In Fit Pro Tracker, you can build and manage a custom Point of Sale (POS) System to sell products, track sales, and generate reports. This guide will walk you through setting up your POS system and processing purchases.
This article will guide you through setting up your POS system, including:
Creating Product Categories
Adding Products
POS Reports
Purchasing a Product With the POS System
Setting Up Your POS System
The first step in setting up your POS system is to create product categories. Categories help organize your retail items, making the checkout process faster and easier. Once categories are in place, you can begin adding products to start selling and tracking your inventory.
1. Creating Product Categories
Grouping your products into categories keeps your retail section organized and easy to navigate. This improves inventory management and allows your staff to process sales more efficiently.
Steps to create a category:
Go to Retail Menu> Product Categories.
Add a Category Name
Do not select a parent category
Choose an Icon for the category (required)
Click Save
Assigning a category to a parent category:
Locate the category you just created on the right-hand side of your screen and double-click it.
The category’s name and icon will auto-populate.
In the Parent Category dropdown, you will now see your new category listed.
Select the desired parent category and click Update.
2. Adding Products
Now that you have categories set up, you can start adding products into them.
Steps to add a product:
Go to the Products tab.
Click Add New Product.
A pop-up window will appear with editable fields. Complete the following information:
Category (assign the product to one of your created categories)
Product Name
Product Code/SKU (optional)
Product Description (optional)
Wholesale Price
Retail Price
When to Reorder (set a threshold to track inventory levels)
Allow Discounts (check if you want discounts to apply)
Taxable (check if sales tax applies to the product)
Disabled (only check this box if you want to hide/remove the product from being available in the POS system)
Wholesale Price
Retail price
TIP: Don't forget to add a picture for the product
How to Edit Product Information and Inventory
Once products are added, you can edit their details or manage inventory at any time.
Steps to edit product information
Click the pencil icon next to the product you wish to edit, and update the general information ( product details such as name, price, or reorder notifications)
2. Editing Inventory
You can adjust the stock levels of a product by click the quantity of the item and choosing one of the following actions:
Add Inventory – increase the available stock.
Remove Inventory – decrease the available stock.
Reorder Inventory – record a reorder action, and automatically add the amount of items to reorder on the product inventory.
Important Note:
The quantity you enter under the Reorder Inventory option will be processed automatically at midnight. On the selected date, the system will generate the list of all scheduled reorder actions and apply them directly to your inventory. This process will automatically update and increase the product quantities in your inventory, ensuring that stock levels are accurately maintained without any manual intervention.
Example: You have a scheduled reorder action today for 20 units of a specific item. By midnight, the system will automatically process this action and add the specified quantity to the product inventory.
3. After selecting an action, click Apply.
The system will update the current inventory count.
The change will also be recorded in the Inventory Action History for tracking purposes.
Searching for Products in the POS System
Finding products in the POS system is simple and can be done in two ways:
1. Search by Category
Click on a product category from the available list.
Once selected, all products under that category will appear, allowing you to quickly browse and choose the item you need.
2. Search by Product Name
Use the search bar located at the top of the screen.
Type the product name, and matching results will display instantly.
Select the desired product from the search results to continue with your transaction.
3. View Disabled Products
Click the Disabled button to see all products that have been marked as disabled.
This allows you to easily review or manage items that are not currently active in your POS system.
Important Note: Products cannot be permanently deleted. If an item is no longer available for purchase, you can disable it instead.
4. Disable or Re-enable a Product
To disable or re-enable a product, click the pencil icon to the right of the product to open the edit options.
From there, you can manage the product’s availability. To disable it, check the box; to re-enable it, uncheck the box and click Update.
Retail Report
In addition to searching and managing products, you can also access the Retail Report for a detailed view of product sales and performance. This report helps track inventory movement, revenue, and purchasing trends.
Purchasing a Product with the POS System
Once you’ve located a product, you can complete the purchase directly in the POS system. There are two ways to do this:
From the Contact Profile – Open the customer’s profile and select the option to purchase products.
From the Retail Menu – Navigate to the Retail section in the menu, search for the product, and process the purchase.
For step-by-step instructions, please check the attached article:
Managing products in the POS system is simple and efficient—whether you’re searching, disabling, re-enabling, or purchasing items. By taking advantage of categories, search options, and reports, you can keep your inventory organized and ensure smooth transactions for both staff and customers.