Creating a product is a crucial step in adding your physical inventory to the POS system. This enables your business to more efficiently manage inventory and streamline checkout times. The process involves several steps, each of which is critical in ensuring the accuracy and completeness of the inventory data.
Navigate to the Products page and select New Product
All fields with an asterisk* are required fields to create your product; Barcode, Name, Department, and Retail Price. All other fields are optional, but can enhance the tag and shopper experience when included.
Product Details:
Barcode*:The barcode serves as a unique identifier for the product. To ensure accuracy, please enter the full barcode or use a Bluetooth scanner to read it. Full barcode includes leading digit and drop digit. Learn more about Auto-Fill🪄
Name*: The name field requires the description of the product, for example, Cadbury Fruit and Nut 3.5Oz.
Brand: This field is to populate the item’s brand name in a separate field than name.
Pack Size: If an item is sold by unit, leave this field blank. If it is sold in a pack such as 4, 6, or 12, you can indicate in this field.
Unit volume: Fill in the numerical value paired with a pre-populated list of universal units of measure (e.g. oz, ml, gal). This will help customers and employees differentiate between similarly named products of different sizes
Country of Origin: Select a Country from the drop-down menu. This field may be important when adding produce PLU's to the system.
Product Attributes:
Departments*: Select the Department and/or Sub Department in which the products should be associated to. If attributes are set at department level, they will appear once the department is selected.
Qualified for Federal and State Assistance: Retailers must be pre-approved and state-regulated to accept WIC/EBT cards.
EBT: If you are an approved retailer and do not have the EBT flag checked for the item, the card will not accept the item and not charge the customer properly.
EWIC: If you are an approved retailer, the list of eligible products will automatically be enabled/disabled.
Taxes: Select the sales tax(es) associated with the item. This step is important because you may need to report taxes to the state on a monthly or quarterly basis
Bottle Deposits: Select the bottle deposits associated with the item. This is crucial for ensuring compliance with state laws and regulations.
Containers: Select the containers or tares associated with the item. This is crucial for ensuring compliance with state laws and regulations.
Age restriction: This attribute allows you to add age restrictions to products, which is particularly helpful for the sale of liquor, tobacco, and or CBD.
E-commerce enabled: This needs to be checked if this is an item that you want listed on your e-commerce site. Only Vori’s online platform is available today with additional third-party platform support coming soon.
Tippable: Enable this feature to prompt customers to tip when this item is scanned at the POS.
Variable price: This feature is particularly useful for products with prices that are subject to change. This needs to be checked for items that don’t have a set price per unit and is most commonly used for open department codes.
Prompt for quantity: This attribute will prompt cashiers to enter a quantity when the item is scanned /entered at the POS. This is useful for items that are usually sold in multiples like lemons or limes.
Manual Item: Toggle this on when you want items to appear in the Manual Item button on the POS screen. This is most commonly used for open department codes.
Earns loyalty rewards: This setting allows loyalty shoppers to earn points or punches when purchasing this item. Retailers can disable this setting to exclude specific items, such as liquor or tobacco, from earning loyalty points.
Item-level settings cannot override department-level settings.
Vendor Details:
Make sure you created the Vendor in the Vendors tab before you add them at the item level. This is an optional field but is helpful for buyers on the floor who need to know where to order product from, or tracking which vendor has the lowest cost for items that are carried across multiple vendors.
Follow along here with this quick how to guide.
You do not need to manually add vendor and cost if it has already been added via invoice ingestion.
Select a Vendor: When you select a "Vendor" a dropdown will appear displaying all of your added vendors that you can associate as your primary for the item.
Item Code: This field is where you would input the associated item code (Vendor ID) from your invoice
Base Cost: This field will always default as an each cost, but you can change as per case or per lb in the drop down. If you selected "per case" for your base cost, you will need to input the case size in order to accurately calculate the unit cost.
Product Pricing:
Target Margin: Enter the margin at which you want to sell this product in the future. Once this is set, if our system flags a different cost for this item, Vori will suggest a new retail price based on your target margin.
Retail Price*: Enter the retail price in this field and select the correct unit of measure to ensure the item is accurately processed at the POS.
Active Cost, Profit, and Current Margin will automatically populate once sufficient information is provided.
Make sure to tap Save when you're done!
Auto-fill
After filling in the product's UPC, you may notice a magic wand🪄 icon. This indicates that the UPC is present in our database, and Vori can assist in completing some of the missing information, such as the product name, brand, and unit volume.
If the magic wand doesn’t appear, then you will need to populate all fields with an asterisk*.
