How do I use the Point of Sale Product Library?

The product library is where you can update prices, add taxes, and measure the health of your business through reports that track top-selling products and sales stats. 
 
It’s located under the Products tab in your Point of Sale online and under the Library tab in your Point of Sale App. 

Search and filter products

Searching in your Point of Sale online:

1. Click products.
2. Select Product Library and type the product name in the search bar.

Searching in your Point of Sale App:

1. Go to the list view.
2. Enter the product name in the ‘Find Product’ search bar.

Note: You can only search for products available at a specific site in the app.

Adding products

Adding from your Point of Sale online:

To add a product directly from your Point of Sale online, you can either add them individually or upload them in bulk (recommended).

To add an individual product:

1. Click products.
2. Click Add Product.
3. Fill in the relevant information and save your product.

Adding from your Point of Sale App

To add a product directly from your Point of Sale App:

1. Go to Library and tap Edit, followed by the + sign to the right.
2. Select whether you’d like to add a Product or Discount.
3. When you select Product, enter the name, price, variants if needed, and a photo*.
4. You can also select the correct VAT rate for the product if that applies to your business. 

* Use your Point of Sale online to add photos to your products.

Setting up categories

By assigning specific categories to your new and existing products, you can filter your sales reports and see how different categories have sold by week, month, year, or season.

Setting up categories in your Point of Sale online

Whether you're creating a new product or editing an existing one, categories can be assigned in two ways:

1. Assign in bulk

In the product list, you can select a group of products that you'd like to assign the same category. For example, if you have different ceramic pots, you can add them to the "ceramics" category so that you can compare them with your "porcelain" pieces at the end of the month. Products can also be assigned to categories using the import feature.

2. Assign a single product

Each product has a detail page (shown below). Here you can add a category to each specific product by typing in the "Category" field and clicking 'add new'.

You can always select and assign from previously created categories.

To unassign a category from a product, click x and save. This will leave the product uncategorised - meaning it will show up without a category in your reports.

To delete or rename a category, go to the Categories list view in your Point of Sale online.

Setting up categories in your Point of Sale App

Whether you're creating a new product or editing an existing one, categories can be assigned on the product's information view in the Point of Sale App.

New & existing products

Tap edit in the Product Library and select + to create a new product.

Find the option 'Assign Category', type the name of your category, and tap +.

The category is automatically selected and when you go back to the Product detail page, you'll see the category added. Make sure to save your changes.

You can always select and assign from previously created categories.

Filter by category in the Point of Sale App

You can use categories to filter the product list in the Point of Sale App by pressing the filter action in the Search view. If you don't have categories, you can create them on a product, and if you have categories but a few products are not categorised, the filter will show the option 'uncategorised'.

To unassign a category from a product, tap the category again to deselect.

Important to keep in mind when categorising products

You can change categories later by creating new ones or renaming the category. However, the new category name won't show up in your sales reports until you've sold the updated product once. Historical sales keep the old category name.

Assigning a product to sites

If your business has more than one store location, you can activate the Multisite feature and assign products to each site.

If you’re using the Multisite feature and download a report, the spreadsheet file will display the following columns:

Site Name: Your sites will be separated into columns. The "Site Name" column will be filled with "Y" or "N".

• "Y" means that the product is assigned to the respective site.
• "N" means that the product isn’t assigned to the site.

In Stock (Site Name): This column will show the number of stocks on the respective site, regardless of the product assignment status.

Note: the import function is currently unavailable for Multisite users. You can edit the information directly in your Point of Sale online.

E-commerce Integrated users

As an e-commerce integrated user, if you choose to have separate stocks for your e-commerce store and Point of Sale, you’ll have a separate stock count for the e-commerce store.

If you don’t want separate stocks for your Point of Sale and e-commerce, the inventory will be shared with your primary site inventory.

Assigning from your Point of Sale online

When you create a product for the first time, it’s assigned to all sites that you have. If you’re a Multisite user, each site will have a separate inventory, enabling you to set a stock count for each site.

Here’s how to assign products from your Point of Sale online:

1. Click products.
2. Select Product Library and Add product.
3. Under ‘Sites and Sales Channels’, you can assign the product to each site and select the products you want to bulk assign to sites.
4. Select Actions and Assign to sites.

If you have inventory saved for your product and decide to unassign it, the Point of Sale Backoffice will retain the stock count. Once you reassign the product to a site, this count will be reflected in the product detail view.

To access the inventory for all products in all statuses, click Products and select Inventory.

Assigning from your Point of Sale App

If you’re a Multisite user, when you add a product in the app, it’s only available in the site that you created it in. Log in to your Point of Sale online to make the product available in other sites.

When you edit a product in the app, changes will apply to all sites except for the stock count and folder capability.