Managing and Filtering Products

In this section, you can efficiently manage your product inventory by listing products based on specific criteria. The system provides multiple filter options to help you narrow down the list of products for better organization and quick access.

Using Filters to List Products

To list products, follow these steps:

1. Access Filters: Click on the filter options available in the system interface.
   • Select Filter Criteria: Choose from a range of filters, such as:
   • Product Type: Filter by product variations like simple, variable, or composite products.
   • Category: Display products belonging to specific categories.
   • Unit: Filter products based on their smallest selling unit.
   • Business Location: View products available at specific business locations.
   • Other Filters: Additional filters may include brand, stock status, or custom tags.

Exporting products

You can export the supplier list in various formats such as CSV, Excel, or PDF, and even print directly. You have the option to control column visibility according to your preference.

Actions You Can Perform on Listed Products

After the products are listed, you can perform the following actions on individual items:

• View Details: Access detailed information about the product, including stock levels, pricing, and sales performance.
• Edit Product: Update product information such as name, price, or category.
• Delete Product: Remove a product from the system if it is no longer required.
• Add or Edit Opening Stock: Adjust the opening stock quantity for accurate inventory tracking.
• Other Actions: Depending on your system configuration, additional actions may include duplicating the product, printing labels, or exporting product data.

Guide to Add Products in G SHOP POS

Step 1: Add new product

To add a new product, access the "Products" module from the left side navigation bar. Then, click add product or Click Here

Step 2: Fill all the required fields

Adding a new product to the system is a straightforward process designed to ensure all essential details are accurately captured. This section provides a step-by-step guide to help you input product information efficiently.

1. Enter the product name.

2. If available, enter the SKU. If not, leave it blank, and the system will auto-generate one.

3. Choose the barcode type. If you don't have a barcode, leave the default as Code 128 (C128).

4. Select the smallest selling unit for the product. If the unit is not available, you can click the plus sign button to add a new unit. This process is explained in detail later in this document.

5. Similarly, for the brand, click the plus button to add a new brand for the specific product.

6. Choose the appropriate category.

7. Fill in all the required fields, including the purchasing and selling prices.

Step 3: Saving changes

Next Steps After Adding a Product. Once you have entered the product details, you can proceed by selecting one of the following options:

1. Save and Add Selling Price Group Prices
   Use this option to save the product and immediately proceed to define selling price group prices.
2. Save and Add Opening Stock
   Select this option to save the product and directly add its opening stock details.
3. Save and Add Another Product
   Choose this option to save the current product and begin adding a new product.
4. Save
   Click this option to save the product and exit the process.

Choose the action that best suits your workflow.

Exporting and Updating Product Prices

The system allows you to export product prices for bulk updates, ensuring efficient management of pricing details. Follow the steps below to export, modify, and re-import product prices:

Steps 1: Export Product Prices

1. Click the Export Button button at the top of the interface.
2. Download the File: The system will generate a file containing the product pricing details. Save the file to your computer.

Step 2: Modifying Product Prices

1. Open the Exported File: Use a spreadsheet application like Microsoft Excel or Google Sheets to open the file.
2. Make Price Changes:
   • Update the product prices, including tax-inclusive or tax-exclusive prices as required.
   • Modify selling price groups for different customer segments or pricing strategies.
3. Do Not Alter the Following:
   • Product Names: Ensure product names remain unchanged to maintain system integrity.
   • SKU Codes: Do not edit SKU values, as they are critical for product identification.
   • Headers: Avoid making changes to the column headers to ensure the file is compatible with the system.

Step 3: Importing the Updated File

1. Save the Changes: After editing, save the file in the same format as the exported file (e.g., CSV).
2. Import the File: Return to the system and click Choose File, then click Submit button.
3. Review and Confirm: Verify the changes in the system to ensure the updated prices have been applied correctly.

Guide to Printing Product Labels in G SHOP POS

Step 1: Access the Print Labels Feature
Navigate to the Products module via the left-side navigation bar. Select Print Labels or Click Here.

Step 2: Add Products to generate Labels
Search for the desired product and complete fields such as:

• Number of labels
• Lot number
• Expiry date
• Packing date
• Selling price group

Step 3: Configure Label Information
Select the details to display on labels by ticking on the checkbox (e.g., product name, price). Adjust font sizes as needed.

Step 4: Set Barcode Preferences
Choose the label layout.

• Default: 20 labels per sheet, Sheet size: 8.5" x 11", Label size: 4" x 1"

Step 5: Click preview

Click on the Preview button to view how the labels will appear when printed.

Guide to Add Product Variation G SHOP POS

Step 1: Adding Variation

To access the variations sub-module, navigate to the "Products" module in the left-side navigation bar. Select "Variations" or Click Here, then click on the "ADD" option found on the left-hand side.

Step 2: Complete the Variation Form

To create a variation, start by filling in all the required fields, including the variation name then proceed to add the corresponding variation values. Finally, click the "SAVE" button to securely save your changes. This ensures that all variations are accurately recorded and preserved for future use.

Step 3: Manage variations

After saving your changes, you can:

1. View All Variations: Easily access the complete list of variations.
2. Export Variations: Export the variations list in multiple formats, including CSV, Excel, and PDF.
3. Print Variations: Directly print the variations list for offline use.
4. Customize Column Visibility: Adjust the visibility of columns to suit your preferences and streamline your workflow.
5. Manage Variations: Independently edit or delete specific variations as needed.

Guide to Import Products in G SHOP POS

You can add products to G SHOP POS by importing a bulk excel sheet with products.

Step 1: Importing Products

To add a import product, access the "Products" module from the left side navigation bar. Then, click import products or Click Here.

Step 2: Download template file
Download the template file by clicking on the 'Download template file' button. The file will be saved locally on your device as an xls format. Open the downloaded file on your device and fill the necessary fields. For detailed instructions on filling out the fields, refer to the instructions section located below the 'Download template file' button.

Step 3: Import product file

Once you've filled out the fields in the template, click on the 'Choose File' button to select the filled template file. Then, click on the 'Submit' button to import products into the G Shop POS system.

Please note: Ensure that the imported file is exactly the same as the template file downloaded from the import product module to avoid errors.

Guide to Import Opening Stock in G SHOP POS

Step 1: Importing Products

To add a import product, access the "Products" module from the left side navigation bar. Then, click import opening stock or Click Here.

Step 2: Download template file
Download the template file by clicking on the 'Download template file' button. The file will be saved locally on your device as an xls format. Open the downloaded file on your device and fill the necessary fields. For detailed instructions on filling out the fields, refer to the instructions section located below the 'Download template file' button.

Step 3: Import product file

Once you've filled out the fields in the template, click on the 'Choose File' button to select the filled template file. Then, click on the 'Submit' button to import products into the G SHOP POS system.

Please note: Ensure that the imported file is exactly the same as the template file downloaded from the import product module to avoid errors

Guide to Printing Product Labels in G SHOP POS

Step 1: Add selling price group

To add selling price group, first, navigate to the "Products" module using the left side navigation bar. From there, select "Selling price Groups" or Click Here. Next, click on the "ADD" button located on the left side of the screen.

Step 2: Complete the Selling price group Form

To create a selling price group, start by filling in all the required fields, including the selling pprice group name then write it's description. Finally, click the "SAVE" button to securely save your changes. This ensures that all variations are accurately recorded and preserved for future use.

Step 3: Manage Selling price group

After saving your changes, you can:

1. View All selling price group: Easily access the complete list of selling price groups.
2. Export selling price groups: Export the selling price group list in multiple formats, including CSV, Excel, and PDF.
3. Print selling price group: Directly print the selling price groups list for offline use.
4. Customize Column Visibility: Adjust the visibility of columns to suit your preferences and streamline your workflow.
5. Manage selling price group: Independently edit, delete or deactivate specific selling price group as needed.

NOTE: To set multiple prices for products. Name different price(selling price group) and then update price from "Update Price" or List Products -> Actions -> Add or edit Group prices.

Guide to Add Product unit G SHOP POS

Step 1: Add unit

To access the units sub-module, navigate to the "Products" module in the left-side navigation bar. Select "units" or Click Here, then click on the "ADD" option found on the left-hand side.

Step 2: Complete the Unit Form

To create a unit, begin by completing all the required fields, including the unit name. Next, provide its short name and select whether to allow decimals. This ensures the unit is accurately defined and configured according to your preferences.

If the added unit is a multiple of another unit, check the corresponding box and then complete the required fields. For example, 1 dozen = 12 pieces. Finally, click the "SAVE" button to securely save your changes.

Step 3: Manage Units

After saving your changes, you can:

1. View All units: Easily access the complete list of units.
2. Export units: Export the units list in multiple formats, including CSV, Excel, and PDF.
3. Print units: Directly print the units list for offline use.
4. Customize Column Visibility: Adjust the visibility of columns to suit your preferences and streamline your workflow.
5. Manage units: Independently edit or delete specific unit as needed.

Guide to manage product categories in G SHOP POS

Step 1: Access the Categories Feature
Navigate to the Products module via the left-side navigation bar. Select Categories or Click Here.

Step 2: Complete the Categories Form

To add categories, begin by completing all the required fields, including the category name. Next, Enter category code and category description.

If the added category is a child category of another, check the box to select the parent category for the sub-category. This ensures proper categorization and hierarchy within the system.

Step 3: Manage Categories

After saving your changes, you can:

1. View All categories: Easily access the complete list of categories.
2. Export categories: Export the categories list in multiple formats, including CSV, Excel, and PDF.
3. Print categories: Directly print the categories list for offline use.
4. Customize Column Visibility: Adjust the visibility of columns to suit your preferences and streamline your workflow.
5. Manage categories: Independently edit or delete specific unit as needed.