POS System Functions 16

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Inventory

Contents


Inventory

Inventory is where you create, view and edit items.




Units

New items can have units such as pcs, units, kgs and so on. In offline POS system, a list of units can only be viewed after a sync.


1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. Click on the "Inventory" button and select "Inventory List" as show in the screenshot below.

Illustration 2: Click Inventory


3.When creating new items, choose the item units as highlighted below.

Illustration 3: POS System Inventory



Items Categories

Items can be sorted into categories. Follow the illustrations below to categorize your items.


1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login

2. Click on the "Inventory" button and click on the "Inventory List" as show in the screenshot below.

Illustration 2: POS Item Category


3. Go to Item Setup>Item Category

Illustration 3: POS Item Category


4. Click the New button to create a new category.

Illustration 4: Create Item Category


5. Enter the information of item category into the text box and click Save button to save the information.

Illustration 5: Save Item Category


6. Click New Item above the item listing to create the new item.

Illustration 6: Create New Item

7. When creating new items, choose the Category at the green-highlighted area.

Illustration 7: Select Category



Item Types

Item types can be used for items which have a few additional options with no extra charge such as hot/cold (drinks), sizes (clothing), colours (accessories), etc.


1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login

2. Click on the "Inventory" button and click on the "Inventory List".

Illustration 2: POS Item Category

3. Go to Item Setup>Types

Illustration 3: Navigation To Item Types Setup


4. Click the New button to create a new item's type.

Illustration 4: Create Item Type


5. Enter the information of item type into the text box and click Save button to save the information.

Illustration 5: Save Item Type


6. Click New Item above the item listing to create the new item.

Illustration 6: Create New Item


7. When creating new items, choose the Type at the green-highlighted area.

Illustration 7: Select Type



Item Group

Item group is equivalent to item option feature in offline POS client. Have groups so your items can have additional options with extra charges such as extra cheese on the burger. Refer to the illustrations below to group your items.

Illustration 1:Go to Item>Setup>Item Group
Illustration 2: Enter the details and Save
Illustration 3: When creating new items, choose the item group and 'Add'



Option Group with Price

To set up options with price at offline POS client, please follow the steps illustrated below.

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. Click on the "Inventory List" as show in the screenshot below.

Illustration 2: Click Inventory List


3. Click Item Setup > Item Options

Illustration 3: POS Option Group with Price


4. Then, click New (Save button only appears after you have clicked on New button). Enter the option details and click Save.

Illustration 4: POS Option Group with Price


5. Select one item on inventory list and click Edit Item. Then, click the Options tab. Choose the right option from drop-down list and click Insert.

Illustration 5: Insert Item Group with Price


6. Lastly, when you select your item order for your customer (e.g. Set Lunch), the item options window pops up. From there you can select the required option and Update.

Illustration 6: Create New Item Group with Price



Physical checks

Physical checks can only be set when a new item is about to be created.

Tick physical check if you want to disable transactions when an item's balance (on hand quantity) reaches a certain level (set at 'Re-Order').


1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login

2. Click on the "Inventory" button as show in the screenshot below.

Illustration 2: POS Item Category


3. Tick 'Physical Check'. At Re-Order, set the quantity to be alerted.

Illustration 15: POS Physical Check


4. So if the item's Bal (on hand qty) is 5, the 'Alert' will be triggered 1 time.

NOTE: For each remaining items you sell off (after reaching the re-order limit), the Alert will be triggered ONCE until the item is sold out.

If you would like to know more about Alerts, please click HERE.



Show as button at POS, order (-1 for Y, -2 for X)

Coming Soon




Button with Picture

Coming Soon




Picture Auto Sync, Manual Sync

Coming Soon



Cost

There two types of cost, namely fix cost and average cost. Average costs are used when your items have different costs while fix costs are used when the costs of your items are constant. Most people choose fix cost. Again, setting of cost is available only for new items.

Illustration 17: Two types of cost, fix and average cost.



Quantities

Quantities are item's on hand quantities. Item quantity reduces as item transactions are made.


Illustration 18: On hand (left) and Bal (right) are the current item quantities.




Promotional dates

If you would like to set the promotional dates for a certain period you may refer to Promotion section.




Membership discount

To know how you can set the membership discount, please refer to Membership Discount section.




Composite

Coming Soon




Stock count

Please refer to Functions > Stock Count section.




Fix Cost




Average Cost



Issue Items

Coming Soon




Export CSV

We provided you the CSV Export function so you can conveniently check your inventory and keep track of your stock items. With just a lick of the button, your entire inventory will be downloaded.


1. Login to your POS Client account.

Illustration 1: Login to POS Client


2. In the POS Terminal, go to Inventory List.

Illustration 2: Go to Inventory List


3. An Inventory List page will pop out.Click Export CSV.

Illustration 3: Inventory List >>> Export CSV


4. A small page calls 'Item Printer' will pop out. Select Whole List or Selected Items and click Print utton at below.

Illustration 4: Item Printer


5. A 'Report Preview' page will pop out. Click the Export button.

Illustration 5:Report Preview


6. A Save As box will pop out. Select a folder location to save the csv file.Insert a name for the csv file in 'File name' column and click 'Save' to proceed.

Illustration 6:Export and save CSV file


7. A message box will pop out and show that data is exported. Click 'OK' to dismiss the message.

Illustration 7: Data Exported


8. You can check the inventory through comparing the stock balance from both bmo Inventory page and csv file.

Illustration 8a: Item Balance in BMO CSV File


Illustration 8b: Item Balance in Inventory