To add a new raw material or a product to the system, go to the Assortment menu. In the first tab Assortment press Create new.
After that fill in all the required and optional fields. The following fields are mandatory: Name, Category, Unit.
1). Name and type of Assortment.
Write the name of a new item and indicate Assortment type. (ссылка).
2). In the Category field choose the one to which the item will belong from the drop-down list. If a required category is not existing yet, it needs to be created first. (ссылка)
3). The external system code is needed for integration with accounting software.
4). If the price of goods and products include VAT, indicate the VAT rate in the drop-down list in VAT field.
ATTENTION! To have a tax rate shown in the receipt, in Organization settings the tick Organization is VAT payer should be activated.
5). If a new item belongs to the goods subject to compulsory certification, choose the required type from the list in the Marking field.
Attention! After indicating marking type a product can be sold only after scanning QR-code at the checkout.
6). In the Tag field tags should be indicated if necessary for additional filtering of sales.
7). Configure slider bars for writing-off ingredients during sales and write-off.
Active slider bar – for products which will not be released (produced), but are cooked against a customer order. For example, Coffee, tea, milk-shakes.
Not active – for raw materials, goods and products which will be released (produced).
Not active – for raw materials, goods and products which will be released.
Do not calculate balances – for raw materials, which do not need accounting. For example, running water used for production.
8). Download a product photo if needed.
9). Fill in Accounting indicators:
- units of measurement
- purchase price
- selling price
*Purchase price will be corrected automatically when entering a purchase invoice. (ссылка). Items with Raw materials or Semi-product type do not have a selling price, because they are not sold.
Press Save. After pressing the Save button all the other tabs of the Assortment card will become active. Also the Delete button will appear for deleting an item already created and not needed.