Managing Products

Administrators can add, edit, and bulk manage products.

Access Products from the Inventory Management section in the sidebar menu

Adding Products

Single Product

1. Within the Administration Panel > go to Products

2. Click New Product

3. Complete product details

4. Click Create to save the product

Product Fields

Every product will need Basic Information added, as well as additional detail:

• Name - product name - required

• SKU - unique stock code - required

• Barcode - scannable barcode number - Optional

• Category - product category - required

• Supplier - supplier of product to you - required

• Description - product details - required

• Short Description - short product details - required

Additional details:

• Pricing & Costs - set base price, cost price and GST

• Inventory - set starting stock levels and reorder triggers

• Physical Properties - set dimensions, weight details

• Additional Info - set brand, size, materials and other details

Product Status

In the product summary dashboard, you can view each product, and its status.

• Active - tracked and ready to sell. Visible in POS

• Inactive - inactive and not available to sell. Not visible in POS

Editing Products

1. Find the product from the Product Summary Dashboard.

2. Click Edit

3. Make changes

4. Save

Bulk Editing

To edit multiple products at once:

1. From the dashboard, select products (checkboxes)

2. Click Bulk Actions

3. Choose action:

   • Delete Selected

   • Activate Selected

   • Deactivate Selected

   • Change category

   • Update prices

   • Stock Adjustment

4. Click the action to apply to all selected products

Importing Products

To import a product, visit System Tools in the admin sidebar menu > Data Imports. This admin page will provide guidance to effectively import products and other data items.

CSV Import

1. First, download the Product Template from the Download Template option.

2. Complete the CSV template as per the format.

3. Return to the Import Product option

4. In the Data Import menu > Select Products

5. Click Import

6. Upload the CSV file

7. Review and click Start Import

Import Tips

• Use exact category names

• SKUs must be unique

• Check for duplicates

Categories

Creating Categories

1. Within the Administration Panel > go to Categories

2. Click New Category

3. Enter name and Basic Information and Display Settings, SEO & Meta, Additional Data

4. Select parent category (optional)

5. Click Create to save the new category

Tips

Always set SKUs - they help with stock management.

Enter cost prices to track profit margins.

Use CSV import when adding many products at once.

Review and deactivate products you no longer sell.