The quick add product modal allows you to quickly create a new product using the minimum information required to get up and running while completing more important tasks – such as adding products for the first time, or ordering and receiving stock.
Once quickly added, more detailed information can be added to your products later using the product catalog.
This workflow is different from the add product workflow and will only be surfaced in certain locations within Retail POS.
Learn how to use the quick add product modal below:
Where to find the quick add product modal
There are 4 places the quick add product modal can surfaced:
- Order Stock (Inventory > Stock control > Order stock)
- When using the Search or scan to add a product function to add a product and the product does not exist, enter the name of the product you wish to add and click Add 'X' as a new product. For further information on the order stock page, refer to our How to order stock guide.
- When using the Search or scan to add a product function to add a product and the product does not exist, enter the name of the product you wish to add and click Add 'X' as a new product. For further information on the order stock page, refer to our How to order stock guide.
- Receive Stock (Inventory > Stock control > Receive stock)
- When using the Search or scan to add a product function to add a product and the product does not exist, enter the name of the product you wish to add and click Add 'X' as a new product. For further information on the receive stock page, refer to our How to receive stock guide.
- When using the Search or scan to add a product function to add a product and the product does not exist, enter the name of the product you wish to add and click Add 'X' as a new product. For further information on the receive stock page, refer to our How to receive stock guide.
- Sell screen (Sell > Sell)
- For special orders that include a product that is not currently available in your store or your Retail POS catalog, the new product can be added while processing the special order. Enter the product name into the Search for products field and click Add "X" as new product. For more information on special orders, refer to our Special order fulfillment in Retail POS (X-Series) guide.
- For special orders that include a product that is not currently available in your store or your Retail POS catalog, the new product can be added while processing the special order. Enter the product name into the Search for products field and click Add "X" as new product. For more information on special orders, refer to our Special order fulfillment in Retail POS (X-Series) guide.
- Add Product (Catalog > Products > Get selling quickly)
- This card is only available to onboarding retailers starting April 27th, 2021. Once dismissed, you cannot reopen the card. On the Get selling quickly card, click Quick add product.
- This card is only available to onboarding retailers starting April 27th, 2021. Once dismissed, you cannot reopen the card. On the Get selling quickly card, click Quick add product.
Quick add a standard product
A standard product is a product with a single SKU and its own inventory.
First, you can name the product (product name). This will be the name that appears in your reporting, inventory management, on the sell screen, and your customer-facing material such as barcodes and receipts.
Once the product has a name, you need to select the standard product category.
Next, select a SKU code type from the dropdown and input your SKU code, or leave it set to auto-generated to allow Retail POS to determine the SKU code for you.
The SKU code is a scannable field inRetail POS, often recorded on a product as a barcode.
For products that already have a barcode, select the barcode type from the SKU code type list and enter the barcode into the SKU codefield. If your product doesn’t have a barcode, then we suggest you use the auto-generated SKU code type, which you can print to label your products.
The product will also require a supply price. It is highly recommended that you add the correct supply price before adding inventory to this product in order for the costs of goods sold figure to be accurately calculated.
Finally, a retail price must be added. For tax inclusive stores, this must include tax in the retail price. Stores that are tax exclusive must exclude tax from the retail price.
Once all information has been entered, click Add product to finish creating the product.
To add additional information to the product, refer to our How to add a standard product guide.
Quick add a product with variants
A product with variants is a group of similar products that are offered in different variations, such as size or color — each variant is a unique SKU with its own inventory, housed under a master product.
Each product with variants can have up to 3 attributes (e.g size, color, and material), and up to 200 unique combinations in total (small, red, cotton).
Together each unique combination forms one variant product, e.g T-Shirt - Small, Red, Cotton.
First, you can name the product (product name). This will be the name that appears in your reporting, inventory management, on the sell screen, and your customer-facing material such as barcodes and receipts.
Once the product has a name, you need to select the product with variants type.
Next, select a variant attribute from the dropdown (e.g Size). If the variant type has not yet been created in your store, use the search all attributes box to name your variant attribute and click Add 'X' as a new attribute.
Once the variant attribute has been selected, you can add your attribute value (e.g Small, Medium, Large), separated by either pushing the Enter key on your keyboard or with commas.
To add additional variant attributes, click Add another attribute and repeat the above steps.
For each variant created, you will need to select a SKU code type from the dropdown and input your SKU code, or leave it set to auto-generated to allow Retail POS to determine the SKU code for you.
The variant will also require a supply price. If the supply price is the same for all variants, input the value into the first variant supply price field and click Apply to all.
It is highly recommended that you add the correct supply price before adding inventory to this product in order for the costs of goods sold figure to be accurately calculated.
Finally, a retail price (including tax OR excluding tax depending on your store's tax setup) must be added to each variant. If the retail price is the same for all variants, input the value into the first variant retail price field and click Apply to all.
Once all information has been entered, click Add product to finish creating the product.
To add additional information to the product, refer to our How to add a product with variants guide.
Quick add a composite product
Composite products are only able to be added through the quick add product modal on the Catalog > Products page using the Get selling quickly card. This card is only available to onboarding retailers after 27 April 2021. Once dismissed, you cannot reopen the card.
You cannot add composite products through the quick add product modal on the order stock or receive stock pages.
A composite product is made up of specified quantities of one or more existing standard products or product with variants. These are ideal for creating multi-packs or product bundles.
You can also use composite products for fractional stock, which can be useful if you sell products in different quantities such as grams or milliliters (e.g selling wine by the glass).
First, you can name the product (product name). This will be the name that appears in your reporting, inventory management, on the sell screen, and your customer-facing material such as barcodes and receipts.
Once the product has a name, you need to select the composite product type.
When creating a composite product, select whether you wantRetail POS to Automatically generate a SKU or Enter a custom SKU.
Once all information has been entered, click Next to be taken to the new product page
Here you will continue to configure the composite product. Refer to our How to add a composite product guide for the remaining steps.