Products Overview

Products are the backbone of your store’s operations. Each item you sell is listed in the priceboook with its unique UPC. These products can be identified at the point of sale through barcode scanning, manual searches, or other recognition methods — ensuring precise inventory tracking, efficient checkout processes, and seamless sales reporting. Maintaining an accurate pricebook helps prevent stockouts, reduce errors, and improve overall store performance.

This guide will take you step-by-step through adding, editing, and deleting products in the Control Center, as well as managing essential product attributes such as pricing, descriptions, and categorization to keep your inventory organized, up to date, and ready to meet customer demand.

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 Employees > Permissions page. If permissions are not given to employees for "Products" module, it will be disabled for that employee.

Reaching "Products" 

To reach the "Products" module in Control Center, see Figure 0.1.

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

                                                                                      Figure 0.1

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 0.2                                                                                      

1. Click the “Add New” button highlighted in Figure 0.2 above to add a new product.
   
2. The form highlighted in Figure 1.0 will appear on your screen.    
   
   
                                                                                      Figure 1.0
   

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.

Follow the steps mentioned below to “Select/Add Category” on the “Add Product Form." See Figure 1.0.

1. Click the link labeled “Pick Category” as specified in Figure 1.0 The dialog box labeled “Choose Category” will appear on your screen. See Figure 1.1.
   

                                 Figure 1.1.1

1. Add Main Category: Select a name for the Main Category in the subsequent dialog box, and then click the “OK” button to add a main category at the root level.

          2. List: The list you see is the list of product categories that get displayed.

3. Select Category: Scroll to the category name from the list of category names, and then click the appropriate “Select” button adjacent to the category name.

1. Add Sub/Child-Category (+): Scroll to the main category from the list of category names, and then click the appropriate “Add Sub-Category” button adjacent to the main category. Enter a name for the Sub-Category in the subsequent dialog box, and then click the “OK" button to add a sub-category.

4. Cancel: This button will cancel all the changes made.

5. Add Category: With this button, you also have the option to add a new category manually that doesn't exist. 

For Example: There are several brands and flavors of cigarettes available in different types of packaging. You can select Cigarette Cartons or Cigarette Packs as the main category; to differentiate further, you can select the brand name and/or flavor as the subcategory.

1. Select/Add - A Manufacturer/Brand:
   

                                    Figure 1.1.2 

1. Add Main Manufacturer: This is master manufacturer list that is created from Master Manufacturer module.

2. List of Manufacturers: Scroll to the manufacturer name from the list of manufacturers.

3. Select Manufacturer: Click the appropriate “Select” button adjacent to the manufacturer name.

1. Once that is added, navigate back to the Product Details tab, from Manufacturer/Brand field, select or create brand, or select + (Add Brand) button.
   

4. + (Add Brand): With the (+) button beside the "Select" button, you can add a new brand.

                                  Figure 1.1.3

This is used whenever a single manufacturer produces different types of products labeled with different brand names.

1. Give the title of the brand associated with the master manufacturer as displayed in Figure 1.1.3.
   
2. Click on "Add Brand."
   
3. Select: On the subsequent dialog box, click the “Select” button adjacent to a specific brand name.

5. Add Manufacturer: This button lets you add the manufacturer from the same screen.

6. Cancel: Use this button to discard the changes and navigate back to the previous screen.

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 1.1.2.

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: 

                             Figure 1.1.1.1

-You can establish parent-child link relation as standard(1-1) or multi-child (1-many) 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 1.1.1.2

1: Search for the product using the Search Product Name, UPC, Vendor Part field, the Select Category Name, and the Select Manufacturer Name drop-downs. 

1.  Enter the product name, select the category or manufacturer from the respective drop-down menu, and click the "Search" button.

2: Use the Delete (X) icon to remove the selections made for the Search Product Name, UPC, Vendor Part field, the Select Category Name, and the Select Manufacturer Name drop-downs, if any. This allows you to start a new search without any pre-selected criteria.

3: The system displays the list of all available products. Click on the desired product name to select it.

1. If you have used the Search Product Name, UPC, Vendor Part field, Select Category Name, and the Select Manufacturer drop-downs to search for the product, the system will display the products accordingly.

4: Click "Apply."

-Creating Parent Product from the Edit Product Screen

Use this button to create a new parent product directly from the Edit Product's page.

Figure 1.1.1.3

1. Fill in the Basic Details and Pricing tab fields as highlighted as 1 and 2 in the Figure 1.1.1.3
   above.
   
   Refer heading 1.1 Details above under Add Product and heading 2.1 Pricing below under Edit Product.
   
   
2. Once all the information is configured, click on the "Save" button to save the information filled.
   
3. Clicking on the "Save" button will take you to the Edit Product page of the product you just created as parent product in new tab of your browser t to enter more information.
   

1. Clear: This button will help you clear the parent reference link from the item.
   
   
                       Figure 1.1.1.4
   
   
1. Click "Yes, Clear it!" to proceed with the deletion.
   
2. Click on "Close" to close the Create Product window.
   

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.

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

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. 

-Creating Child Item:
You can also create a child product from the same edit Product screen as explained above in the Product-Child Link Information under the heading: Creating Parent Product from the Edit Product screen.

1.2. Signage Price: 

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

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

                                                                                          Figure 1.2.1

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 1.3.1

1. 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 1.3.1. 
   
2. 
   Clicking on the File icon highlighted as  in Figure 1.3.1 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 1.4.1. This option displays the basic information and settings:

                                                              Figure 1.4.1                                                 

Fields Description:

1. Online Title: This field lets you enter the name of the product that will go on the website.
   
2. 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. Product Weight: Enter the weight of the product in different SI units.




                                    Figure 1.4.2

2. Product Length: Enter the length of the product in different SI units.




                                   Figure 1.4.3

3. Product Width: Enter the width of the product in different SI units.
   
   
                                           Figure 1.4.4
   
   
4. Product Height: Enter the height of the product in different SI units.




                                                                      Figure 1.5.1.4

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

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

1. Meta Title: A meta title refers to the text that is displayed on search engine result pages and browser tabs to indicate the topic of a webpage.
   
2. Meta Description: A meta description tag generally informs and interests users with a short, relevant summary of what a particular page is about.
   
3. Meta URL Slug: This is the part of a URL that identifies a particular page on a website in an easy-to-read form. 
   

1. Meta Keywords: Meta keywords are a specific type of meta tag that appear in the HTML code of a web page and help tell search engines what the topic of the page is.

1.4.3. Variants

1.4.4. Substitutions

1. Manage Substitution "For" List: The "For" list for this product includes items that can serve as replacements for it.
   
   
   
                                                       Figure 1.4.4.2
   
   
2. Click on the "Manage" button to add an item for substitution, as displayed in Figure 1.4.4.3

                                                                      Figure 1.4.4.3

Manage Substitution "With" List: Follow the same steps as above to select the items with which you wish to substitute when a particular item is out of stock. Click on the "Manage" button to add item(s) to select items.
Once selected, click on "Apply" on the Manage Filters page. Then, the selected items will be added to create the substitution in the Substitution "For" list.

1.4.5. Companions

  Figure 1.4.5.1

1.4.5. Images

                                                                  Figure 1.4.5.1

1.4.6. Videos

Manage the video stored on each product. Choose files to proceed with the upload of product-related videos from the local files.

                                                             Figure 1.4.6.1

-Save and Close buttons:

1. These buttons allow you to save, close, or cancel changes made in the form.
   
2. Enter the required information and click "Save" to save the product.
   
3. Click "Cancel" to discard changes the changes made and return to the Product list page.

2. Editing a Product

Follow the steps mentioned below to edit a product:

1. Click the Edit button highlighted in Figure 0.2 above to edit a product.
   
2. The form highlighted in Figure 2.0 will appear on your screen. 

                                                                       Figure 2.1

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.
   

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

2.1.1: Update Cost & Price

Use this feature to configure/update and price of the item.

                                                                    Figure 2.1.1.1

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.

              

Figure 2.1.1.2                                                                                                                  

1. Update All Costs: This field helps you to update all the costs for all the pricebook zones simultaneously in a single attempt. It also allows users to update all the costs for all the locations assigned to a location group.
   

     

                                            Figure 2.1.1.3

Follow the steps explained below to update all the costs:

1. Click the “Update All Costs” button provided in the Pricing section. A confirmation dialog box labeled Select Cost Update Option will appear on your screen.

Follow the below steps thereafter:

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. If you click the button labeled “Update All,” then you can enter the cost for your current product in the text box labeled Cost. Finally, click the "Save" button to apply the entered cost to all the pricebook zones. 
   

4. In order to ignore the entire process of updating the costs, simply click the "Cancel" button provided in both dialog boxes specified above.
   

2.1.2. Update All Prices

1. Update All Prices: This field helps you update all the prices for all the pricebook zones simultaneously in a single attempt. It also allows users to update all the prices for all the locations assigned to a location group. Follow the steps explained below to update all the prices.
   

1. Click the “Update All Prices” button provided in the Pricing section. A confirmation dialog box labeled Select Price Update Option will appear on your screen.
   

                                        Figure 2.1.1.4

Follow the below steps thereafter:

1. Click on “Update by Location Group" to select the applicable location group from the drop-down and also enter the price for your current product. Click on the "Save" button to apply the entered price to all the locations assigned to an entire location group. 
   

2. If you click the button labeled “Update All,” then you can enter the price for your current product in the text box labeled Price. Finally, click the "Save" button to apply the entered price to all the pricebook zones. 
   

4. In order to ignore the entire process of updating the prices, simply click the "Cancel" button provided in both dialog boxes specified above.

2.1.3. Effective Price

This field is just for your information. When you click this button, the system will automatically generate a list of all the locations selling this particular product. 

The pop-up window will display all the locations with additional details as highlighted in the Figure 2.5 below.           

This feature allows you to configure multiple prices and quantities for the same product in each pricebook zone. The primary objective of this multiple pricing strategy is to sell more units of a product at a single price. This feature helps to sell products in greater quantities. 

                                            Figure 2.1.3.4

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.

1. 
   Configuring Pik A Pak Price Type
   

1. Enter the selling price, selling quantity, and offer description in the text boxes highlighted in Figure 2.1.3.4, 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 2.1.3.3 and Figure 2.1.3.4.
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 2.1.3.5 Using this feature, you can share your saved Pik-A-Pak price type with other products.
   

                                                  Figure 2.1.3.5

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 2.1.3.6

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 number of items you wish to adjust the price on.
   
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).
   

Example: Say you are doing mix match on drinks. All drinks are normally $1.00. You are doing buy 3 for $2.50. Starting with the sale of item 3, change the price for 1 item. The amount is $0.50. Therefore, items 1 and 2 ring up as $1.00 each; item 3 rings up at $0.50, so the total is $2.50.

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.

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 2.1.3.7

1. 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. 
   

2. 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.
   
   
3. 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 2.1.3.8

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.

2.2. Quick Tools

The most important features of our system include: See Figure 2.2.1

1. You can view a system-generated, automated analysis of your product(s).
   
2. You can view the historical data of your product(s) for reference.
   
3. You can also manage the details of other modules linked to your product(s).

                                  Figure 2.2.1

Widgets Description:

2.2.1. Manage Vendor Parts 

This feature helps you manage the associated vendor parts directly from the add/edit product page.

                                                                  Figure 2.2.1.1

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 2.2.1.1 above.

1. Basic Details: The fields that you set in Vendor Part Basic Details. 
   

                                                    Figure 2.2.1.2

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

                                                                  Figure 2.2.1.3

1. You can also set the zone costs for the created pricebook zones by clicking on "Save," "Update All Cost," and "Cancel" as needed.
   
   
2. Delete Selected Vendor Parts: This button will delete all the selected vendor parts. 
   

2.2.2. Manage Discounts 

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


                                                                           Figure 2.2.2.1

To learn more, click here: Discounts.

2.2.3. Change History 

If a product has been listed in inventory for a long time, you also have the option to enter a date range or use the search function to search for historical changes that took place on your product, directly from the add/edit product page. It logs every activity that takes place on a particular product and is not just limited to changes in price/cost.

                                                                      Figure 2.2.3.1

Let’s assume that the price of your product was $10 on 16st 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.

2.2.4. 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 2.2.4.1

2.2.5. Transfer Analysis

This particular feature is almost similar to this QOH and Sales feature. It displays the QOH and sales-related data for every store location within a specifically entered date range. However, compared to the QOH and Sales feature, this particular feature also displays the date and time stamp. 

                                                                   Figure 2.2.5.1

2.2.6. Manage Cross-Sell/Up-Sell 

This feature helps you manage the process of cross-selling and upselling other products directly from the add/edit page of a particular product. 

                                       Figure 2.2.6.1

1. Upselling: Under this process, you try to sell more than what the customer is willing to buy by giving certain discounts or offers. 
   

Example: If a customer approaches you to buy an individual pack of cigarettes, you can upsell a carton of cigarettes instead of the pack of cigarettes. In this way, you sell a larger quantity of the same product, and the customer also saves money on buying a larger volume of the same product. This way, you can indirectly increase your sales through greater quantities.

1. Cross-Selling: Under this process, you try to sell additional related products along with a particular product.
   

Example: If a customer approaches you to buy a hair dryer, you can cross-sell a comb along with the hair dryer. If a customer is willing to buy a carton of cigarettes, you can cross-sell the cigarette storage case along with the carton of cigarettes. So, you sell an additional product that is related to the product a customer is willing to buy. This way, you can directly increase sales.

2.2.7. Manage Buydowns 

This feature gives you the option to configure different settings for a particular product compared to the default settings, which are generally applicable to all the products.

                                                              Figure 2.2.7.1

2.2.8. Additional Information

When you click this widget button, a dialog box labeled Additional Product Information will appear on your screen. This feature is very useful if you want to override the default settings for all the products. It gives you the option to configure different settings for a particular product compared to the default settings, which are generally applicable to all the products.

                                                                       

Figure 2.2.8.1

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 2.2.10                                                                          

Fields:

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. 

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

1. 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.
   

1. 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.
   
   
2. 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 2.2.11

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 2.2.12

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.

Sometimes, a particular product is identified by a vendor and a customer with a different name. Simplifying further, the names used by vendors and customers to identify a particular product are sometimes different. 

An Example: A customer requests a chocolate bar at a POS counter. The cashier sells a Kit Kat bar at the POS. While ordering from the vendor, “Kit Kat Chocolate Bar” is specified on the order form.

1. QOH Reorder Point: This option is useful when you wish to set Quantity on Hand as a Reorder Point. Suppose your inventory shows 5 units of an item as the quantity on hand. You can use this QOH as a reorder point.
   
2. Override Order Days: You can input the value as the number of days in the text box of this field to override the value of Inventory Days specified on the purchase order with the value entered in the Override Order Days. This field works in sync with the Override Type field explained below.
   
3. Override Type: You will find 3 options in the drop-down list of this field: Override, Increase, and Decrease are explained below: See Figure 2.2.13. 

                       Figure 2.2.13

1. Override: If you select this option, the system will accept the value available in the Override Order Days field specified above and ignore the value available in the Days of Inventory field of the Purchase Order form.

1. 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.
   
   
2. 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.f

                        Figure 2.2.14

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 2.2.15

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

1. Can Evaluate: When this option is selected, the system will allow you to evaluate this particular product.
   
2. Do Not Evaluate: When this option is selected, the system will NOT allow you to evaluate this particular product.
   
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.

1. Min On Hand: You can enter a numeric value in this field to specify the minimum on-hand quantity (also known as Quantity On-Hand or QOH) for your product. Say, if you enter a value of 10 in this field, that means this particular product must have a minimum of 10 on-hand quantities at every store location. The stock of this particular product must not go below 10 at any store location.
   

Figure 2.2.16                                                                                                           

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 2.3.16 above.

                                                                          Figure 2.2.17

                                                                     Figure 2.2.18

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 2.2.19

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 2.2.20

1. UPC Name: You can add a UPC as an Item Alias by entering it manually.
   
2. Auto-Generate Item Alias: This button helps you in auto-generating UPC as an Item Alias.
   Remove Item Alias: This button helps in removing the created UPC as an Item Alias.
3. Add New Alias: Click to create and link an additional UPC alias for the product.
   
4. Delete: It clears the entered UPC name.
   
5. Save: Save the newly added alias to the product.
6. Cancel: Discard the changes and close the alias entry form.

10. Item Analysis: This feature helps to analyze a particular product at a particular store location within a specific date range. The window displays information from different modules, which can all be used together for analysis purposes. The window displays information for only a single product at a time, for only a single location at a time, and only within the entered date range. See Figure 2.2.21.

      

                                                                                   

Figure 2.2.21

1. Current Inventory Status: This part of Item Analysis gives the current status of the particular item, such as Current On Hand, Child On Hand, and Parent On Hand values for the selected store location, along with "Time Stamp" if there are any changes made in the inventory within the selected date range. You can also choose the number of entries in the Show Entries option.  
   

                                                           Figure 2.2.22                       

1. Invoice: This part of the Item Analysis creates an inventory movement trail for a particular item that can be tracked against invoice date, invoice #, applied, quantities, and costs. You can also choose the number of entries in the Show Entries option.
   

                                                             Figure 2.2.23  

1. Cycle Count & Spot Checks: This part of the Item Analysis defines the inventory counting details of the selected store and the selected date range. 
   

                                                 Figure 2.2.24

1. Breakdowns: This part explains the item breakdown as a parent/child that has caused any change in the inventory in the selected date range for the selected store.
   

                                                     Figure 2.2.25

1. Sales: This part displays the sales data for the selected store and selected date range.      
   

                                                   Figure 2.2.26

1. Adjustment & Transfers: This part displays all the adjustment and transfer data for a particular item, such as Time Stamp, Type, Quantity, XFer (Transfer) Store, and Employee for the selected store and selected date range.       
   

                                                              Figure 2.2.27

1. Adjustments Log: This section displays all recorded inventory adjustments, including the timestamp, adjustment type, quantity, transfer store (XFer), and the name of the employee responsible.

                                                 Figure 2.2.28

1. Item Analysis Buttons: There are three buttons associated with the Item Analysis Window described as below:
   

1. Cancel: This button helps in canceling changes made in the Item Analysis Form.
   
2. Refresh: This button will help you refresh the Item Analysis Form as new, erasing all the previously selected or displayed data.
   
3. Change Item: This button will help change the item in case you wish to change the selected item. 

This feature helps you assign the already-created attributes set directly from the add/edit product page.

Figure 2.2.29

                                                    Figure 2.2.30

1. By Product: This option will display the Quantity-on-Hand for that product location-wise.
   

1. Hide Items with 0 Qty: This option will hide the items having Quantity-on-Hand="0."

2. Change: This button lets you change the vendors that are associated with that product from the Select Vendor drop-down list.

It will display only the purchase orders (abbreviated as PO) and NOT the working orders (abbreviated as WO).

Manage Location Minimum & Maximum: This field is useful for assigning a minimum/maximum ordering limit for a particular product at each store location. Clicking the link labeled Manage Location Min/Max will display a dialog box labeled Edit Reorder Quantity on your screen. It will display the text boxes adjacent to each store location for entering the minimum/maximum values. In order to assign an order limit for each location, follow the steps below:

1. Enter the value for the minimum order quantity and the maximum order quantity for each store location under the fields labeled Min Qty and Max Qty, respectively.
   
2. Apply: Finally, click the “Apply” button available at the bottom of the dialog box.
   
3. Mass Update: This button will help you set the Min Qty and Max Qty.
   

                                                   Figure 2.3.5

1. Location: Choose the location: All, Location, Location Group, or Pricebook Zone.
   

                                                     Figure 2.3.6

1. Close: In order to cancel the entire process and close the dialog box, just click the “Close” button.
   

 3.1. Add Notes 

1. Click on the Add Notes button highlighted in Figure 3.1.1 below to add product notes.
   

                                                                             Figure 3.1.1

1. Write the note within 255 characters.
   
2. Click "Add" to save the note.

3.2. View Notes:

This option lets you view the created notes history about any change in the previously created product with a time stamp, note, and the user who made the change. See Figure 3.2.1

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

                                                                       Figure 3.2.1

4. Load a Product Template

 Load Product Template Dialog Box Fields:

1. Product Template: In the drop-down of this field, you will only see a list of saved product template(s). You can select the appropriate saved product template from the drop-down list.

2. Advanced Search: Advanced Search dropdown in this field displays a list of saved product templates. To use a template, simply select it from the list — this will automatically populate the product details on the Add Product or Edit Product page.

If the template you’re looking for isn’t listed, you can use the Advanced Search option to browse and select any product from the full inventory, regardless of whether it’s saved as a template.                                                    

                                                   Figure 4.3

3. Name: In this field, you can enter the name of the product that you are about to load using the Load Product Template dialog box. When the new product record gets created in the inventory database, it will use the name entered in this field. 

4. UPC: This is a mandatory field for the universal identification of all products across the world. Our system supports two methods to enter a UPC in this field:

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

5. Copy Buydowns: When enabled, the system will automatically copy all buydowns linked to the product being loaded to the new product record. If disabled, the system will disregard the buydowns but will transfer all other relevant details to the new product record.

6. Copy Discounts: When enabled, the system will automatically copy all discounts associated with the product being loaded to the new product record. If disabled, the system will disregard the discounts but will transfer all other relevant details to the new product record.

7. Copy Price Exceptions: When enabled, all price exceptions associated with the product being loaded will be copied automatically to the new product record. If disabled, the system will ignore the price exceptions but will transfer all other relevant details to the new product record.

8. Copy Attributes: When enabled, the system will automatically copy all attributes linked to the product being loaded to the new product record. If disabled, the system will disregard the attributes but will transfer all other relevant details to the new product record.

9. Copy Commissions: When enabled, the system will automatically copy all commissions linked to the product being loaded to the new product record. If disabled, the system will disregard the commissions but will transfer all other relevant details to the new product record.

10. Copy POS Flags: When enabled, the system will copy all POS flags linked to the product being loaded automatically to the new product record. If disabled, the system will ignore the POS flags but will copy all other relevant details to the new product record.

11. Copy Loyalty Campaigns: When enabled, all campaigns linked to the product being loaded will be copied automatically to the new product record. If disabled, the system will disregard the campaigns but will transfer all other relevant details to the new product record.

12. Copy Cost:  When enabled, the system will automatically copy the product's cost information to the new product record. If disabled, the cost details will not be copied, but all other relevant details will be transferred to the new product record.

13. Copy Price:  When enabled, the system will automatically copy the product's pricing information to the new product record. If disabled, the pricing details will not be copied, but all other relevant details will be transferred to the new product record.

14. Copy Additional Information: When enabled, all additional information linked to the product being loaded will be automatically copied to the new product record. If disabled, this information will not be copied, but all other relevant details will be transferred to the new product record.

Click on the  button to know what all is included in the additional information.

                                Figure 4.4

15. Add Vendor Part: When enabled, the system will automatically pull mandatory fields from the vendor parts module and display them in this dialog box. These fields must be filled in before proceeding.

When disabled, the vendor part fields will be removed from the dialog box, indicating that no vendor parts are being assigned to the product at this time. However, vendor parts can be assigned later.

If (Add Vendor Part) toggle is enabled, it will open up the Add Vendor Part form, as highlighted in Figure 4.5 below. 

                                               Figure 4.5

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.
   

1. Cost Per Zone: The Cost Per Zone section allows you to set the products' costs with respect to their respective pricebook zones. The Cost column allows you to add/edit the product's cost. 
   

                                                                          Figure 4.6

If Cost Per Zone toggle is turned ON, you will set the cost of the product in the Cost Per Zone option. If set to NO, you can add cost from the Cost field that is displayed under the Cost Per Zone field (see Figure 4.5).

                                                                   Figure 5.2

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.

7. Inactive Item Wizard:

Here you can search inactive items department-wise with various filter options to make the search even more precise.

                                                                                       Figure 7.1

1. Inactive Wizard Fields:

1. Check Items For Inactivity In Department: This field lets you choose the department to evaluate any item for any inactivity.
   

2. Properties to Evaluate:

1. No Sales Activity (Sales, Returns, Voids, Cancels): This is a checkbox that, when checked, will update the list to include the items that have not undergone any sales activity in the entered Days to Evaluate (value).
   
   
2. No Invoice Activity: If this checkbox is checked, then the list of inactive items will include the items from the selected department that are not on any invoice in the entered Days to Evaluate (value).
   
   
3. Qty On Hand is Currently 0: If this option is checked, it will populate items in the inactive items list that have 0 quantity on hand in the entered with the Days to Evaluate (value).
   
   
4. No Positive Inventory Activity (Cycle Counts, Spot Checks, or Physical Inventory Where Item Was Flagged As Counted): If this option is checked, the items aren't being listed in the spot check, cycle counts, or physical inventory where items were flagged as counted. They will be displayed in the inactive items in the entered Days to Evaluate (value).
   

3. Run Evaluation: This button, when clicked, will process the display of items based on the selected checkbox filters.

4. Days to Evaluate: This field lets you choose the past number of days that you wish to evaluate for an item's inactivity at the store.

5. Action Buttons:

1. Delete: This button will delete all the selected items that are displayed.
   
2. Flag As Inactive: This button will flag the selected items that are displayed in the inactive list.