Manage Item Mode

By Kelsey | Updated

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Manage product Mode is a feature that allows you to easily update and create new products directly on the point of sale.

Please note, you'll need to be logged in as a manager or Oowner to use this feature.


Contents


Adding New Products

To create a new product through the POS:

  1. Log in to the POS using a manager or owner pin.
  2. From the Dashboard, tap Product Setup:

    Product_Setup.png
  3. If you want to put your new product into an existing category and subcategory, tap the corresponding category and subcategory buttons. If you want to create a new category or subcategory, refer to the following section.
  4. Next, tap the Add Product button:

    Product_Setup_1.5.png
  5. From the left side, fill out the required fields, which are Product Name and Price. Then, fill out any other relevant details like Class, Cost, and Barcode. When you're done, tap Save.
  6. Repeat this process for any other products you want to add.

Adding New Category and Subcategories

If you want to create a brand new category or subcategory directly through the POS:

  1. From the Dashboard, tap Product Setup.
  2. To add a brand new category, swipe through your existing categories until you find the Add Category button:

    Product_Setup_1.png
  3. Tap this and enter the Category name. Add a description if you'd like, but this is not required. Then, tap Save.
  4. Next, create a new subcategory for your category. Tap the Add SubCat. button, enter the Subcategory name, a description if you'd like, and then tap Save.
  5. Add new products to your subcategory by following the process in the above section.

Updating a Product Quantity 

If you want to update the details for an existing product:

  1. From the Dashboard, tap Product Setup.
  2. Next, locate the product you want to edit. 
  3. From the left side, find the fields you need to edit and make your changes. 
  4. Select either In Stock, Set Stock, or Out of Stock
    1. In Stock: Item can be rung up freely
    2. Set Stock: Set an amount of stock available
    3. Out of Stock: Set the item as out of stock or "0" stock

Image-1__2_.png

Please remember to refresh the POS after you are done making additions and changes so your edits will reflect on other stations and in the Management Console.

If a set stock is inputted, each time the product is rung up, it will subtract one from the available stock. A small number in the upper lefthand corner will indicate the remaining amount.



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