General Item (Product)

Add Category

To create a new Item Category expand the Item/Product menu from the left sidebar after that click on the Add Item Category menu.

Fillup the required fields and hit the submit button.

Add Supplier

How to create a new supplier? Click here to read the article.

Add Unit

To create a new unit expand the Item/Product menu from the left sidebar after that click on the Add Unit menu.

Fillup the required fields and hit the submit button.

Add a General Product

Based on the type of business and the product, 7 types of product types are maintained in Off POS namely General Products, Variation Products, IMEI Products, Serial Products, Medicine/Expiry Product, Installment Products, Servicing.

Here we will discuss only “General Product”

To create a new general item/product expand the Item/Product menu from the left sidebar after that click on the Add Item/Product menu.

In this lesson, we will show only how to add General Product. 
Select “General Product” type from the Type field and enter an “Alternative Name” for this product, “Alternative Name” for a product typically refers to an additional name or label that can be used to identify the product in the system.

To set opening stock for every outlet click on the “Opening Stock” field after clicking that you will see an outlet list, set opening for individual outlets. 

How to add loyalty points to an item? Click here to read the article.

Single unit and double unit can be applied on the product as per business requirement.

The unit type is a very crucial part of the product management system, let’s try to understand the unit type system!

In this system, we have 2 types of unit system, 1st “Single Unit” and 2nd “Double Unit”.

What is “Single Unit” or “Double Unit”? How it works?

Single Unit Type

When you select Unit Type “Single Unit” then you should select Unit also from the Unit field.

In our system, it means You purchase this product in a Unit and sale this product in the same unit.

Double Unit Type

When you select Unit Type “Double Unit” then you see an additional 3 fields, Purchase Unit, Sale Unit, and Conversion rate respectively.

Select Purchase Unit from the “Purchase Unit” field, Select Sale Unit from the “Sale Unit” field, and enter conversion rate to convert purchase unit to sale unit.

Lets try to understand double unit type with a example

Let’s assume you select “Purchase Unit” as “Box”, and “Single Unit” as “PCS” It means you purchased this product Box and you want to sell “PCS”

For example:if a box contains 12 pens, and you want to convert each pen as a “Single Unit” then you should convertion rate “12” 12/12=1, Now Single pen you can sale as “Single Unit” 
if you convert a Box Pen into 6 “Pare” that means 2 pen = 1 pare then you should enter convertion rate 6, A box pen = 12, convertion rate 6, 12/6=2, now you can sale 1 pare = 2 pen as a Sinle Unit. 

NB: As you purchased a box of pens, you enter the purchase price of the entire box of pens in the Purchase Price field, not just the purchase price of one pen.

If you have a Warranty Or Gurantee of a product then you should enter amount Warranty and Warranty Type like Day,Month or Year. If you select Warranty 6 month that means 6 months will be counted from when the product is sold. This will work for the rest and the guarantee.

Warranty Gurantee Show in invoice.

Alert Quantity: It refers to the minimum quantity of a product or item that triggers an alert or informs the relevant personnel that the stock level has reached a predefined threshold 

Click here to read about the Tax Setting article.

List Item

To view List Item expand the Item/Product Menu from the left sidebar, after that click on List Item menu.

You can filter items by Category And Supplier from List Items, You can also print barcodes, print barcode labels, and view Item details also.

Item Bulk Upload

To Item Bulk Upload for general product expand Item/Product from the left sidebar, Click on the List Item menu, and Click on the “Other Option” button after that click on Upload Item.

Download A Sample Excel file by clicking the “Download Sample” Button, Read the Excel file guidelines carefully.

If you check “Remove all previous data, before uploading new data.” in uploading time All items will be deleted.

Item Image Bulk Upload

To Item Image Bulk Upload for general product expand Item/Product from the left sidebar, Click on the List Item menu, and click on the “Other Option” button after that click on “Item Image Bulk Upload”.

You will see a field “Image File Name” in the V column in the Item_Upload.xlsx excel file.

Here you will see the names of the images of the item

Click on the upload field.

Rename the images that you want to upload as the name given in Excel, each image must be according to that name.

You can select/upload multiple images, after selecting that hist the submit button to save this images

Delete Bulk Item

To Item Bulk Delete for general product expand Item/Product from the left sidebar, Click on the List Item menu.

Select the products you want to delete. Click “Select All” to delete all, after that click the Delete Items button to delete selected items.

Product Profit Report

A Product Profit Report is a document that provides a summary of the financial performance of individual products or product lines within a business.

To view the Product Profit Report expand the Report Menu from the left sidebar and click on Product Profit Report. select a date to view the report within a specified date if needed. select an item from the item field, select your costing method.

Whit is AVG Costing of Last 3 Purchase ?

If the item is purchased before then the system will calculate the average of the last 3 purchases and that will be the Unit Price but if there are only 2 purchases there, the system will calculate the average of that two, or if there is only one purchase, the system will consider that purchase price as Unit Price.

Loat Purchase Price ?

In retail business the current market price is usually considered as the product price and the costing should price should be depended on that. So retailers usually considers Last Purchase Price as the product cost. To choose this option please make sure all products has at least one purchase or it has purchase price set when it was added. 

Item Movement Report

To view the Item Movement Report expand the Report Menu from the left sidebar and click on Item Movement Report. select a date to view the report within a specified date if needed. select an item from the item field

An item movement report is a report through which all history or transactional statements of a product can be seen.

Example: Such as when the item was Purchased, Sale, Purchase Return, Sale Return, Damage, Transfer etc.