Product and Product categories in Point of Sale¶

Categorizing products into categories in PoS makes it a lot easier to find products when creating an order. Increase user experience and customer satisfaction for your business.

Requirements

This tutorial requires the installation of the following applications/modules:

How to create categories for POS products¶

To create new categories for POS products. Navigate to Point of Sale > Configuration > PoS Product Categories.

Create new POS product category - Viindoo

Press Create and fill in the information:

Category Name: Type the name of the category.
Parent Category: Select the parent category for this category (if there is any).
Sequence: Arrange the order to display this category on the category lists. 0 will be the first category, 1 will be the second category, etc. You need to activate the developer mode to use this function.

Note

The product category for POS is different from the product category for the inventory. You can refer to Inventory product category to compare the differences.

How to create a product in POS¶

How to create a new product from the POS view¶

To create a product from the POS view. Navigate to Point of Sale > Products > Products.

Press Create and fill in the similar information as in Steps to create a new product.

After the product is created from the POS app, on the Sales tab of the product. You will see the Available in POS field checked. This means that this product is now available on POS sessions.

To Weight With Scale: Check if this product should be weighted using the hardware scale integration.
Category: Select a pre-created category for this product to show on the POS view.

Similarly, you can also send a pre-created product in your inventory to POS by navigating to Inventory > Products > Products, selecting a product and checking on the Available in POS of the Sales tab.

How products & product categories work in POS view¶

After creating the products and product categories you can open a new session in POS to see how they are displayed in POS view.

When you select a category, you will only see the products of that category. Make it so much easier for you to find the needed product.