Creating a Product

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Table of Contents

Overview

Prerequisites

Create Department and Category for Product

Instructions

General Tab

Pricing Tab

Modifiers Tab

Vendors Tab

Ordering Tab

Taxes Tab

 

Overview

This section shows how to create, edit, delete, and view information on Departments, Categories, and Products that appear in your product catalog in POS. This includes assigning a sales price to items, creating modifiers, assigning vendors to products, and managing the inventory of stock.

 

Prerequisites

 

Instructions

1. Click on Inventory-->Products in the left navigation menu.

2. Select the blue New Item button on the top right of the screen. 

3. Select the blue Create button under Inventory Item.

Note: If creating a Matrix Item, you would click the Create button that appears below that. For instructions on creating a matrix product, please click this link: Creating Inventory Matrix.

  • You will be moved to the New Inventory Item screen, consisting of the following tabs, placed on the top of the screen. You can navigate between the different tabs by clicking on them. 

Note: Only the General and Pricing tabs are mandatory to fill out when creating a product. 

 

General Tab

1. Select whether the item you are creating is an Inventory, Non-inventory, Serialized item, or With Recipe by clicking the circle to the left of the option.2. Input the Product Name (up to 100 characters) and optionally provide a Product Short Name and Product Description in those respective fields. You can also choose a color to represent the product in your shopping cart in POS by selecting a color in the Product Display Color drop-down menu.

  • You can input translations for Product Name and Product Description for all the languages selected as an Account language for your store(s) (set in Localization tab of Store Settings) by selecting a certain language tab and inputting the translations for that language in the respective fields. 

3. Select both the department and category you would like to associate the product with in the Select Department and Select Category drop-down menus respectively (both had to have already been created).

                 

 

  

4. Optionally input the product’s UPC in the UPC field. It should be either 8, 12, or 13 digits.

 

5. Check off the Is Active box to make the product go live on POS.

6. Optionally provide an image to represent the product in the product catalog in POS by clicking the Browse image square and selecting the image in your computer files.

 

Pricing Tab

1. Select what store(s) you would like to assign the product to in the Stores drop-down menu.

2. Select whether you would like the product to be at a Fixed price that could not be modified or one that you could manually enter and change for each order in POS in the Price Type drop-down. 

 

3. Select the unit of measurement you will be selling the product by in the Unit drop-down menu. Select Item if you are selling the product by the item.

4. If you selected Fixed as the Price Type, input the price of the item per unit of measurement in the Sales Price field.

5. By default, the All Discountable field be checked off, meaning there will be an option to provide a discount to the product. If you do not want the option to provide a discount for the product, uncheck the field by clicking on it .

6. If you would like to set individual prices for the product in specific stores, select a store you would like to assign a specific price to in the drop-down menu under the Store column. These prices would override the one’s set above at the company level.

  • Then, click the + sign next to that field and input the price of the item for that store in the field under the Sales Price column.
  • Repeat these steps again in the next row to assign a price to a different store.

7. If you would like to add a modifier(s) to the product, scroll up and click on the Modifiers tab at the top of the screen. Otherwise, click the Done button or on a different tab.

  • If you are done creating the product, be sure to sync your data the next time you log in to POS to ensure the product goes live.

 

Modifiers Tab

 

To Add a Modifier to Product:

1. From the Select all or one store drop-down, select either one or all stores where you would like to add a Modifier Group to the product.

2. Select the Copy Existing button to copy an existing Modifier Group (created in the Modifiers section) to the product. 

3. The Current Modifiers section displays all existing Modifier Group Names, along with the Modifier names that make up the group and each modifier Price. They are all available for editing.

  • You can create a new modifier group for only this product by selecting Add modifier group and entering its attributes.
  • By default, attributes for all Modifier Groups will be displayed for the product. Select Hide Modifiers to hide them from view and Show Modifiers to make them visible. 

4. Select the Done button or select a different tab.

 

Vendors Tab

The Vendors tab allows you to assign a vendor to a product and input the specific vendor information as applies to that product.  

Requirements: You must have already created the vendor you want to assign the product to.

 

If Vendor for Product Not Yet Created:

1. Go to Inventory--->Products--->Vendors tab---> Click on New Vendor button.

2. In the General tab, input the Vendor Name in that field.

3. Select the type of vendor in the ‘Vendor Type drop-down menu. The options are ‘Manufacturer,’ ‘Master Dealer,’ ‘Shipper,’ and ‘Vendor.’

4. Optionally input the vendor’s Tax ID and any Notes you would like to add regarding the vendor in those respective fields.

5. Check off the Is Active box to make the vendor active. It will already be checked off by default. Uncheck it to make the vendor inactive.

6. Optionally input the vendor’s contact info by clicking on the Contact Info tab on the top of the page and entering their info in the various fields.

7. Click the blue Done button.

 

Once Product Vendor is Created:

1. Go to Inventory--->Products--->Vendors tab

2. Select a preexisting vendor for the product in the Search vendors drop-down menu.3. In the row that appears, input the product’s SKU in the SKU column and the amount the item costs for you to acquire in the Cost column.

  • If there are multiple vendors for the product, select the Primary vendor in that column.
  • To remove a vendor from a product, click the red 'x' button to the right of the vendor’s row.

4. Click the blue Done button.

 

Ordering Tab

The Ordering tab allows you to monitor the stock of the selected product at the company level and in each of your stores individually.

To Set Quantities of Product at Company Level:

  1. Select the stores you want to set the quantities for in the Stores drop-down menu.
  2. In that same row, input the Recommended Quantity and Minimum Quantity in their respective fields.

  • The total remaining quantity of the product in all stores is displayed in the Total Quantity field.

To Set Different Quantities of Product for Individual Stores:

1. Select the stores you want to set the quantities for in the Stores drop-down menu.

2. In the section below, rows will appear for each of the stores you selected, where you input the individual Recommended Quantity and Minimum Quantity you prefer for each one.

  • The quantity remaining of the product in each store will be displayed in the Quantity field.
  • The quantities you input for specific stores would override the company quantities you set only in those selected stores.

3. Click the Done button.

 

Taxes Tab

Requirement:

You must have already created the tax you want to add to the product in Tax Manager.

Adding Tax to Product

1. Select the store you want to add a tax on the product for in the Store drop-down menu and click the + sign.

2. Select the tax name in the Name drop-down menu. The tax rate you set for that tax in Tax Manager will automatically appear in the Rate field.

  • If you would like the tax to be added to the product in all stores that the product is sold, make sure the All taxable box is checked.

3. If you want to add a tax on the product for another store, repeat the same steps above.

4. Click Done button.

 

 

 

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