Products

1. You can click > button to expand the lines and view more details.

2. Move your mouse to the icon and you can select to Update Price or Set Inactive.

3. Move your mouse to this icon and you can Edit, Update Price, Delete, Set Inactive or View Details.

4. "Set active" or "Set inactive" button is for you to change the product status between available and unavailable.

5. If you select to "Update Price", the box below will pop up for you. Each field in the pop-up box can be modified.

6. For the irms product, when you click > button to expand the line for more details, if you move the mouse to icon, you can select to Update price, Add inventory, Adjust inventory and Set inactive.

7. If you select to Add inventory, the box below will pop up. But you can only view it before you click Edit button.

8. Please note that the "Apply to all locations" field is "Disable" by default, that is, the inventory adding operation is workable only for the current location. If you define this field as “Enable”, the adding operation will apply to all the locations.

9. If you select to Adjust inventory, the box below will pop up. But you can only view it before you click Edit button.

10. You are only allowed to adjust New Inventory Count and Inventory Date, ad select to Enable or Disable the Apply to all locations.

1. Click New Category button.

2. Input Category name, Description and Category Type.

Add SKU Prefix. Please note that the selected prefixes are not available.

3. Add Sub Categories. But this is an optional field. You can have only one level of product category and can add it up to 5 at most.

After all is done, click Save button.

1. Click + New Product button.

2. Select Product type from the drop-down list.

Here takes Service product as an example for it has more specific steps than others.

3. Upload product image and fill in the following info step by step, then click Next to start the pricing settings.

• “Category” refers to the product category. After selecting the product category, the dropdown box of “SKU prefix” behind will become available. Select an “SKU prefix” from the dropdown box for the product to generate its SKU.

• “Color” refers to the background color when displaying the product on cash register.

4. Enable or Disable the Product options, then click Next.

If you select to enable the product options, you can Click +Add option group to add detergent and water.

5. Enable or Disable the Work Order.

6. If you enable the work order, you can select the existing work order or add new work order task group.

7. Click “Add new work order task group” button and the corresponding dialog box will pop up, the same to Section 6.2.

8. Right click a work order task and operation buttons will appear for your edition and detail viewing, the same to Section 6.1.1 and Section 6.1.2.

9. Click Next button in Work Order page to enter Pricing configuration. Tick location(s) to make the configuration option editable. You may complete the product information as per the business needs, such as regular price, unit, discount, minimum charges ($), set options pricing, sales tax etc.

Notes: when selecting the unit for the products as well as the product options (if any), you should follow the rules as below:

10. Click the “Set option pricing” tab and the corresponding dialog box will pop up for you to set the price configured in “Options” step. 11

11. The operations of “Sales tax” is the same with that of an “Item” product.

12. This step is to configure the work order printer of the product in different locations. You can select the work order printer from the drop-down list.

13. In the Smmary section, you can view all the info configured. Click Options tab in the Pricing table, and the corresponding dialog box will pop up to show option pricing info of the location.

14. If you confirm all the info configured is current, click Save button to complete the new product adding.

1. Similar to adding a service product, you can click on “Item” tab and tick “+New Product” button to create a new item product.

2. Adding a new item product involves just three simple steps:

   1. Upload product information.

   2. Set pricing.

   3. Review the summary.

   1) Threshold Setting: This feature is controlled by a toggle button, which is disabled by default when creating or editing an item product. Enabling this toggle allows you to enter a number in the accompanying text box to set the minimum inventory level. If inventory falls below this threshold, the platform will automatically send a warning email to notify the vendor.

   Please note that the warning email is sent only once, until the inventory surpasses the set threshold.

   2) Aged Threshold: Like the threshold setting, this feature is also managed by a default-disabled toggle button when creating or editing an item product. Once enabled, additional settings appear allowing you to specify a period (e.g., “hasn't been sold for ## days”) using a drop-down list. For example, if you choose 30 days and the product remains unsold for more than 30 days from the current date, a warning email will be sent to notify you.

   Please note that changing the days resets the count from the updated date.

   3) Tips for Enabling Notification Emails:

   To receive warning emails about low inventory or aged items, navigate to “Account and Setup” -> “System Parameter” and enable the “Notification” function. This ensures you are promptly informed about inventory status changes.

3. Once the product information is uploaded, you can set the pricing for the included items across different locations. This includes entering regular prices, discounts, cost prices, supplier details (optional), initial inventory count, inventory date, and sales tax (optional). To make these fields editable, simply check the box next to the desired location(s); this will activate the pricing options you've set.

4. Then you can click on “Next” to view the summary of the item product configured. If any details were found to be missing or mistakenly filled in, you can click on “Back” to make modifications.

1. To add a cloud card product, you should fill in and upload the basic information of the cloud card.

2. During the “Options” step, you'll encounter two toggle buttons:

1. Pre-set Value Options: These are enabled by default, allowing you to define a price or credit value (depending on the balance type selected in Product Info) with any applicable bonuses or credits displayed at the Cash Register. To enter your desired values or credits with bonuses, click “+Add Pre-set Value” and “+Add Pre-set Credit.” You can add one or multiple pre-set values or credits by selecting the appropriate tabs.

2. Allow Custom Value: This option is also enabled by default, permitting employees to input custom values or credits with bonuses directly at the Cash Register based on actual requirements.

3. Then you can set pricing of Cloud Card products for the selected locations, including the regular price, discount, cost price, etc.

4. Check the product details summarized in the Summary page.

1. To add a top up product, three steps are required. First you should fill in and upload the basic information including product name, category, balance type etc.

2. In “Options” step, with “Pre-set Value Option” enabled, you can click the tabs and enter the value/credit with bonus/credit as per your needs, which will be displayed on Cash Register for employee to choose. Also if you enable “Allow Custom Value”, you can enter a customized value/credit on Cash Register based on the actual needs.

3. The top up product details will be summarized in Summary for you to further confirm.

1. To add a prize product, you can click “Prize” tab and tick “+New product”.

2. In the pop-up window, you can upload the profile photo of the product and fill in the basic information of the product such as the prize product name, category etc. With the required fields filled in, you can click on “Next” to the next step.

3. In “Pricing”, you should select the location(s) by ticking the checkbox before the location name. Then the pricing fields will be editable, including the amounts of eTickets to redeem the prize, cost price, supplier, initial count as well as the updated inventory date.

You can also select one or more locations and tick “Apply to all locations”, then all the other selected locations will be launching the pricing. Click on “Next” if all pricing fields are ready.

4. In “Summary”, you can check all details about the prize product. You can click on “Back” button if you tend to modifythe basic information or pricing value.

5. Besides, if you intend to update the regualr price or sales tax for an existing prize product, you can directly click on the sliders icon “” to select “Update Price”. Then in the pop-up window, you can edit regular price or sales tax directly.

1. Click Product -> Category to enter product category page.

2. Move your mouse to this icon, then you can select to Edit, Delete or view Details.

3. Click the > button to expand the line so you can view its sub-categories.

4. If you click "+Add new Category", a window box will pop up. The detailed steps to add new product category are the same as 7.1.2.

1. Click Product > Print Product Catalog.

2. Select a certain location from the drop-down list then click Search.

3. Click > button, you can view more details.

4. Toggle the product category that you would like to print, then click Print button.

5. The printed Product Catalog will be shown as below.

1. Click Product > Import EPL

2. Upload an EPL file (in CVS or Excel format) by clicking Drag and Drop EPL File Here.

3. Confirm the EPL file information underneath the file box.

4. Check the innformation of the Product List on the right. You might notice there will be a stamped text “NEW”under the Item Code/Category if the product type has not been imported before.

5. Cilck on the icon “” to unfold View details.

6. Then you can check the product details to be imported in the pop-up window. Click on “Done” to return to the import page.

7. You can select one or multiple locations from the dropdown menu at the upper left corner to which the import will be assigned. Click on “Import” button.

8. Click on “Receiving” tab on the top to check the product being imported. Click “Refresh” if no data is found.

9. Check the basic details of each product. If it’s confimed, you can click on “Receive” button in the end to transaport the product into the inventory.

10. Then you will see a pop-up window displaying details of the product. The basic information of the product can be found above including the supplier’s name, item code, item name, category, UPC and total pieces. Total pieces = Unit QTY * Pieces Per Unit.

The table underneath displays the locations you selected along with the prices to be set for each:

1) Ticket Value: an editable value indicating the amounts of tickets required to redeem a prize.

2) Unit Qty.: non-editable as per the file imported.

3) Price Per Unit ($): non-editable as per the file imported.

4) Pieces Per Unit: non-editable as per the file imported.

5) Price Per Piece ($): non-editable as per the file imported.

6) Pieces Received: editable value.

[Note: If the total amount of pieces received of all the selected locations is larger than the total pieces, then a prompt will be seen as “*Invalid amount: Amount for combined locations should not exceed Pieces Per Unit”.]

[Note: If the amount you fill in is “0” (zero) for a location, then the creation of prize/item will end up in failure.]

7) On-Hand: Not applicable field.

8) SKU: Not applicable field.

9) Regular Price ($): should be larger than $0.

10) Tax: an optional field. You can choose a tax option from the dropdown list for the current vendor.

11) Inventory Location: Select Item or Prize as per your business needs.

[Note: If “Prize is selected, then the prize inventory will be updated. Ticket Value, Sale Price, Pieces Received of the prize should be set correspondingly (e.g. you can set 5 tickets are required to redeem a prize in Prize Redemption and $5 for the prize to be sold in New Sales).]

[Note: If “Item” is selected, then item inventory will be updated. Sale Price and Pieces Received should be set correspondingly. An item product will be sold in New Sales but cannot be redeemed as a prize.]

When all fields are configured, you can click on “Accept” to complete the inventory import process.

11. You can also click on “Receive All” button to improt the products in one-go. In the pop-up window:

1) For singel location, only regular price, ticket value, tax and inventory location are editable.

2) For multiple locations, you should select location(s) first in a pop-up dialogue.

[Note: If you select one location ready to receive all products, then a table will display with the information & fields, such as supplier, category etc. You can edit Ticket Value, Regular Price (should be larger than $0) or select Tax which are editable field to set as per your needs.

If you select multiple locations to receive all products, it will display all locations historically selected for you to choose. Follwing this, you can go ahead with the price setting then.]

12. You can check the on-hand inventoy count in Product>Product List menu.