Adding a New Product in Portal

ADDING A NEW PRODUCT IN PORTAL

Access Product Maintenance

• From the main screen, navigate to:

  • The Shopping cart,

• Or from the top line select: Products>Product Maintenance

Add a New Product

• Click the “New Product” button

• Enter the product’s CSPC (SKU) and hit enter.

• Click the ‘Price List’ tab on the right side of the screen and the product information will appear with the information if it is on the price list.

• From here you can proceed to enter the appropriate fields manually or you can click the “Apply Info” button and many fields including Barcode, Description, Cost, Units Per Case, Units Per Pack and Deposit will auto populate into your product table.

• Alternatively, select from Price list. Enter the SKU in the search field.

• From the list select the item you want to add. The fields CSPC, Barcode, Description, Cost, Units Per Case, Units Per Pack and Deposit will auto populate information into your product table

Edit Product Information

• Review and adjust information as needed

  • Description – Shorten or simplify if needed for shelf labels and search functionality. (Tip: If it fits in the description field, it will typically fit on shelf labels.)

  • Barcode – may need to be entered

  • UOM/Size

  • Category – this field is required

  • Cost

  • Price

  • Price Group (auto-generates the selling price if cost is entered) or manually enter the selling price under Price

  • Vendor

  • Deposit CSPC (for bottle/can deposits) - this field is required

Set Ordering Details (Stock Tab)

These settings are critical for accurate reordering suggestions:

• Minimum Stock – The minimum number of units you want on hand before reordering. (Higher for top-selling SKUs)

• Mult. For Order – The minimum quantity that can be ordered (usually matches Units per pack)

• Units Per Case – this field is required for import invoices

• Order By Case – ✔️ Tick this box for ordering products by case.

📌 For exceptions: If ordering by the unit, do NOT tick “Order By Case.” Enter the minimum units in Mult. for Order. The system will still convert units to cases on the vendor Purchase Order.

• Units Per Pack – Is important if you will be repacking the product

• Singles – Is important along with Units Per Pack if you will be selling a packaged SKUs as a Single Unit

• Click Save Changes to confirm

BEST PRACTICE: Scan the product at the POS to verify the barcode. If it doesn’t scan, update the barcode in the system using the one on the product packaging (barcodes can change often).