Adding an item creates the item in your inventory. You can add an item whenever you like, including during a sale.
Understanding adding item fields
Description
The item description. A good description is vital to searching items by keywords.
Type
- Single: Item with stock.
- Box: Bulk items that can be sold individually.
- Assembly: Made up of other items.
- Non-Inventory: Item with no stock, like a service fee.
- Serialized: Track serial number info for any item types.
System ID
Read-only field assigned by Retail POS. Also used on labels.
Barcodes
- UPC: Standard barcode number found on many products. Add by scanning the product's barcode.
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EAN: Similar to UPC, typically found on products imported into the US.
Products may have UPC and EAN.
SKUs
- Custom SKU: Code or sequence you would like to use to organize or help look up items.
- Manufact. SKU: Manufacturer's identification number.
Category
Classifies your products. Used in reporting to filter data into subsets.
Brand
Brand of the product. You can add a brand or search from the dropdown.
Tags
Keywords used to search and report on items. You can enter multiple tags separated by commas.
Price
- Price: Price you'll sell the product at. Multi-store accounts can set different prices per store.
- MSRP: Read-only manufacturer's suggested retail price.
Discounts Allowed
Discounts can be applied to items manually with price rules or available discounting methods. This won't apply for items with a Labor tax class if General Options > No Discounts on Labor is enabled.
Taxes
- Taxable: Whether the item is taxable when added to a sale.
- Tax Class: Tax class the item falls under, like Default or Labor.
Default Cost
Your cost to purchase inventory. Used as the default cost value when adding units to inventory.
Vendor
Primary vendor you receive inventory from for the item.
Reorder Point and Level
- Reorder Point: Inventory level at which you would like to order more product.
- Reorder Level: Used with reorder point to determine how many items to order.
Custom fields
You can create custom fields.
Adding items to your inventory
To add a new item:
- In Retail POS, navigate to Inventory.
- Click New Item.
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Enter the item details.
- Click Save.
Adding items during a sale
- In Retail POS, navigate to Sales.
- Click New Sale > + New.
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Enter the item details.
- Click Save.
After you save the item, in the menu on the left, use Inventory to add stock and Vendor IDs to add identification numbers and default cost for your vendors.