Adding POS Products With Stock Item Tracking

Step by step instructions on how to add a product to sell within your POS and setup stock item tracking.

Part 1 - Add Product

Access POS Facilities

• Open the POS Facilities in the system.
• Choose the specific location, e.g., "Cafe."

Add a Product

• Click on the "Add Product" button located at the top right corner.
• Specify product details:
  • Product name (e.g., chocolate bar).
  • Set priority.
  • Fill in necessary fields.
  • Assign a category.

Leave Stock Item Field Blank

• Note: Leave the stock item field blank for now.

Set Price and Save

• Set the price, e.g., "$3."
• Click "Save."

Check Product Display

• Launch the POS interface.
• Check if the product displays correctly under the desired category, e.g., "Snacks."

Upload Image (Optional)

• If desired, upload an image for the product within the product information section.

Part 2 - Add Stock Item & Connect to Product.

Add Stock Item

• Access the stock management section.
• Select the relevant supplier or add a new supplier if necessary.
• Fill in supplier details.
• Check the "Track Stock" option.
• Enter purchase price, barcode, low quantity warning, and surplus warning.
• Save the stock item.

Conduct Stock Take

• Perform a stock take to record the current quantity of the product in the store.
• Enter the stock name, and the relevant code should appear.
• Input the current quantity, e.g., "200 bars."

Complete Stock Take

• Complete the stock take process, acknowledging any warnings.

Connect Stock Item to Product

• Return to POS Facilities.
• Access the product previously created.
• Open the dropdown menu for the stock item field.
• Select the corresponding stock item (e.g., "chocolate bar").
• Save the changes.

Verify Product Setup Has Worked.

• Refresh the POS interface.
• Confirm that the product is connected to the stock item.
• Check the remaining quantity displayed in the bottom right corner.

Test Transaction

• Conduct a test transaction, e.g., buy a few units of the product.
• Verify that the stock quantity decreases accordingly.