You must add products to the Book4Time system in order to sell them from the Point-of-Sale (POS). In this article, you will learn how to add products, associate it to products, set up the SKU's, and more.
Step 1: Navigate to the Product Maintenance Area
- From the main menu, navigate to Admin > Product Maintenance.
- Click Add New in the Product Maintenance pane on the left.
Step 2: Complete the Product Profile
- Active: Select the checkbox to make the product available for selection on the Scheduler.
- [Optional] Departments: Select a department for the product from the drop-down list.
Note: Departments are customizable. Read: Manage Product Departments - [Optional] Brands: Brand refers to the product brand that is used while providing the service. Select the appropriate brand from the drop-down.
Note: Brands are customizable. Read: Create a Brand - Class: Select the class from the drop-down list.
The class is the first level of product classification and is often used to break down product and service mixes into major categories. For example, Retail and Service. - Sub-class: Select the sub-class.
The Sub-class is the second level of product/service classification and is used to further define inventory into groups. For example Hair Products, Body, Waxes etc. - SKU Type: Select the appropriate SKU type from the drop-down such as product or professional. Read: What are SKU Types?
- SKU Name: Enter the name of the product.
- Ext. Description: Enter a description of the product.
- Retail price: Enter the price at which you want to sell the product to guests. This excludes any tax amounts.
- Unit Cost: Enter the price at which you obtained or purchased the product.
- Bucket: Select the bucket. Read: How to configure the SKU Bucket?
- Commission Rate: Enter the commission percentage employees will receive when the product is sold.
- Points per Dollar: Enter the number of loyalty points given to customers for purchasing this service.
Note: You can also set up this rate for an entire service subclass at once. Read: Customer loyalty points. - BOF Code: Refer to your Accounting Department for the BOF Code.
- Click Accept.
Step 3: Select the Locations where the Product is Available
The availability, price and tax group for a product is customizable for each location.
- Click the Location Default tab.
- Select the Stock field checkbox. This ensures that the product is stocked at your location.
- Select the Available at POS checkbox to make the product available for sale in the POS.
- If a different tax group applies to the location, then select it from the Tax Group drop-down.
- If you want to sell the product at a different price at your location, then enter the price in the Retail field. This amount overrides the price entered when creating the product profile.
- Enter the minimum stock quantity for each location in the Min. Level field.
- In the in the Order Qty field enter the quantity of the product that you want to order when it drops below the Min. Level stock quantity provided in step 6 above.
- Click Accept.
[Optional] Step 4: Enter Vendor Details
Here you can set up the vendors who supply the product.
- Click the Vendor SKU's tab.
- In the SKU # field, enter the SKU number of the item to add or click on
to search for the product.
If searching for the item, click Select next to the item. - [Optional] Enter vendor SKU number in the Vendor SKU field.
- [Optional] If this is the preferred vendor to purchase this item from, click the Pref. checkbox (
).
- [Optional] If there is a minimum order multiple, enter the number in the MOM field.
MOM stands for Minimum Order Multiple. This means that the product must be ordered in multiples of MOM. - Click Add.