How to manage products using Smart POS?

How to manage products using Smart POS?

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Estimated reading time: 3 min

How to add products?

  • Go to – Products > Add Products.
  • Provide a Product Name,
    Brand,
    Units,
    Category
    Sub-category
    SKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Leave it empty to auto-generate it. You can also add a Prefix for auto-generated SKU.
    Barcode Type: Select a barcode type, default/recommended is C128 option. We recommend changing if only if the product added already have an SKU number for it.
    Not For Selling: If a product is marked not-for-selling then it will not be displayed in POS or sales screen. This can be useful when using the manufacturing module to make the ingredients as product not-for-selling also if you want to temporary disable selling for some products.
    Alert Quantity: Alert quantity is used to alert when remaining stocks reach this level or below it.
    Manage stock
    : Enable/Disable stock management at a product level. Product stock management is not required for services like Repairing, Hair Cutting, Web Development Printing. For items with Manage Stock Unchecked (disabled), you can sell them in unlimited quantities.  Selling of service using Smart POS
  • Business Location: Select the business location(s) where this product can sell or purchased.
  • Select Applicable tax for that product. Adding Tax
  • Product Type:

Single Product:

    1. Applicable for products with no variation with them then select single
    2. When selecting a Single product – You will need to enter the Default product price including/excluding tax, Profit Margin % (you can set default profit margin from settings -> Business Settings; this will help to type % every time). Based on the profit margin it will auto calculate selling price excluding of Tax. You can also enter the selling price manually and it will auto adjust the profit margin for you.

Variable Product:

  • Applicable to a product having variations (like size or colour or design or flavours etc) You can define variation templates from Products -> Variations. The advantage of creating variation is that it saves time to add the same variations multiple time.
  • When selecting Variable product – It will display different fields to add all variations and its related Purchase price, Selling Price. You have to select the variations from the dropdown and it will auto-populate the variations for that template. You can change the variable name, Variation values.
  • To give the same purchase price or selling price or profit for all variations of a product click on the double tick present in the first variation.

Combo or Bundle Product

  1. Combo product is also called bundle products.
  2. It is offering several products as one combined product.
    For example a product “Computer Set” can have: 1 PC Monitor + 1 PC CPU + 1 Pc Keyboard + 1 PC mouse
    So when someone buys a Computer set she gets all the products in it.
  3. The stock of bundled product depends on the stock of individual products present in that bundle.
    Example: if you have 5 PC Monitor, 4 PC CPU , 10 pc Keyboard, 50 PC mouse, the stock of Computer set will be 4 PC.
  4. When the bundle product is sold, the stock of all products inside them is automatically deducted.
  5. Individual products present in the bundle product can also be sold separately.
  6. Bundle products cannot be purchased, only individual products present in them can be purchased.

Click on Save.

You can edit a product. You can also Copy / Export to CSV, PDF or Excel file.

Adding Products with multiple variations:

If you have products which involve multiple variations like for example a Shirt can have Color & Size variation, then we have multiple ways to work with it:

Solution 1, Create combined variation: Can a variation with the name “Color-Size” and add values like Red-Small, Red-Medium, Red-Large, etc, this can be used while adding the Shirt.

Solution 2, Create multiple Products: Create multiple different products like Shirt-Red, Shirt-Green, Shirt-Blue with size as variations. When you create multiple products you will NOT have to enter the same details multiple times, first, add the Shirt-Red with all size variations of it and then use the Duplicate Product action to copy the data.

How to Assign/remove the location of multiple products at once?

  • Go to List Products and Select products you need to add to location & click the button “Add to Location”.
  • Go to List Products and Select products you need to remove from location & click the button “remove from location”.

How to Deactivate/Activate Products?

  • Go to List Products and Select products you need to Deactivate & click the button “Deactivate Selected”.
  • Go to List Products and Click Button Actions of products you need to reactivate and Select “Reactivate”.

Using Product barcode

Question:

How can we use the product’s barcode instead of creating and printing new for every product?
How can we use the brand’s barcode of the product instead of creating and printing new for every product?

Answer:

When creating a product, in the SKU field enter the barcode number of the product. This barcode will be used to identify the product in all screens like POS, Sales, purchases, reports, and others.

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