CREATING PRODUCTS

Create Standard Product

Standard Products are products sold on their own. The basic information needed includes Item Name, Category, Description, and Location




  • Stock Keeping Unit – unique product label used to track item’s inventory
  • Product Unit – Unit of measurement used for the product.
  • Allocations – number of stock per location
  • Tax – user can choose if a product is subject to tax and the user may choose which tax is applicable for the item.
  • Supply Price – Cost of the product raw materials
  • Mark up – Value-added cost to a product price
  • Retail Price – Selling price of the product
  • Par Level – Minimum amount of inventory needed to meet the demand from daily operations
  • Reorder Point – When an item or product falls on this level, the item must be resupplied


Create Variant Product


Variant Products are products with different attributes such as sizes, flavors, etc. The basic information needed to create this product includes Item Name, Category, Description, and Location

  • Product type – select Products with Variants 



  • Stock Keeping Unit – unique product label used to track item’s inventory
  • Product Unit – Unit of measurement used for the product.
  • Allocations – number of stock per location
  • Tax – user can choose if a product is subject to tax and the user may choose which tax is applicable for the item.
  • Supply Price – Cost of the product raw materials
  • Mark up – Value-added cost to a product price
  • Retail Price – Selling price of the product
  • Par Level – Minimum amount of inventory needed to meet the demand from daily operations
  • Reorder Point – When an item or product falls on this level, the item must be resupplied


Create Composite Product


Composite Products are groups or combinations of standard and variant products. The basic information needed to create this product includes Item Name, Category, Description, and Location


  • Product type – select Composite Products




  • Stock Keeping Unit – unique product label used to track item’s inventory
  • Product Unit – Unit of measurement used for the product.
  • Allocations – number of stock per location
  • Tax – user can choose if a product is subject to tax and the user may choose which tax is applicable for the item.
  • Supply Price – Cost of the product raw materials
  • Mark up – Value-added cost to a product price
  • Retail Price – Selling price of the product
  • Par Level – Minimum amount of inventory needed to meet the demand from daily operations
  • Reorder Point – When an item or product falls on this level, the item must be resupplied



VIEWING PRODUCTS


View Product - Summary



Standard Product Summary shows the item’s Supply Price, Retail Price, SKU, available Locations, Current quantity, and product tax.


View Product - History


Product History shows all activities involved upon creation of item including any changes in the product fields aside from inventory or stock adjustment.


In the sample photo below, you will see the creation activities made by the staff on a specific date. Activity details include the Date and Time of creation or changes, staff name who made the changes, and the activity change.

Users may also filter the date and time, staff and activity based on what is needed.



View Product - Inventory Management


Inventory Movement shows the change of the stock quantity of a product on a given date and time, made by a specific staff.



  • Date – Exact date and time of the inventory movement 
  • Staff – staff who made the transaction
  • Variant/Product – product name
  • Movement – can be a sale, sale return, composite sale, composite sale return
  • Quantity – the value of quantity change.
  • Inventory Change – previous stock quantity or new stock quantity