Products Management
The data you collect for products you purchase, sell or track is used to make informed decisions during the life of the product – this is known as product data management.
- Capture all product details
- Flexible and advanced discount feature
- Attach product images(s)
- Auto stock level based on purchases and sales
- Low stock alert and Expiry products alert
- Custom pricing level
- Product Selling History
- Accommodate wholesale and retail pricing
Low Stock Alert / Product Expiry Alert
There are many ways to determine what is low in stock. This is typically based on how an item has historically sold.
Follow the next steps to enable the low stock alert:
- Access the Setup from the application menu
- Click Options
- The system setup window appears
- Low Stock Alert select Yes to enable this option
- Qty Threshold enter the quantity threshold for the measurement of low stock
- Product Expiry Alert select Yes to enable this option
- Days Threshold enter the days threshold for the measurement of product expiry
- Click
Once the above settings are enabled, every time you access the dashboard, you should see the following alert message when product fall below the assigned threshold.
To view the items caused the alert to popup, click on the alert link.
Product's Sales History
Follow the next steps to check product's sales history:
- Access the Product from the application menu
- Click Product Sales History
- The upload image window appears
- Product Search search for the required product by entering product name or part of the description, a list of all matches should be displayed
- Select the required product from the search result
- A list of product's sales history shall be displayed
- Customer if you want to display the product history for a customer, search for the customer and select from the search result
Enter product name, barcode or part of the product description to find the required product.
Actions Menu
Use the Actions menu to access other features.
Active / Inactive Product
Use the active/inactive feature to disable products temporarily, or indefinitely for archiving purposes. If the data is no longer important to you, deleting products from the system is an option as well.
Items with sales or purchase history can not be deleted
Follow the next steps to activate or deactivate a product:
- Category Select the required category to veiw all products belonging to the selected category
- To de-activate a product, drag the required product from the Active Products section and move it to the Inactive Products section
- Once you drop the product onto the Inactive Products section, the item's background should change to grey
- To activate a product, drag the required product from the Inactive Products section and move it to the Active Products section
- Once you drop the product onto the Active Products section, the item's background should change to green
Another way to set the Active/Inactive status by accessing the product details and checking/clearing the Inactive checkbox option.
Rename Product
In rare circumstances, a product name or barcode might need to be changed, this feature allows you to rename an existing product or barcode.
Once you rename product, the new name will be reflected on all previous sales or purchase
Follow the next steps to rename a product:
- Product Search search for the product by entering product name or part of the description, a list of all matches should be displayed
- Barcode depends on your settings, this option might be hidden, enter the new barcode
- Product Name enter the new product name
- Click
Enter product name, barcode or part of the product description to find the required product.
Additional Categories
WholesalePlus allows you to assign a product to multiple categories. You can do this when you are updating an existing product. The product will then appear inside the product catalogue for all assigned categories. It will be listed in each of the categories that you have assigned to it.
Make sure to not to include the main product's category into the additional categories
Follow the next steps to assign additional categories:
- Product access teh product's details
- Tab on Additonal Categories
- Click and select the additional category
- Click
Available under existing product's details only.
You are not allowed to add the main product's category.
Advanced Tasks
Click Advanced Tasks to learn about this feature
Bulk Category
Click Bulk Assignment to learn about this feature
Sort Order
Click Sorting Order to learn about this feature
Updating Product
Click the Edit button under the Action column next to the damaged item that you would like to update
Deleting Product
Click the Delete button under the Action column next to the product that you would like to remove
Invoiced or purchased products can not be deleted and protected by the system for data integrity purpose.