Overview
The Manage Products module enables users to create, update, delete, import, and export products available for sale through a merchant’s terminal or POS system. It supports single-item management as well as bulk operations via CSV import.
Access Requirements
- Valid login credentials
- Merchant must be selected (for partners)
- User permissions to manage products
Capabilities Overview
| Functionality | Description |
|---|---|
| Search Products | Filter products by code, name, type, price, and other attributes |
| Add Product | Add new item with full details including type, price, and tax status |
| Edit Product | Modify details of any existing item |
| Delete Product | Remove products no longer offered |
| Export Products | Download current product catalog as a CSV |
| Import Products | Upload new or bulk-modified product list using Charge Anywhere template |
Navigation
- Go to My Account > Manage Products
Searching for Products
Use the search filter at the top of the screen to find specific products.
Search Filters:
| Field | Description |
| Name | Product name or keyword |
| Code | Unique product identifier (SKU) |
| Type | Product category (e.g., GAS, OIL, SERVICE) |
| Price | Unit price filter |
| Fuel Only Card | TRUE/FALSE – can only be purchased using a fleet card |
| Fractional Qty | TRUE/FALSE – allows decimal quantity sales (e.g., liters) |
Adding a New Product
1. Click the Add button.
2. Fill in the product details:
| Field | Description |
| Description | Name of the product |
| Code | Unique code to identify product |
| Type | Category: GAS, OIL, PARTS, etc. |
| Price | Unit selling price |
| Taxable | TRUE/FALSE |
| Fuel Only Card | TRUE/FALSE – restricts to fuel card usage only |
| Allow Fractional Qty | TRUE/FALSE – allows sales in decimals (e.g., 1.25 liters) |
- Click Add to save.
The newly added product gets added to the products list in the Manage Products page.
Exporting Products
- Click Export Products.
- The system downloads a
.csvfile listing all existing products.
CSV Format Includes:
- Description
- Code
- Price
- Type
- AllowedOnFuelOnlyCard
- isManual (optional)
Importing Products (Bulk Upload)
To bulk import products:
1. Click Import Products.
2. Click Download Products Import Template.
The system downloads a .csv file listing all the columns for products.
3. Fill in the required fields:
Template Columns:
| Column | Notes |
| Description | Human-readable name of the item. |
| Code | Unique alphanumeric identifier. |
| Price | Price per unit. Numeric format only (e.g., 10.99) |
| AllowedOnFuelOnlyCard | Flag (TRUE/FALSE) for fuel card restriction. |
| Type | Item category (e.g., OIL, FUEL). |
| isManual | Flag (TRUE/FALSE) for manual entry. |
4. Save the file in .csv format.
5. On the Import page in the Transaction Manager, click Choose File, then upload your file.
6. Click Import.
Do not include commas in values. Use plain text formatting.
7. A list of products uploaded is displayed. Click Process Products to process and complete the product import.
Once uploaded, the Recurring Database imported successfully message is displayed, and the new products appear in the product table.
Deleting Products
1. Locate the product in the table and click the corresponding Delete icon.
2. A pop-up appears with the message Are you sure you want to proceed?. Click OK to confirm deletion.
3. The product gets deleted, and a confirmation message appears stating Product Deleted successfully!.
Best Practices
- Always test a few products manually before large imports.
- Use the template as a validation tool for future uploads.
- Export product data regularly for backup.