đ Overview
This article covers how to add a new product to your software, including setting a Product ID, description, make, category, size, pricing, stock quantity, backbar/retail status, sales tax, and supplier.
â Adding a Product
Select the Products button at the top of the page or Products and Services > Edit Products.
Along the left side of the screen, select Add Product and a dialog box will open.
Enter the following information:
Product ID: You can either scan the barcode for the product or enter a short abbreviation or code for tracking the product. You can also scan in the barcode, or additional barcodes, on the Aliases tab.
Description: This is typically the full name of the product. This will show on the receipt for customers.
Make: Select the make of the product. To add a new Make to the list, press Edit:
Press Add.
Enter the Make's name.
Press OK.
You can then use the Move Up and Move Down buttons to adjust the Make order. It is recommended to have (blank) at the top of the list.
Press OK to save the Makes.
Category: Select the category of the product. To add a category to the list, press Edit:
Press Add.
Enter the category name.
Press OK.
You can then use the Move Up and Move Down buttons to adjust the category order. It is recommended to have (blank) at the top of the list.
Press OK to save the categories.
Size: Enter the size of the product. This is usually recorded as the number of ounces the product is.
Pricing: In the Pricing section, enter the Wholesale price and the Retail Price.
Quantity in Stock: In the Miscellaneous section, set the quantity in stock. For information on setting up product ordering based on stock count, see the Product Ordering Overview article.
Backbar or Retail: Select whether the product is for backbar use only or can be sold as retail.
Sales Tax: If you have sales taxes setup within the software, check the box for which taxes apply to this product.
Supplier: In the Supplier section, select the supplier for the product. For information on setting up suppliers in the software, see the Suppliers Overview article.
Press Save to add the product to the program.