In this module we will be learning about the Point of Sale (POS) feature in Fit Pro Tracker. Please see the video below to help you understand how to Set Up your POS, how to use Parent and Product Categories, how to enter products and inventory.

Set Up Your Point of Sale (POS)

-Setting up your POS will create the framework for managing your products and product inventory. You will first need to have your merchant ID approved and have FPT Support turn on your POS access.

-Your POS can be accessed through the menu on the left hand side of FPT.

Creating your Parent and Product Categories

- Creating your Parent and Product Categories will organize your POS by product to make searching for products more efficient.

This video will walk you through how to set up your parent and product categories:

The steps for creating your Parent and Product Categories are as follows:

  • Click on Product Categories in the menu on the left hand side

  • If utilizing a parent category, create that first.

    **A parent category will house all the applicable product categories under it

    • Create a name for the parent category in the Name field

    • Leave the parent field black

    • Choose an icon from the drop down list

      **this is not shown anywhere so it doesn't matter which one you choose

    • Click Save

  • Once your parent categories (if using them) are built, you will build the product categories.

    **A product category will house all the applicable products under it

    • Create 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

      **this is not shown anywhere so it doesn't matter which one you choose

    • Click Save

Follow those steps to enter all your Parent and Product Categories that you need.

Creating your Products

- You must create your products in order to be able to sell them through your POS

- You can enter products individually

- You can also upload the HQ product catalog of all supplement items

This video will walk you through how to create your products individually:

The steps for creating your Products are as follows:

  • Click on Products in the menu on the left hand side

This will bring up the Product Entry Screen.

  • Choose Add Product

Once you are on the product entry screen complete the following steps:

  • Choose the applicable Product Category (built in the previous step) from the drop down list

  • Enter the Product Name

  • If using Product or SKU codes enter in the Product Code / SKU field

  • Enter product description the text box if desired

  • Upload a picture of the product to be displayed in your POS (not shown in video)

  • Enter wholesale price

  • Enter retail price

  • Enter When to reorder product

    • This is the inventory amount you set to receive notification of when to reorder the product

  • Click the check box by Allow Discounts if you want to be able to discount the price of the product

  • Click the check box by Taxable if you need to charge tax on the product

  • Choose which tax will be charged

  • *The disabled option is to disable a product that you will not be selling anymore

This video will show you how to upload the HQ Product Catalog of items

Uploading the HQ Product Catalog

  • Go to Products under the POS menu on the left hand side

  • On the upper portion of the screen, click on Load HQ Product Catalog

  • Click ok to acknowledge the statement that you are responsible for putting any applicable taxes on the uploaded products

  • The migration table will appear

  • You will see how many items were uploaded

  • You will see how many items were not uploaded (if any) and they will be listed out

  • Once the items have been uploaded, you can edit the products by finding them in the product list

    • Price

    • Taxable

    • Discountable

    • Inventory

Updating your Inventory in your POS

- Tracking your inventory will help prevent keep track of items on hand, amounts used for sampling events, and even can advise you when to reorder.

This video will show you how to set and change your inventory

To adjust your inventory, follow these steps:

  • Click on the inventory tab on top of the product entry page

    • The product must be saved before this tab appears

  • Enter appropriate action from drop down box

    • Add inventory

    • Remove inventory

    • Reorder inventory

  • Enter quantity of inventory involved

  • Enter note describing the change to the inventory number

  • Hit Apply

  • Current inventory as well as the updated inventory history is displayed

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