POS System Inventories

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Introduction

Contents

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 sync.

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: Click Inventory List


3. In the Inventory Window, click on "New Item".

Illustration 3: Click New Item


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

Illustration 4: Select Item Unit



Items Categories

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


1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: POS Item Category


Step 1: Create New Category

1. In the "Inventory" window, click on Item Setup and select Category on the navigation menu.

Illustration 3: Navigation To Item Category Creation


2. In the "Category" window, click on the new button to create new category.

Illustration 4: Create New Item Category


3. Insert the details of the item category. Then, click on the Save button to save the item category.

Illustration 5: Save Item Category


4. A message box will pop out and show that new item category is inserted. Click 'OK' to dismiss the message.

Illustration 6: Item Category Inserted


5. New item category is now inserted into the list.

Illustration 7: Item Category Inserted Into List


Step 2: Assign Item Into Category

1. Refer to the link below for item creation.


2. Assign item into category when you are creating or updating an item.

Illustration 8: Assign Item Into Category


3. Category shown in POS Terminal after you assigning an item into it.

Illustration 9: Category In POS Terminal


Illustration 10: Item Under A 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. Below are the steps to setting up item types.

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: POS Item Category


Step 1: Create Item Type

1. In the "Inventory" window, click on Item Setup button and select Types on the navigation menu.

Illustration 3: Navigation To Item Types Setup


2. In the "Item Type" window, click on the New button to create new item type.

Illustration 4: Create New Item Type


3. Insert the details of item type. Then, click on the Save button to save the item type.

Illustration 5: Save Item Type


4. A message box will pop out and show that new item type saved. Click OK to dismiss the message.

Illustration 6: Item Type Inserted


5. New item type is now inserted into the list.

Illustration 7: Item Type Inserted Into List


Step 2: Assign Item Type To Item

1. Assign item into category when you are creating or updating an item.

Illustration 8: Assign Item Type

Step 3: Selling Item Under Item Type

1. Item Type shown in POS Terminal after you assigning an item into it.

Illustration 9: Item Type in POS Terminal


Illustration 10: Item Under An Item 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.

1. Go to Item > Setup > Item Group.

Illustration 1:Navigation To Item Group Creation


2. Insert the details of item group and click Save button to save the item group.

Illustration 2: Insert And Save Item Group Details


3. A message bow will pop out and show that item group is added. Click OK to dismiss the message.

Illustration 3: Item Group Added


4. New item group is now inserted into the list.

Illustration 4: Item Group Inserted Into List



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. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: POS Item Category


Step 1: Create Item Option

1. In the "Inventory" window, click on Item Setup and select Item Options.

Illustration 3: Navigation To Item Option Creation


2. Then, click on the New button to create new item option.

Illustration 4: Create New Item Option


3. Insert details of the item option. Then, click on the Save button to save the item option.

Illustration 5: Save New Item Option


4. A message box will pop out and show that new item option added. Click OK to dismiss the message.

Illustration 6: Item Option Added


5. New item option is now inserted into the list.

Illustration 7: Item Option Inserted Into List


Step 2: Insert Item Option For Item

1. Select item which you wish to insert item option and click on the Edit Item button.

Illustration 8: Navigation To Item Option Insertion


2. Under "Options" tab, select item option which you wish to assign to the item. Then, click on Insert button.

Illustration 9: Assign Item Option


3. A message box will pop out and show that option added. Click OK to dismiss the message.

Illustration 10: Item Option Added


4. Item Option is now assigned to the item.

Illustration 11: Item Option Assigned To Item


5. Click on the Save button to save setting and details of the item.

Illustration 12: Save Item Setting And Details


Step 3: Selling Item With Option/s

1. In POS terminal, select item purchased by your customer.

Illustration 13: Select Item Purchased


2. "Item Options" window will pop out. From there, select the required option and click on the Update button.

Illustration 14: Select Item Option


3. Item with item option is now selected.

Illustration 15: Item With Item Option Selected




Offline Option Group

Coming Soon


Online Option Group

Coming Soon


Difference between Optional and Non-Optional Option Group

Coming Soon


Search Item by Item Group

Coming Soon



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. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: POS Item Category


3. Create item. Refer to the link below for item creation.


4. During item creation, tick "Physical Check". At "Re-Order", set the quantity to be alerted.

Illustration 3: Item Setting


5. If the item's Bal (on hand qty) reaching re-order quantity, 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.

Illustration 4: Reorder Level Alert


Illustration 5: Reorder Level Alert


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




What is Physical Checks

Coming Soon


How to Use Physical Checks

Coming Soon


Physical Check Alert

Coming Soon


Reorder Alert

Coming Soon



Cost

There are two types of cost, namely fix cost and average cost.

  • Average cost is used when your items have different costs.
  • Fix cost is used when the costs of your items are constant.

NOTE: Again, setting of cost is available only for new items.

1. First, log in to the POS Terminal.

Illustration 1: POS Terminal login


2. At the top navigation menu, click on "Inventory" and select "Inventory List".

Illustration 2: POS Item Category


3. Create item. Refer to the link below for item creation.


4. During item creation, select cost type for the item.

Illustration 3: Select Cost Type


Fix Cost

Mostly, fix cost is selected once you have confirmed that your item cost will not change when you replenish your store inventory.

1. When receive item, cost per item will always the same.

Illustration 1:Cost Of Item - First Receive


Illustration 2:Cost Of Item - Second Receive



Average Cost

If you find that the cost price of your item tends to fluctuate (during stock receive), you need to choose Average cost in order to insert new price when you receive your stock.

1. When receive item, cost per item will change according to your receive quantity and total receive cost.

Illustration 1:Cost Per Item - First Receive


Illustration 2:Cost Per Item - Second Receive



Quantities

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

Illustration 1:On Hand Quantity Before Item Transactions


Illustration 2:On Hand Quantity After Item Transactions




Receive

Coming Soon


Adjust

Coming Soon


Issue

Coming Soon



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 Items

Coming Soon




Stock Count