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 Stock Item

Add Stock Item

• Access the stock management section (Stock > Stock Items)

  • You can select or add a new supplier if necessary (Stock > Suppliers)

• New Stock Item

  • Fill in relevant information (name, category, price, SKU/barcode)

  • Check the "Track Stock" option.

  • Save the stock item.

Conduct Stock Take (Stock > StockTakes > + New Stocktake

• Perform a stock take to record the current quantity of the product in the store.

  • This will override whatever stock amount is currently entered.

• Select Location and enter a description

• Click the blue '+' next to QTY

• Enter the stock name, and the relevant code should appear.

• Input the current quantity, e.g., "200 bars."

  • Ex. The new stock will be 200 bars, no matter what the stock level was before the Stock Take

• Finish the stock take by clicking Actions > Approve then Actions > Complete

• Complete Stock Take by acknowledging any warnings

View Current Stock of Items (Once fully set up)

• There will be a small quantity count in the corner of the product on the POS once set up correctly

• Alternatively, you can run the Reports > Stock on Hand to view quantities of filtered stock items

Part 2 - Add Product

View POS Products

• Open Operations > POS Products in the Back Office

• Select existing product or New POS Product

Add a Product

• Specify product details:

  • Select Location (You may add additional locations later)

  • Product name (e.g., chocolate bar).

  • Price

  • Set priority (Lower appears sooner in sorting)

  • Fill in necessary fields.

  • Assign a category/sub category

  • Stock Item field and be left blank for now

  • Save

After saving, the Linked Locations will appear at the bottom of the Product Details

• You may add multiple locations for this product to appear in

• Add specific POS facilities within each location for the product to appear

  • Click the 3 dots > Add POS Facilities

Check Product Display

• Launch the POS interface.

• Check if the product displays correctly under the desired category, e.g., "Drinks."
  

Upload Image (Optional)

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

  • Operations > POS Products > Select Product > Scroll to Bottom of Page

Part 3 - Connect Stock Item to Product.

Connect Stock Item to Product

• Return to Operations > POS Products

• 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.