1. Go to – Products > Add Products.

• Provide a Product Name,
• Brand,
• Units,
• Category
• Sub-category
• SKU: Add a unique SKU which will be used to identify the product & Print barcode in labels. Leave it empty to auto-generate it. You can also add a Prefix for auto-generated SKU.

1. • Steps to change the default SKU length:

     In order to change the default SKU length, make the following simple change in the code. 1. Open the file pos\app\Utils\ProductUtil.php. 2. Search for the function ‘generateProductSku’. 3. Change the default value 4 to any required length.
     Barcode Type: Select a barcode type, default/recommended is C128 option. We recommend changing if only if the product added already have an SKU number for it.
     Not For Selling: If a product is marked not-for-selling then it will not be displayed in POS or sales screen. This can be useful when using manufacturing module to make the ingredients as product not-for-selling also if you want to temporary disable selling for some products.
     Alert Quantity: Alert quantity is used to alert when remaining stocks reaches to this level or below it.
     Manage stock: Enable/Disable stock management at a product level. Product stock management is not required for services like Repairing, Hair Cutting, Web Development Printing. For items with Manage Stock Unchecked (disabled), you can sell them in unlimited quantities.

2. Business Location: Select the business location(s) where this product can sold or purchased.
3. Select Applicable tax for that product.
4. Product Type:

Single Product:

1. 1. Applicable for products with no variation with them then select single
   2. When selecting Single product – You will need to enter the Default product price including/excluding tax, Profit Margin % (you can set default profit margin from settings -> Business Settings; this will help to type % every time). Based on the profit margin it will auto calculate selling price excluding of Tax. You can also enter the selling price manually and it will auto adjust the profit margin for you.

Variable Product:

1. 1. 1. Applicable to a product having variations (like size or color or design or flavors etc) You can define variation templates from Products -> Variations. The advantage of creating variation is that it saves time to add same variations multiple times.
      2. When selecting a Variable product – It will display different fields to add all variations and its related Purchase price, Selling Price. You have to select the variations from the dropdown and it will auto-populate the variations for that template. You can change the variable name, Variation values.
      3. To give the same purchase price or selling price or profit for all variations of a product click on the double tick present in the first variation.
         

Combo or Bundle Product

1. Combo product are also called bundle products.
2. It is offering several products as one combined product.
   For example a product “Computer Set” can have: 1 PC Monitor + 1 PC CPU + 1 Pc Keyboard + 1 PC mouse
   So when someone buys Computer set she gets all the products in it.
3. Stock of bundled product depends on stock of individual products present in that bundle.
   Example: if you have 5 PC Monitor, 4 PC CPU , 10 pc Keyboard, 50 PC mouse, the stock of Computer set will be 4 PC.
4. When the bundle product is sold, stock of all products inside them is automatically deducted.
5. Individual products present in bundle product can also be sold separately.
6. Bundle products cannot be purchased, only individual products present in it can be purchased.

Click on Save.

You can edit a product. You can also Copy / Export to CSV, PDF or Excel file.

If you have products which involve multiple variations like for example a Shirt can have Color & Size variation, then we have multiple ways to work with it:

Solution 1, Create combined variation: Can a variation with a name “Color-Size” and add values like Red-Small, Red-Medium, Red-Large, etc, this can be used for while adding the Shirt.

Solution 2, Create multiple Products: Create multiple different products like Shirt-Red, Shirt-Green, Shirt-Blue with size as variations. When you create multiple products you will NOT have to enter the same details multiple times, first, add the Shirt-Red with all size variations of it and then use the Duplicate Product action to copy the data.

Select Required variations:

While adding variable products, you can select only the required variation values.

In your add/edit product screen, select the product type as ‘variation’ and select the variation name (eg. color).

A dropdown will be displayed, in which you can select the required variation values.

NOTE: This option is available only in POS version 5 and above.

Go to List Products and refer to this screenshot.

Refer to the screenshot.

Question: 

How can we use the product’s barcode instead of creating and printing new for every product?
How can we use the brand’s barcode of the product instead of creating and printing new for every product?

Answer:

When creating a product, in the SKU field enter the barcode number of the product. This barcode will be used to identify the product in all screens like POS, Sales, purchases, reports, and others.

Adding products that already have a barcode, follow the same steps as adding any other products.

1. Go to add products
2. Fill in all the product details
3. IMPORTANT: in the SKU field scan or enter the barcode of the product.

1. Variations can be added from the Products -> Variations menu.
2. These variations are used in variable products product.

Example of variation is, for example, Jeans can have multiple colors, so add variations called Colors and provide the value for it. As given in the image below.

NOTE: Delete variation option will not be shown for variations that are already used in some products

Adding Multiple Variations for Products

If a product has more than one variation, for example, A shirt with size ‘M’ and brand ‘POLO’ or A book with pages 30 and size long.

Add the variation name and type as a combined variation.

Eg: variation name : Size – Pages

variation values  – Long -30, Long -120, Long – 200, Small -30, Small – 120 etc.

1. Go to Products > Product List
2. Click on Actions > Product stock history

2. On enabling Product expiry, you can choose either “Add Item Expiry” or “Add manufacturing date & Expiry Period”

• “Add Item expiry” => Choose this option if you want to directly add the expiry of the item to the purchase screen.
• “Add manufacturing date & Expiry date” => Choose this option if you want to add the manufacturing date of the item and the expiry period. Based on the manufacturing date and expiry period it will auto-calculate the expiry date. And this expiry date can be edited. You will have to add expiry period for the product in the “Add or Edit Product” screen. And the manufacturing date in the “Add Purchase” screen.

• “Keep Selling” => Choose this option if you want the application to keep selling the product even after expiry.
• “Stop Selling n days before” => Choose this option to stop selling the item n days before the expiry. You will have to specify the value of n (which is the number of days before to stop selling)

• FIFO (First In First Out) => In this the old stock should be sold first.
• LIFO (Last In First Out) => In this the most recent purchase stock should be sold.

Stock Expiry Report:

Stock Expiry Alert:

What is Lot Number?

Enabling Lot Number

To enable lot number go to, Settings -> Business Settings -> Purchases

Check the Enable Lot number checkbox and update settings.

Adding Lot number from Purchases

If the lot number is enabled as described above then when adding purchase stock it will display the lot number field for entering the lot number.

Adding lot number from add opening Stock:

If lot number is enabled then when adding opening stock it displays the input field to enter lot number.

Selling products from specific Lot

Refer to the POS selling documentation Lot number description.

Displaying product lot number in the invoice

1. Make sure the lot number feature is enabled as mentioned above.
2. Go to invoice layout and enable “Show lot number”
3. If the lot number is added when adding Purchase or Opening stock then when making sales it will display the lot number & product expiry dropdown. Select the lot number which you want to sell.  Then in the print invoice, it will show the lot number.

Selling price groups allow you to add different prices for a product.

1. Sell at different prices: wholesale/retail
2. Different prices for different locations

Adding Selling Price Groups:

1. Go to products -> Selling Price Group 
2. Click on “Add” button to add a new price group. For example Retail price or WholeSale price or Bulk Purchase price or Location 1 price etc as per your wish.
3. You can view a list of selling prices in “Selling Price Group” screen.

Adding price for different price groups:

1. In Add/Edit product screen in the bottom, you will find the button “Save & Add Selling-price-group price”. Click on that button. Note: this button will not be visible if there are no selling price groups.
2. In the next screen, you will see the list of the product name (if variable product then all variations), the default price & selling price groups price. Enter the prices for it.
3. Click on Save.

Exporting & Importing selling price group:

1. Go to Products -> Selling Price Group.
2. First download the excel file with the selling price group by clicking on “Export Selling Price Group Prices” button.
3. In the downloaded file change the price of products.
   1. Only selling price group prices of the product will be updated, not the SKU or name.
   2. Any blank price will be skiped.
4. Then import the file.

Selling at a particular price group:

1. Go to POS.
2. In the top, you will see the list of selling price groups. Select the one as per your requirement.
   Note: This will not be visible if there are no selling price groups or if a user is assigned only one particular price group only.
3. Select the prie group & the selling prices for the product will be as per the price group.

Assigning a user to a particular price group:

• Sometime you may want to assign a particular or few selected price group to a user. In that case, create a role with the desired permission & price group assigned.
• You must assign at least one price group for a role if that role has permission to sell.

Assigning a customer to a particular price group:

• Customers can’t be directly assigned to the selling price group.
• You must assign the price group to the customer group that has the customer.

Assigning a price group to a Business Location

• Helps selling same product at a different price in different business location.
• Go to Add/Edit Business Location and select the Default Selling Price Group, if not selected then products default price will be used.

FAQ?

1. How to hide the Selling Price Group in POS window to all cashiers

In add/edit roles you can set which all selling price groups will be visible to that role. So in the cashier role, you can uncheck/remove permission for all other selling price groups except the one you want to show or use for the cashier.

Enabling Warranty:

To enable warranty in products go to Settings -> Business Settings -> Products -> Enable Warranty

Using Warranty

1. Adding Warranty: Add warranty types by going to Products -> Warranty.
2. Assigining warranty for products: Go to Add/Edit product and select the warranty that is applicable for the product.
3. Sell with warranty: Any products which has a warranty assigned when sold will use the transaction date as start of warranty. You can display warranty in receipts by enabling it from Invoice layout.

KB CloudERP comes with an inbuilt feature to print customised labels for products.

You can go to print label screen from multiple places:

• From Products Sidebar menu Products -> Print Labels.
• Go to Products -> View Products and click on Actions -> Labels. This will add the selected product to print label list.
• Go to Purchases -> List Purchases and click on Actions -> Labels. This will add the products from the selected purchase to print label list.

Printing Labels

1. Once you’re in print label screen, add the products for which you want to print labels by entering the name or barcode/sku id.
2. Adjust the quantity of each product’s label (No. of labels).
3. Select the information you want to display in labels by checking/unchecking the options under “Information to show in labels” heading.
4. Select the Barcode Setting according to your sticker. We have included some commonly used settings.
   You can add new setting from Settings -> Barcode Settings menu.
5. Click on Preview to view the labels.
6. If everything looks good you can click on Print button to print it.
   Note: You must set the Margins to ‘default’ in browser print window.
7. If some information is getting half displayed because of sticker size, then it is advised to hide them or better to use a 20 Labels Per sheet settings.

Error: Unsupported SKU id for the selected barcode type

This error means the SKU provided by you when creating the product doesn’t satisfy the encoding as per barcode type.

The solution can be edit the product and change the barcode type as “Code 128” save & try printing the label again.

Duplicate Products helps you to easily create a new product with the same data as another product, this helps you save repetitive entering of data and ultimately saves time by making the product entry process faster.

Error 1: Mismatch between sold and purchased quantity

Error 2: Mismatch in stock shows in Stock-Report and sales screen. Sales screen accepts products greater or less than as in stock reports.
This rarely happens because of some unknown reasons or if you try to manually update the stock in the database.

Solution:

NOTE: You must have the role of admin for this to work.

Step 1: Go to this URL  www.your-pos-website.com/reports/product-stock-details
Step 2: Select the business location and press search button. It will show the list of products for which there is a mismatch.
Step 3: Click on Fix button for each product.
Refer to the screenshot below