POS ~ Product Management

POS ~ Product Management

Point of sale products are managed separately from your online store products. They can be housed into categories or listed without a category.
Categories, Sub Categories, and products can all be managed from the Products tab under Point of Sale.




     From the Site Administration Page click the "Online Store" , "Point of Sale" and then select "Products".







   Selecting "Products" will bring you to the "Manage" products/categories screen.

You should see the Title, Image, Name, Price Quantity, and Visibility status for all existing products. There are also several tools available to help manage your existing products. 

 Edit:  Click this Icon to manage the product's or catagorie's information.
(This includes the name, image, price, assigned category, or associated accounting code.)
 Copy:  Click this icon to create a copy of the product. (This is useful if you need to create multiple products that have similarities. )
 Delete: Click this icon to permanently delete a product or category from the system. 
 Visibility: Click this Icon to toggle product visibility. ( This can be used to hide products from the online store) 


Products can be put into categories and subcategories. To manage existing categories simply toggle the product/category tab just above the existing products. 





   To add a new category for your products click "Add Category" next to the "Manage" tab.  

Think of categories like folders.




    Give your Category a Name, apply an optional category code, select a parent category (if this is a subcategory) upload an image, and click "Add Catagory". 







    To add a new product to the Point of Sale click "Add Product " next to the "Add Category" tab.  







  Enter the following information and click the Green "Add Product" button. 


Upload A Photo From Your Computer: Choose an image that represents this product ( only seen by the person running the POS) 
Title: This will be the name of the product. 
Accounting information: Select the appropriate accounting code from the drop-down menu - Click here to learn more about store accounting codes
Category: Select the category you wish to place this product in. ( Categorization is optional and is only seen by the person running the POS) 
Available in store: This option controls product visibility. (Leave this turned off if the product is not ready to sell)
Base Price: Enter the dollar amount you wish to charge for this product. (do not include discounts) 
Track Quantity: This option can be used if you need to track inventory. Enter the number that matches the on-hand count for this item.
Schedule Product Listing: This can be used if the item is seasonal or only valid for a specific time frame. The product visibility will change automatically based on the start and end times. 
Taxable Product: If this is marked as a Taxable product the Tax Rate in the online store settings will be applied. 





Your categories and products will be added to the POS preview after clicking Add Product or Add Category. 
POS Users can navigate through categories and add desired products to the cart. 



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