Product Management

Products are the foundation of your SalesHQ POS system. This guide covers everything you need to know about creating, organizing, and managing your product catalog.

Adding Products

To add a new product, navigate to Inventory → Products and click "New Product". Fill in the following details:

Basic Information

• Product Name — A clear, descriptive name for the product
• SKU — A unique stock keeping unit identifier
• Barcode — The product barcode number (EAN, UPC, etc.)
• Category — Assign the product to a category for organization
• Description — Optional description for internal reference

Pricing

• Buying Price — Your cost/purchase price
• Selling Price — The default selling price to customers
• Tax — Whether the product is taxable and at what rate

Stock

• Opening Stock — The current quantity on hand
• Reorder Level — The minimum stock level that triggers a low-stock alert
• Unit of Measure — How the product is sold (pieces, kg, liters, etc.)

Product Categories

Categories help you organize products and make them easier to find at the POS. Common categories include:

• Beverages, Dairy, Snacks, Fresh Produce (grocery stores)
• Prescription, Over-the-Counter, Supplements (pharmacies)
• Starters, Main Course, Drinks, Desserts (restaurants)

To manage categories, go to Inventory → Categories. You can create, edit, and organize categories into a hierarchy if needed.

Editing Products

To edit an existing product:

1. Go to Inventory → Products
2. Find the product using search or filters
3. Click on the product to open its details
4. Click "Edit" to modify any fields
5. Click "Save" to apply changes

Bulk Operations

For managing large product catalogs efficiently:

• Bulk import — Import products from a CSV/Excel file
• Bulk price update — Update prices for multiple products at once
• Bulk category assign — Move multiple products to a different category

Batch & Expiry Tracking

For products that need batch-level tracking (pharmaceuticals, food items, etc.), you can enable batch management:

• Batch Number — Track individual batches/lots
• Expiry Date — Set expiry dates for each batch
• Batch Stock — Monitor stock levels per batch

The system will alert you when products are approaching their expiry date, helping you manage stock rotation effectively.

For more details, see Batch & Expiry Tracking.

Stock Levels & Alerts

SalesHQ POS automatically tracks stock levels as you make sales and receive inventory. When a product's stock falls below its reorder level, the system generates a low stock alert on your dashboard.

You can manage stock through:

• Stock Adjustments — Manual stock corrections
• Stock Take — Physical inventory counts
• Purchase Orders — Ordering new stock from suppliers
• Stock Transfers — Moving stock between branches

Deleting Products

Products that have been used in sales cannot be permanently deleted to preserve transaction history. Instead, you can deactivate them to hide them from the POS and product lists while keeping historical records intact.