Scan Store (POS)

Scan Store (POS)

Scan Store Overview

FTx Cloud POS's Scan Store feature is designed to streamline inventory management by allowing employees to update item details within the POS system quickly.

This functionality helps maintain accurate and up-to-date product information, ensuring seamless operations and reducing discrepancies in pricing, cost, and other item attributes.

– Configuring Control Center Scan Store Settings and Permissions

The Scan Store feature is only available to employees with the appropriate permissions enabled in the Control Center system settings: 

  1. Go to Maintenance>> User/Employees>> Edit Employee>> Permissions>> POS Settings>> Modify POS Group Settings


                                                                          Figure 0.1
1. Allow Scan Store: Enables the Scan Store feature for employees. When set to "Yes" in Control Center, only employees with this setting enabled will have access to the feature.
2. Allow Scan Store - Edit Cost & Price: Allows employees to modify item cost and price information.

Both permissions must be set to "Yes" for the employee to fully utilize the feature.
                                                           Figure 0.2

How It Works:

  1. Accessing the Feature:
    • When the required permissions are enabled, the "Scan Store" option appears in the "Action" menu of the POS system.
    • Employees can select this option to either add a new item, update items' details, set all items as inactive, or remove all.
  2. Scanning an Item:
    • Using a barcode scanner or manual entry, employees can retrieve an item's details, including price, cost, description, and other attributes.
  3. Editing Item Details:
    • Authorized employees can modify applicable fields, such as cost, price, category, and other relevant information.
    • The system may include validation rules to ensure data accuracy and compliance with pricing policies.
  4. Saving Changes:
    • Once updates are made, employees can save changes, which will be reflected in the POS system for that employee.

1. Reaching "Scan Store"

  1. Step 1: Log into POS
  2. Step 2: Choose Action

                                                  Figure 1.0
  1. Step 3 : Choose Scan Store

                                                                               Figure 1.1

2. Understanding "Scan Store" Layout & Functioning

Please refer to Figure 2.0 and the descriptions of the buttons and fields below to understand the layout of "Scan Store."
  1. Options for the Scan Store are highlighted in Figure 2.1.


                                                                               Figure 2.1

  2. This screen displays the three action buttons that allow different scan store functions, i.e., Set Active to False, Scan Store, and Remove Inactive Items.

  3. All these actions are explained in detail below.

2.1. Set Active to False

  1. Click on "Set Active to False" to set the active items to inactive.


                                                                      Figure 2.1.1
  1. "Set Active to False" lets you select the option to set all items as inactive.


                                                                 Figure 2.1.2

  2. Click on "Yes" to set all the items inactive; click on "No" to discard the process and close the dialog box.

2.2. Scan Store

  1. Select "Scan Store" to allow the employees to add new items or update any details of any existing items.

                                                                  Figure 2.2.1
  1. By clicking on "Scan Store," the figure highlighted in Figure 2.2.2 will be displayed.

                                                    Figure 2.2.2
Updating Items via Scan Store:

             Follow the steps to update item details :
  1. Scan/Enter Item: Either scan/manually enter the item UPC that you wish to update.
  2. The screen highlighted in Figure 2.2.3 is displayed.


                                                                Figure 2.2.3

  3. Update the item's details as highlighted in Figure 2.2.4.


                                                                         Figure 2.2.4
  4. Once done, click on "Update." 
– Adding New Item via Scan Store

Follow the steps to add a new item:
  1. Scan/Enter Item: Either scan/manually enter the item UPC that you wish to update.
  2. The screen highlighted in Figure 2.2.4 is displayed.
                                                            Figure 2.2.4
  1. Click "Yes" to continue adding the item. 

                                                       Figure 2.2.5
  1. Enter the details of item that you are adding as below:
  1. PLU/UPC: This is the UPC (Universal Product Unit)/PLU (Product Lookup Unit) of the item. You can either scan it or enter it manually.
  2. Description: Give a brief description of the product.
  3. Last Cost: Provide the last cost of the product at which it was last bought.
  4. Price: Enter the price for the product.
  5. Category: Pick the category of the product from the associated drop-down list.
  6. Manufacturer: Pick the category of the product from the associated drop-down list.
  7. Track inventory: This checkbox, when checked monitors the QOH in inventory when the item is reviewed and added.
  1. Click on the "Add" button. 
         
                                  Figure 2.2.6      
  1. The screen highlighted in the Figure 2.2.7 below is displayed.


                                                    Figure 2.2.7

  2. The item added is displayed in the session log as highlighted in the Figure 2.2.8.


                                                                    Figure 2.2.8


2.2.1. Don't Prompt for Details

This part allows you to directly update the price of the existing items.

                                               Figure 2.2.1.1
  1. Enter or scan the UPC of the existing item you want to update.
  2. Select the Don't Prompt for Details checkbox.
  3. When selected, the Retail to Use field will appear along with the "Update" button.

                                             Figure 2.2.1.2
  1. Enter the price and click on the "Update" button as displayed in Figure 2.2.1.3.

                                                 Figure 2.2.1.3
  1. The item's price gets updated. See Figure 2.2.1.4.

                                                              Figure 2.2.1.4

2.3. Remove Inactive Items

Follow the steps to remove inactive items: 
  1. Click "Remove Inactive Items."

                                   Figure 2.3.1
  1. The screen highlighted in Figure 2.3.2 is displayed.

                                                     Figure 2.3.2
  1. Click on the "Remove" button to remove the items.
  2. The Success message, as highlighted in Figure 2.3.3, pops up.

                                         Figure 2.3.4
Info
After you add or update items, or submit a request to remove inactive items, the changes will be sent to Control Center for corporate user review.

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