PRODUCTS


To access list of products, please go to POS > Stockroom > Products.

Picture 2.5.1: List of Products



You will be able to view the page as follow. The system will produce the list of products added in your Pricebook. Please note that list of products in pricebook here is the same as the one in CRM. Thus, if you’ve added any information in CRM, the information will appear in this page automatically.

Picture 2.5.2: List of Products



Picture 2.5.3: Display to add new product


Description:

A
If you want to add pricebook, please click on “Add” button. When you click on the “Add” button, the page for you to key in the data in pricebook will appear as per A1.
B
If you would like to modify the pricebook data, please click on edit.
C
If you want to delete pricebook data, please click on delete. Please bear in mind that if the pricebook is being used in any transaction, it can’t be deleted.




TRANSACTIONS (OVERALL)



If you want to view all transactions involving stock out from POS, please click Transactions (Overall). To access the page, please go to POS > Stockroom > Transactions (Overall).


Picture 2.5.4: Overall Transactions Menu



Once you’ve clicked on Transactions (Overall) button, you will be able to view following page:

Picture 2.5.5: Inventory Transactions Display


A
You can search using location if you have more than one location.
B
You can search using pricebook if you don’t want to view all transactions.




TRANSACTIONS ADMIN LOCATION


If you want to view all transactions done by staff, please click the Transaction (By Staff) button. To access the page, please go to POS > Stockroom > Transaction (Admin Location).

Picture 2.5.6: Transaction Admin Location Menu


Picture 2.5.7: Transaction Admin Location Menu


You can choose to display inventory transactions for certain location and products by selecting them at A and B.



TRANSACTIONS BY STAFF


If you want to view all transactions done by staff, please click the Transaction (By Staff) button. To access the page, please go to POS> Stockroom > Transaction (By Staff).

Picture 2.5.9: Transaction By Staff Menu


When you click on the Transaction (By Staff) button, the following page will appear:

Picture 2.5.10: Transaction By Staff Menu


You can choose to display inventory transactions for certain products by selecting them at A.