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.
In order to change the default SKU length, make the following
simple change in the code. 1. Open the
file pos\app\Utils\ProductUtil.php. 2. Search
for the function ‘generateProductSku’. 3. Change
the default value 4 to any required length.
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 maked not-for-selling then it will not be displayed in
POS or sales screen. This can be useful when using 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 reaches to 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.
Business Location: Select the business location(s) where this product can sold or purchased.
Select Applicable tax for that product.
Product Type:
Applicable for products with no variation with them then select single
When selecting 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.
Applicable to a product having variations (like size or color or design or flavors etc) You can define variation templates from Products -> Variations. The advantage of creating variation is that it saves time to add 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 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 product are also called bundle products.
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 Computer set she gets all the products in it.
Stock of bundled product depends
on 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.
When the bundle product is sold, stock of all products inside them is automatically deducted.
Individual products present in bundle product can also be sold separately.
Bundle products cannot be purchased, only individual products present in it can be purchased.
Click on Save.
You can edit a product. You can also Copy / Export to CSV, PDF or Excel file.
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 a name “Color-Size” and add values like Red-Small, Red-Medium, Red-Large, etc, this can be used for 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.
While adding variable products, you can select only the required variation values.
In your add/edit product screen, select the product type as ‘variation’ and select the variation name (eg. color).
A dropdown will be displayed, in which you can select the required variation values.
Go to List Products and refer to this screenshot.
Refer to the screenshot.
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.
Adding products that already have a barcode, follow the same steps as adding any other products.
Go to add products
Fill in all the product details
IMPORTANT: in the SKU field scan or enter the barcode of the product.
Go to Products -> Units
Give the unit name, a short name, and choose if want the unit to allow decimals.
Example:
Name: Meter
Shortname:
Mtr.
Allow Decimal: Yes.
Allowing decimal allows you to purchase/Sell the product in decimal and vice-versa.
This can be useful if you purchase products in a different unit and sell it in a different unit.
For example: Purchase in dozens and sell in pieces.
Or
purchase in boxes and sell in pieces.
Steps:
Add the lower unit from Add Unit Screen. For example pieces.
Add the higher unit as per the screenshot:
Check “Add as multiple of
another unit”
Provide the conversion Details.
Use the unit in Add/Edit Product. While adding/editing purchase/ sale you can see the dropdown for units. Select the desired unit and it will change the unit purchase/sales price accordingly.
NOTE: You will not see the main Units (Dozen in this example) in the Add-Product Unit dropdown, select piece as the unit of product. All purchases/sales get saved in the lower unit (pieces in the above example). So after adding purchases/sales if you edit the conversion details, it will affect the purchases/sales quantity accordingly.
For some products not all sub-units will be required. Suppose for example you sell Oranges only in Dozens or only in pieces then it will be useful.
Enable it from Business settings ->Products -> Enable relevant sub-units
Now when adding products select the Unit for the products and it will give option to select multiple applicable sub-units. Selecting the sub-units will allow you to do purchases or sales on this selected sub-units.
Secondary units can be added to products. A secondary unit can be used if a particular product’s subunit may vary each time. For example, 1 piece of stone can be 10 kg or 20 kg, or 30 kg.
To enable this go to Settings-> Business Settings – > Products.
On enabling this, a secondary unit label will be shown in add/edit products screen.
Selecting this product in the purchase/sale/POS screen will also show the secondary unit label.
The details of secondary units for products are shown in the product stock history of that product.
NOTE: The secondary unit is not considered for calculation. It is only used for the user’s knowledge of tracking the products with varying subunits.
Go to Product -> Categories -> Add
Add Category name, category code(HSN code)
If the category is sub-category select “Add as sub taxonomy” and select the parent category.
Product Stock History
Go to Products > Product List
Click on Actions > Product stock history
1.To enable expiry go to Settings
-> Business Settings -> Product section. And check the
“Enable Product Expiry” checkbox.
2. On enabling Product expiry, you can choose either “Add Item Expiry” or “Add manufacturing date & Expiry Period”
“Add Item expiry” => Choose this option if you want to directly add the expiry of the item to the purchase screen.
“Add manufacturing date & Expiry date” => Choose this option if you want to add the manufacturing date of the item and the expiry period. Based on the manufacturing date and expiry period it will auto-calculate the expiry date. And this expiry date can be edited. You will have to add expiry period for the product in the “Add or Edit Product” screen. And the manufacturing date in the “Add Purchase” screen.
3. “On Product Expiry” => With this option you can set what the system should do when a product expired.
“Keep Selling” => Choose this option if you want the application to keep selling the product even after expiry.
“Stop Selling n days before” => Choose this option to stop selling the item n days before the expiry. You will have to specify the value of n (which is the number of days before to stop selling)
4. “Stock Accounting Method” => This feature is used to set the way the product should be sold.
FIFO (First In First Out) => In this the old stock should be sold first.
LIFO (Last In First Out) => In this the most recent purchase stock should be sold.
For an Example:
1. Purchase 20 pcs of product A on 20 March 2018. Expiry date 10 April 2018
2. Purchase 20 pcs of the same product A on 23 March 2018. Expiry date 8 April 2018
3. Today I sold 22 pcs.
If the “Stock Accounting Method” is FIFO => Then the Product purchased on 20 March 2018 will be deduced with 20 pcs and after that product purchase on 23 March 2018 will be deduced with 2 pcs.
So in stock, we will have products from 23 March 2018 with 18 pcs.
If the “Stock Accounting Method” is LIFO => The opposite of the above will happen.
NOTE: You must set the required accounting method before selling the item for that accounting method to be used.
1. Go to Reports => Stock Expiry Reports.
2. Here you can filter stock “Category”, Brands, “Stock expiry date”
3. Click on “Edit” to modify the stock left and expiry period.
4. If stock left is decreased the unit purchase price is adjusted accordingly.
– You can view stock expiry alert in Homepage bottom section. Here it shows a list of products expiring soon.
– You can set the number of days before which the expiry alter should be shown in the Homepage from “Settings -> Business Settings -> Dashboard Section” View Stock Expiry Alert For input field.
Make sure the product expiry feature is enabled as mentioned above.
Go to invoice layout and enable “Show Product expiry”
If the product expiry date is added when adding Purchase or Opening stock then when making sales it will display the product expiry dropdown. Select the expiry date which you want to sell. Then in the print invoice, it will show the expiry date.
To enable lot number go to, Settings -> Business Settings -> Purchases
Check the Enable Lot number checkbox and update settings.
If the lot number is enabled as described above then when adding purchase stock it will display the lot number field for entering the lot number.
If lot number is enabled then when adding opening stock it displays the input field to enter lot number.
Make sure the lot number feature is enabled as mentioned above.
Go to invoice layout and enable “Show lot number”
If the lot number is added when adding Purchase or Opening stock then when making sales it will display the lot number & product expiry dropdown. Select the lot number which you want to sell. Then in the print invoice, it will show the lot number.
To enable warrany in products go to Settings -> Business Settings -> Products -> Enable Warranty
Adding Warranty: Add warranty types by going to Products -> Warranty.
Assigining warranty for products: Go to Add/Edit product and select the warranty that is applicable for the product.
Sell with warranty: Any products which has warranty assigned when sold will use the transaction date as start of warranty. You can display warranty in receipts by enabling it from Invoice layout.
Once you’re in print label screen, add the products for which you want to print labels by entering the name or barcode/sku id.
Adjust the quantity of each product’s label (No. of labels).
Select the information you want to display in labels by checking/unchecking the options under “Information to show in labels” heading.
Select the Barcode
Setting according to your sticker. We have included some
commonly used settings.
You can add new setting from Settings
-> Barcode Settings menu.
Click on Preview to view the labels.
If everything looks good you can
click on Print button to print it.
Note: You
must set the Margins to ‘default’ in browser print window.
If some information is getting half displayed because of sticker size, then it is advised to hide them or better to use a 20 Labels Per sheet settings.
This error means the SKU provided by you when creating the product doesn’t satisfy the encoding as per barcode type.
The solution can be edit the product and change the barcode type as “Code 128” save & try printing the label again.
20 custom fields can be added for the product, these custom fields can be used while adding a new product.
Custom fields can be anything related to the product like brand code, product code etc.
To add this Go to Settings > Business Settings > Custom labels
Provide the custom label name here.
The data type can be specified for each custom field. Select text, date picker or dropdown types.
For dropdown add a line break after each option.
Prices of products can be edited in bulk using this feature.
Go to Products > Update Price, and download the Excel file.
The Excel file contains the list of product names, SKUs, existing prices of products and selling group price(if available).
Update the prices of required products and upload the file and click submit.
NOTE: Make sure not change any product name, sku & headers
