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
