How to add a new product

Step 1: Open Add Product

From the Dashboard open Products and press Add Product, then Manual Add. (Vision Add lets you add a product from a photo instead.)

Step 2: Fill in the basic information

  1. Choose the Type: Physical Product, Service or Digital Product.
  2. Type the Product Name.
  3. Enter the Base Price - what you sell it for - and the Cost - what it costs you. ChecKmate uses the cost to work out your profit.
  4. Add a photo with Upload, or press Find Image Online to search for one.
  5. Scan or type the Primary Barcode if it has one. The UID is created for you if you leave it empty.

Step 3: Choose the tax and category

Scroll down. Pick the Tax Rate (or leave No Tax) and choose at least one Category - you can search the list or press + to create a new one. Categories are the buttons cashiers use to find products on the POS.

Step 4: Set the stock for each branch

Open the Inventory tab. For each branch, enter the Stock Level, a different Location Price if that branch charges more or less, and a Reorder Point - the stock level at which you want to reorder. Switch Available off for any branch that does not sell it.

If the tab asks you to save the product first, press Create Product, then edit the product and come back to Inventory.

Step 5: Choose where it is sold, then save

At the bottom of the Inventory tab, choose whether the product is Visible in POS, Visible on Website (your own online store) and shown on the Marketplace. Then press Create Product - or Save and New to go straight on to the next one.

Good to know