Modify a product

Overview

This article guides you through the process of modifying a Product in your Catalogue.
The article is divided into the following ten topics:

Prerequisites
   Role
   Scope
   Rules
Use case
Navigation
   Organisation level
   Branch level
Modify a product
Modify a price option

 

Prerequisites

Role

Your Role must have the Manage product Permissions.

 

Scope

To modify a Product, you must have one of the above Roles within all of the Branches the Product is
"Available for sale" in. i.e. If you want to modify a Product "Available for sale" in Branch A, B and C, but you only have a Role in Branch A and B, you will not be able to modify the Product.

 

Rules

A Product's country can not be modified.

 

Tip: More information can be found here:

What are roles
What are permissions

 

Use case

Products are added to the Catalogue to enable Staff members to make a point-of-sale Transaction for the Product within the Branch(es) the Product is made "Available for sale" in. The Product can be assigned different prices within each Branch or Branch group.

 

Navigation

Products can be viewed at Organisation level and Branch level.
Products are modified at Organisation level only:

 

Organisation level

To modify a Product at Organisation level:
Navigate to Organisation level (light coloured menu)
Click on Management

Select Catalogue

All Products that are "Available for sale" in Branches within your Role's Scope are listed:

 

Branch level

To view a Product at Branch level:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Management

Select Catalogue

All Products that are "Available for sale" in the selected Branch are listed:

 

Modify a product

To modify a Product's name, description, GST percentage price or availability:

		Select a Product
		Click on the three vertical dots (on the right-hand side of each Product)
		Select Edit
		Modify the name for the Product (optional) This is the name that will be applied to the Product within the Catalogue. It is recommended you use a name that will be easily searchable by Staff members. Note: The Product name must not exceed 80 characters.
		Modify the Product Description (optional) Note: The description must not exceed 400 characters.
		Modify the GST % (Goods and Service Tax) applied to the Product (optional) Note: The GST percentage must not exceed 100%. On touch screens, click the box and use the arrows displayed.
		Click Save

 

Modify a price option

To modify a Product's price option:

		Select a Product
		Click on the three vertical dots (on the right-hand side of each Price option)
		Select Edit
		Modify the regular retail price for the Product (optional) Note: You can also add additional prices for the Product.
		Modify which Branch(es) and/or Branch group(s) the Product will be "Available for sale" in, and the specified price (optional) Note: You are only offered Branches within the country selected for the Product. e.g. If a Product is created with Australia selected for the country, only Australian Branches will be displayed in the drop-down box. Branch groups that contain Branches from multiple countries will be displayed with a warning symbol indicating Branches outside the Product's country will not display this price. At least one Branch or Branch group must be selected. You may select multiple Branches and/or Branch group(s). The Branch(es) and/or Branch group(s) you select are displayed below the drop-down box: Branches are displayed in blue Branch groups are displayed in green To remove a Branch or Branch group from your selection, click X to the right of the Branch or Branch group
		Click Add price option to add different prices for other Branches and/or Branch groups (optional) A new row will appear, allowing you to set a different price and specify which Branch(es) and/or Branch group(s) should display the differing price: Note: You can add as many price options as you require. The lowest and highest prices are displayed in the Product catalogue: If there are any conflicting Product prices for the same Branch, the lowest price is displayed at the Shopfront (point-of-sale): In the above example, the Branch group "Melbourne branches" (with a price of $50.00) contains the Branch "St Kilda" as well as "St Kilda" Branch being set a price of $45.00, therefore, St Kilda will display the lower price of $45.00 for the Product at the Shopfront (point-of-sale). To remove additional prices from your selection, click X to the left of Remove:
		Click Save