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Product Module

Master product catalog management, inventory tracking, and product information.

📊 Overview

The Product Module manages:

  • Product Master Data - Complete product catalog
  • Categories & Types - Organization and classification
  • Ingredients & Recipes - Product composition
  • Price Management - Pricing and history
  • Stock Information - Quantity and locations
  • Product Dashboard - Inventory analytics

📦 Product List

Access: Product → Product List

Viewing Products

Table Columns:

  • Product Code (SKU)
  • Product Name
  • Category
  • Unit
  • Price
  • Stock Quantity
  • Status (Active/Inactive)
  • Actions

Features:

  • Search - By name, code, category
  • Filter - By category, type, status, stock level
  • Sort - Any column (click header)
  • Export - CSV download
  • Bulk Actions - Select multiple products

➕ Creating a Product

Access: Product → Add New Product

Basic Information

Required Fields:

Product Name: * (e.g., "Pad Thai")
Product Code: * (SKU - auto-generated or manual)
Category: * (Select from list)
Unit: * (Piece, Kg, Liter, Box, etc.)

Optional Fields:

Brand
Manufacturer
Supplier (Default)
Product Model
Description
Product Image (upload)

Pricing

Purchase Information:

  • Purchase Price (cost)
  • Minimum Order Quantity
  • Preferred Supplier

Sales Information:

  • Selling Price (required)
  • MRP (Maximum Retail Price)
  • Tax Rate (select applicable tax)
  • Discount (if any)

Inventory

Stock Control:

  • Manage Stock: Yes/No
  • Minimum Quantity (reorder point)
  • Maximum Quantity
  • Reorder Quantity
  • Opening Stock (initial quantity)

Location:

  • Warehouse/Branch
  • Bin Location (if using bins)

Product Type

Select Type:

  • Raw Material
  • Pre-cooked Item
  • Finished Product
  • Set Menu (Combo)

Type Determines:

  • Kitchen station routing
  • Inventory calculation method
  • Recipe requirements

Additional Settings

Product Status:

  • Active (available for sale)
  • Inactive (hidden from POS)

Options:

  • Is Featured Product
  • Allow Decimal Quantity
  • Has Variants (size, color)
  • Track Serial Numbers
  • Track Batch Numbers

🏷️ Product Categories

Access: Product → Categories

Category Management

Creating Category:

  1. Click Add Category
  2. Enter category name
  3. Enter description (optional)
  4. Select parent category (for sub-categories)
  5. Upload category image
  6. Set display order
  7. Status: Active/Inactive

Category Examples:

  • Appetizers
    • Spring Rolls
    • Salads
  • Main Course
    • Thai Curry
    • Noodles
    • Rice Dishes
  • Beverages
    • Hot Drinks
    • Cold Drinks
  • Desserts

Category Benefits:

  • Organizes menu
  • Filters in POS
  • Reporting by category
  • Menu card sections

🍳 Product Ingredients

Access: Product → Edit Product → Ingredients Tab

Recipe Management

Purpose: Define what goes into a finished product

Adding Ingredients:

Step 1: Select Product Type

  • Must be "Finished Product" or "Set Menu"
  • Raw materials don't have ingredients

Step 2: Add Ingredient

  1. Click Add Ingredient
  2. Search for ingredient (raw material/pre-cooked)
  3. Enter quantity needed
  4. Select unit
  5. Add multiple ingredients

Example - Pad Thai Recipe:

Rice Noodles: 200g
Chicken Breast: 100g
Eggs: 2 pieces
Bean Sprouts: 50g
Peanuts: 30g
Pad Thai Sauce: 50ml
Lime: 1 piece

Step 3: Save Recipe

  • Recipe saved with product
  • Used for:
    • Cost calculation
    • Inventory deduction
    • Purchase planning

Recipe Costing

Automatic Cost Calculation:

  • System calculates ingredient costs
  • Adds labor cost (if configured)
  • Suggests selling price with target margin
  • Updates when ingredient prices change

View Cost Breakdown:

  1. Edit product
  2. Go to Costing tab
  3. See:
    • Individual ingredient costs
    • Total recipe cost
    • Current selling price
    • Profit margin %
    • Suggested price

💲 Price Management

Access: Product → Price Management

Current Prices

View All Prices:

  • Product list with prices
  • Filter by category
  • Sort by price
  • Export pricing list

Price Changes

Recording Price Change:

Step 1: Initiate Change

  1. Select product
  2. Click Change Price
  3. Enter new price
  4. Enter effective date
  5. Enter reason for change

Step 2: Approval

  • If required, manager approves
  • Approved changes activate on effective date
  • System maintains price history

Price Change Reasons:

  • Cost increase
  • Promotion
  • Market competition
  • Seasonal adjustment
  • Bulk pricing

Price History

View History:

  1. Select product
  2. Click Price History
  3. See all past prices with:
    • Old price
    • New price
    • Change date
    • Changed by
    • Reason
    • Approval status

📊 Product Dashboard

Access: Product → Dashboard

Inventory KPIs

Metrics Display:

  • Total Products: 1,248 items
  • Inventory Value: ฿8.5M
  • Low Stock Items: 42
  • Out of Stock: 8
  • Stock Turnover Rate: 4.2x
  • Avg Stock Days: 87

Analytics Charts

Category Breakdown:

  • Bar chart showing items per category
  • Inventory value per category
  • Percentage distribution

Stock Movement:

  • Weekly in/out/adjustment trends
  • Line graph over time
  • Identifies patterns

Low Stock Table:

  • Products below minimum
  • Current vs minimum quantity
  • Suggested reorder amount
  • Supplier info
  • Quick action buttons

📥 Bulk Import/Export

Import Products

Access: Product → Import

Step 1: Download Template

  1. Click Download Template
  2. Excel file downloads with columns:
    • Product Code
    • Product Name
    • Category
    • Unit
    • Purchase Price
    • Selling Price
    • Minimum Quantity
    • Opening Stock

Step 2: Fill Template

  • Enter product data
  • Follow format exactly
  • Don't change column headers
  • Save as CSV or Excel

Step 3: Upload File

  1. Click Import File
  2. Select filled template
  3. Click Upload
  4. System validates data

Step 4: Review

  • System shows preview
  • Highlights errors
  • Fix errors and re-upload
  • Or skip invalid rows

Step 5: Import

  • Click Import Products
  • Progress bar shows status
  • Summary displayed (success/failed)

Export Products

Export All Products:

  1. Click Export button
  2. Select format (CSV/Excel)
  3. File downloads
  4. Use for:
    • Backup
    • External analysis
    • Sharing with suppliers
    • Price list distribution

🔖 Stock Groups

Access: Product → Stock Groups

Grouping Products

Purpose: Additional classification beyond categories

Examples:

  • Fast Moving
  • Slow Moving
  • Seasonal Items
  • Promotional Items
  • Imported Products
  • Local Products
  • Perishable
  • Non-Perishable

Creating Stock Group:

  1. Click Add Stock Group
  2. Enter group name
  3. Enter description
  4. Save

Assigning Products:

  1. Edit product
  2. Select stock group
  3. Save
  4. Use in filtering and reporting

🏷️ Product Labels & Barcodes

Barcode Generation

Generate Barcodes:

  1. Select products
  2. Click Generate Barcode
  3. System creates unique barcodes
  4. Print labels

Barcode Types Supported:

  • EAN-13
  • EAN-8
  • UPC
  • Code 128
  • QR Code

Printing Labels:

  1. Select products
  2. Click Print Labels
  3. Choose label format:
    • Price label
    • Barcode only
    • Product info + barcode
  4. Select printer
  5. Print

Search Locations:

  • Product list (top search bar)
  • POS (when adding items)
  • Purchase orders
  • Stock transfer

Search By:

  • Product name
  • Product code
  • Barcode (scan)
  • Category
  • Supplier

Advanced Filters:

  • Price range
  • Stock level (Low/Normal/Overstock)
  • Status (Active/Inactive)
  • Date added
  • Multiple categories

⚙️ Product Settings

Access: Product → Settings

General Settings

Product Code:

  • Auto-generate: Yes/No
  • Prefix (e.g., "PRD-")
  • Starting number
  • Number of digits

Default Values:

  • Default unit
  • Default tax rate
  • Default category
  • Default supplier

Image Settings

Product Images:

  • Maximum file size
  • Allowed formats (JPG, PNG)
  • Image dimensions
  • Thumbnail generation

📊 Product Reports

Access: Reports → Product

Available Reports

Stock Summary:

  • All products with quantities
  • By location
  • By category
  • Current value

Stock Valuation:

  • Inventory value at cost
  • By category breakdown
  • Location-wise
  • Total value

Product Sales Report:

  • Best sellers
  • Slow movers
  • Revenue by product
  • Quantity sold

Ingredient Usage:

  • Ingredients consumed
  • By finished product
  • Cost analysis
  • Wastage tracking

🔍 Troubleshooting

Product Not Appearing in POS

Check:

  • Product status is Active
  • Product has stock (if stock managed)
  • Product assigned to current location
  • Product type is sellable
  • Category is visible

Cost Calculation Wrong

Verify:

  • All ingredients added to recipe
  • Ingredient quantities correct
  • Ingredient prices updated
  • Recipe saved properly
  • Refresh cost calculation

Stock Not Updating

Solutions:

  • Check "Manage Stock" is enabled
  • Verify stock transactions saved
  • Check location assignment
  • Review stock adjustments
  • Ensure no pending transfers

Product management is the foundation of your inventory system. Keep your catalog organized and accurate! 📦✨