Adding Items & Categories (Backoffice)
Adding Items
To add items through back office:
- Go to Back Office and login your account.
- Hover/click the Tag icon/Listings > Items and click the Add (+) Icon in the upper right of your screen
- Create and modify item details including basic information, pricing, inventory settings, and POS display preferences.
Name - Set item's name to display on the register.
Price - Set item's price to display on the register.
Sales Warehouse - Set item's storage location. *
Beginning Qty - Set beginning item quantity upon input on the POS. *
Tags - Set item's Tag.
SKU - Set item's Stock Keeping Unit to identify that item.
Cost - Input cost of item upon purchase for stock.
Category - Set your item's category to display on the register.
Barcode - Manually input barcode of the item.I. Unit of Measurement - Input your item's unit (ex. ML, Scoops, pcs).
Sold By - Set whether your item is to be sold by individually or by weight.
VAT - Set to activate the VAT on the item. **
Representation on POS - Assign a representation color or image to your item. This is how it will be displayed on your register screen.Copy Item Price - Set this if you want the price of this item in the Online Store and Register (POS) be the same.
Item Discount - Set this if you want to put discount on this item.
* Only visible when you added your Warehouse.
- Click on Additional Info to open for more options.
A. Raw Material - Enable this if your item is a Raw Material.
B. Sale Item - Enable or disable if your item is a sales item or just a stock item.
C. Composite Item - Enable this if your item is a Composite Item. *
D. For Production - Enable to add production.
M. Online Store Item Not Available - Enable this if you don't want this item to show on your Online Store. ***
* This is applicable for Production and Item Ingredients tab will be visible. *** Only visible when you setup your Online Store.
If done, click Save Item.
Adding Categories
To add categories through back office:
- Hover/click the Tag icon/Listings > Category.
Click Add icon (+) in the upper right corner.
Input the Category details such as,
A. Category Name - Label your category.
B. Category Group - Input if you want this category under your category group.
C. Sort ID - Set your category ID for sorting with "1" as the highest.
D. Online Order: Hide Category from Online Order - Enable this if you don't want this category to show on your Online Store. *
E. Register: Hide Category from Register - Enable to hide your category in the Register.
F. Category Color - Assign a color for your category.
G. Category Photo - Sets an image for the Category.
* Only visible when you setup and enabled your Online Store.
Once done, SAVE CATEGORY.
Nice! You have just added a new category through the back office.