RoamV2 - Add or Edit Stock

RoamV2 - Add or Edit Stock

The Product Management section of Roam allows you to make changes to Stock Items and create new Stock Items.

Access Product Management

  1. From your Roam POS screen, click on the hamburger menu button ☰ in the top left corner.
  2. In the menu sidebar, click Product Management
  3. Use the Search box at the top of the Product Management screen to search for a Stock Item by Description or Barcode.
  4. The blue filter button at the top of the screen can be used to filter stock items:
    1. Department
    2. Category
    3. Supplier
    4. Non-Retailer Products (Products created in Roam)
    5. Variant Products only
  5. Click the Create New button in the top right corner to create a new product

Product Details

After selecting a Product, the Product Details page will open.
You can make changes to the product. To save, click Update Product. To Cancel changes, click Reset in the top right corner.


Create a New Stock Item

Below are the steps to create a Stock Item in Roam. Some fields are optional.
  1. From the Product Management screen, click the Create New button in the top right corner.
  2. Click into the Barcode box and scan the barcode or use the question mark button to generate a barcode
  3. Enter the Product Name
  4. (Optional) Enter an Extended Description for the Product
  5. (Optional) Enter a PLU for the Product
  6. (Optional) Enter the Item's Weight. Use the KG button to change Unit of Measure
  7. Select the Product Department
  8. (Optional) Select the Product Category
  9. (Optional) Click Manage Tags to assign Tags to the Product. New Tags can be created using the Add Tag button
  10. The Tax Group will automatically fill based on the Department selection. Confirm the correct Tax Group is set.
  11. Enter the Cost and Retail Prices.
    1. Changing the Cost will automatically recalculate the Retail using Markup Percentage
    2. After changing the Retail, use the calculator button to calculate the Cost Price based on the Retail Price
  12. (Optional) Enter the Trade Price
  13. (Optional) Select a Supplier for the Product
    1. If a Supplier is selected, a Supplier Stock Code is required. Enter the Item's Product Code
  14. (Optional) If you use Serial Numbers in Retailer, you can turn on the Serial Number prompt when Arriving or Selling.
  15. Click Create Product

Variants

Create Main Variant item

  1. From the Product Management screen, select the item you wish to make a Main Variant Item
  2. In the top right corner, click More Actions
  3. Click Select Variant Template
  4. Click the Variant Template you wish to use
  5. Enter the Values for the required Variant Types (ie Colour and Size)
  6. Click Create Variant

  1. From the Product Management screen, select the item you wish to make a Child Variant Item
  2. In the top right corner, click More Actions
  3. Click Choose Parent Product
  4. Select the Main Variant Item to link this item to
  5. Enter the Values for the required Variant Types (ie Colour and Size)
  6. Click Update Product

Create new Child Variant item

  1. From the Product Management screen, select the Main Variant item you wish to create a Child Variant for
  2. In the top right corner, click More Actions
  3. Click Child Variant
  4. Enter the Barcode or press the question mark ? button to generate a barcode
  5. Enter the Values for the required Variant Types (ie Colour and Size)
  6. Click Duplicate Product

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