Setup Products

Setup Products


Setting up Products is where the business will identify the products they carry, assign the inventory group, product line and supplier to the product and identify the SKU associated with the product. 

To setup Products, follow these steps:
  1. First, go to the Navigation Menu, then click Setup, then Setup Products
  2. Select the Product Line and Group
  3. Click Add New or select an existing Product to edit
  4. By default, new products will be active
  5. Enter a Product Name
  6. Enter a SKU, click the + sign to add multiple SKUs
  7. Enter a Stock Number if desired
  8. Select a Unit of Measure, Product Line, Inventory Group and Category
  9. Enable the Taxable checkbox if the product is taxable
  10. Enable the Professional checkbox if the product is for the businesses only and is not for retail sale.
    1. Note: Professional products will not appear in the Checkout Page
  11. Enter the Retail Price and the Standard Cost, the Gross Margin % will update itself
    1. Pro Tip: If you enter the Standard Cost, you could alternatively enter the Gross Margin % instead of populating the Retail Price to calculate the price for you. 
  12. Average Cost will update as the product is ordered via Purchase Orders
  13. Quantity on Hand is the current count of the product you have 
  14. Minimum Quantity is the minimum amount of the product you would like to carry
  15. Supplier Minimum is the suppliers minimum order requirement
  16. Click Upload to add an image of the product
  17. Click the + to add the Suppliers you order this product through
  18. Click Save


    • Related Articles

    • Setup Inventory

      In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory Setup Suppliers Create and edit suppliers for each company the business orders products from with their detailed contact ...

    • Setup Suppliers

      The Suppliers are the distributors that you order your products through and you'll be able to create purchase orders by the supplier you would like to order through. Pro Tip: If your business is a part of the salon or spa community, consider checking ...

    • Setup Inventory Groups

      The Inventory Groups are the categories of product and can be reported on using the Sales Analysis and Product reports. To setup Inventory Groups, follow these steps: Go to the Navigation Menu, then click Setup, then Setup Inventory Groups Click Add ...

    • Setup Worker Permissions Glossary

      SETUP WORKER PERMISSIONS GENERAL Businesses can create permission sets to allow or disable access to features within the software. Create a permission set and assign it to multiple workers or one worker. To create a permission set: Go to Setup > ...

    • How do I show Professional Products in Checkout?

      If you would like your professional products to appear in Checkout, follow these steps: Go to Setup > Setup POS & POS Devices Enable the Include Professional Products on Checkout Page checkbox Click Save The Professional Products will then display on ...