After you've completed the Catalog and customers training, you should be familiar with adding products to your catalog, getting organized with categories and tags, and managing customers and customer groups in Retail POS. Review what you've learned and get more details using the checklist below.
Adding products to your catalog
- Added products to start building your catalog:
- Quick added a standard product.
- Added standard, variant, and composite products.
- Downloaded the product import template and imported products in bulk.
- Added and assigned brands to products.
- Added and assigned suppliers to products.
- Created and assigned categories and subcategories to products.
- Created and assigned tags to products.
What's the difference between categories and tags? Categories and subcategories are used to organize and track your product catalog. Products can only be assigned to one category. Tags are used to filter products into groups for reporting or running promotions that only apply to that group. Products can have multiple tags. Note that you can filter by tag but not search by tag.
Adding customers
- Added or imported customers in bulk.
- Created customer groups.