Add a new product to your PAYD Pro PlusTM inventory through the Create a New Product screen. The screen is accessed from the Inventory menu.
NOTE: Products created using PAYD Administration are specific to that store. Products created using Multi Location Administration are available for all the stores in your enterprise (multi-store environment only).
NOTE: Products can also be created in the PAYD Pro Plus Mobile Solution. Refer to Creating Product Profiles for more information.
NOTE: You can add a new product by copying an existing product and then editing the product information as required. For detailed help, see Entering Additional Product Information.
NOTE: You can also add new products to your inventory through an inventory import (see Importing Inventory).
NOTE: Based on your PAYD account type, you may encounter a limit to the number of product profiles that can be added to the inventory database. Once the limit is reached, you will not be able to save additional product profiles unless previously created profiles are removed from the database to create space for new ones. For more information on increasing this limit, please visit us at getpayd.com/paydproplus or call us at 1-855-423-PAYD (7293) to upgrade today.
In the PAYD Administration main screen, click the Inventory menu.
On the Inventory menu, under the Product section, click Product List.
The Product Search Results screen appears.
In the bottom left corner of the Product Search Results screen, click the Add button ().
New, blank product information fields appear at the bottom of the Product Search Results screen.
Complete the fields as follows:
Product Name - Enter an English name for the product (required).
Product ID - Enter an ID for the product's default Product ID. The system uses this ID to automatically populate the IDs tab (required; maximum 17 characters).
Supplier UPC - Enter the code used by the supplier to identify the Product ID (optional).
In-Stock - Enter the default in-stock inventory quantity you want set for the product's Product IDs (required).
Retail price - Enter the price that will be charged to the customer for the product's Product IDs (required).
NOTE: You can later override this price by entering pricing information specific to a Product ID (see Editing the Default Product ID, Adding Other Product IDs and Editing Product Details).
Click the Save button on the right side of the screen.
To add additional product information, click the new Product Name you added in the Product Search Results screen.
The Product Details popup appears with the General Info tab selected.
Complete the fields as follows:
Product Name - Enter the product's name into this field. A French name is optional.
Status - Select Active to ensure the product is active in inventory i.e. shows up in product searches etc.
List Price - Enter the Retail Price recommended by the manufacturer. The default is 0.00.
Cost Price - Enter the price you pay for the product (i.e., the merchant price). The default is 0.00.
Applicable Tax - Place checkmarks in the checkboxes representing the tax(es) that apply to the product. If the item is to be tax exempt, click the Tax Exempt radio button of the tax that is to be exempted from the product. If additional taxes have been configured, and they apply to this product, check the applicable boxes in the Additional Taxes section.
If you have the eCommerce module, you can choose one of the following tax exemption scenarios:
To apply the eCommerce tax rate to the item (for the purposes of online sales through your eCommerce website), even though the item might have tax exemptions in-store, click the Yes option under the Apply Taxes In Ecommerce section.
To make the item tax exempt for both in-store and eCommerce sales, click the No option under the Apply Taxes In Ecommerce section.
NOTE: Tax settings may be overridden for a particular sale at the time the sale is transacted.
Click the Save button at the bottom of the Product Details popup.
On the PAYD Administration main screen, click the Inventory menu.
On the Inventory menu, under the Product section, click Add Product.
The Create a New Product screen appears with a blank General Info tab selected. All other tabs are disabled until you save the new record.
In the General Info tab, complete the fields as follows:
Product Name - Enter an English name for the product (required). A French name is optional.
Product ID - Enter an ID for the product's default Product ID. The system uses this ID to automatically populate the IDs tab (required; maximum 17 characters).
TIP: To have PAYD Pro Plus generate a Product ID for you, click the Generate button.
Status - Select a status for the product from the Status drop-down list: Active or Inactive. The default is Active.
NOTE: Inactive products cannot be added to a sale.
Category - Select the category the product belongs to by clicking the Select Category button. The Select category popup opens and you can click on a category/sub-category as needed. Click the Ok button at the bottom once you have chosen the category to which the product belongs.
Complete the Prices fields as follows:
Retail Price - Enter the price that will be charged to the customer for the product's Product IDs (required). The default is 0.00.
NOTE: You can later override this price by entering pricing information specific to a Product ID (see Editing the Default Product ID, Adding Other Product IDs and Editing Product Details).
List Price - Enter the Retail Price recommended by the manufacturer. The default is 0.00.
Cost Price - Enter the price you pay for the product (i.e., the merchant price). The default is 0.00.
NOTE: You can later override this price by entering pricing information specific to a Product ID (see Editing the Default Product ID, Adding Other Product IDs and Editing Product Details). If you do not enter a Cost price for a product, the gross margin for the product in the Gross Margin Report will be the actual price.
Complete the Inventory Quantities fields as follows:
In-Stock - Enter the default in-stock inventory quantity you want set for the product's Product IDs (required). The default is 0.
Re-Order - Enter the default re-order quantity you want set for the product's Product IDs. The default is 0.
Minimum Quantity - Enter the inventory count for the product's Product IDs that, when reached or exceeded, causes the Product IDs to be included in the Low Stock Report with the Re-order quantity. The default is 0.
NOTE: You can also configure PAYD Pro Plus to send you a low stock email notification (see Configuring Other Merchant Settings).
Maximum Quantity - Enter a value for the most of this product you want to carry in inventory at any time.
NOTE: This field is optional and can be left as "N/A".
Complete the Applicable Tax options as follows:
• If the product is to be taxed at the point-of-sale, click the tax option that applies to the product.
• If the product requires tax exemption(s), click the Tax Exempted option to exempt that tax from this new product. When sold at the point-of-sale, this product will not have the tax applied.
NOTE: Tax settings may be overridden for a particular sale at the time the sale is transacted.
• If you have the PAYD Pro Plus eCommerce module, you can choose one of the following tax exemption scenarios:
To apply the eCommerce tax rate to the item (for the purposes of online sales through your eCommerce website), even though the item might have tax exemptions in-store, click the Yes option under the Apply Taxes In Ecommerce section.
To make the item tax exempt for both in-store and eCommerce sales, click the No option under the Apply Taxes In Ecommerce section.
At the top of the screen, click the Save button or press 'Ctrl' + 'S' on the keyboard.
The new product record is saved and displayed in the Product Details view. The remaining tabs are enabled.
Editing the Default Product ID
Entering Additional Product Information
Creating Product Profiles (Mobile)