Navigate to Catalog→ Products
This is where you can create new inventory items. All the items created will be listed here with the ItemID, 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→ Products
Click Add New 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 the 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 UPC's 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 "SKU's" or non-standard UPC's 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 UPC's, 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.
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.
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.
E-Commerce Name: This is the eCommerce name for the item. Enter a name as you would like shown on the e-commerce site. Check the Enable E-Commerce box if you want the item to be available on your e-commerce site.
Enhanced Description: This field is for entering in additional information to an item to be used on an e-commerce site and also can be printed on bar code labels to enhance the description.
Meta Data: Enter metadata tags for the item.
Attributes & Classifications
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. This is a mandatory field.
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 on 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 not in use at this time
Product ID: eCommerce ProductID of the item
Product Name: Product name of the item
Type: Select the Item Type from the drop-down menu. Items can be classified into Prepaid Items, Store Items, Package Items or Service Items, and Modifier Items.
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 a 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 (Example $40 item that's tax inclusive at 10% tax, 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, 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.
Product Image Gallery
This allows you to add an image to your items and their variants.
Articles in this section
- Merchant Onboarding
- Navigation Bar
- Mass Modify