G

Point of Sale

Setting Up Your Product Catalog

About This Course

Learn how to set up products in your TripWorks account with ease. This video guides you through adding a product to your catalog, entering essential details like internal labels, public names, unit prices, SKU numbers, and UPC codes. Customize product descriptions, set product statuses, and categorize your items for better organization. Understand how to manage tax settings, enable editable prices, and track inventory levels to ensure you never run out of stock. Finally, discover how to add images for better customer engagement and search for products within your catalog. For more details on selling products and further setup, check out our additional videos.

Transcript

00:00 - Introduction to Setting Up Products

00:07 - Adding a New Product

00:11 - Filling in the Product Header

00:21 - Creating an Internal Label

00:28 - Adding a Public Name

00:45 - Entering the Unit Price

00:52 - Optional SKU Number

01:03 - Optional UPC Code and Barcode Scanner

01:21 - Using a Bluetooth Scanner

01:30 - Optional Product Description

01:37 - Changing Product Status

02:06 - Selecting a Product Category

02:19 - Taxability and Sales Tax Setup

02:31 - Making the Price Editable

03:06 - Setting Product Count Limits

03:21 - Tracking Inventory

03:47 - Setting Minimum Desired Stock

04:02 - Allowing Inventory Oversell

04:30 - Saving the Product

04:38 - Adding a Product Image

05:01 - Searching for Products

05:15 - Creating Product Categories

05:23 - Adding Items to Categories

05:35 - Saving the Category