We have a video guide on adding a stock item into Retailer - Adding Stock Items

Creating a Stock Item

If the stock wizard does not appear when you click the Add button, click HERE to enable it.

1. Click the Add button in the bottom left of the Stock Screen.
   
2. Click the Add button in the bottom left of the Find Stock Screen.
   

All of the following options are optional with the exception of: Barcode, Description and Department
A price is highly recommended

1. On the Enter Barcode and PLU screen:
   
1. Scan or type in the product's barcode. If the product doesn’t have a barcode, press [Alt]+[G] on your keyboard to have Retailer automatically generate one for you.
   
2. Enter a PLU (Price Lookup Unit), a short alphanumeric code that identifies the item. This is mainly used to access items quickly or as a code for a magazine's parent item.
   
2. Click Next.
   
3. On the Enter Description screen, type a description for the stock item into the box in the middle of the screen. Alternatively, you can use the following options at the top of the screen:
   
1. Find Similar Item - Allows you to select and pre-enter the details from another stock item.
   NOTE: This will copy settings from the existing item make sure you check all stock items settings.
2. Use Last Item Arrived - Pre-enters the details from the last stock item arrived.
   NOTE: This will copy settings from the existing item make sure you check all stock items settings.
3. Clear This Item's Details - Removes any details for the stock item except the barcode and PLU.
   
4. Link Stock - Allows you to link the new item to an existing item. Click HERE for more information on linked stock items.
   
5. Link Variant - Allows you to create a new Child Variant to an existing Main Variant item. Click HERE for more information on Variant stock items.
   
   

   If a warning appears: "A stock item with the same description already exists", click OK and untick the "Force Unique Descriptions" tickbox in the top right
4. Click Next.
   
5. On the Enter Department and Category screen:
   
1. Select a department from the drop-down box. If the department does not exist, press [Insert] on your keyboard to add a new department.
   
2. (Recommended) Select a category from the drop-down box. If the category does not exist, press [Insert] on your keyboard to add a new category.
3. Tick Make Item Inactive if you wish to add this item as Inactive Stock to hide from the Find Stock Screen
   
4. Type or Select any Stock Tags you wish to add to the item. Remember to click the plus + button to add the tag to the Tag Box below
   
6. Click Next.
   
7. On the Enter Supplier Details screen:
   
1. Select the supplier from the drop-down box. If the supplier does not exist, press [Insert] on your keyboard to add a new supplier.
   
2. Type in the supplier's stock code for the item.
   

   There is an option to prompt if a Supplier Stock Code is already in use to prevent duplicate stock items:
   From the Main Screen of Retailer, click Setup → System → Stock. Tick "Prompt Duplicate SSC Warning on New Stock Item"
3. In Freight Charge, enter the amount that is charged for freight.
   
4. In What is the current QOH?, type in the item's current quantity in stock.
   
5. In What is the largest QOH to have in stock?, type in the maximum quantity of this stock item. This amount will be used as the Desired Amount for stock reordering.
   
6. In Reorder this item when it's QOH gets down to, set an amount that will enable Retailer to reorder that stock item.
   
7. In Warn POS users about this item when the stock level is, set the quantity-on-hand that will trigger Retailer to display a warning in the POS screen when the item is sold.
   
8. In Reorder Method, select the reorder method from the drop-down box. Click HERE to learn more about stock reordering.
   
9. If this item has an associated Pack Item, select (Packs). Otherwise leave (Unit) selected. Click HERE to learn more about Packs.
8. Click Next.
   
9. On the Enter Cost and Sell Prices screen:
   
1. Select the Tax Group of the stock item from the drop-down box. 
2. Enter the Cost Ex. GST or Cost Inc. GST price. The GST Credit amount is automatically calculated. If no Cost Price is entered, the system will use your Department or Category markup percentage to estimate the cost and gross profit calculation when shown on sales reports.
   
3. Enter the Sell Inc. GST price. The GST Payable amount is automatically calculated. If no Sell Price is entered, the system will prompt you for one when you try to sell the product at the Point of Sale, unless this setting is disabled on the product.
   
4. Click the AI Pricing button for a Pricing suggestion. Click HERE for more information on AI Price Suggestions.
5. Enter the Trade Inc. GST price, if applicable. Click HERE to enable Trade Prices.
6. Enter the RRP (Recommended Retail Price) of the item.
   
10. Click Next.
    
11. If (Packs) was selected on the Enter Supplier Details screen, the Pack Details screen will appear.
    
12. Click Next.
    
13. On the Enter Other Settings screen:
    
1. The Should this item be allowed to be discounted? tick-box enables/disables discounts to be applied on the item.
   
2. The Print a label for this item when it is arrived? tick-box enables/disables a label to be sent to the Barcode Manager when it is arrived.
   
3. In Barcode Style or Label Style, select the default label style for the stock item.
   
4. The This item requires a Serial Number when sold tick-box enables/disables a serial number prompt when the item is sold.
5. The This item requires a Serial Number when arrived tick-box enables/disables a serial number prompt when the item is arrived.
   
1. Click HERE for more information on Serial Numbers
6. Select a Sales Unit of Measure to add Units to the Quantity shown on Receipts/Invoices.
   
7. Tick Weight Required When Sold if the item is sold by weight using Scales. See HERE
8. Tick Print Shelf Label on Arrival to queue a Shelf Label in Barcode Manager if the price changes when the item is arrived.
9. Tick Print Shelf Label Now to queue a Shelf Label in Barcode Manage.
10. If the item is a Variant Item, select a Variant Group and click Edit Variant Values to set Variant Values.
11. In Each item may have a companion note, you can type a phrase that then appears in the POS screen when the item is sold.
    
14. Click Next.
    
15. On the Enter Newsagent Specific Settings screen (These options are specific to newsagency items only such as newspapers and magazines):
    
1. In Each issue is identified by, select how issues are to be described. Generally, magazines should be set to Text and newspapers to Date.
   
2. In This item's frequency is, select the frequency of which the item arrives. Click HERE to learn more about stock frequencies.
   
3. In This item has a return type of, select how the supplier expects the item to be returned.
   
4. Tick This is returned weekly if the supplier has a weekly return cycle.
   
5. In If labels are to be printed for this item, print these types of labels, select the types of labels that will print for customer orders:
   
1. Putaway & Delivery - Will print both customer putaway and delivery labels
   
2. Putaway - Will only print customer putaway labels
   
3. Delivery - Will only print customer delivery labels
   
4. Neither - Will not print any customer labels
   
6. In Label quantity to print per issue, enter the number of labels that will print per customer order.
   
7. In Ranking to Show on Labels, enter a ranking number if you wish to print this on magazine labels.
8. In Delivery type, select the delivery type for subagents from the drop-down box.
   
9. In This item arrives on a, select the day that the item arrives. This is also the delivery day for customer orders.
   
10. In Subagents receive this item on a, select the day that subagents get this item delivered to them.
    
11. In Subagent Credit, enter your Subagent Credit Amount. Leave blank to use defaults.
12. In Subagent Discount, enter the discount that subagents will get when using the Stock Discount in their standing order.
    
16. Click Next or Finish.
    
17. On the Enter Image and Extended Description Details screen:
    (This screen only appears if you have Extra Details enabled. Click HERE to learn more)
1. In Extended Description, type in additional information about the stock item.
   
2. Tick This item requires a valuation certificate when sold if you want to print valuations for the stock item when it is sold. Click HERE for more information on Valuation Certificates
3. Click Images to add an image to the stock item.
   
4. In the drop-down box on the bottom-right, you can set up the item's classifications. Click HERE to learn more about classifications.
   
18. Click Next or Finish.
    
19. On the Enter Web Settings screen:
    
1. Tick Web Store Item to send the item to your Website
   
2. Enter Web Price if you use a different price for your online store
   
3. In Web Description, enter the product description to appear on your online store
   
4. Skip the Groups box. These are managed automatically.
   
5. In Item Weight, enter a Weight Amount and select Units (UOM)
   
20. Click Finish.

You can press [F2] on your keyboard to skip through the remaining pages of the stock wizard. This can be useful if you do not need to change any settings in the last few screens.