Products

The Products page lets you manage products sold at point of sale: retail items, add-ons, and anything else you ring up directly.

Getting there

• Sidebar path: Sales → Products.
• Permission: the products resource. Admins with a restricted role may not be able to edit products.

The products table

The All Products card lists everything you sell, with these columns:

• Name and SKU
• Category: a badge, or Uncategorized if none is set
• Price
• Tax: the effective rate, marked Inherited (from a default) or Override
• Stock
• Status: Active or Inactive

If you haven't added anything yet you'll see No products found. Create your first product to get started.

Common tasks

Add or edit a product

1. Select Add Product (or the edit icon on a row).
2. Fill in the product details and save.

Delete a product

Select the delete icon on a row. You'll be asked to confirm: Are you sure you want to delete this product? This action cannot be undone.

Manage categories

Below the table, the category manager lets you create and edit the categories that group your products. Categories also become the tabs on the Point of Sale screen.

Set tax

A product's tax can be Inherited, or set as an Override on the product itself. An inherited product uses the sale location's rate, or the brand default when the sale names no location. Both are configured under Tax settings.

The rate shown in this table is the brand default, because a product's real rate depends on where it is sold. To see what a given location charges, use the location table in Tax settings.

Tips

• Keep products Active to show them at the point of sale; set them Inactive to hide them without deleting.
• Use the Stock field to keep an eye on inventory for physical items.