Retail Product

To add or edit a stock item, go to Manager > Products and Stock > 'Products'. Click on 'Add Item'.

POS Product Setup
  1. The Description is required and will be displayed in the POS Screen and be printed on the till slip.
  2. Start with the Settings tab as it contains a couple of required fields.

Settings Tab

Stock Code and Barcode:

In the retail industry people use different names for stock codes and barcodes (PLU - Product Look-Up Code, SKU - Stock Keeping Unit, UPC - Universal Product Code). We decided to keep it simple:

  1. The stock code can be any code (number, word, or combination) that you want to use to identify your product. For example a product with a description of 'Coke 500 ml' can have a stock code of COKE500. The stock code does not need to be unique but it is recommended to use unique item codes to speed up item selection.
  2. The barcode is the value (number) that will be returned from your barcode scanner when the product is scanned.
Note: You need to enter either a Stock Code or a Barcode.

Rest of Items in the Settings Tab:
  1. Select a department for this item. To create a department, go to Manager > Main Setup > Departments.
  2. Select a stock category for the item. To create a category, see POS Categories.
  3. Select a supplier for this item. To setup a supplier go to Manager > Main Setup > Suppliers.
  4. A supplier code (optional) can be used if your code is different from the supplier and you want to use the supplier code for example to receive stock.
  5. You can specify if an item is a measured item. A measured item can be measured and sold by weight, length, time, etc.

For information on Measured Items see Measured and Scale Items

10) Note about capturing prices:
You can capture any amount and the rest will be calculated. For example, you could enter price excluding tax and the rest (price including tax, profit, etc) will be calculated.
If you are going to use unit cost and profit margin, then it is better to capture those first. Otherwise if you enter the price first and then the profit margin/unit cost it will recalculate the price and you will need to enter it again. So, if you will be using unit cost and profit margin, then it is better to work from top to bottom.
  1. You can choose between using 'Profit Margin' or Markup. You can also change the default margin/markup in 'Setup' > System Configuration > 'General Configuration' > General Settings. You can just enter a unit cost (the price you paid for the item) and then the price for the item will be calculated using the unit cost and the margin/markup.
12) The unit cost is the amount you paid or the cost to make the item - see Product Cost
  1. Select the sale tax for this item. Note that you can specify a default option in the Tax Setup.
  2. The item price is the price excluding tax. You can enter either the price excluding or the price including tax.
  3. The price including tax. You can enter either the price excluding or the price including tax.
  4. You can optionally enter second and third tier prices. The cashier can do a price change and then select one of the tier prices or do a manual price change depending on how you set up the task security.
  5. You can now click on Update/Add Item. That is all that is needed to setup a basic product. For more advanced products, see the rest of the tabs below.

Advanced Settings Tab

Advanced Settings

1. You can choose specific attributes for this product. See Attributes and Product Variants
  1. Select this option if there are no stock levels (quantity) for this item. Examples would be an item that is rented out or if you add 'consultation time' as an item.
  2. Reorder Point (ROP). If this stock level is reached you would want to order more stock. This is your minimum stock level for this product.
  3. Reorder Quantity. This is the level of stock you would want for this product after you ordered stock. With other words the stock you order will be 'Reorder Qty' - 'Current Stock on Hand'.

5. Order Packs - Some items are packaged (boxed or shrink wrapped) for transport and delivery in a certain quantity and you can only order in multiples of that quantity. Note that if you order packs (containers/bottles/boxes), you should rather use Compound items. If however you order in single units but you need to order in a multiples of a specific quantity, then you can use Order Packs.

For an example of how Order Packs and Reorder Quantity is used, see Supplier Orders.
For an exmaple of Reorder Point see Stock Running Low

  1. Product Importance Weight allows you to change the order the items are listed. By default products are listed alphabetically. If you want to move a product up to the beginning of the list because it is often used, you can increase the importance weight. Products does not need to have sequential weighting. You could for example give items you want on the top of the list a value of 2 and other items that are often used a value of 1.
  2. The Aisle-Bin field is where the product is located within the store. The field is optional but is helpful if a customer asks a cashier where a specific product is. The cashier can then do a 'Product Lookup' (Menu > 'Product Lookup') and the details of the product including the location of the product within the store will be displayed.

Sub Items Tab

See Compound Items.

Product Variants Tab

See Product Variants and Attributes.