Welcome to Flawless POS! This article will guide you through the main actions you can complete in the Inventory, Products, and Vendors Modules. From creating and updating products to managing bulk imports, vendor invoices, and inventory scans. This article gives you a step-by-step path. Each section links to detailed walkthroughs so you can dive deeper when needed.
Step 1: Creating and Managing Products
Everything in inventory starts with products. Before you can track, sell, or order anything, it needs to exist in the system. Here you’ll learn how to add new products, manage product details, and keep your catalog updated.
Once you know how to create and update products, you’ll have the foundation for everything else in inventory.
Step 2: Bulk and Advanced Product Management
When the catalog grows, entering or editing items one by one won’t cut it. At this point, you’ll use bulk tools and imports to make changes faster. These steps help when you’re adding many new products at once or updating details across a large group.
Think of this as your “power-up”. The ability to manage hundreds of products with a single action.
Step 3: Organizing and Reviewing Inventory
Over time, product lists can get messy. That’s why regular inventory checks and clean-ups matter. These actions help you spot errors, tidy up product tags, and ensure stock levels match what’s actually in the store.
Keeping things organized prevents bigger problems down the line, like missing items, inaccurate counts, or outdated product records.
Step 4: Pricing, Filters, and Rules
Beyond creating products, you’ll also decide how they’re priced and categorized. Filters make it easier to find items, while rules help automate consistent markups.
These tools put you in control of both the numbers and the structure, helping maintain consistency across the catalog.
Step 5: Vendors and Accounts Payable
Products don’t just appear in inventory, they come from vendors. Managing purchase orders, receiving shipments, and processing vendor invoices is an essential part of the role.
You’ll create POs, record when shipments arrive, handle returns, and apply vendor invoices and memos. These actions connect directly to accurate stock and financial tracking.
Once you’re comfortable here, you’ll have full control over the flow of inventory into the system.
Step 6: Reconciliation and Inventory Scanning
Even with accurate entry, stock can drift over time. That’s why reconciliation and scanning are important.
Here, you’ll learn how to generate reports that catch discrepancies and when to use regular vs blind scanning for more reliable results. These tools help you verify what’s physically on the shelf matches what’s in the system.
How to Perform Regular and Blind Inventory Scanning (To be added, still in draft)
When to Use Regular Scanning vs Blind Scanning (To be added, still in draft)
Doing this regularly keeps the system trustworthy for both inventory and sales teams.
Step 7: Services and Tasks
Lastly, you’ll configure services that sales staff can add at checkout. These include things like appraisals, ring sizing, and delivery charges.
By setting up and updating these services, you make it possible for the sales team to include them seamlessly in a transaction.
Think of this step as connecting the behind-the-scenes setup with the customer experience at the counter.
Next Steps
That’s the complete overview of what can be done in the Inventory, Products, and Vendors/AP modules. From creating items to managing vendors and reconciling inventory, these steps keep everything running smoothly. Save this guide for quick access to all detailed walkthroughs.
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