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Creating products

Easily manage items and fees to charge your customers

To begin billing customers for a product, you first need to create the product entry. Follow these steps:

💡 If you plan to sell this product in the portal shop, make sure it is assigned to an active product category.

You’ll need to create a category first, then assign the product to it so customers can view and purchase it from the portal.

For more details, see ➡️ Setting up your portal shop

     1. Click > next to Point of Sale.

     2. On the expanded menu, click Products.

     3. Click the Create button to start adding your product details. You will need to provide information such as the product name, cost (including tax rate, if applicable), and a description. If the product has different variations, such as colour or size, you can toggle this option on and specify the variations.

💡 Product variations need to be set up beforehand under Point of Sale > Settings. Instructions for adding variations can be found here ➡️ Adding product variations

     4. If you want to manage inventory, you can enable stock management for each product or variation. For instance, if you have a hoodie available in three colours (black, white, and pink), you can track the stock levels for each colour separately (e.g. 3 black, 4 white, 3 pink). If there's only one version of the product (e.g. a single type of hoodie), you can set a stock level for the product as a whole (e.g. 10 hoodies).

📝 Keep in mind that if a product is out of stock, customers cannot place an order for it via the portal shop, but you can still create an order manually as an admin. If you do so, the stock level will show a negative number, indicating an overdrawn inventory.

     5. After entering the product name, a unique product code will be generated automatically, but you can modify it to fit your own coding system. You can also upload an image of the product for easier identification in your product list.

     6. Once you're happy, click Save.

     7. Go to the Categories tab.

     8. Click Attach / Detach button

     9. Toggle to assign the product to a category

Once you've set up the product, it remains in your system until you decide to delete it. You can always go back to edit product details if anything changes.

Now, you are ready to create orders and bill your products. For more information on how to create an order, click here ➡️ Creating orders

Setting up products through the Point of Sale feature makes managing customer charges efficient and straightforward. With options for inventory management and product customisation, you can easily track and bill for all items and fees. Remember, you can always revisit and adjust your product details as needed to keep everything up-to-date. 🙌