Products Overview

All the products that your store is selling, along with their UPCs that are recognized by the POS, scanned via barcode scanner, or looked up manually, are placed in a pricebook. Every product at the store is associated with a barcode to maintain accurate inventory levels. This article focuses on how you can add, edit, and delete a product from Control Center, and it also focuses on managing the various products' attributes.

As per the permissions allotted to the employee(s) by the client/admin, employees will have access to view, create, or edit the "Products" module. The settings for that module for any employee can be edited under Edit Employee > Permissions page. If permissions are not given to employees for a particular module, that module will be disabled for that employee.

Reaching "Products" 

To reach the "Products" module in Control Center, see Figure 0.0.

1. Log into Control Center
   
2. Choose Point of Sale
   
3. Choose Pricebook
   
4. Choose Products
   

Understanding "Products" Layout 

Please see the image below labeled Figure 0.1 for descriptions of the buttons and fields that appear on the screen for client/admin.                                                                                                                                                                                                                                                                                                                                                                                                                                                Figure 0.1

The fields that are represented by an asterisk are the REQUIRED fields.

1. Fill in the required information in each field to add a new product. 
2. Then, save the changes to create a new product using the highlighted buttons.
   

The descriptions of all tabs and fields are provided below. For quick access to the relevant information, please refer to the Table of Contents available on the right side of the article.

1.1. Details Tab

This tab is for entering the details about the product that you are adding. See Figure 1.0.

Fields:

1. UPC: While adding a new product to the inventory system, it’s mandatory to enter the UPC in this field. Our system supports two methods to enter a UPC in this field. You can auto-generate this UPC by clicking on the button. 

1. Name: This field allows you to enter a unique, friendly, and easily identifiable name for the product. The text entered in this field helps in identifying a product by its name, especially when there are numerous products listed in the inventory system.
   

1. Category: You can select and/or add the categories related to your product. A single category may have multiple products of similar types to help you identify the type of product. Doing so makes it easier for the cashier to search for the products at the POS.
   

1. Select/Add Category
   

For example, Philip Morris International is a cigarette manufacturing company. Some of the several product brands produced by this company include Marlboro, Red & White, Chesterfield, Lark, Muratti, etc. If you are adding this company’s product to your inventory, you can add/select Philip Morris as a manufacturer. Then, under the Philip Morris manufacturer, you can also add/select all the product brands produced by this company.

1.  Tags: In this field, you can select or add a tag for your product. It helps the user easily search for and navigate one or more items with similar tags. 
   

For example, the tag labeled Cigarette can be used for all kinds of cigarettes. The tag Cigarette Carton can be used for cigarettes sold in carton packaging. Similarly, the tag labeled Cigarette Pack can be used for cigarettes sold in individual packs.

1. Department: In this field, you can select a department from the drop-down list. Selecting a department for your current product means you are assigning this particular product to the selected department. 
   

To add a department directly from the product page, click the adjacent “Add New” button highlighted in Figure 2.

A subsequent dialog box labeled “Add Department” will appear on your screen. Then enter the appropriate details in all the fields of each tab for creating a new department.

All the fields of each tab available on the “Add Department” dialog box are exactly similar to the fields and tabs on the department page. The entire department module is pulled up in the same form as the “Add Department” dialog box.

1. Active: If this toggle is set to "Yes," then the product is considered active and is available at your store location for sale, transfer, adjustment, etc. When it is set to "No,"
    it implies that the product is no longer being traded by your company. 
2.  Track Inventory: If this toggle is set to "Yes," it will update the inventory automatically each time, depending on whether this product is ordered, sold, transferred, etc. This option is mostly enabled for the physical products listed in the inventory. When set to "No," it will not update any changes in the inventory system, even when this product is ordered, sold, transferred, etc. This option is mostly disabled for the virtual products listed in the inventory. 

1.1.1 Parent/Child Link Information

The most important features of our system include the following: 

-You can establish a link between two similar products on the add/edit product page.

-You can assign the quantity value for the linked child products on the add/edit product page.

-You can view both linked products together for analysis/review purposes.

-You can also remove the existing linked product to establish a link with another product.

                                                                    Figure 1.3

1. Assign Parent Item: For this field, either search for the product you want to link using the search box available in the dialog box or select from the list of available products in the dialog box.

1. Finally, click the “Apply” button available at the bottom of the dialog box. This will link the parent product (also known as the main unit) to your currently open child product on the add/edit product page.
   

1. To cancel the entire process and close the dialog box, simply click the “Cancel” button.
   

In the sub-section labeled Parent Item, you can only link to a parent product. The objective is to link it with the child product, which is currently being added/edited on the add/edit product page.

1. Assign Child Item: Click the button labeled “Assign” under the sub-section labeled Child Item. 
   

1. A dialog box labeled Select Child Product will appear on your screen. Either search or select from the list of products you want to link.
   

1. Finally, click the “Apply” button to link the child product (also known as a sub-unit) to your currently open parent product on the add/edit product page.
   

1. In the sub-section labeled Child Item, you can only link a child product. The objective is to link it with the parent product, which is currently being added/edited on the add/edit product page.
   

1. Open Linked Product: Click the button labeled "Open Product" to open the linked product in a new tab/window in your browser. This feature helps the user view both linked products together for analysis/review purposes.

This button will only be visible under ONE of the TWO sub-sections labeled Parent Item or Child Item, respectively. It will NOT appear in both sub-sections at once.

1. Remove Linked Product: Click the button labeled “Clear” to remove the established link between two products. This feature helps the user remove the existing linked product to establish a link with another product.

This button will only be visible under ONE of the TWO sub-sections labeled Parent Item or Child Item, respectively. It will NOT appear in both sub-sections at once.

1. Linked Child Item Quantity: In this field, you can enter the quantity value only for the linked child product. The value that you enter in either of the two text boxes can only correspond to a child item (also known as a sub-unit). 
   

Regardless of whether you enter a quantity value in the text box adjacent to the sub-section labeled Parent Item or in the text box adjacent to the sub-section labeled Child Item, always ensure to enter the value of a sub-unit/child item only. You cannot enter the value of a main unit/parent item in any of the two text boxes. 

Reason: The primary reason is that a carton may contain packs, but a pack can never contain cartons. Only the child item’s quantity can be entered in either of the text boxes labeled Quantity.

1.2. Signage Price: 

This tab gives you options to manage item prices for digital signage with captions for each price box. 

Manage item prices for digital signage with captions for each price box.

                                                                                                                                                                                                                                                                                                                                                                                                                               Figure 1.4

Price 1:

1.  UPC: Here, the UPC is mentioned for the product that is to be displayed on the digital signage.
   
2.  Price: The price of the product that is to be displayed on the digital signage.
   
3.  Caption: The caption, i.e., name and details of the product, for digital signage is mentioned in this field. 
   

Price 2:

1. UPC: Here, the UPC is mentioned for the product that is to be displayed on the digital signage.
   
2. Price: The price of the product that is to be displayed on the digital signage.
3. Caption: The caption, i.e., name and details of the product, for digital signage is mentioned in this field.                      
   

1.3. Images & Description

Under this header, you can utilize multiple menu layouts on each of your different display boards to upload the supporting image. POS provides you with both simple tall or wide images or background images to completely customize your experience.

                                                                                   Figure 1.5

You can utilize multiple menu layouts on each of your different display boards. There are many options for the selected images, such as tall or wide images or background images, to completely customize your experience, as displayed as  in Figure 1.5. Clicking on the File icon highlighted as  in Figure 1.5 above helps in selecting the local image file.              

1.4. E-Commerce:

This tab lets you manage your E-Commerce settings for FTx Commerce or other integrations.

1. Available in E-Commerce: If this toggle is enabled, this product will be displayed on the e-commerce website and mobile app. It also means you can start configuring the online related setups.
   
2. Independently Sellable: Switch the toggle ON. As a result, the product can be sold independently through an e-commerce site & mobile app.                                                                                     

1.4.1. Basic Settings:

See Figure 1.6. This option displays the basic information and settings:

                                                                                                                                                                                                                                                                                                                                                                                           Figure 1.6                                                  

Basic Settings Fields:

1. Online Title: This field lets you enter the name of the product that will go on the website.
   

Allowed Fulfillment Methods:

Manage the various fulfillment options for this product, including shipment to the store or directly to the consumer. 

2. Store Pickup: This is a fulfillment method associated with FTx Commerce that allows you to pick up the product that you chose online from the store post ordering via the online platform.
   
3. Delivery: This is another fulfillment method where the desired product is delivered to your doorstep with a minimal delivery fee.
   
4. Standard Shipping: This is a fulfillment method type for online ordering; with this, the customer will get the order at their doorstep by the external shipping company (courier service).

Weight and Dimensions Options:

1. Enter the product's dimensions to calculate the delivery fee and shipping fee.
   

1. Product Weight: This field lets you enter the weight of the product in different SI units.

                                    Figure 1.7

2. Product Length: This field lets you enter the length of the product in different SI units.

                                    Figure 1.8

3. Product Width: This field lets you enter the width of the product in different SI units.

                                                Figure 1.9

4. Product Height: This field lets you enter the height of the product in different SI units.

                                                      Figure 1.10

Meta/SEO Information

These enter-friendly titles and descriptions will be shown in search engines. These are recommended to boost the product's online visibility.

1. The form highlighted in Figure 2.0 will appear on your screen.
    

1. Average Price: This option is dependent on a toggle in Products/General Settings, which, if set to "YES," will enable the Average Cost Field (based on Location) in the "Products" module. 
   

Average cost is calculated as - Older Cost of the Item + New Cost of the Item/2. 

1. Average Cost is based on Location, and Last Cost is based on pricebook zone. Since multiple stores can share a similar pricebook zone and have different average costs, the Average Cost is going to be unique for each location.
   

2.1. Pricing:

2.1.1: Update Cost & Price

This page specifically answers your questions related to the Pricing section provided on the Create Product Form (see Figure 1.0).

                                                                    Figure 2.1

1. See All Zones: This field is just for your information. The system automatically generates a list of all pricebook zones in a single pop-up window. It will display the purchase costs, selling prices, and profit margins applicable to each pricebook zone.

1. If you click the button labeled “Update by Location Group,” then you need to select the applicable location group from the drop-down and also enter the cost of your current product. Then, save the changes and apply the entered cost to all the locations assigned to an entire location group. 
   

2.1.3. Effective Price

                                                                         Figure 2.6

1. You can enter different costs/prices for each pricebook zone in the add/edit product form.
   
2. You can select different price types for each pricebook zone in the add/edit product form.
3. You can update costs/prices for all pricebook zones at once on the add/edit product form.
   
4. You can also monitor the average cost and effective price on the add/edit product form.
   

1. Zone Name: This field will automatically display all the pricebook zones created by you in the inventory system. It will appear in the form of a label under the pricing section of the add/edit product page, and thus there is no data entry required in this field.

2. Price Type: In order to assign a price type to a specific pricebook zone, click the appropriate “Change” button adjacent to each pricebook zone. The dialog box labeled Select Price Type will appear on your screen. Then select an appropriate price type from the list of different price types, and then click the “Next” button. The system will then accordingly redirect you to the related subsequent dialog box.

1. Configure Price Type: Follow the steps mentioned below to configure different price types for each pricebook zone on the add/edit product page:

1. Click the “Change” button adjacent to the appropriate pricebook zone on the add/edit product page. Once the dialog box labeled Select Price Type appears on your screen, select the required price type from the list of different price types. 
   

                                 Figure 2.7

2.1. Standard Price Type

After choosing Standard, click on the “Next” button.

It allows you to enter the cost, price, and margin for each pricebook zone in a standard manner.

Thus, you need to simply enter the values in the fields labeled Cost, Price, and Margin directly under the Pricing section of the add/edit product page for each pricebook zone.

After selecting the required price type, click the “Next” button highlighted in the dialog box. 

2.2. Pik A Pak Price Type: 

                                            Figure 2.8

Example: You can sell ONE product quantity at a price of $2.75, TWO product quantities at a price of $2.65, THREE product quantities at a price of $2.55, FOUR product quantities at a price of $2.50, and so on.

Configuring Pik A Pak Price Type

1. Enter the selling price, selling quantity, and offer description in the text boxes highlighted in Figure 2.7, depending on your requirement(s).
   

2. Then, click the highlighted “Save” button, which exists below the description field. You can add multiple Pik A Pak price-type records within the dialog box. All the saved records will instantly appear in the highlighted listing area of the dialog box.
   

3. Clicking the “Cancel” button that exists below the description field will reset all three text boxes in the fields labeled Price, Sell Qty, and Description.
   

2. Finally, click the highlighted “Save” button adjacent to the “Close” button. Once all the Pik A Pak price-type records are saved, they will appear in the form of a list on the POS screen during a transaction.
   

Buttons:

1. Back: Clicking the “Back” button will also redirect you to the previous dialog box. 
2. Close: Clicking the “Close” button will cancel the entire process and close BOTH the dialog boxes highlighted in Figure 2.7 and Figure 2.8.
3. Save: This button will help you save all the changes that have been made in the Pik A Pak dialog box.
4. Share: Clicking on “Shared Products" for [Product Name] highlighted in Figure 2.9. Using this feature, you can share your saved Pik-A-Pak price type with other products.
   

                                                  Figure 2.9

2.3. Mix Match Price Type: This feature allows you to configure quantity-based and/or combination-based discounts for attracting and motivating customers to purchase more than their current buying decision. Your company benefits by selling products in greater quantities.

                                                               Figure 2.10

1. Price: This field helps you configure the standard selling price.
   
2. Sell Qty: This is a text box to enter the sell quantity.
   
3. Receipt Text: In this text box field, you can enter the description for printing on the receipt.
   
4. Starting with the sale of item #: This text box allows you to enter the number of items on which the Mix Match feature will trigger.
   
5. Change Type: This field is actually a drop-down list to select the type of change required on the triggered item.
   
6. Change the price for: This text box will let you enter the price of an item on which the Mix Match feature will trigger.
   
7. Amount: This text box will let you enter a value according to the type of the selected change type.
   
8. Buttons: These are various buttons with different actions related to them, such as save, close, go back, and share products.

2. Example: You can give discounts by offering attractive deals such as “Buy Two, Get One Free” or “Save 10% on Pack of 5” and “2 Packs Free on Carton Purchase” or “Get 1 Shirt Free on 2 Pants," and so on. 
   

1. Mix: It is about mixing/adding more quantity to the current quantity of the same product, e.g., one pack of cigarettes free with two packs of cigarettes (same product). 
   

1. Match: It is about combining a different but matching product from the same category, e.g., one shirt free with two pants (a combination of different products in the clothing category).

1. Configuring Mix Match Price Type
   

Enter the selling price, selling quantity, and receipt description in the text boxes, depending on your requirement(s). 

1. Enter a numeric value in the highlighted field labeled “starting with the sale of item #.” When this particular product is scanned multiple times in a single transaction, the system will keep verifying the quantity number of this product with the numeric value entered in this field.
   

1. When the quantity number of your scanned product is equal to the numeric value entered in this field, the system will then trigger your preconfigured mix-match price type. The trigger action takes place instantly and automatically, immediately upon meeting that threshold point.

For example:

1. If you enter a value of 1 in this field, the mix-match price type will trigger as soon as the 1st product is scanned on a POS.
2. If you enter a value of 2 in this field, the mix-match price type will trigger when the 2nd product is scanned on a POS. It will NOT trigger when scanning the 1st product.
3. If you enter a value of 3 in this field, the mix-match price type will trigger when the 3rd product is scanned on a POS. It will NOT trigger when scanning the 1st and 2nd products.
   

3. Enter a numeric value in the highlighted field labeled “change the price for.” AFTER the preconfigured mix-match price type is triggered, the system will then check the number of times (i.e., the total quantity number) this particular product has been scanned in a single transaction.

The mix-match price type is a legacy feature. Thus, it is recommended to use the System Discounts feature instead of this Mix Match feature.

2.4. Open Price Price Type:

This feature allows you to give permission to the cashier to enter the price for your product during the transaction of your product on a POS. You can also configure the minimum price so as to restrict the cashier from entering the wrong price for your product. Thus, the cashier won’t be able to enter a lower price value, which would otherwise lead to a loss on the sale of the product.

                                                                         Figure 2.11

Configuring Open Price Type

1. Default Price: The numeric value entered in Default Price would be considered the standard default price for your product. This feature comes in handy if the cashier does NOT enter a value when prompted to enter a price value; then the system will automatically consider and apply this default price to the product in the current transaction. 
   

1. Sell Qty: The value entered in this field indicates the quantity of your product. Regardless of whether the default price is applied to your product or the price entered by the cashier when prompted, both prices will ONLY be applicable to the quantity value entered in the text box of this field.
   

2. Minimum Price: The value entered in Minimum Price indicates the limit of the lowest price, which the cashier is allowed to enter in the prompted dialog box for your product in the current transaction. 

1. Click the highlighted “Save” button, which exists adjacent to the “Close” button.
   

2.5.  "Weighted Price" Price Type: 

This feature allows you to configure the price of your product according to the weight of your product. That’s because, NOT every product is sold according to price per pack or price per carton.

The price of certain products is charged according to the weight of that product. Thus, this feature helps while charging your customer according to the weight of your product rather than charging according to other metrics (such as per pack or per carton).                                                                                                                                                                                                                                                                                                                                                                                                                                               Figure 2.12

1. Price ($): Enter a numeric value in the highlighted field labeled “Price Each.” The system will automatically consider the price value entered in this field, as the price per pound (metric).

2. Tare: Enter a numeric value in the highlighted field labeled “Tare." The value entered in this field is considered the weight of the container, which will be used to weigh a product during the transaction on a POS. The tare value will automatically be deducted from the gross weight during the transaction of your product. Thus, the customer is charged for the net weight.

                                  Figure 2.13

                                                                  Figure 2.14

1. Select Pricebook Zone from the drop-down list attached.     
   
2. You can add a vendor part by clicking "Add New Vendor Part," which opens up the Add New Vendor Part form. See Figure 2.14 above.

To learn more about Vendor Parts, click here: Vendor Parts

                                                                  Figure 2.15

1. Zone Costs: The preferences you set in the Zone Cost section:   

1. You can also set the zone costs for the created pricebook zones by clicking on "Save," "Update All Cost," and "Cancel" as needed.
   

3. Delete Selected Vendor Parts: This button will delete all the selected vendor parts. 

2.3.2. Manage Discounts: This feature helps you manage the associated discounts directly from the add/edit product page.

                                                                   Figure 2.17

1. In order to associate the discount with the product, select the discount name from the Choose Discount drop-down list and click on "Add to Discount."
   
2. To remove the discount, select the discount by checking the checkbox against the name of the discount and clicking "Remove From Discount."
3. Click on "Close" to save and close the Add Discount form.
   

To learn more, click here: Discounts.

                                                                      Figure 2.18

Let’s assume that the price of your product was $10 on 1st Jan 2024. On 20th Jan 2024, you changed the price from $10 to $12. On 1st Mar 2024, again, you reduced the price from $12 to $11. In this scenario, this Change History window will display all the changes you made from 1st Jan 2021 until 1st Mar 2021. It will also display the type of change, old price, new price, date and time stamp, and name of the user who made changes to a particular product.

2.3.4. QOH & Sales: This field is just for your monitoring purposes. Using this feature, you can view the QOH and sales data of a particular product at each store location for the selected date range. This feature comes in handy when you have a clear picture of what’s on hand and how many sales took place during a specific timeframe. It will help you make a wise decision about ordering a particular product accordingly.

                                                                Figure 2.19

                                                                   Figure 2.20

1. POS Text: You can enter a specific description for your product in this field. It’s useful if you want to display a different text on the POS screen and the receipt compared to the product name entered on the add/edit product page.
   
2. Unit of Measure: In this field, you can enter the unit for your product. For example: The unit of your product can be a Carton, a Pack, or a Bottle, depending on your requirements. It will be printed on the report sent to the manufacturer.
   
3. Interface Code: This interface code is required for the End of Day Sales Report.
   
4. Commission: You can enter a numeric value in this field. This field indicates the amount of commission that would be paid to your store employee when this particular product is sold by your employee. The commission is a kind of bonus, or maybe an incentive, for selling a particular product.
   
5. Manufacturer Reinvestment Incentive: You can enter a numeric value in this field. This field indicates the amount of commission that would be paid on the sale of this particular product. The manufacturer pays incentives for selling their products. You need to enter the amount of incentive in this field that your store will be receiving from the manufacturer on the sale of this particular product.
   
6. Disclaimer: This field lets you override the disclaimer if needed for the product from the drop-down list; otherwise, you can select "Inherit from Department" to let the product inherit the disclaimer from the product's department.
   
7. Ignore Out of Stock Notifications: When this toggle is set to YES for the product, the system will not prompt you with any notification if this product goes "out of stock." When set to NO, the system will notify you when this product goes out of stock.
   
8. Eligible for System Discounts: By enabling this field, the system will allow discounts for this particular product. However, the system discounts need to be configured and assigned to this particular product. By disabling this field, the system will NOT allow discounts for this particular product. The system discounts will be denied, even if they are assigned to this particular product.
   
9. Product Type: When you select the option labeled Standard from the drop-down list, the system will identify this particular product as a tangible material that physically exists on the shelf at your store. If you select the option labeled Virtual from the drop-down list, the system will identify this particular product as an intangible material that physically does NOT exist on the shelf at your store.
   
10. Discount Percent on Damaged: You can enter a numeric value in percent in the text box of this field. A discount is applied when this particular product is returned by a customer at your store location.
    
11. Supplier Deposit: In this field, the supplier (vendor) deposit amount is entered. Supplier Deposit is the minimum amount that is to be given to the supplier when the products are bought in bulk.
    
12. Supplier Cost Discount: This field allows you to enter the discount amount that is offered by the supplier if you are buying a product from the same supplier (vendor) for a continually long period of time.
    
13. Non Member Fee: This field lets you enter the fee that would be applied to this product if the customer is not a loyalty member.
    
14. Sales Link: In this field, you can link an additional product with your current product. So, when your current product is sold on a POS, the product that you linked in this field also gets sold simultaneously. In other words, two linked products are sold, but ONLY one product is scanned on a POS. 
    

After linking a product to your current product, it’s mandatory to specify the quantity of the linked product in this Sales Link Quantity field. Both fields work in coordination with each other.

1. Sales Link Quantity: This field is for entering a numeric quantity value for the additional product linked to your current product. This field is mandatory ONLY if you have linked an additional product to your current product. Otherwise, you can leave this field blank. See this Sales Link field for more information about linking additional products to your current product. 
   
2. Extended Description: You can enter a detailed description of your product to overcome the character limit situation. This feature is provided to describe your product with a detailed explanation for further clarity and ease of understanding.
   
3. Receipt Description: You can enter a detailed description that you wish that a receipt should cover after the sales have been conducted.
   
4. Allow Transfer: If you want to allow or not allow transfers to and from the store, enable or disable this feature, respectively. 
   

                                                                                                                                                                                                                                                                                                                                                                                                     Figure 2.24

1. Sales Account: Enter the sales account number in this field. Details of sale transactions in this department will be synchronized with the sales accounting system.
   
2. COGS Account: Enter the COGS account number in this field. Details related to the costs of the products sold by this department will be synchronized with the Cost of Goods Sold (COGS) accounting system.
   
3. INV AP Account: Enter the INV AP account number in this field. Details related to invoices with pending payments in this department will be synchronized with the Invoice Accounts Payable (INV AP) accounting system.
   
4. Returns Account: Enter the returns account number in this field. Details related to return products associated with this department will be synchronized with your returns accounting system. Returns may be from a company or a customer.
   
5. Shrink Account: Enter the shrink account number in this field. Details of stock-related discrepancies that occurred in this department will be synchronized with your shrink accounting system.
   
6. Adjustments Account: Enter the adjustments account number in this field. The details related to adjusting entries of incoming and outgoing money in this department will be synchronized with your adjustment accounting system.
   
7. Excise Account: Enter the excise account number in this field. Details of excise taxes applied to products in this department will be synchronized with your excise accounting system.
   
8. POS Flag: This option is useful and beneficial when you want to assign a specific POS flag to a particular product. If you assign a specific POS flag to a particular product in this Additional Information section, then the default POS flag assigned to a department will be ignored. The POS flag selected in this field will override the POS flag assigned to a department.
   
9. Allow Returns: You can select any one of the below three options from the drop-down list, depending on your requirement(s). 
   

1. Allow Returns: When you select this option, the system will accept the return of this particular product on a POS. When you select this option, the system will accept the return of this particular product on a POS. 

2. Do Not Allow: When you select this option, the system will NOT accept the return of this particular product on a POS. 

3. Use Department Settings: When you select this option, the system will check and apply the same settings that were configured in the related department of your product.

1. Force License Scan: You can select any one of the below three options from the drop-down list, depending on your requirement(s). 
   

1. Disabled: When you select this option, the system will not force the customers to purchase age-restricted items only after scanning the driver's license to verify their age.

2. Enabled: When you select this option, the system will force the customers to purchase age-restricted items only after scanning the driver's license to verify their age.

3. Inherit from Manufacturer: When you select this option, the system will check and apply the same settings that were configured in the related department of your product.

1. Override Excise Tax: Select “Yes” or “No” to enable or disable this feature, respectively. 
   

                              Figure 2.25

1. By enabling this field, the system will override the default excise tax-related configuration specified in the other module(s). When enabled, your company will be paying the excise tax to the selected vendor rather than your customer paying your company, as usually happens.
   
2. By enabling this field, two additional fields labeled Excise Tax Percent and Excise Tax Vendor will also appear adjacent to this field.
   
3. By disabling this toggle, the system will NOT override the default excise tax-related configuration specified in other module(s). That means the vendor is not charging a specific excise tax on this particular product. Thus, the default excise tax values configured in other module(s) will be applied to this particular product.
   

                                                                                 Figure 2.26

1. Reorder Alias: For this, the system will automatically display the name of the selected product on the order form when this particular product is ordered from the vendor. Thus, the actual product name will NOT appear on the order form. Rather, the selected reorder alias product name will appear on the order form.

2. Decrease: Alternatively, if you choose this option, the system will accept both the values, i.e., the value available in the Override Order Days field specified above and the value available in the Days of Inventory field on the Purchase Order form and append these values.

3. Increase: If you select this option, the system will check the value of Inventory Days specified on the purchase order form and deduct from the value entered in the Override Order Days field specified above. 

1. Transfer Cost State: If this toggle is set to YES, the system will allow the transfer of a particular product from your current store to a store located in another state. It will allow the cross-state transfer of a particular product. If it is set to NO, the system will NOT allow the transfer of a particular product from your current store to a store located in another state. However, it will still allow the transfer of a particular product to all the stores that are located within the same state.

1. Include in Transfer: This field includes 3 options in the drop-down list of this field: Include, Do Not Include, and Use Department Settings.

                                  Figure 2.28

1. Include: When this option is selected, your product will be allowed for transfer to other store locations.

2. Do Not Include: When this option is selected, your product will NOT be allowed for transfer to other store locations.

3. Use Department Settings: When this option is selected, the system will check and apply the same settings that were configured in the related department of your product.

                       Figure 2.29

1. Can Evaluate: You will find 3 options in the drop-down list for this field:
   

1. Aisle: This field lets you choose the aisle number from the drop-down list of aisles where this particular product belongs.
   
2. Section: This field lets you choose the section from the attached drop-down list of sections as per the product categorization.
   
3. Endcap: This field lets you choose the endcap number so that the product can catch the customer's eye for increased sales.
   

It also lets you override the in-store location settings for a specific location for that product. See Figure 2.30 above.

                                                                          Figure 2.31

                                                                     Figure 2.32

1. On Promo: This toggle, if set to YES, will set this product for promotion.
   
2. Promo Amount: With respect to the above toggle, if it is set to YES, you will have to set the promotional amount for that product.

                                                                    Figure 2.33

1. Print On Kitchen Printer: If this toggle is set to YES, the system will allow a user to print the details of this particular product using the kitchen printer. If set to NO, then the system will NOT allow a user to print the details of this particular product using the kitchen printer.
   
2. Print Intended: If this toggle is set to YES, the system will mark this particular product to be printed deliberately. If set to NO, printing won't happen.
   
3. Allow Waste: When this toggle is enabled, the system will allow the user to remove records of spoiled/expired food from the inventory, directly from a POS screen. If it is set to NO, the system will not allow them to do so.
   
4. Show on Kitchen Monitor: By enabling the Kitchen Monitor toggle, the system will allow the display of this particular product on a kitchen monitor. If it is set to NO, the system won't allow the display of this particular product on a kitchen monitor.
   
5. Online Order Name Override: This field lets you enter another name or override the original product if this product is to be sold online.
   
6. Sellable Online: This is a toggle option that, when set to YES, will be added to the online product's page.
   
7. Allow In Online Order: If this option is set to YES, then it will enable the product to be sold online.
   
8. Online Order Category: For this field, choose the category for the product for the online ordering.
   
9. Time to Make: This is the field where you can input the minimum time that is required to prepare the order.
   
10. Kitchen Section: This field lets you select "Kitchen" from the drop-down section. It also allows you to add a kitchen section in case it is not on the drop-down list.
    
11. Online Order Image: This field lets you upload the supporting images for an online order.
    

                                                    Figure 2.44

                           Figure 2.45

1. Yesterday: This field displays the total sales for your product that took place on the previous day (i.e., yesterday).
   
2. Week To Date: It displays the total sales for your product that took place from the beginning of the current week until the current date.
   
3. Month To Date: It displays the total sales for your product that took place from the beginning of the current month until the current date.
   
4. Year To Date: This field displays the total sales for your product that took place from the beginning of the current year until the current date.
   
5. Last Year: This field displays the total sales for your product that took place in the previous year (i.e., last year).
   

                              Figure 2.46

                                                            Figure 2.47

                                                             Figure 2.48

1. By Vendor Part: Choosing this option will display the Quantity on Hand in Part Number and Part Number Units format.
   

                                                                       Figure 2.49

1. On Hand: Clicking the link labeled On Hand will display a pop-up window labeled See On Hand Quantity for [UPC-Product Name] on your screen. It will display the current quantity available in stock for your product simultaneously at all the locations of your company. It’s also known as Quantity On Hand (abbreviated as QOH). It will also display the following information: Store Number, Store Name, Phone Number, and the Product Cost with Retail Profit Margin at Each Store Location
   
   
2. On Order: This field is just for your information. Clicking the link labeled On Order will display a pop-up window labeled Quantity On Order For [UPC-Product Name] on your screen. It will display all the purchase orders for your product simultaneously for all the locations of your company. It will also display the following information: Store Number, Store Name, Quantity of The Product Ordered, and Purchase Order Number. 
   

3. Add/View Notes

                                                                                                                                                                                                                                                                                                                                                                                                               Figure 3.0

3.2. View Notes:

This option is displayed on the Product's home screen as well as on the Edit Product page.

4. Load a Product Template

                                                                    Figure 4.0

                                       Figure 4.1

1. Fill in the required information in each field, as explained below.
2. Finally, click the “Load from Template” button. 

1. Manually type in the 12-digit UPC in the text box.
   
2. Scan the barcode on the product to automatically detect the UPC.
   

If (4.12. Add Vendor Part) toggle is enabled, it will open up the Add Vendor Part form, as highlighted in Figure 4.2 below. 

                                               Figure 4.2

1. Select Vendor: You can select the name of the vendor from the drop-down list. This indicates that you are adding a vendor part of this selected vendor to the current product being loaded.
   
2.  Part Num Units: This field will only appear when this Add Vendor Part field is enabled. 
   

Enter a numeric value in this field. This value indicates the number of units associated with this single vendor part number, which in turn is associated with the UPC number of the current product being loaded. 

The ratio of Part Number Units to a single Vendor Part Number is always 1:1, and the ratio of a single Vendor Part Number to a single Product UPC Number is also 1:1.

1. Part Number: This field will only appear when the Add Vendor Part field is enabled.
   

In this field, you need to enter the vendor part number provided by the concerned vendor. The system will automatically link this vendor part number with the UPC number of the current product being loaded.

The vendor part number is always unique to each vendor and is always provided by the concerned vendor.

1. Vendor Part Cost: If the toggle is set to NO, you need to enter the cost of the vendor part in the field provided. This indicates a future cost at which your company would be buying the current product being loaded from the concerned vendor. If the toggle is set to YES, you will be able to define and add the cost as per the pricebook zone.
   

The last cost, the average cost, and the vendor part cost are the three different types of costs in our system.

1. Click the “Save as Template” button highlighted in Figure 3.1 (Add Notes).
   
2. The “Confirmation Dialog Box” highlighted in Figure 5.0 will appear on your screen. Select any one of the three buttons provided in the confirmation dialog box, depending on your requirements.

1. Clicking the “Replace Existing Template” button will display a subsequent dialog box labeled Manage Templates, as highlighted in Figure 5.1 below.
2. Clicking the “Create New Template” button will display a subsequent dialog box labeled Save As Product Template, as highlighted in Figure 5.2 below.
   
3. Clicking the “Cancel” button will cancel the entire process of saving a product as a template. It will also close the Confirmation Dialog Box highlighted in the Figure 5.0 above.
   

1. List: The list of templates appears with some related actions.

2. Close: This button helps you cancel the changes and close the dialog box.

3. Replace: This button helps you replace the existing product detail in the selected template with the details of the currently open product.

4. Delete: This button helps you delete specific existing product templates.

                                                     Figure 5.2

1. Delete Only Product: In order to delete a product without deleting the UPC, deselect the checkbox labeled “Would you like to clear the UPC from the item?” and then click the “Yes, Delete” button to continue the process of deleting your product without deleting the UPC.
   
2. Delete Product and UPC Both: In order to delete a product along with the UPC of the product, select the checkbox labeled “Would you like to clear the UPC from the item?” and then click the “Yes, Delete” button to continue the process of deleting both your product and UPC.
   
3. Click “Close” to close the pop-up and skip the deletion process. Thus, none are deleted.