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.

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:

  1. Access the Setup from the application menu
  2. Click Options
  3. 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
  4. 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:

  1. Access the Product from the application menu
  2. Click Product Sales History
  3. 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
    • Enter product name, barcode or part of the product description to find the required product.

    • 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
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:

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:

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:

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.