POS Product Setup Guide

A practical guide to the product information that matters most for POS: item identification, selling readiness, pricing behavior, and counter usability.

Inventory & POS Product and Retail Setup End-User Guide

Overview

Items that sell well in POS usually have clean names, correct codes, reliable pricing, and search-friendly setup. This guide focuses on the product side of POS readiness.

Where To Find It

Path: POS > Inventory > Product Details and Inventory > Product Details

Use the product screens when a retail item needs to be created, reviewed, or corrected for proper POS selling.

How It Works

QBM uses the core product setup and the POS-specific product detail behavior to help counters find and sell items correctly. The better the product setup, the smoother the sale.

Main Areas

Area What It Means When To Use It
Item identification Includes item name, code, barcode, and other search-friendly identifiers. Use it so cashiers can find the item quickly by scan or search.
Selling readiness Confirms the item is active, belongs to the right store logic, and can be sold from POS. Use it when an item is missing or behaving incorrectly at the counter.
Price and quantity behavior Controls the selling price and, where relevant, how quantity or unit behavior works. Use it when the item price or quantity handling needs correction before live sales.

Recommended Workflow

  1. Open the product detail for the item that should be available in POS.
  2. Review the name, code, and barcode or search terms.
  3. Confirm the item is active and correctly assigned for the business location or selling flow.
  4. Review the selling price and any quantity-specific behavior.
  5. Test the item in POS search or by barcode after saving changes.

Best Practice

  • Keep product names short enough for fast cashier reading without losing clarity.
  • Use consistent barcode and item-code standards across stores.
  • Re-test high-volume items immediately after any setup change.