To help manage your inventory, add your item brands into Retail POS. This can help with navigating your inventory in Retail POS, and also give you insights on which brands are selling using reports.

If you include brand information when importing items, it will automatically be added to your account. This can save time if you have a large batch of brands.

Formatting brand information

Brand names must use UTF-8 characters, and can have a maximum of 255 characters. Leading and trailing whitespace will be removed from the import.

To avoid duplicates, brand names aren’t case sensitive. For example, if Lightspeed is already a brand you’ve added to your account, you won’t be able to add LIGHTSPEED (all uppercase) or lightspeed (all lowercase).

If you have an eCom store, refer to Managing product brands in eCom for information on how brands in Retail POS are synced with your eCom store.

Adding brands from the Brands page

1. Navigate to Inventory > Brand.
2. Click + New Brand.
3. Enter the brand name.
4. Click Save changes.

You can also print or export a CSV file including your brand information from the Brands page by clicking the Print or Export buttons.

Adding brands from item details

If needed, you can add a brand to an individual item from the item details.

1. Navigate to Inventory > Item Search.
2. Locate the item using the search features, or add a new item.

3. Under Organize, click the Brand dropdown.

   

4. Enter the brand name. If the brand name already exists, the brand will appear in the dropdown's search results.
5. Click the + (add) icon to add the brand.
6. Click Save changes.

Adding brands to matrixes

If needed, you can add a brand to a matrix from the matrix details.

1. Navigate to Inventory > Matrix.
2. Enter the matrix's description and click Search. If you're adding a new matrix, click + New Matrix.

3. Navigate to the Setup tab. In the Shared values section, click the Brand dropdown.

   

4. Enter the brand name. If the brand name already exists, the brand will appear in the dropdown's search results.
5. Click the + (add) icon to add the brand.
6. Click Save changes.

Merging brands

Merging brands is irreversible.

To avoid duplicate brand records, search for an existing brand before adding a new one. If you do have multiple records for the same brand, you can merge them together. To do so, you’ll designate a primary brand record and then any number of secondary brand records. When the records merge, Retail POS will:

• Reassign items to the primary brand record.
• Reassign reporting data to the primary brand record.
• Delete the secondary brand records.

To merge brands:

1. Navigate to Inventory > Brands.
2. Find and click on the brand you'd like to keep.
3. Click Merge.
4. Check the box of the secondary brand record you'd like to merge into the primary brand record. You can filter your search results by entering the name of the secondary brand record in the Search field and clicking Search. You can also select all the brands in your search results by clicking the checkbox beside the Brand column header.
5. Click Merge (#) Brands.
6. Review the warning message then click Ok.

What's next?