Product Code Recommendations are what is generated by the cloud after entering a number that isn’t recognized from the point of sale terminal. This is great when you scan a product, and its code is not in the system. Its also great for when you have a product that has had it’s UPC code changed.
Allowing for Unknown Numbers
In order to receive product code recommendations, your terminals need to work with codes that are not in the system. By default, when you enter a code or number that is not in the system, the message “Product not Found” displays. You will need to allow the point of sale to register numbers that are not in the system.
First, navigate to POS Profiles under the Settings tab. click on pos Profile you wish to adjust; the Edit POS Profile page should appear locate the “Behavior During Unkown Number” and choose “Open from: extended product handling” from the drop down menu.
You will also need to Retrieve Master Data AND restart the POS software on all point of sale terminals that use this POS Profile. The cloud will now be able to recommend product codes based on input from the terminal.
Now, when you scan or enter a code that the system does not recognize, you can look the product up at the point of sale. This is done by typing its name in the product box and selecting search. When you have found that product, select it and give it a price. Finally, assign and book that new code to that product. Finish the transaction normally.
To access you Product Code Recommendations
A notification should appear with your product recommendation on the top right hand corner of the page.
Another way to access product code recommendations is by Clicking on Sales > Products > Click More and select Product Code Recommendation from the drop down menu.
You will see a list of all products that have a code recommended for them. The screen shows you Code, Name, Suggested Action, First Import & Process Time and whether it has been created.
If you want to have that number assigned to that recommended product, click on the assign button. This works great when you have a product where the UPC code has changed. You can now ring up that product with the new number.
You can also create a new product from the recommended code. Select the code, and click on the create button. Create the product as you normally would. For detailed information on creating products, visit our creating products manual page.
Creating a Template Product
Sometimes product you are trying to scan may not be in the system. For this, you will need to create a template product. Template products are used when you are trying to enter a product that has not been created.
Go to the product creation screen by navigating Inventory > Products. Click on the new button at the top of the screen.
Create your product by giving a name, commodity group, assortment, and sector. Leave the pricing fields blank. In the tag field use the tag “template”. Set the Product to “Price changeable”. Save the product. If you haven’t done so already, Retrieve Master Data on your point of sale terminals.
Scanning or entering new codes at the terminals
Scan in a product or key in the code that product has. If you keyed it in, hit the enter button. You will be taken to a screen that will flash yellow for a moment. This screen tells you that the number is not assigned to any product. You have the option to assign it to an existing product. In this case, we will select “Special Order.” Give the product a price, and give it a name in the “Receipt Text” field.
After you have set your product up, select Assign and Book. Process the transaction as you normally would.