Creating Inventory Items

Inventory Items include items such as shirts, gloves and putters that you want to use the POS to track the sales and inventory.

Click Admin
Click Items and Departments
Select the department of sub-department the item will be added to.
Click Add Item
Scan the barcode for the item or leave the autogenerated SKU in place.
Type a Name for the Item. Press Tab three times to copy the Name to Button Text, Receipt Description and Label Text.
Set the Accounting Reference
Set the Sales Tax
Set the Item Type to Inventory Item.
Click Next

Setting the Units and Vendors

We recommend that you link your inventory sale items or your Warehouse items to a Vendor(s) and set up the Selling Unit and Ordering Unit(s). The reason being that this will allow you the ability to enter your inventory into the Point of Sale the fast way. The fast way which is done in Manage Inventory and then Receive Inventory brings up all the items you have linked to the Vendor you selected, and you can enter all the inventory at once and update all the items at the same time. If you do not link your items to a Vendor and you are tracking inventory, you will then need to go into each item separately in Items & Departments and add in the new Inventory per item.

Set the Selling Unit from the drop-down. (The selling unit should be the smallest denominator you sell that product for. E.g. Unit, Oz. In your Point of Sale you can sell multiples of an item but you cannot take away from a selling unit)
Click Create New Units
Type the name of the existing Vendor or click New.
Select the existing Ordering Unit or click New to create a new ordering unit. Preview
Type the Number of Selling Units in an Ordering Unit.
Click Ok
Type the Reorder Level
Type the Reorder Quantity
Type the Price
Click Next
Set the Receipt defaults.
Click Save

For further information on setting the units and vendors for inventory items, please see the video on Units and Vendor Configuration.