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    How do I create and manage Standard Items?

    There are five different types of item used with Cloud POS.  These are:

     

    Matrix Parent - Use for creating related items with variations like size.

    Standard - Use for standalone items. They can later be incorporated into a Matrix for variations.

    Serialized - Use for items which have unique identifying codes (serial numbers). This serial number can be tracked after an item is sold.

    Non Inventory - Use for items which have no stock management requirements (like Services).  These items do not need to be booked into stock and their stock levels will never deplete.

    Assembly - Use for creating bundle deals and service packages from other existing items in the system.

    This article looks at how to manually create and manage a Standard item.  All items are created and managed within the Back Office.

    NOTE:  Before starting this process, think carefully about whether the items you plan to create might be better suited as part of a matrix item.  If you intend to create items that are different sizes of the same product, for example, then a matrix item could be a better choice.  See the Related Articles for guidance on how to create a matrix item.

     


    Creating a new Standard item

    1) From the main menu in the Back Office, expand the Items heading and then click on Items:

     

    2) Click on New in the top left, then check that Standard is selected at the top (it should be selected by default):

     

    3) Fill in the relevant product information and then click Create when you're happy.

     


    Editing an item

    1) If you know the Item Lookup Code/Alias barcode of the item you want to edit, or you have the barcode to hand, you can use the Quick Search feature from anywhere in the Back Office by pressing Alt + S on your keyboard. You can then scan or type in the barcode to go directly to that item card.

     

    2) If you don't have the barcode to hand, from the main menu in the Back Office, expand the Items heading and then click on Items:

     

    3) Use the wildcard search or the column filters to locate the item that you wish to edit, and double click on it to open it.

     

    4) Make the required changes to any of the fields on the item card.

    5) Click on Save Pending Change(s) in the bottom right.

     


    Deleting an item

    Items cannot be deleted, only made inactive. Inactive items will not appear in the Item Search unless you to show them using the Active? column.

    1) If you know the Item Lookup Code/Alias barcode of the item you want to edit, or you have the barcode to hand, you can use the Quick Search feature from anywhere in the Back Office by pressing Alt + S on your keyboard. You can then scan or type in the barcode to go directly to that item card.

     

    2) If you don't have the barcode to hand, from the main menu in the Back Office, expand the Items heading and then click on Items:

     

    3) Use the wildcard search or the column filters to locate the item that you wish to edit, and double click on it to open it.

     

    4) Untick the Active check box in the top left:

     

    5) Click on Save Pending Change(s) in the bottom right.

     

    NOTE: Items can be deactivated in bulk using the SIM Wizard or the Items wizard.


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