Point of Sale Field Guide (Reference)

Article Details

Introduction

The following table describes all fields to be filled and settings to be toggled when creating a new Point of Sale (POS) item.

 

Field Guide

Setting Description Helpful Hint
Name Name the item. This is the name that will appear on the POS page and receipt.  
Location(s) Choose which location(s) this item is available to sell at.  
Description Optionally write a brief description of the item. This field will not show up on exports of your reports or the update inventory page.  
Price The price that the item will be sold for.  
Image Optionally upload a picture of the item. Make the photos very small, just so you can get the gist of the product or else they will overtake the page.
Status This indicates whether the item is currently in your inventory and sellable. If status is set to 'no/off' the item will not be available for purchase.  
Sku To enter the SKU number: place the cursor in this field, then scan the item with your barcode scanner. If you don't have a barcode, you can enter an internal product code.
Internal Vendor Code Optionally create a vendor code to indicate this vendor in short hand.  
Wholesale Cost Enter the amount your business pays for the item from the vendor.  
Is Taxed Indicate whether the item is taxed. Likely all retail items will be taxed.  
Returnable Indicate whether or not the customer is allowed to return the item for a refund.  
Manufacturer If you have set up Manufacturers on the Manage Manufacturers Page (as shown above), then manufacturers will populate in this drop-down menu. Optionally select the manufacturer of this product from the drop-down.  
Vendor If you have set up vendors on the Manage Vendors Page (as shown above), then vendors will populate in this drop-down menu. Optionally select the vendor of this product from the drop-down.  
Restock Amount This is the amount you would like to order once the restock threshold has been reached.

This threshold will be set by the location you are currently logged into.

There is currently no flagging that will happen when this threshold is met.
Restock Threshold This will set the minimum amount to have on-hand. Once this number is hit, it will be time to restock.

There is currently no flagging (alert) that will happen when this threshold is met.
Account Code Optionally assign an account code to assign this retail item to assign it to a revenue category.

You can update this via spreadsheet!
Show to Customers If enabled, this retail item will show as available to purchase on the Customer Portal.

Please see our article Retail Sales for more information.
Allow Online Order When Out of Stock Turn this on for items you sell as retail but have no stock value such as training programs and gift certificates.

 

 

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