Products and Inventory
Settings: Products and Inventory
Shellie Slove
Last Update 3 maanden geleden
Inventory Tab
Inventory Preferences
Base Inventory Costs On
Main Supplier - BakeSmart will use the designated main supplier of an inventory item to determine the item’s cost
Most Recent Purchase - BakeSmart will use the most recent purchase of an inventory item to determine the item’s cost
Require Entry Of Manufacturer Shipment Information
When checked BakeSmart will require the user who receives the PO to enter the following information under the “Bio Security Tracking Info” section:
• Manufacturer
• Lot Number
• Product Number
• Country of Origin
• Bio Terrorism Certified
• HAACP Certified
• Kosher
View Nutritional Information
Clicking this button takes the user to the USDA: Nutrition List.
Purchase Order Terms
Users can set terms that are then assigned to different account customers.
Default PO Instructions:
This is an note box that users can enter PO instructions that will print on purchase orders.
Food Hazards
This section provides the ability to enter user configurable food hazards that can be applied to inventory items.
Inventory Categories & Subcategories
This section provides the ability to enter user configurable categories and subcategories for inventory items.
Products Tab
Pricing
Product Prices Include Taxes
Checking this box will make BakeSmart assume taxes are included in all product prices
Pricing Levels
BakeSmart allows up to 12 individual price levels. When creating a price level you will need to assign a Name, Type and Rate, if applicable. The name for your price level can be whatever suits your business but we commonly see names like Retail and Wholesale.
There are 3 types of price levels:
- Manual Entry - The product price is simply entered on the product record for its accompanying price level. There is no Rate for this type of price level.
- Markup from Cost - If BakeSmart is set up to cost your products then you can choose Markup From Cost and place a whole number in the rate column to represent your markup percentage.
- Percentage Discount - BakeSmart will use the number placed in the rate column to discount your retail price and create this price level. For example, you could put 10 in the rate column and set a wholesale price at a 10% discount of your retail price.
Costs
Calculate Product Packaging and Overhead Costs
There are two options here:
- Fixed Percent: Choosing this option will allow users to add a customizable percentage to each product to account for costs of packaging and overhead.
- Manually: Choosing this option will require users to select specific packaging for a product. This is the option to use if you are interested in tracking your packaging.
Price Label Upload
This is an API for integration with the digital signage company, Margin Mate. Click here to learn more about Margin Mate https://marginmate.com/electronic-self-labels/
Option Categories
Create categories to assign to product options.
Departments
BakeSmart will allow you to create departments and assign them to specific products. You can use departments in reports.
Product Categories Tab
Categories
Categories are assigned to products. Categories determine how a product is displayed in the Point of Sale interface and can be used for reporting. To create a category hit the “New” button next to the Product Categories heading.
Name
Name your Category
Sort Order
Placing a number in the sort order field will manipulate where the category name is displayed in the POS. If no sort order is set Categories sort by their name alphabetically
Include In POS
If checked products assigned to this category will be shown on buttons in the Point of Sale
Include Online
If checked products assigned to this category will be shown on BakeSmart Online (BSOL)
Image
Image will be displayed alongside the category name on BakeSmart Online (BSOL)
Subcategories
Name
Name of the subcategory
Sort Order
Placing a number in the sort order field will manipulate where the subcategory name is displayed in the POS. If no sort order is set Sub Categories sort by their name alphanumerically
Include In POS
If checked products assigned to this subcategory will be shown on buttons in the Point of Sale
Include Online
If checked products assigned to this subcategory will be shown on BakeSmart Online (BSOL)
Image
Image will be displayed alongside the category name on BakeSmart Online (BSOL)
Upload to BSOL
Clicking this will upload all changes BakeSmart Online Store. This is will take a few seconds and up to a minute or so. You will be shown the hour glass when this is working.
Reupload Images
Clicking this will upload reload images to your BSOL store.
Build From Products
If products are imported or have category or subcategory names that were not created clicking this button will create the appropriate category and subcategories using the product settings