Products

Your catalog: barcodes, pack sizes, prices and reorder points.

Catalog → Products is the Product Catalog — everything you sell. Search by name or SKU, filter by category, and open any row to edit it.

The list shows Product Name, SKU / UPC, Category, Selling Price, Unit Type, Reorder Point and Status.

Along the top you also have Publish to POS (queues your catalog and price changes for the register), Import CSV, Import from Image (OCR) and Add Product.

Add a product

1. Open Add Product

   Products → Add Product. Or bring in many at once with Import CSV, or scan a sheet — see Add products by scanning.

2. Name it and pick a category

   The category decides the margin the product inherits, so pick the right one.

3. Enter the barcodes

   The unit UPC is what the register scans. If you also buy it by the case, enter the case UPC as well — scanning a case barcode during receiving then adds a whole case instead of one unit.

4. Choose the unit type

   • EACH (Unit) — sold one at a time. Whole numbers only.
   • CASE (Box) — bought and tracked as a case. You must give the units per case, or the count will be wrong.
   • WEIGHT (lb/kg) — sold by weight; fractional quantities are allowed.
5. Set the selling price and margin rule

   **Selling Price ($USD)** is required. **Margin Rule Type** is either `PERCENTAGE ($), with a **Margin Target Value** — for example 35` for 35%. Leave the margin blank to inherit the category’s.

   You can also set a minimum price — a floor the product is never priced below, however the margin maths comes out.

6. Set the reorder point

   Reorder Point Threshold is the quantity at which you want to be told to reorder, and Reorder Quantity is how much to order. This is what drives Stock Alerts.

A CASE product without a pack size is the most common catalog mistake. A 12-count case then books as a single unit, and both your stock and your cost per unit are wrong from that point on.

Prices and margins

A product’s price can come from three places, in order:

1. A price you typed

   Always wins.

2. The product's own margin override

   Cost plus this product’s margin.

3. The category's default margin

   Cost plus the margin on the category it belongs to (or the nearest ancestor category that has one).

Whichever applies, the minimum price is a hard floor.

When a supplier’s cost changes, PRODUCT_NAME does not silently re-price the shelf. It works out what the new price should be and puts it in the Price Approval Queue for you to accept or reject.

Cartons, packs and singles

Use Link box or case in web Products or the Mobile PWA PLU editor when a single item and its case have separate checkout barcodes and share stock. Open the single item, scan or find the case PLU, enter the number of singles per case, and review the per-store conversion before confirming. Business owners and admins can change or remove the link.

A five-can roll sale deducts five cans, a single sale deducts one, and a delivery of two rolls adds ten. The roll keeps its own checkout price and register settings. For a stock count, scan each sealed roll or loose can once. Two sealed rolls and three loose cans count as 13 cans. The shared total expresses inventory in cans, so it can’t tell you how many sealed rolls are left.

Removing a link leaves the accumulated stock on the single item. Use Start scan count at zero to recount the physical stock. Changes to units per case apply to future activity, and returns matched to an earlier sale use the quantity from that sale.

A product can point at a parent product — a carton of cigarettes as the parent of the individual packs, for example — with the number of units per parent. That lets a carton broken open for singles reduce the right thing.

Tobacco products

Mark cigarette and tobacco lines with their tobacco flags, and map them to a manufacturer under UPC Mappings. Without that mapping those sales are missing from your weekly rebate filing, which costs real money.

Sample data

Products created as sample data are flagged, so you can clear the whole demonstration set at once without touching anything real you have added.