In Fit Pro Tracker, you can create and manage a custom Point of Sale (POS) System to sell products, track sales, and generate reports. This guide walks you through setting up your POS system, creating Categories, adding Products, managing Inventory, processing Purchases, and generating Reports.
Benefits of Using Retail (POS)
Fit Pro Tracker’s POS system helps streamline your retail operations and improve the checkout experience.
Key Benefits:
Centralized Product Management: Manage all products and inventory in one place.
Organized Catalog: Use parent and product categories to keep items easy to find.
Accurate Inventory Tracking: Automatically track product quantities as sales are made.
Faster Checkout: Process sales quickly and efficiently for a better customer experience.
Improved Reporting: Track retail sales performance and inventory levels with ease.
How to Set Up Your POS System
Start by creating product categories to organize your retail items. Setting up Parent and Product Categories helps structure your POS by product type, making it easier and faster to search for and manage products.
Steps to Create a Parent Category
If you plan to use a parent category, it should be created first. A parent category serves as a container for all related product categories, helping keep your POS organized.
Enter a name for the parent category in the Name field.
Leave the Parent field blank.
Select an icon from the drop-down list.
Note: The icon is not displayed anywhere, so you may choose any option.
Click Save to create the parent category.
Steps to Create a Product Category
Once your parent categories (if used) are created, you can begin building your product categories. A product category contains all applicable products within it.
Enter a name for the product category in the Name field.
Select the appropriate Parent Category from the drop-down list.
Choose an icon from the drop-down list.
Note: The icon is not displayed anywhere, so you may choose any option.
Click Save to create the product category.
2. Adding Products
Steps to add a product:
Go to the Products tab and click the Add Product button.
2. Fill in the product details:
Category: Choose the applicable Product Category (built in the previous step) from the drop-down list
Enter a Product Name
Product Code/SKU (optional)
Product Description (optional)
Wholesale Price
Retail Price
Reorder Threshold: This is the inventory amount you set to receive notification of when to reorder the product
Allow Discounts: Click the check box by Allow Discounts if you want to be able to discount the price of the product
Taxable: Click the check box by Taxable if you need to charge tax on the product
Disabled: Click only if you want to hide the product from the POS system
Product Image: Add an image to your product
💡 Tip: Add a product image for easy identification.
3. Editing Product Information and Inventory
Editing Product Information:
On the Products Dashboard, Click the pencil icon next to the product.
2. Update details such as name, price, reorder threshold, or other relevant informatio, and Click Update Product.
Updating Your POS Inventory
Tracking your inventory will help you keep track of items on hand, amounts used for sampling events, and can even advise you when to reorder.
To adjust your inventory, follow these steps:
Under the Quantity column, click the underlined number
A pop-up window will appear with Four options you can select from:
1. Add Stock: Receive inventory by adding new items to your existing stock. Use this option when new products arrive or when you need to increase available inventory.
2. Remove Stock: Reduce inventory by removing items from stock. This is typically used for damaged, expired, or discarded products.
3.Adjust Count: Correct inventory levels by manually adjusting the count to reflect the actual quantity on hand. This is helpful after audits, reconciliations, or when discrepancies are found.
4. Reorder Inventory: Schedule a reorder to replenish stock. This option automatically adds the specified quantity to your inventory based on your reorder needs.
Important Note:
Reorder actions are processed automatically at midnight. The system generates a list of all scheduled reorders and updates inventory, ensuring accurate stock levels without manual intervention.
Example:
If you schedule a reorder for 20 units, the system will automatically add them to inventory by midnight.
View Action History
Changes are recorded in Action History for tracking, and you have the option to Export the data.
4. Searching Products in the POS System
You can find products in three ways:
Search by Category: Click a category to view all products within it.
2. Search by Product Name: Use the search bar at the top; matching results appear instantly.
3. View Disabled Products: Click the Disabled button to see inactive items.
Important Note: Products cannot be permanently deleted. To remove an item from active sales, disable it instead.
5. Disabling or Re-enabling a Product
Click the pencil icon next to the product.
To disable, check the Disabled box.
To re-enable, uncheck the box.
Click Update.
6. POS Reports
The Retail Report provides detailed insights into product sales, inventory movement, revenue, and purchasing trends.
7. Purchasing a Product with the POS System
Purchases can be made in two ways:
From the Contact Profile: Open the customer’s profile and select the purchase option.
From the Retail Menu: Navigate to the Retail section, search for the product, and process the purchase.
🔗 [Step-by-step guide: How to Purchase a Product with the POS System]
Managing products in Fit Pro Tracker’s POS system is simple and efficient. By using categories, search options, inventory actions, and reports, you can keep inventory organized and ensure smooth transactions for staff and customers.