Jolibiz POS Documentation

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

Welcome to this tutorial on how to fill out the Product Settings Form. Let’s go through each section with a real-life example of a restaurant named “Gourmet Delights.”

Maria is setting up the product settings for her restaurant, “Gourmet Delights.” She wants to configure various aspects like SKU prefix, product expiry, default unit, and more.

Step 1: Enter SKU Prefix #

This can also be the barcode if you want use a barcode scanner

1. Label: SKU prefix:
   • Description: Enter a prefix for your Stock Keeping Unit (SKU) numbers. This helps in organizing and identifying products easily.
   • Example: Maria wants all her SKUs to start with “GD” for Gourmet Delights items. e.g GD001, GD002
   • Action: Maria types “GD” in the SKU prefix field.

Step 2: Enable Product Expiry #

2. Label: Enable Product Expiry:
   • Description: Check this box if you want to track the expiry dates of your products. This is useful for perishable items like food.
   • Example: Maria wants to keep track of the expiry dates for her ingredients.
   • Action: Maria checks the “Enable Product Expiry” box and selects “Add item expiry” from the dropdown menu.

Step 3: Configure On Product Expiry Action #

3. Label: On Product Expiry:
   • Description: Choose what action to take when a product expires.
   • Example: Maria wants to stop selling expired products immediately.
   • Action: Maria selects “Stop Selling” from the dropdown menu and enters “0” days

Step 4: Enable Additional Product Features #

Enable Brands:

• • Description: Check this box if you want to categorize products by brand.
  • Example: Maria doesn’t need this feature for her restaurant, so she leaves it unchecked.

Enable Price & Tax info:

• • • Description: Check this box to manage price and tax information.
    • Example: Maria needs to manage this information for her menu items.
    • Action: Maria checks the box.

Enable Racks:

• • • • Description: Check this box to organize products by rack location.
      • Example: Maria organizes her ingredients by storage racks in the kitchen.
      • Action: Maria checks the box

Enable Warranty:

• • • • • Description: Check this box if your products come with a warranty.
        • Example: Maria’s food products don’t have a warranty, so she leaves it unchecked

Step 5: Select Default Unit #

Label: Default Unit:

• • Description: Select the default unit of measurement for your products.
  • Example: Maria sells ingredients and menu items in “Kilograms” and “Liters”.
  • Action: Maria selects “Kilograms” from the dropdown menu for ingredients and “Liters” for beverages.

Step 6: Enable Additional Options #

Enable Categories:

• • Description: Check this box to categorize products.
  • Example: Maria wants to categorize her products by type (e.g., Appetizers, Main Courses, Beverages).
  • Action: Maria checks the box.

Enable Sub Units:

• Description: Check this box to use sub-units for your products.
• Example: Maria wants to manage sub-units for some items, like using grams for spices.
• Action: Maria checks the box

Enable Row:

• Description: Check this box if you want to organize products by row.
• Example: Maria doesn’t need this feature for her restaurant, so she leaves it unchecked.

Is product image required?:

• Description: Check this box if you require images for your products.
• Example: Maria wants to ensure all menu items have images.
• Action: Maria checks the box.

Enable Position:

• Description: Check this box if you want to organize products by position.
• Example: Maria doesn’t need this feature, so she leaves it unchecked.

Final Step: Review and Save #

Review: Double-check all the information you have entered to ensure it is correct.

Save: Click the “Save” button (or equivalent) to save your product settings.