At the core of the Pet Manager Retail module is the ability to add products to your inventory. Whether your business operates a full retail environment or engages in occasional product sales, the module also enables you to document buying and selling costs, record supplier stock receipts, and track outgoing sales to maintain accurate inventory and audit trails.
In This Article
- Adding a New Product
- Adding Variants
- Adding Boxes
- Adding Prices and Details to Each Variant
- Viewing the Product
To add new Products go to Retail > Add Products.
Adding a New Product
Before adding a new product, decide if it will be a standalone item or a product with variants. Variants might include different flavours e.g., dog chews or different sizes and colours e.g., pet coats.
Name - Provide the name of the product. This can be the parent product or an individual variant.
Sku - Enter a unique Stock Keeping Unit - reference number to identify the product.
Auto Sku - When enabled, the system automatically generates the SKU for you.
Description - Provide a clear description of the product, this will be visible on the POS Terminal and Product Overview page.
Notes - Use to provide internal notes when viewing the Product overview page.
Product Type - Select the product type from the dropdown menu. What you see here is determined by your setup in Settings > Retail.
| NOTE: It is recommended that Packages are not added during product creation in the Retail section. The preferred method is to add them through Settings > Invoices & Prices. View Packages - Settings for more information. |
You can add a new product type by clicking the
Product Brand - Select the product brand from the dropdown menu. What you see here is determined by your setup in Settings > Retail.
You can add a new product brand by clicking the
Product Categories - Select one or more product categories from the dropdown menu. What you see here is determined by your setup in Settings > Retail
You can add a new product category by clicking the
| Note: Set up categories using parent and sub‑categories. This structure defines how items are displayed on the POS Terminal and enhances product grouping and searchability. | |
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Parent category
Sub-categories |
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Supplier - Select the supplier from the dropdown menu. You can add a new Supplier by clicking the
Dispatch Methods - Select the dispatch method appropriate for the product. For Products being sold, both Delivery and Pickup can be selected.
Delivery - For products delivered to the purchaser.
Pickup - For products that the purchaser can collect from a premises.
Digital - For non‑physical products used alongside packages. Products flagged with this dispatch method will not appear on the POS Terminal.
Initial Stock Location - Select the site where the stock will first be delivered. You can later move it between locations using Stock Management and Transfers.
Manage Stock - Enable to track stock levels. Leave unticked to sell unlimited quantities.
IMPORTANT - This setting can not be modified once the product has been created. |
Sellable - Enable this option to make the product available for sale. If it remains unticked, sales‑related fields will be hidden and the product will not appear in the POS Terminal.
Purchasable - Enable this option if the product will be purchased by the business, whether for resale or for onsite use. If it remains unticked, Purchasing‑related fields will be hidden.
Taxable - Enable this option if the selling price includes tax.
Sell Online - Enable this option to make the product available for online sale via the Customer Portal’s e‑Commerce feature. COMING SOOON
Sell No Stock - Enable this option to keep selling the product even when stock is unavailable, allowing backorders to be raised. A supplier must be linked to the product.
Highlight - Enable this option to feature the product prominently on the POS Terminal. Useful for promotions. The Product will be flagged with a star.
Active - Enable this option to make the product available for sale. If left unticked, the product will be hidden and cannot be sold.
Adding Variants
Use this section to create the different variants of the parent product. For example, if you're adding dog chews, you might set up different shapes and sizes.
This product has variants - Enable this option to display the additional fields needed for setting up product variants.
Option - Enter the label that will identify the options available. e.g. Shapes
Values - Enter the different option values, for example: Hippo, Lion, or Unicorn. Type the value, then select the blue option that appears to create the label.
Example of how the Option, Shapes and its Values, Hippo, Lion, and Unicorn, will appear when viewing the product in the POS Terminal.
To add more option types e.g., Size and their values e.g., different weights select the button.
Example of how the additional Option, Size and its Values, 40g and 60g, will appear when viewing the product in the POS Terminal.
Additional options can be removed by selecting the button.
The system will then create the required number of variants based on the options and values entered, naming them accordingly.
Example:
Option - Shape, Value - Hippo
Option - Size, Value - 40g
Variant Created and Named - Hippo 40g
Adding Boxes
This product comes in boxes - Enable this option if the product is sold and bought in multiple quantities.
When this option is enabled, additional fields will become available for entering box information.
Product - The variants you created above will appear in a dropdown menu, allowing you to select which ones are supplied in a box.
Label - Enter the label you want to associate with the box.
Example, you can leave it as Box, or if the box is used as a display case, enter DCse.
Quantity - Enter the number of products contained in each box. This value determines how much stock becomes available when a box is received.
To add further boxes for the remaining variants, select the button. Repeating as required.
Once completed select
Adding Prices and Details to Each Variant
In this section, you’ll enter the details for each variant, and then add the box information if you’ve specified that the products are sold/bought in boxes.
All individual variants will be displayed first, with the related box details presented afterward.
Click the blue line to open the section and reveal the fields you need to complete.
Individual Variant
Name - The system prepopulates this field using previously entered information; however, it can be modified if required.
Sku - When Auto SKU has been enabled previously, the system will prepopulate this field and it will not be editable. If Auto SKU was not enabled, manually enter the desired code for the variant.
Barcode - When a barcode reader is used, input the numerical digits corresponding to the barcode.
Initial Stock - If stock is already held for this product, input the quantity in house to ensure it is reflected in the available stock
Sell Price - Input the selling price assigned to this specific product variant.
Min Sell Quantity - If a minimum sale quantity is required, input the number that must be sold per transaction.
Dimensions- Provide the Length, Width, Height, and Weight of the product variant where applicable. This data may be beneficial for shipping purposes or weight‑based sales.
The next section contains the information needed for Purchasing.
Stock Code - Enter the supplier’s stock code associated with this specific product.
Supplier Product Name - Enter the name the supplier uses to identify this product.
Buy Price - Enter the cost charged by the supplier for purchasing the individual product.
Min Buy Quantity - If the supplier stipulates a minimum quantity for purchase, input the required amount.
The options below will be preselected based on your earlier choices, and can be tailored for each individual variant as required.
All of the steps outlined above must then be repeated for each individual product variant.
Boxes for Products.
If it has been specified that the products are delivered in boxes, for either individual variants or single products, provide the following information.
Name - The system prepopulates this field using the product variant name combined with the label generated during the box‑information setup. Example: Hippo/40g (DCse) or Hippo/40g (Box).
Sku - When Auto SKU has been enabled previously, the system will prepopulate this field and it will not be editable. If Auto SKU was not enabled, manually enter the desired code for the variant.
Barcode - When a barcode reader is used, input the numerical digits corresponding to the barcode.
Initial Stock - If stock is already held for this product, input the quantity in house to ensure it is reflected in the available stock
Quantity - The system will prepopulate this field using the information generated during the box‑information setup.
Child - The system will prepopulate this field using the information generated during the box‑information setup and the associated product variant.
Stock Code - Enter the supplier’s stock code associated with this specific product.
Supplier Product Name - Enter the name the supplier uses to identify this product.
Buy Price - Enter the cost charged by the supplier for purchasing the box.
Min Buy Quantity - If the supplier stipulates a minimum quantity for purchase, input the required amount.
The options below will be preselected based on your earlier choices, and can be tailored for each individual variant as required.
| NOTE: - For boxed products, the Sellable option is generally left unselected. It may be re-enabled if the boxes are intended for sale, at which point the Sales fields will be shown |
All of the steps outlined above must then be repeated for each individual Box.
Once completed
Viewing the Product
Upon completion and saving, the system will redirect you to the new Products Overview page.
To learn more about understanding product overviews and how to edit or add images, please read the article - Viewing, Adding Images and Editing Products
For More Information
On setting up your product types view - Product Types
On setting up your product brands view - Product Brands
On setting up your product categories view - Product Categories
On adding a new supplier view - Adding Suppliers
On adding stock transfers from one location to another view - Stock Transfers
On adding stock adjustment view - Stock Adjustments
On the POS terminal view - POS (Point of Sale) Terminal
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