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The menu
Product overview / Edit product
Status title Attention! If you purchase goods from new suppliers and want to monitor the stock, you must create the supplier under Article / Inventory Management / Suppliers before you create the goods!
| title | Attention! If you purchase goods from new suppliers and want to monitor the stock, you must create the supplier under Article / Inventory Management / Suppliers before you create the goods! |
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You can access the product overview via the menu item 'Product Management' and 'Overview', or via the 'Quick search' (as explained under General information#Menu guidance).
Here you see the possibilities to sort the products by main category, product category, or both combined.
For help on sorting and explaining the buttons, see General Information#Tables(Grid).
Product Reference: You can assign this yourself. If you select a category when creating the product whose product reference is assigned by the number generator, you see the last number assigned:
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The reference article numbers must be unique, we recommend that you use the number generator as standard. It is not recommended to change or reuse 'old' product reference "old" article numbers. This only leads to confusion during when exporting data export, reconciliation coordination with the accounting department (BMD), etc. This product reference is intended These article numbers are internal, for the club internally and should not to be confused with the supplier's product referencearticle number of your suppliers. |
Name: Name of the product
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VAT: Here you can see the tax rate that applies to this articleproduct.
Stock: The current stock level of the articleproduct.
Main category/category: Here you sort by the respective selection.
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: Creates a new product.
Creating Products
In the upper area you see a menu guidance, which gives us 2 important information:
- ... where you are
- ... missing information necessary to complete the article (green = input OK or not necessary, orange = required information missing).
Background Green: This page was called once + the information is OK.
Font Green: You do not have to edit this page, but you can still enter information about the article.
Font Orange: The necessary information about the article is missing here, which is why the article cannot be created in this state.
With basic information and stock levels, there is enough information to create an item.
The explanations for all steps (create product) are as follows:
Area - Basic Information
A - General information
(the following logic is applied to the entire article flow: With Save the article is created at any time, with Continue you always jump to the next area).
Seller: This field assumes that a seller has already been created.
(separation of employee/article/statistics/authorisations etc.)
Article category/Category: Separates articles, e.g. at the POS for better listing (categorically), is used for evaluations.
Display name/Name: is a required field.
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Please note that in order to successfully create a product, you will need to have the following things prepared:
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In the upper area you see menu guidance, which gives us 2 important information:
- ... where you are
- ... missing information necessary to complete the product (green = input OK or not necessary, orange = required information missing).
Background Green: This page was called once + the information is OK.
Font Green: You do not have to edit this page, but you can still enter information about the product.
Font Orange: The necessary information about the product is missing here, which is why the product cannot be created in this state.
With basic information and stock levels, there is enough information to create an item.
The explanations for all steps (create a product) are as follows:
Area - Basic Information
A - General information
(the following logic is applied to the entire product flow: With save, the product is created at any time, with Continue you always jump to the next area).
Seller: This field assumes that a seller has already been created. (separation of employee/product/statistics/authorisations etc.)
Product category/Category: Separates products, e.g. at the POS for better listing (categorically), are used for evaluations.
Display name/Name: is a required field.
Product number/Product Reference: Depending on the selected product category whether it is a mandatory field or not (if no number generator is stored, it is a mandatory field).
B - Price information
Price: The actual value of the item is defined here.
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Tax/VAT: The corresponding tax rate must be selected here.
C - Other information
Unit: Here you can select existing ones. With the 
button it is possible to create a new unit in the workflow.
Availability (Allow): Options are divided into Deny, Allow and Backoffice (here an article a product can be created and only released later e.g. = Deny)
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POS Display: What should be displayed on the POS for this article.product?
Description: Description of the product.
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Bundle: The bundle that the product belongs to (if any)
B - Codes:
Product Barcode: The barcode of the article the product is stored here. With a barcode device, this article this product can now be recognised recognized and selected.
Booking reference: This would overrule the product category reference, so please me be mindful of this if you add a booking reference for the product itself.
C - Display Options:
Color & Icon: is for visual display at the cash desk (the short name is displayed in this color and/or symbol).
D - Classification:
Article TypeProduct Type: is currently divided into 'Greenfee' and 'Other'.
By specifying 'GreenfeesGreen fees' you can create groupings in the TeeTimes. This makes it possible for you to specify a 9-hole booking in more detail in further steps, for example.
(more information: TeeTimes - Tee times#Book tee times)
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After you have done this, you still have the option described under point A to enter order information for the articleproduct.
A - Stock control: Used to cleanly manage information to make the inventory and ordering more efficient. When enabling this, the page will expand to show the following new input fields:
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B - Storage locations/Stock: Specifies where the item will be stored. You can add the stock and a storage location by pressing to the right.
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If you do not want to keep a stock → Select 'Do not activate stock management' (the 2nd option after 'Activate stock management'):
Period: If applicable, choose a period.
Center: If you have activated profit centers in your golf club, you should pick which profit center this item belongs to.
Business Section: For smaller golfclubs golf clubs there may only be one business section. For larger, they may have several, for example, food and drinks, proshoppro shop, etc.
Once you have entered this information, you can complete/create an article a product (if all other information has been entered).
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Here you add the supplier for this product by pressing the 
in the right corner.
Supplier: Here you specify who delivered this article this product to you.
Supplier product number: You can use this product number to place an order (internal article internal product number with the supplier).
Supplier Barcode: As an alternative to the supplier's prodcut product number, there is also a 'supplier barcode' (internal barcode number at the supplier).
Price/currency/price base/tax: Here you enter the actual data for the purchase of the article the product from your supplier.
Area - Facets
All characteristics for the article the product are stored here.
If these do not already exist (color, clothing size, etc.) you can create them with the 
Button (in the process). The same applies to the facets (red, yellow, X Large, XX Large, etc.).
When you enter the facets, the bottom left-hand corner shows whether this article this product has already been created.
If such articles such products already exist, you will see a small table showing how they already exist (this will help you to avoid duplicates).
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Please note that you can only add 1 facet to each article each product per characteristic. So if you have created a sweater in red, you have to create a new article new product for another sweater in yellow! |
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To duplicate an articlea product, you must create a new articleproduct. You can do this via the |
Area - Overview
The summary of the data entered. If incorrect entries are found, you can switch between the areas at any time and correct, change or supplement them.
Processing of
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the product
After you have created one or more articlesproducts, you can revise them at any time. To do this, simply select an article a product and overwrite it in the lower area.
You also conclude this change(s)
. This procedure is independent of the division and is applied in the same way everywhere.
Area - Supplier
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- Enter the actual purchasing information for the article the product by pressing
- Indication (if desired) of the "article product in the name of" / "on account of" by clicking the
(for more information see POS - Cash#Deputy).
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Here you can see all movements - after selecting the article the product and the desired warehouse - a detailed log:
Select product → Select inventory and location and then you will see the information about the selected product:
Restore deleted items
If you have deleted an item and need to restore it, you can do so with the button
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.
In the course of this, you see
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all product that have been deleted.
You can easily restore them with 
(see screenshot above).
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All information about the item will be saved before it is deleted. This information is restored in the 'Restore' process in exactly the same way. This also includes the main and article and product categories if these have been deleted in the meantime. However, this does not apply if the main category/article product category has been renamed "only". In this case, they will be added to the category with the "new" name. |
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Product Collections
Under this point, it is possible to store articles products as a package.
Thus it is possible, for example, to create several articles several products at once for a collective invoice through a collection.
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Rental Subscriptions - Overview
These articles These products are clearly separated from the usual articles, products since these are usually charged annually.
Here more flexibility is offered as well as e.g. paid lending. This can also be terminated at any time.
Usually, the rental articles rental products are charged in the annual account. The settings for this must be entered in advance, such as the settlement category.
First of all, you create a new rental on and enter the details for the settlement including what you want to name the category.
Once you have input this information, you get the chance to either manually create rental objects one after the other, for the system to automatically generate a certain amount of some kind of rental object or to not create any rental objects.
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B - Automatically: When you automatically add rental objects, you also have to specify how many objects are for rent. Otherwise, the information needed is similar to above.
C - No rental objects: If you chose this these options, no rental objects will be created and you will go straight to adding a rental season.
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After you have added, or chosen not to add , any rental objects, you get the choice to set a rental season for the rental object. If you chose choose yes, you need to fill out the following information:
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Here you can specify where these rental items are located, e.g. 'men's wardrobe above'.
Rental categoriescategories
Here you can create a category that is only used to manage rental items. These are clearly separated from the general category management of the articles.
Article Categories
This is where you manage the main category, including the category below it in the hierarchy.
First you start by creating a main category. Here you can enter the following information:
Booking reference: currently no function.
Pos-symbol, colour & POS-designation: Representation, how the category should look like in the classical search at the POS.
Number generator: All articles that you create at a later date and assign to this category are assigned - automatically generated - an article number.
Tax rate: If you select this main category or the category below it, this tax rate will be filled in for the article. However, you can overwrite it at any time.
We will then create a category below:
We would like to bring the following fields closer to you:
Tax: If you enter a new tax rate here, it will be 'overwritten' (if available) in the main category (the one that is closer to it always applies, seen hierarchically).
Seller: Here you specify which seller may sell the items in this category.
Number generator: As with the tax rate, if one is defined in the main category above it, it will be 'overwritten' (the one closer to it will always take effect hierarchically).
Section: Linking will follow.
Booking reference: currently no function.
Main article category: Here you specify to which main category this category should be assigned. Is selected automatically.
Now try to search for the category while creating an article:
| Info |
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As you create an item, you specify which category to assign it to. Meanwhile, the main category in which the category is located is also automatically assigned in the background. |
Merchandise management
Supplier
Path. Article management → Inventory management → Supplier
Here you create the vendor from whom you procure the goods.
The supplier is also used for the delivery notes.
Units
Since you can also create the units during the article creation, the direct access via the menu is hardly used.
However, it is still helpful if you intend to create all desired units at once (e.g. as a new customer). Thus you save yourself the work afterwards.
Inventory count
The access takes place over Article management → Inventory management → Inventory count.
The process is begun with the usual button in the table view left down (more to the table view under general information#tables (Grid)).
First the indication of the camp is sufficient, in order to be able to continue.
All other information can also be entered at a later time.
After "Create", all items assigned to this warehouse are created with the following information:
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After completion, this process can no longer be undone. However, repairs can be made at any time during the running process. |
Stock Inventory Report
You can access the final report via the print symbol (see illustration below - left outside)
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The physical inventory report is not available until you have completed your physical inventory. Before this, you have the option of changing the description, description and entry date. Furthermore you have the possibility to export the continuous inventory via XLS e.g. (Select the stock inventory at the top and then the XLS symbol at the bottom left). |
Legend. EK = purchase price: EK = purchase price, VK = sales price, SB = target stock, IB = actual stock, BD = stock difference
Delivery notes
Access: Article management → Inventory management → Delivery note
First you are in the overview where you can see completed delivery notes (if available). You can continue to create a document by clicking on the button.
After changing the view, you now see the search function and the possibility to create a new document.
The search will now be split here:
- Type of document (currently delivery note available) and
- according to the seller
| Info |
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In the screenshot (above) 'Cengiz' was filtered according to the delivery notes of the seller (result: 1 delivery note). All delivery notes listed here are saved, but not yet completed. |
Create the delivery note
With the button 
you can now start the creation of a document, then select the desired document.
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As usual, all mandatory fields are highlighted in color.
First enter a supplier and then the seller.
General Information
In the next part, you can enter an internally managed delivery number (which is managed by you), and you can also enter an external delivery number (which is managed by your vendor).
Next, specify when the delivery was expected and when it arrived.
Contents of the delivery note
Finally, add the contents of the delivery:
You can start creating them with the button 
. First you will see the font 'Select article'.
Click here and enter the article - available in the database - and adjust the quantity.
Here you specify the items that were delivered.
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Only items that the specified seller, whom you have specified under 'Recipient', is allowed to sell are displayed here. |
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You can save in any step you like. This allows you to continue processing at a later point in time. |
| Warning | ||
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You can only complete your order if you have added at least 1 article to the list and have filled in all mandatory fields. |
Delete the selected delivery note: The selected delivery note is deleted from the database.
Reset all entries: All data since the last saving process will be reset or deleted.
Create: All mandatory fields are filled in and there is at least 1 article. You can now create the delivery note (it can now only be found in the overview menu item Article → Delivery note).
Save the document: The document (in this case the delivery note) is saved temporarily.
products.
Creates new rental categories, which will be needed to create a rental item.
Inventory management
Supplier
Path. Product management → Inventory management → Supplier
Here you create the vendor from whom you procure the goods using .
The supplier is also used for the delivery notes. All the orange input fields need to be filled out, but the more is filled out the better.
Delivery notes
Access: Product management → Inventory management → Delivery note
First you are in the overview where you can see completed delivery notes (if available). You can continue to create a document by clicking on the button.
After opening a new page, you can create a new document. Otherwise, the page will be empty.
The search will now be split here:
- Type of document (currently delivery note available) and
- according to the seller
| Info |
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In the screenshot (above) 'Cengiz' was filtered according to the delivery notes of the seller (result: 1 delivery note). All delivery notes listed here are saved, but not yet completed. |
Create the delivery note
With the button you can now start the creation of a document, then select the desired document.
Deliverer + recipient
As usual, all mandatory fields are highlighted in color.
First enter a supplier and then the seller.
General Information
In the next part, you can enter an internally managed delivery number (which is managed by you), and you can also enter an external delivery number (which is managed by your vendor).
Next, specify when the delivery was expected and when it arrived.
Contents of the delivery note
Finally, add the contents of the delivery:
You can start creating them with the button . First you will see the font 'Select product'.
Click here and enter the product - available in the database - and adjust the quantity.
Here you specify the items that were delivered.
| Note | ||
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Only items that the specified seller, whom you have specified under 'Recipient', is allowed to sell are displayed here. |
| Tip | ||
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You can save in any step you like. This allows you to continue processing at a later point in time. |
| Warning | ||
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You can only complete your order if you have added at least 1 product to the list and have filled in all mandatory fields. |
Delete the selected delivery note: The selected delivery note is deleted from the database.
Reset all entries: All data since the last saving process will be reset or deleted.
Add: All mandatory fields are filled in and there is at least 1 product. You can now create the delivery note (it can now only be found in the overview menu item Product → Delivery note).
Save the document: The document (in this case the delivery note) is saved temporarily.
Inventory count
The access takes place over Product management → Inventory management → Inventory count.
The process is begun with the usual button in the table view left down (more to the table view under general information#tables (Grid)).
First the indication of the location is sufficient, in order to be able to continue. All other information can also be entered at a later time.
After "Create", all items assigned to this warehouse are created with the following information:
| Info |
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After completion, this process can no longer be undone. However, repairs can be made at any time during the running process. |
Stock Information
You can access the final report via the print symbol (see illustration below - left outside) right before the name of the storage location.
| Info | ||
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The physical inventory report is not available until you have completed your physical inventory. Before this, you have the option of changing the description, description and entry date. Furthermore you have the possibility to export the continuous inventory via XLS e.g. (Select the stock inventory at the top and then the XLS symbol at the bottom left). |
Legend. EK = purchase price: PP & EK = purchase price, SP = sales price, TQ = target stock/quantity, AQ = actual stock/quantity, QD = stock/quantity difference, TQ = total quantity
Stock Information
The access takes place over Product management → Inventory management → Stock Information
This gives you an overview of your storage locations, their respective inventory and the stock movement for each item to give you an overview of the input and output of goods.
Inventory only shows once you have picked a storage location.
Stock movement is first shown when you choose a product.
Units
The access takes place over Product management → Inventory management → Units
This is where you will need to insert the possible units of products, for example liter, pieces, bottles, etc.
Product Categories
This is where you manage the main category, including the category below it in the hierarchy.
First you start by creating a main category. Here you can enter the following information:
Booking reference: currently no function.
Pos-symbol, colour & POS-designation: Representation, how the category should look like in the classical search at the POS.
Number generator: All products that you create at a later date and assign to this category are assigned - automatically generated - a product number.
Tax rate: If you select this main category or the category below it, this tax rate will be filled in for the products. However, you can overwrite it at any time.
We will then create a category below:
We would like to bring the following fields closer to you:
Tax: If you enter a new tax rate here, it will be 'overwritten' (if available) in the main category (the one that is closer to it always applies, seen hierarchically).
Seller: Here you specify which seller may sell the items in this category.
Number generator: As with the tax rate, if one is defined in the main category above it, it will be 'overwritten' (the one closer to it will always take effect hierarchically).
Section: Linking will follow.
Booking reference: currently no function.
Main product category: Here you specify to which main category this category should be assigned. Is selected automatically.
Now try to search for the category while creating a product:
| Info |
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As you create an item, you specify which category to assign it to. Meanwhile, the main category in which the category is located is also automatically assigned in the background. |