Adding New Products

Steps on how to add new products in the dashboard.

Will Patterson avatar
Written by Will Patterson
Updated over a week ago

Overview

New products should be added at the main business level (gear icon) whenever possible. Products added at the main business level can be further customized at each individual location.

Adding New Products

  1. From main business settings

    Gear Icon > Products > New Product.

  2. Enter the Product Name then click Create Product.

  3. Enter the product size and color (optional).

  4. Enter the product SKU or 12-digit UPC Barcode.

  5. Add a description (optional).

  6. Add the Retail Price and Default Unit Cost. You can update the unit cost in a purchase order for a one-time unit cost change.

  7. Select if tax is charged on the product.

  8. Choose the product Supplier (optional).

  9. Choose the product Category (optional).

  10. Enter the product's Brand name.

  11. Click Save.

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TIP: Newly-added products by default are not active at the location level. The product needs to be enabled at the location by clicking the purple toggle switch next to it. Only products whose category is set as "Retail" show up in the Checkout window.
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