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  5. Chapter 8 — Products, customers and purchasing

Chapter 8 — Products, customers and purchasing

In this chapter: managing the product catalogue and categories from within the register, the customer file, and purchase orders and receiving goods from a supplier.

8-1. Categories (Kategorie)

  • You see the category tree; change their order by dragging.
  • Add/edit a category: name, image and display settings.
  • Categories are exactly what the cashier uses on the sales screen to find a product — keep them simple and few.

8-2. Products (Produkt)

  • A list of products with search and filter.
  • Create/edit a product: name, code (SKU), purchase and sale price, stock, category, image/gallery.
  • Assigning to a location: specify which locations the product is sold in.
  • A variant product: for a multi-variant item (size/colour), define the attributes and build the variants (Variants); each variant has its own price and stock.
  • Related/complementary products: set which products are suggested at the time of sale.
  • Gift-card flag: a product that is itself a gift card.

Barcodes (Strichcode)

  • Register one or more barcodes for each product.
  • Unit conversion factor: for example, a barcode for a pack of 6 that records 6 units with a single scan.
  • In addition to setting the barcode inside the product page, there's also a standalone "Barcode" page in the menu that shows the full list of barcodes with search and filter — for reviewing and managing all barcodes in one place.

Batch import and export

  • Batch import: create/update a large number of products from a file.
  • Export: export products and categories to CSV or Excel.

8-3. Customers (Kunde)

  • A list of customers with search and CSV/Excel export.
  • Create/edit: name, email, phone, company, tax number (for an official invoice), date of birth.
  • Each customer's file has the following tabs:
  • General: account details
  • Addresses: add/edit/delete and set the default delivery and billing address
  • Orders and Baskets: purchase history
  • Shop credit: view and set the credit balance
  • Gift card: search for / link a gift card to the customer.

8-4. Purchasing from a supplier (Einkauf)

Creating a purchase order (Neue Bestellung)

  1. Choose the supplier — or define one right there with "quick create".
  2. Choose the currency and the destination warehouse.
  3. Add products (you can create a new product on the spot): quantity, purchase price, suggested margin percentage, and, if needed, packaging conversion (for example a carton of 12).
  4. Record the order. Until the goods arrive you can hold (pausieren), reopen or close the order.

Receiving goods (Artikel empfangen)

When the goods arrive:

  1. Open the purchase order and tap "Receive items".
  2. For each row, enter the quantity received; the received/remaining/returned columns are updated. You can also write a receiving note.
  3. Tap "Confirm goods receipt" (Wareneingang bestätigen) — the warehouse stock is updated.
  4. Receiving in several stages is fine; when everything has arrived, complete the order.

Fast receiving (Schneller Wareneingang)

For large deliveries, the scan-and-receive mode: scan each item's barcode one after another so the received quantity goes up automatically — without opening any forms.