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Creating Products

18
Sep

A very common task in retail businesses is adding new products to your database. Your product catalog should always be up-to-date in order to guarantee optimal sales and inventory management. KORONA makes this workflow quick and painless. 

In order to access your product database navigate to Inventory > Products in your KORONA back office.

Working with the Product List

After selecting Products in your navigation you will get to your product list. You have the ability to sort the list by each individual column. In addition you can also manage which columns you would like to see.

In the top right corner of the list, you will have a quick search field which allows you to quickly search for products by name or number.  For an advanced search, you can use the Filter button which will allow you to filter your product list by very specific filter options.  This powerful tool helps you manage large product databases efficiently. You may also Edit or Delete a Product simply by highlighting the item and selecting the desired choice. Additionally, highlighting a product and selecting Stocks will list the inventory count for that item per organizational unit. it will also list a total number of Current Goods and Ordered Goods. Moreover, you may select the Store Prices button to adjust prices for multiple org units for the selected product.

If your desired product does not yet exist use the “New” button to create a new product.  Quick Tip: If you can think of a similar product in your database select the similar item in your list and use the “Copy” button instead.  This will save you time configuring product settings because you only have to change certain settings instead of setting all required product parameters.

Create a Product

Only a few basic product settings are mandatory when setting up a new product. First, Name the product and select a Commodity group and an Assortment if the item belongs to one, to learn more about doing so please refer to our Create Assortment manual page. Choose a Sector (tax category) for each product.

Select a Production Type, and Item Sequence. If you have the ticketing package you will also want to choose a Ticket Definition. Tags may be also added.

Finally, from the Related Products drop-down menu, choose a tag that is applied to all related products, this will link those products to this product for easy viewing. at the POS you will need to use the button function Cross-Selling.

Products can now be modified so that only certain quantities can be sold. If the number 1 is entered into the Quantity Denomination field, then only multiples of 1 can be sold of this product, thereby preventing cashiers from selling partial quantities. The same holds true for entering 1 or 2 into the field. Only multiples of the number entered into this field can be sold.

Additional Information 

Require Serial will prompt for a serial number input each time this product is selected at the POS.

‘Is Discountable’ will allow for discounts at the POS

Track Inventory will track inventory count for the product

Production/Conversion is used by restaurants to send off production tickets to the kitchen.

Print Ticket separately prints a separate ticket for this item and is usually used by restaurants.

Packaging required prompts for packaging at the POS

Forced Personalization forces the addition of customer information for this specific product on the current receipt.

Deposit Product to learn more please visit our Deposit Product manual page. Moreover, marking the item as

Price Changeable will help with manual price adjustments at the POS.

Stock Return is Unsellable for this product simply tick the corresponding check-box. Finally, you may also Deactivate the product.

Note* If the desired selection just doesn’t appear in any of the drop-down lists try entering part of the name/number to filter the result list. If the desired selections are not available you can create them in the appropriate sections.

Prices

The price section allows you to set prices for the product by date or product code.  If the product does not have any prices configured the point of sale will handle items as open items which means it will require the cashier to enter the item price each time an item is sold.

In order to add a new price simple select “Add New Price”.  If you would like to schedule the price change in advance simply select a future date and the point of sale will start applying the new price on the set date.

Suppliers

This section gives you access to assign a specific supplier to the product. This also includes the order code, Description, Container amount, Item Price and Container price. Click on New to add a supplier to this product and click Save to finalize.

For more information you can visit our manual page: Adding Suppliers To Products.

 

Sub Products

You also have the ability to add sub-products.  If you define sub products they will be added to the sale each time the main item is sold.  You can define a specific price for each sub-product.  If the sub product does not have a defined price the point of sale will use the general price for the sub-product. If you wish to not have an add-on price for the sub product please set sub product price of 0.

Please be aware that if your product is set for production/conversion sub-products will not affect the sale of the item and will only be used for production receipts.  A common example of production/conversion products are ‘gift baskets’ may be tracked as individual items with an individual on hand quantity.

For more information on sub products please visit: Creating Sub Products

Product Codes

Product codes can be used as product aliases.  At the POS any of the product codes can be used to add a product item to the receipt.  You have the option to define a specific item quantity with each product code.  This is especially useful if you sell an item as a single item and by case.  If you also use separate pricing for different product codes please take a look at the price section of this guide.

Editing Products

In order to edit a product select the product from the product list and use the “Edit” button. In addition, you also have the option to use the “Copy” button which will create a new product with the same settings.

Another way to edit products is the mass editor.  If you have an active filter or select multiple items in the list you can use the Edit+ button.  This will take you to the mass editor.  You can enable multiple settings for change.

Note* please use this feature with caution, as it affects multiple products simultaneously.