All of your company’s products can be managed and created in the Point Of Sale module. It is important to note that several prerequisites that must be setup prior to a product.
Field Name | System Path |
Category | Point of Sale → Settings → Product Category |
Unit of Measure | Accounting → Settings → Unit of Measure |
Tax Code | Accounting → Settings → Tax Code |
Additional Taxes | Accounting → Settings → Tax Rate |
Income Account | Accounting → Chart of Accounts |
COGS Account | Accounting → Chart of Accounts |
Asset Account | Accounting → Chart of Accounts |
Modifier Group | Point of Sale → Modifier Groups |
Prep Stations | Point of Sale → Settings → Prep Station |
\uD83D\uDCD8 Products
From the navigation pane select the Point Of Sale module.
Select Products from the menu ribbon.
Click Add New button in upper right-hand.
Name the product or service.
Enter the product’s properties where applicable:
Field Name | Description |
Product ID - Required | Auto generated ID in sequential order given by the system. |
SKU - Optional | Used for retail scan guns for quick ring up of the customers order. |
Price - Optional | Fixed amount and the cost for the customer to purchase the product |
Product Type - Required | Used for the business to manage the product within the system. Most commonly used options are.
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Category - Optional | Breakdown of the product for sales and menus |
Unit of Measure - Optional | The products units stored and sold in inventory |
Image - Optional | Upload products image from your hard drive for recognition on the product menu. |
Description - Optional | Optional field to further describe the product. |
Inactive - Optional | Toggle on to disable the user from use the product in POS and CRM invoices. This will disable the product from further use across Sharper. |
Tax Code - Required | Determines the taxes calculated on your sales transactions. Each state charges a different percentage. Be sure to follow your state’s regulations. |
Additional Taxes - Optional | Use if the states/county requires additional taxes for example alcohol is usually taxed separately depending on the state. |
Income Account - Required | The account used for the product’s earned income/sales and will be the account posted within your financial books for reconciliation. |
COGS Account - Required | The account used for the products cost and will be the account posted within your financial books for reconciliation (This field only displays when Inventory Product Type is selected). |
Assets Accounts - Required | The account used to sort and store the inventory value. This will include the debit and credit amounts based on the type of transaction i.e. addition of inventory, reduction of inventory, sales, and returns (This field only displays when Inventory Product Type is selected). |
Service Fee - Optional | Service fees can be glandular by the product. Select an option from the drop-down.
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Add By Price - Optional | Toggle on when there is a requirement to allow the entry of a price. For example the price changes from one customer to the other. When you enable this toggle, a window will display requiring the user to input the price. |
Calculate Quantity - Optional | |
Add By Quantity - Optional | Toggle on when there is a requirement to allow the entry of a quantity for a product. For example the quantity changes from one customer to the other. When you enable this toggle, a window will display requiring the user to input the quantity and the price is calculated from the quantity. Most commonly used for gallons of gas sold. |
Disable in POS - Optional | Toggle on to disable the ablity to ring up this item in the POS terminal. |
Disable Search More - Optional | Toggle on to disable the user from finding the item in the Search More in the POS terminal. |
Deposit Product - Optional | Is this product an deposit item? Toggle on if the answer is yes. |
Alternative SKUs | Have SKUs from the manufacture? User can enter multiple SKUs for one product. |
Click Next Step if the product created is for a restaurant. If the product is created for retail click Save in the upper right-hand.
\uD83D\uDCD8 Add Modifiers to the Product
By clicking Next Step, the system has taken you from the General submenu to Modifiers submenu.
Click Add Modifier Section button.
If the server is required to make a modifier selection enable the Always Modify flag. A great example is pizza. The server will need to input/select the customer’s toppings.
Add the Title Modifier Section Name. The title will display on the menu header I.e. on the side.
Add Kitchen Abbreviation.
Toggle on/off Allow Custom.
Toggle on/off Can Reuse.
Enter the Min Quantity, and Max Quantity.
You can choose to load or link a preexisting modifier group by clicking the buttons and searching for the Modifier Group Name. Choosing to load a preexisting modifier will allow you to make changes to the group and will have no effect on other products using the same modifier group. Choosing to link a preexisting group, you will not be able to edit the group on the product level. Changes made to the linked modifier group will affect all products linked to this group. You can create a new group for an individual product by bypassing the load and link options and create a Modifier Group Name.
Click Prefixes button to enable prefixes I.e. on the side, extra, light, sub, no. These Prefixes are setup in the POS settings. Prefixes allows the company to add text before and after a modifier. Not all products will need a prefix or will all prefixes need to be made available. The Prefixes button allows you to enable/disable as needed.
Click New Modifier button and beginning adding the customization for the product.
Enter the standard Price for the modifier for all options.
Click Force Prefix flag if the product as to have the prefix determined before making the modifier selection. This option is mostly used for ingredients already in the product. I.E. Cheese burger comes with a bun, you would want to force a prefix for bun on the side or no bun.
If the modifier is a product that need to be prepared by a station in the kitchen I.e. add bacon, the bacon will need to be sent to the grill. Click Print icon to select the prep station for the modifier. Click Select.
The If there is extra cost associated with the modifiers prefix add the Price under the appropriate prefix.
Click Next Step. Add Prep Stations if applicable.
Select Prep Stations if applicable. Prep stations allow you to route the product to the appropriate station in the kitchen. Allowing you to maximize efficiency.
Click Save.