Navigate to Catalog→ Items
This is where you can create new inventory items. All the items created will be listed here with the Item ID, UPC, Name, Department, Category, Price, etc, and an option to modify/delete. For instructions on how to create a new item, follow the steps below.
Adding New Item
Go to Catalog→ Items
Click Add Item button at the top of the Item list on the right side of your screen.
Type in the text box to add the ItemID, UPC, Name, Description, and Price of the new Item. Fill in the general information needed for this item, If an item does not require any information in one of these fields, that field can be left blank.
You can input as much detail as you are comfortable with using. You can always come back and make modifications in the future once you determine your needs (you have a Mass Modify option).
You can have the Console Auto Generate Item ID which can be done by clicking the auto-generate box.
ItemID: this can be scanned in from the item. If you do not have an existing UPC you can create your own by entering the numbers you want to use (you can create barcode labels using these UPCs that you create on the system). Do not use spaces or special characters (Max # of characters is 15). This needs to be a unique number for this item. This is a mandatory field.
UPC: A UPC number is typically 12 digits, but the system allows for "SKUs" or non-standard UPCs to be entered in the UPC field (12 digits are no longer required - but 12 digits are recommended, so that the number corresponds to the UPC used by the vendors)
If you try to create an item with an existing item id an error message will be generated. It is not advisable to use duplicate item id numbers or duplicate UPCs, as it affects the ability of these items to appear on various reports or functions.
We recommend using a unique item ID and UPC for each item.
Master SKU: The Master SKU associates this item with another. All sales or entries made to this item are consolidated into the Master SKU item. Enter the SKU number of the Master SKU here.
Product ID: eCommerce ProductID of the item. Do not use spaces or special characters
Type: Select the Item Type from the drop-down menu. Items can be classified into Store Item, Service, Package, Prepaid, Modifier, and Variant.
Status: The Status field should be selected from the drop-down menu (Active or Inactive).
Cost Price for the item, the cost price is automatically adjusted when merchandise is received and a new price is indicated. It uses a weighted approach to adjust the cost price. This is a mandatory field.
Selling Price of the item. You can also create an item with a variable price item, where the cashier is prompted for the sales price at the sales transaction screen. This is a mandatory field.
MSRP of the item. The manufacturer's suggested retail price (MSRP) is the price that the maker of a product recommends for it in customer-facing retail stores. An MSRP is commonly 2.5 to 3 times the wholesale price.
Name: This is the name of the item. Keep it as short as you are comfortable. (Max # of characters is 50). Each item must have its own Name. This will show up in all reports where the Item/UPC name is displayed as well as on all POS receipts. This is also a field that cashiers can search for at the POS. Item Name is a mandatory field.
Product Name: Product name of the item
E-Commerce Name: This is the eCommerce name for the item. Enter a name as you would like shown on the e-commerce site.
Enable E-Commerce: Check the Enable E-Commerce box if you want the item to be available on your e-commerce site.
Unit of Measure: From the drop-down selection, select the quantity that the item is received in from the vendor (an example being pencils - purchased from the vendor in quantity 24, but sold at the store as individual pencils). You would select the Unit of Measurement set up representing that purchasing 1 Unit from the vendor will be broken down to 24 items at the store item level.
Note: The cost of the individual item is based on the quantity (if 1 unit represents 24 items, then the cost when you sell one of the items is 1/24th of the cost indicated here), but the Selling Price is entered at the per item amount (not quantity 24). In summary, using 24 as an example: The cost is for all 24 items, and selling price is for 1 as sold in the store. When the item is sold the cost will be 1/24th of the cost entered here.
Enable App-Commerce: Check the Enable App-Commerce box if you want the item to be available on your mobile store.
Enhanced Description: This field is for entering additional information about an item to be used on an e-commerce site and also can be printed on barcode labels to enhance the description.
Meta Data: Enter metadata tags for the item.
Select the Classifications (Department, Category, Subcategory) from the drop-down menu. These are all non-mandatory fields and if the selection is not available in the drop-down, a new option can be created from Catalog → Attributes. Or a new option can be created by selecting "+ Add New" entering the name in the field in the popup window and clicking Save will create the new attribute.
Select the Attribute (Style, Color, Size, Brand, Season) from the drop-down menu. These are all non-mandatory fields and if the selection is not available in the drop-down, a new option can be created from Catalog → Attributes.
Select the Vendor from the drop-down menu. If the vendor does not exist a vendor record can be created from Catalog → Vendor. The field can be left blank and the vendor will be assigned to the "UNASSIGNED" vendor.
Vendor Alias is used to add another descriptor to an item. The descriptor is shown on the Purchase Order. If Vendor has a different vendor ID for items, this allows the Vendor ID to be a part of the Purchase Order so that the Vendor can identify the items.
Royalty Level - This field is not in use at this time
Item Level Configuration
Discount: Select a Discount Code from the drop-down menu. This will add the discount to all POS sales transactions of this item between the start date and end date. When a Discount code is expired the discount code is not displayed in the drop-down selection. Only current discounts appear.
When creating a new item or modifying an item you can select the item from not being able to get an Item Level discount by checking the No Discount Box.
Tax Code: Select a Tax Code from the drop-down menu, This will be the tax that will be applied to all sales on the item. If a tax code is not selected (left at Null), no tax code will be applied to the transactions. If the Selling Price that is displayed includes tax, then select the Tax Inclusive flag.
Sales on the item will be displayed at the POS less the appropriate tax. This is usually used when the objective is to keep the price including tax at a round number, typically to eliminate the need for change. Note that if the sale on a tax-inclusive item is tax-exempt the item price will be the same as the tax-inclusive price to the customer (For example $40 item that's tax inclusive at 10% tax, the Price is $36.36 plus $3.64 tax, $40. $40 item that is tax inclusive and tax-exempt. Price is $40 (no tax)).
SKU Type: Set an item's SKU type when using a scale or reading barcodes with embedded information. the SKU types are Force Quantity, Force Weighing, Embedded Price, and Embedded Quantity.
Fees: Set items to have a fee attached so that each time the item is added to the cart, the assigned fee will automatically be added.
Minimum and Maximum Levels: This is used when reorder levels are set for the individual items. When the minimum level is reached, the maximum level is ordered. (taking into consideration lot size multipliers)
Lot Size Multiplier: This is the quantity that the item must be purchased in from the vendor (as in an order from your vendor for lipstick - it must be ordered in lots of 6, you purchase 6, 12, 18, 24... from the vendor)
Enable Auto Replenishment: This is to enable/disable the product to list on the reorder level report. If the auto-replenishment flag is enabled for an item, that item should show up on the reorder level reporting and you should be able to create a store order/purchase order from the reorder level report. System Admin & Financial users will have the access to enable/disable the auto-replenishment flag by default.
Add Location: Add location-based hints/comments for a particular item at a Store and Warehouse level. Users can add multiple locations & hints to a single item. The item hint helps the users to understand where the item is located in a specific store or warehouse. This will be printed on all receiving, transfers, and pick lists on all channels.
- Click on Add Location
- From the Location Lookup window, select the store/warehouse you want to add and hit Select
- Enter the hint in the fields provided and Save
The product analytics tab includes QOH by location, Pending PO's, Units Sold last 30 days, Write off, Stock Days, In Transit to location and product details as well.
A product with variants is a group of similar products that are offered in different variations, such as size or color — each variant is a unique SKU with its own inventory, housed under a master product.
Each product with variants can have up to 2 attributes (e.g size, color ), and unique combinations.
Together each unique combination forms one variant product, e.g T-Shirt - Small, Black.
Select an Attribute from the dropdown (e.g., Size).
Add your attribute Value (e.g., Small, Medium, Large)
Now that you have a list of variants under This product has X variant(s), you can quickly edit the variant name, SKU, ItemID, CostPrice, SellingPrice, and MSRP that was entered earlier at an individual variant level.
Note: A product variant matrix can have a single attribute as variants. Eg:- If you have a T-Shirt with the color Black, Blue & White, you can create product variants such as T-shirt-Black, T-shirt-Blue, and T-shirt-White as shown below.
This allows you to add an image to your items and their variants.
This feature is only enabled when an item is saved with the Item type as 'Package'.
Multiple quantities of an item or multiple items can be combined together to form a package.
Prior to assigning the UPCs and quantities that make up a package, the items that make up the contents of the package must be created.
Now, from the Package Components screen, select the Package Item UPC from the Item Lookup.
Enter the Quantity of the items that are in the package and click enter.
The UOM of the items will be displayed on the package grid.
There have to be at least two units in the sale, they can be a combination of items or multiples of one item or a combination of items with multiples of items.
Advanced filters let users filter the products by Product ID, Product Attributes/Classifications, Vendor, Selling Price & Cost Price by selecting the appropriate drop-down. You can also filter ecommerce Enabled items from your catalog by using the toggle button provided under the Advanced Filter.
Any combination of filters can be used to return desired results. The user then clicks the Filter button and is given the data.
Barcode Label Generation & Printing
You have the ability to generate barcode labels from the master item page through the Console portal.
Go to the "Generate Barcode Label" button at the top right-hand corner of the Item page.
Once you get to the "Generate Barcode Label" page, you will select the Label Template from the dropdown and choose the Label Size you will be using.
Ensure that the quantities of barcodes you would like to have it in the Print Qty field. You can also edit the quantities if needed.
You would then click on the "Print Barcode" button. This will initiate the barcode generation.
Now you will have to navigate to the History tab to download the generated barcode label.
From here, all you have to do is to click on the Download link to download the generated barcode label.
From here, all you have to do is select the Printer button at the top right-hand corner of the document.
Articles in this section
- Merchant Onboarding
- Dashboard Overview
- Sales Dashboard
- Customer Dashboard
- Compliance Dashboard : Audit Logging
- Navigation Bar
- Edit Products