How do I use the PayPal Zettle Product Library?
The product library is where you can update prices, add taxes, and measure the health of your business through reports that track top-selling products and sales stats.
It’s located under the Products tab in your PayPal Zettle account and under the Library tab in your PayPal Zettle app.
Search and filter products
Searching in your PayPal Zettle account
- Log in to my.zettle.com.
- Click products.
- Select Product Library and type the product name in the search bar.
Searching in your PayPal Zettle app
- Open the PayPal Zettle app.
- Navigate to the list view.
- Enter the product name in the ‘Find Product’ search bar.
Note: You can only search for products available at a specific site in the app.
Adding products
Adding from your PayPal Zettle account
To add a product directly from your PayPal Zettle account, you can either add them individually or upload them in bulk (recommended).
To add an individual product:
- Log in to my.zettle.com.
- Click products.
- Click Add Product.
- Fill in the relevant information and save your product.
Adding from your PayPal Zettle app
To add a product directly from your PayPal Zettle app:
- Open the PayPal Zettle app.
- Go to Library and tap Edit, followed by the + sign to the right.
- Select whether you’d like to add a Product or Discount.
- When you select Product, enter the name, price, variants if needed, and a photo*.
- You can also select the correct VAT rate for the product if that applies to your business.
* Use your PayPal Zettle account to add photos to your products.
Editing products
Editing from your PayPal Zettle account:
By moving your mouse over a product in the product list, a pen and trash can icon appears at the end of the row.
To edit the product information, click the pen icon, edit directly in the fields, and click the checkmark or press enter to save. To delete your product, click the trash can icon.
Editing from the PayPal Zettle app:
- Open the PayPal Zettle app.
- Tap Sell.
- Press and hold over the product you'd like to edit.
- The icons will now shake, tap the product you'd like to edit.
- Update the product and click Save.
Sorting products
Sorting from your PayPal Zettle Account
In your PayPal Zettle account, you can change the product list's default sorting by clicking on the column name. By default, all products are sorted alphabetically.
Clicking on the columns to change the order of your products doesn’t change how your products are displayed in the PayPal Zettle app.
On the top-right corner of your product list is a plus icon. By clicking this, you're shown a list of options for customizing the columns in your product list.
You can also resize your columns by hovering a pointer on the area between the columns. When you do this, a line appears, and you can simply click and drag it into place.
Sorting from your PayPal Zettle app:
The product library can be displayed in a few different ways:
- On iOS: You can either view the library as a grid (if you’re using an iPad, you can change the size of your grid by using the icon above it), or you can swipe to the left and view your library as a list with a search bar above it
- On Android: You can either view the library as a grid or use the search bar at the top of your screen.
- On the Terminal: You can either view the library as a grid or use the search bar at the top of your screen
Setting up categories
By assigning specific categories to your new and existing products, you can filter your sales reports and see how different categories have sold by week, month, year, or season.
Setting up categories from your PayPal Zettle account
Whether you're creating a new product or editing an existing one, categories can be assigned in two ways:
1. Assign in bulk
In the product list, you can select a group of products that you'd like to assign the same category. For example, if you have different ceramic pots, you can add them to the "ceramics" category so that you can compare them with your "porcelain" pieces at the end of the month. Products can also be assigned to categories using the import feature.
2. Assign a single product
Each product has a detail page (shown below). Here you can add a category to each specific product by typing in the "Category" field and clicking 'add new'.
You can always select and assign from previously created categories.
To unassign a category from a product, click x and save. This will leave the product uncategorised - meaning it will show up without a category in your reports.
To delete or rename a category, go to the Categories list view at my.zettle.com.
Setting up categories from your PayPal Zettle app
Whether you're creating a new product or editing an existing one, categories can be assigned on the product's information view, in Zettle Go:
New & existing products
Tap edit in the Product Library and select + to create a new product.
Find the option 'Assign Category', type the name of your category, and tap +.
The category is automatically selected and when you go back to the Product detail page, you'll see the category added. Make sure to save your changes.
You can always select and assign from previously created categories.
Filter by category in the Zettle Go app
You can use categories to filter the product list in the Zettle Go app by pressing the filter action in the Search view. If you don't have categories, you can create them on a product, and if you have categories but a few products are not categorised, the filter will show the option 'uncategorised'.
To unassign a category from a product, tap the category again to deselect.
Important to keep in mind when categorising products
You can change categories later by creating new ones or renaming the category. However, the new category name won't show up in your sales reports until you've sold the updated product once. Historical sales keep the old category name.
Selling products
Use your PayPal Zettle app to add products and discounts to the cart.
Tap on a product in your library to add it to the cart. Once a product has been added to the cart, you can:
- Increase the amount of that product
- Add a comment about that specific product, which can also be done when selling a product with a custom amount price
- Add a discount to that product.
Assigning a product to sites
If your business has more than one store location, you can activate the Multisite feature and assign products to each site.
If you’re using the Multisite feature and download a report, the spreadsheet file will display the following columns:
Site Name: Your sites will be separated into columns. The "Site Name" column will be filled with "Y" or "N".
- "Y" means that the product is assigned to the respective site.
- "N" means that the product isn’t assigned to the site.
In Stock (Site Name): This column will show the number of stocks on the respective site, regardless of the product assignment status.
Note: the import function is currently unavailable for Multisite users. You can edit the information directly on my.zettle.com.
E-commerce Integrated users
As an e-commerce integrated user, if you choose to have separate stocks for your e-commerce store and Zettle, you’ll have a separate stock count for the e-commerce store.
If you don’t want separate stocks for your POS and e-commerce, the inventory will be shared with your primary site inventory.
Assigning from your PayPal Zettle account
When you create a product for the first time, it’s assigned to all sites that you have. If you’re a Multisite user, each site will have a separate inventory, enabling you to set a stock count for each site.
Here’s how to assign products from your PayPal Zettle account:
- Log in to my.zettle.com.
- Click products.
- Select Product Library and Add product.
- Under ‘Sites and Sales Channels’, you can assign the product to each site and select the products you want to bulk assign to sites.
- Select Actions and Assign to sites.
If you have inventory saved for your product and decide to unassign it, the Zettle Backoffice will retain the stock count. Once you reassign the product to a site, this count will be reflected in the product detail view.
To access the inventory for all products in all statuses, click Products and select Inventory.
Assigning from your PayPal Zettle app
If you’re a Multisite user, when you add a product in the app, it’s only available in the site that you created it in. Log in to my.zettle.com to make the product available in other sites.
When you edit a product in the app, changes will apply to all sites except for the stock count and folder capability.