How to Add Products to Your Price Book in CStoreIQ BackOffice: A Step-by-Step Guide

Adding new products to your price book is crucial for maintaining an up-to-date inventory and ensuring accurate pricing. This guide outlines the steps to seamlessly integrate new items into your price book, streamlining inventory management and pricing strategies for your store.

1. Accessing the manage items page:

1.    Log in to your account with your credentials.
   
2.   Once logged in, refer to the left column of the application interface.
   
3.   Click on the "Price Book" option. A dropdown menu will appear.
   

  2. Select 'Manage Items' Option Under 'Price Book':    

1. From the dropdown menu, select 'Manage Items.' This will take you to the 'Manage Items' page.

3.Adding a New Item:

1. On the 'Manage Items' page, locate the "Add Item" button at the top right corner.
   
2. Click on "Add Item" to begin adding a new product.
   

            

4. Enter the Universal Product Code (UPC) of the New item.

1. Enter the UPC Code, a unique identifier for your item, in the provided field. You can also enter a PLU number here for items without a barcode/UPC code.           
   

5. Click on 'Description':

4. Click on the 'Description' field.
   
5. Enter a clear and concise description of the item.

6. Select Department:

1.       Choose the appropriate department for the item from the dropdown menu.

7. Specify Units in Case:

1.       If your item is packaged in cases or bundles, indicate the number of units per case.

8. Defining Selling Units(s):

1.       Specify the quantity of the units that will be sold when this item is scanned at the register.

Note: If the UPC code corresponds to a single unit but you wish to sell it as a group of multiple units at a different price, utilize the Multi Pack feature.

9. Choose Units of Measurement:

1.        Select the unit of measurement from the dropdown menu (e.g., 12oz can, pack, carton)
   

                  

If the item you are adding is sold as a Multipack, follow Step 10. Otherwise, please proceed to Step 11.

10. Indicate if item is a 'Multipack': 

1.        Use the checkbox to indicate whether the item should be treated as a multipack and click on ‘Update’ button.
   

               

1.  When the checkbox is selected and the changes are saved, a multipack option becomes available at the store level within the pricing section. This feature allows you to define how items are grouped and their respective prices at each store location. 
   

                  

1.   For example, if you enter a single beer can into your price book but wish to sell it in groups of 4 or 6, you can set this up using the multipack feature. Therefore, scanning the UPC of a single can at the register will prompt multiple options, displaying both the description and pricing for the group size you have configured in the multipack settings of the   pricing section.        

                  

            

      

                  

11. Reviewing and Saving:

1.         Review all details for accuracy.
   
2.        Click on the “Save” button to finalize the addition of the new item.
   
3.        A confirmation popup will appear, confirming the successful addition of the product. 
   

                  

12. Modifying Pricing for the Newly Added Item:

1. After adding the item, a pricing section for it will appear below.
2. Ensure the department linked to your item is correctly configured for your store location to see that location under the pricing section.
3. Use the edit (pencil icon) in the Action column to access and edit various fields. These include Buying Cost, Selling Price, Current Inventory, Tax Name (for item-level taxes), and Fees (like bottle fees).
4. Click "Save" after making your adjustments.
   

Sample Product with Pricing Section

Note: It may take anywhere from 1 to 7 minutes for the pricing updates to be pushed to your POS system. To see the price changes, please log out and then log back in on your register.

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