Import prebuilt – ready-made setup lists

Import prebuilt saves you from typing your setup lists by hand. On many setup pages, next to Add, there is an Import prebuilt button. It opens a library organized by industry (grocery, pharmacy, restaurant, clothing, electronics and many more). You tick what you need and import it in one click. Every business type uses it on its first day.

How to turn it on

1. 1Plan: Included in every plan. No upgrade needed.
2. 2Switch: No switch of its own. For module lists (restaurant tables, kitchen stations, modifiers, hotel, gym, repair, services, size charts) that module must be switched on in Settings › Business Settings › Modules.
3. 3Permission: The add permission of the list you are filling, for example Add category for categories or Add role for roles.

Mobile app: Not in the SmartPOS Business app. Import on the web; the results show in the app.

Where you find the Import prebuilt button

Page	What it adds
Products › Categories	Categories with sub-categories, up to 3 levels, for 30+ industries
Products › Brands	Common brands per industry
Products › Units	Units and sub-units (for example Box of 12 Pieces)
Products › Variations	Variation templates such as Size, Color, Storage
Products › Selling Price Group	Price groups such as Wholesale or Retail
Products › Warranties	Warranty types and durations
Products › Product fields	Ready-made product field groups
Products › Size charts	Size charts for clothing, shoes, rings and more
Expenses › Expense Categories	Expense categories with sub-categories
Payment Accounts (Account types)	Account types and sub-types
Contacts › Customer Groups	Customer groups with a discount or markup percentage
Settings › Tax Rates	Tax rates and tax groups by country
Settings › Barcode Settings	Label sheet and roll sizes, with a drawing of the layout
Settings › Types of service	Dine-in, takeaway, delivery and similar
Settings › Receipt Printers	Printer presets (you add the IP address after import)
User Management › Roles	Roles such as Cashier or Store manager with their permissions
Restaurant (tables, kitchen stations, modifiers)	Tables by area, kitchen stations, modifier sets
Hotel, Gym, Repair, Services	Room types and amenities, membership packages and classes, device categories and models, a service menu

First-time setup

There is nothing to switch on. A good order on day one:

1. Add your business locations first. Some lists (restaurant tables) are imported per location.
2. Import Categories, Brands and Units for your industry.
3. Import Tax Rates for your country and check them with your accountant.
4. Import Roles, then create your staff users with those roles.
5. Import Receipt Printers and Barcode Settings, then edit each printer to add its address.

Everyday use: import a list

1. Open the page you want to fill, for example Products › Categories.
2. Click Import prebuilt.
3. On the left, pick an industry card. Each card shows how many items are new for you (“143 new of 146”).
4. Tick the items you want. Ticking a parent ticks its children; you can also tick children one by one. Use the search box to search every industry at once, and Select all / Select none for what is visible.
5. Click Details on an item to see more (a role’s permissions, a tax group’s parts, a drawing of a label sheet).
6. Click Import selected. A confirmation lists exactly what will be created and what will be skipped.
7. Confirm. The list refreshes with your new items.

/taxonomies?type=product

The Import prebuilt button sits next to the page's Add button.

/taxonomies?type=product

Items you already have are greyed out with Already added and are skipped.

For the step-by-step version focused on products, see Import prebuilt lists.

Good to know

• Prices and rates in presets are suggested defaults in USD. Edit them to match your business.
• Matching is by name and ignores capitals and small spelling differences, so “Dine In” and “Dine-in” count as the same.
• Only one import runs at a time per business. If you see “Another import is running”, wait a moment.
• The Services importer checks your plan’s product limit first, because services are created as products.

Permissions

There is no separate permission for Import prebuilt. You need the same permission as for adding one item by hand on that page, for example:

List	Permission on the Roles page
Categories	Add category
Brands	Add brand
Units	Add unit
Variations, selling price groups, warranties, modifier sets	Add product
Customer groups	Add customer
Tax rates	Add tax rate
Roles	Add role
Barcode settings	Access barcode settings
Receipt printers	Access printers
Hotel, Gym, Repair, Services lists	The module’s own manage or settings permission

Related pages

Import prebuilt lists (how-to)

Product Library

Categories, brands and units

Users and roles

All modules