

FieldTypeRequiredDescription
IDText✅ YesAttribute group code — must be entered manually (e.g., "SIZE", "TOPPING", "SUGAR"). This becomes the AttributesGroupCode in the database.
NameText✅ YesDisplay name shown at POS and in reports (e.g., "Size", "Sugar Level", "Toppings")

[!NOTE] The ID field must be filled in manually before the first save. It cannot be changed after creation. Use short, uppercase codes like SIZE, TOPPING, ICELEVEL.

Toggle Settings

ToggleWhen ONWhen OFF
Can only select 1 optionCashier must choose exactly one attribute from this group (e.g., Size: Small OR Medium OR Large — not multiple)Cashier can select multiple attributes from this group (e.g., Toppings: Extra Cheese AND Mushrooms AND Olives)
MandatoryCashier is forced to select at least one attribute from this group before proceeding with the orderAttribute selection is optional — cashier can skip this group

[!TIP] Use Can only select 1 option = ON + Mandatory = ON for attributes like "Size" where every order must specify exactly one size. Use both OFF for optional add-ons like "Extra Toppings" where customers can choose multiple or none.


2.6.3 Saved Form — Attribute Items Table (Edit Mode)

After saving the attribute group, the Attribute Items panel appears on the right side. This is where you define the individual modifiers.

Item Table Controls

ButtonFunction
+ Add NewOpens a modal to create a new attribute item
+ Add From ProductImport an existing product as an attribute item (links the attribute to a product record)
Reset ColorResets all POS button colors back to default

Item Table Columns

ColumnTypeDescription
Attribute NameTextModifier display name at POS (e.g., "Large", "Extra Cheese", "Less Sugar")
Call TypeDropdownHow the price is modified: Add Amount (fixed) or Percentage
AmountNumberPrice modifier value (e.g., 1.00 for +$1.00, 0.5 for +$0.50, 0 for no charge)
POS Button ColorColor SwatchBackground color for this attribute's button on the POS touch screen

Each row also has action icons:

  • 🔄 Refresh — Reload the item
  • ✏️ Edit — Open the edit modal
  • 🗑️ Delete — Remove the item from the group

Call Type Behavior

Call TypeAmountEffect on Price
Add Amount1.00Adds $1.00 to the product price
Add Amount0.50Adds $0.50 to the product price
Add Amount0No price change (purely a modifier label)
Percentage10Adds 10% of the product's base price
Add Amount-0.50Subtracts $0.50 from the price (discount modifier)

How to Edit a attribute group

  1. In the Attribute Setup page, find the attribute group you want to change.

  1. Click the blue attribute name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

  1. Change the fields you need to update.

Step 3

  1. Click Save to apply your changes.

Expected Result: The attribute group is saved and can be linked to products.

[!TIP] To make changes, just click the name of any attribute group in the list — the same form opens with everything already filled in. Change what you need and click Save.


2.6.4 Attribute Items — Completed Example

The screenshot above shows the completed "Size" attribute group with 3 items:

  • Large → Add Amount: $1.00
  • Medium → Add Amount: $0.50
  • Small → Add Amount: $0.00

Each item row has a drag handle (⋮⋮) on the left for reordering items by priority.


2.6.5 Attribute Group Actions

ButtonConditionFunction
SaveAlwaysSaves the group and all attribute items
Save & NewAlwaysSaves then opens a new blank form
DeleteEdit modeRemoves the attribute group

💡 Example

Example 1: Bubble Tea Shop — Size & Sugar Level

Attribute Group 1: "Size" (Can only select 1: ON, Mandatory: ON)

AttributeCall TypeAmountEffect
SmallAdd Amount0No extra charge
MediumAdd Amount0.50+$0.50
LargeAdd Amount1.00+$1.00

Attribute Group 2: "Sugar Level" (Can only select 1: ON, Mandatory: ON)

AttributeCall TypeAmountEffect
No SugarAdd Amount0
25% SugarAdd Amount0
50% SugarAdd Amount0
100% SugarAdd Amount0

Receipt Output:

Pearl Milk Tea             $4.50
  Size: Large             +$1.00
  Sugar: 50%               $0.00
                    Total: $5.50

Example 2: Pizza Restaurant — Extra Toppings

Attribute Group: "Extra Toppings" (Can only select 1: OFF, Mandatory: OFF)

AttributeCall TypeAmount
Extra CheeseAdd Amount2.00
MushroomsAdd Amount1.50
PepperoniAdd Amount2.00
OlivesAdd Amount1.00
Premium TrufflePercentage20

The "Premium Truffle" uses Percentage — if the pizza is $15, truffle adds $3 (20%). Toppings are optional and multiple selections are allowed because Can only select 1 option = OFF.

[!TIP] Use Can only select 1 option = ON + Mandatory = ON for required single-choice attributes like "Size" or "Temperature" (Hot/Cold). Use both OFF for optional multi-choice attributes like "Extra Toppings" where customers can pick none, one, or many.


Access & Permissions

RoleViewCreateEditDelete
AdminYesYesYesYes
SupervisorYesYesYesNo
CashierNo backend access

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.


How to Delete a Attribute

  1. Navigate to Attribute Setup from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.


How to Add a New Attribute

  1. Navigate to Attribute Setup from the sidebar menu.

  1. Click the + Add New button (green button).

  2. Fill in the required fields in the form.

  1. Fill in any optional fields as needed.

  2. Click Save to create the new attribute.

Expected Result: The new attribute appears in the list and is available for use across the system.


FAQ

Q: Why is my product not showing on the POS? A: The POS needs to sync first. Check Terminal Status to see the last sync time. Also verify the product is not deleted and is assigned to the correct outlet.

Q: Can I delete a product that has sales history? A: You can soft-delete it (it will be hidden from active lists and POS), but it cannot be permanently removed because it is linked to transaction records.

Q: How do I update prices for multiple products at once? A: Use the Data Importer > Product Importer to bulk update. Export the current list, modify prices in the spreadsheet, then re-import.


Troubleshooting

IssuePossible CauseSolution
Cannot save the recordRequired fields are empty or invalidCheck all fields marked with * and fill in valid data
Record not appearing in POSPOS terminal has not synced yetWait for the next sync cycle or manually trigger sync from Terminal Status
Cannot delete the recordRecord is being used by other modulesCheck if the record is linked to active transactions, products, or other settings
Changes not taking effectBrowser cache showing old dataRefresh the page (Ctrl+F5) or clear browser cache
"Duplicate" error on saveA record with the same name/code already existsSearch the list (including deleted records) for duplicates
Page not loadingSession expired or network issueLog out and log back in. Check your internet connection

  • Category Setup — product categorization
  • Department Setup — reporting hierarchy
  • Sales Setup > GST Setup — tax rates for products
  • Data Importer > Product Importer — bulk product upload
  • Sales Setup > Payment Mode — payment methods at POS

Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

  • Exact permission settings depend on your Privileges Setup configuration
  • Sync timing to POS terminals depends on network conditions and sync schedule
  • Some features may require additional licensing or module activation
  • Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.

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