Product Management

Create a New Product

Creating Variant Types

Add & Modify Variant Types

Use Variant Types on Other Products

How to Edit Product by Location

How to Add Inventory

Create New Product

First, click on Store Admin, then Products, then Add Product.

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Next, add a photo for your Product and proceed to name and describe the Product.

Ensure the Product is set to Active. If desired, type in the manufacturer.

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Next assign Price.

Next you will decide Extra Tax Rules. If this Product is tax exempt, you will check the Tax Exempt box. If this Product has a different tax rate than the overall tax rate for your whole gym, enter the different tax rate here. NOTE: if these fields are left blank, this item will be taxed as the Location Tax Rates that are defined in the Locations tab in the Admin Section of the MainApp.

Select if this product is Public. If this product is public, it will appear in the shop for sale. If it is not public, it will not appear for sale. NOTE: At this time we do not support ecommerce for products. You will not have the ability to capture shipping or out-of-state tax information at this time. We do not support online physical product sales fulfillment management at this time.

Next type or scan in the SKU number for this product. Note, you will be able to assign individual SKU’s for variant types. If this product has more than one Variant Type Option, leave this field blank.

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Type in or scan the Barcode ID if this exists.

Assign a Revenue Category.

REMEMBER TO SAVE YOUR WORK!

Creating Variant Types

Note: without creating variant types, you will not be able to add inventory to your products.

First, click on Store Admin, then Variant Types, then Add Variant Type

Next, name the Variant Type. For example, use broad variant categories like colors, sizes, and flavors.

Then click Save.

Then click Variant Options and then click Add Variant Option.

Then name your Variant Option and click Save.

Continue adding Variant Type Options until you have entered all options you desire for this Variant Type.

You have now completed making a Variant Type with Variant Type Options.

Add & Modify Variant Types

Now it’s time to set your Variants.

First, you will need to enable variants by clicking the hamburger button and selecting "Enable Products by Location & Variants".

Now click "Product Management" & then "Setup Product Variants & Locations"

You will now need to add your product's location. Once you are done click "Save and Next"

You can now choose between "Add Existing Global Variant" or "Create Product Variant". Once you choose, click save and next.

If you click "Create Product Variant", the following box shown below will appear. You can now added your variant types as well as variant options. Click "Save" when done.

Please Note: You can only add up to two variant types to a product. Adding three or more variant types is currently disabled, as it can create a large amount of data that significantly slows down the main app.

To convert a Product Variant into a Global Variant so that it can be used with other products, find that Variant Type in the Store Admin section of the Main App and press "Convert Into Global Variant". See below:

Convert to Global Variant

On the next screen after pressing "Save & Exit", you will be able to add prices, SKU’s and Barcode ID’s by clicking "Edit". SKU’s are manufacturer numbers that come preprinted on the product and Barcode ID’s are if you use your own SKU’s that are different from the mfg’s SKU’s. Both of these fields are optional.

Clicking "Edit" will pop up this screen. All edits are done here. Please note you can edit by individual location or all locations by way of the dropdown menu.

Review and click "Save" to capture progress or "Save and Close" when finished.

What happens if I change my mind and want to use the new variant on other products?

You can upgrade them to a global variant and use them everywhere.

To do this navigate to Store Admin>Variant Types and click "convert to global variant"

How to Edit Product by Location

First click the hamburger button and select "Enable product by Locations & Variants"

Then click "Product Management" followed by the big blue button, "Modify Product Variants & Locations".

You can now choose which locations you want this product to be available at. Click "Save & Next" when done selecting locations.

Global Vs Product Variants

What is the difference between the two? Global Variants are variants that can be used on all products. Usually this is something general or broad. Ex: Sizes, Color, etc..

Product Variants are more brand specific variations. Ex: Flavor, Product Types. etc.

You can now manage your variants. You can choose "Add Existing Global Variant" or "Create Product Variant"

What if I want to remove a variant type & replace it with a new type or add a location?

No problem. Simply click "Modify Product Variants & Locations." This will take you to the variants setup screen and keep your initial variant and location settings.

Existing options will show whether the variants are currently Active or Inactive for each location. If a product variant is Active, it will appear switched on. If it is Inactive, it will appear switched off.

To see your previous variants and locations attached to the product, utilize the Status filter options: Active, Inactive, All.

In the review step, you’ll see a negative icon if something was made Inactive or if a new location/product variant is Inactive. A neutral icon will appear if nothing changed. A positive icon will appear if something was turned on or if a new location or product option is on.

How to Add Inventory

First you will need to have inventory enabled on the product. Enable Inventory by clicking on the hamburger button then clicking "Enable Inventory".

An Inventory tab will now appear on the left side. Click into that.

Next, Choose the variant(s) and location(s) you want to edit in the drop downs. When ready, click "Add/Update Inventory".

From here, you can adjust the reorder point and the observed inventory count:

Re-Order Point is relevant to Quicksight. You can filter on Quicksight items that need to be reordered.

Example: I want to reorder chocolate chip Clif bars when I get down to 12 bars. You can set your reorder point to 12. When it is time to do your ordering, you can search your reorder points through a Quicksight report. If you set a reorder point for all of you products, this makes ordering a breeze!

Do you still have more questions? We want to make our knowledge base as accurate and as in depth as possible. If you think this article is missing anything, please let us know here. We will update the article and let you know we have done so!

Product Management

This guide will help you understand how to create new Products and how to add Variant Types and add Inventory.

Table of Contents

Create New Product

Creating Variant Types

Add & Modify Variant Types

What happens if I change my mind and want to use the new variant on other products?

How to Edit Product by Location

What if I want to remove a variant type & replace it with a new type or add a location?

How to Add Inventory