Setting up products and services – part 2

On my previous video I walked you through how to update your products and services created via imported setup. In this video I’m going to start from an empty store and add some item to demonstrate the steps.

To start, I navigate to “Settings -> Stores” and create a new store.

and then I click on Store users and add myself into this store.

I set the pin number to 1111. I don’t want my  pin entry to expire. I choose the role as owner and I want to land on “transact, card” page when I enter my pin number. Then I make myself active. (Seth: this part should be said like someone who is talking to himself. So please say it twice so that I can get the best part)

That’s it. I click on switch user and enter my pin number. Now, if I click on the store name, I will see the “switch store” button to switch to the new store I just created. As you can see I can easily switch between my stores from here.

To add a new product or service, I navigate to Settings and then Items. You can see that there is no items defined here. So I’m going to click on the plus button to add my first item.

I enter “Shirt” and click on the check button to save. I can add an image by clicking here. I have already saved the image on my computer, so I click upload button to upload it and then I select it.

Edit button allows me to edit the item and set the price. I’m going to set the retail price at $10. The wholesale price refers to the my cost.

When I go to the “New transaction page”, I can’t see the item I just created but I can use the search button to find my item. If I click the item, nothing happens because I still haven’t created a register. Remember, this is a brand new store.

A register, is a selling station connected to your cash drawer through which you can track your income, customize your email, print or SMS templates, manage your automated actions or even have a different set of payment methods.

Let’s add a new register by navigating to “Settings -> Registers”. You can see that the register has no layouts. Layouts help you organize and display your items on the “New transaction” page. Through layouts, you can group your products or services by alphabet, use case or type. If you remember, the store import function, created 2 layouts for you. Services and Products.

I’m going to add a layout on “Settings -> Layouts” and call it “General”. Then I use the plus button to add my shirt into this layout. My layout will be activated when I add it to my register. So I go to settings, registers, to add my layout.

Now when I go to “New transaction” page, I can see my shirt and when I click on it, it will be added to the list of items. You can see that shirt has been added without any further description.

While I can simply change the name of the shirt to be “shirt, dry clean” or “shirt, laundry” to add more description, a better approach would be to define my shirt through attributes. So I need attributes like “Task” or “Task detail” to be able to describe dry cleaning, laundry or alterations for the shirt.

Therefore, I navigate to “Attributes” and add an attribute called “Task”. I set the default value to “Dry clean”. For an alterations store this might be “Shorten” instead. I also add another attribute called “Task detail” in case I want to provide more details on the item description. I’m going to set the default value to “With starch”. In a typical alterations store you might wanna set this to “Double stitch”.

Let’s go back to Settings -> Items and continue on editing the shirt. Under shirt settings, I can add attributes. I’m going to add the attributes of “Task” and “Task detail” here. I can keep the default values or change them. Now that I defined my item perfectly, I can set the price. Let’s say it’s $15.

One of the most important steps is to add your taxes.

So I navigate to “Settings -> Taxes” and then create a new tax. I’m gonna call it VAT and set the rate to 10%.

I want VAT to be added to the price, so I keep “Inclusive” unchecked. In UK, Australia and many other countries the tax is included in the price in which case you need to simply check this option.

Now I go back and add the tax to the shirt and save.

Let’s go to the “New transaction” page and see what we’ve done so far. When I click on the shirt, you can see that it’s added to the list, however Geelus did not ask me to select a task or task detail. This is because whenever there is only one choice, Geelus automatically selects it.

Let’s go back and continue adding more variants. A variant is a variation of the same item with different values for attributes. Now I’m going to add a new variant by clicking “Add variant” button on the top right corner. Please note that I can set a new price for each variant. Here I can set the “Task” and “Task detail” attributes that I added to the item in the previous step.

I keep the task as “Dry clean” and enter “No starch” for the task detail attribute. This means when user selects “Dry clean”, there will be 2 choices: “With starch” and “No starch” and each can have a different price. Note that the tax has been automatically allocated to the variant but you can always remove it by clicking here.

Let’s navigate to “New transaction” page to check the result. This time when I click on “shirt”, I can see options: “With starch” and “No starch”. Note that on the top it says “Select task detail” which means we did not get to select “Task”.

This is again because there is only one option for “Task” and that is “Dry Clean”, so it’s automatically selected by Geelus.

I click on “With starch” to select it. Now you can see “Shirt”, “Dry Clean – With starch” on the item description.

Let’s go back to my shirt and add some alterations. This time, when I add a variant, on the task, I’m going to put “Shorten sleeves” and on the task Details I’m going to put “Normal”.

I then add another alterations with the “Task” of “Shorten sleeves” and on the task detail I enter “Original”. Please note that in order for Geelus to group tasks, you need to make sure they are identical. So it’s better to copy the task to avoid mistakes.

Please note that the top item has a gray background which means it’s the main item. There are many more settings under the main item and specially this is the item you get to select the attributes to be used by variants.

Let’s get back to the “New transaction” page and click on shirt. Now you can see “Dry Clean” and “Shorten sleeves” appear on the “Select task” page. When I click on “Shorten sleeves” I can see “Normal” and “Original” and if I go back and select “Dry clean” I can see “With starch” and “No starch” options.

Now here is the tricky part which is what most of the software applications on the market do not support: I want to perform both alterations and dry cleaning on the very same shirt. This is really easy in Geelus…

Let’s go back to my shirt settings. There is an option here called: “Allow adding sub-items”. Checking this box, will allow adding variants of the same item into the item as a sub-item.

Let’s test by navigating to the “New transaction” page. First, I click on shirt and select “Dry Clean”, “With starch”. Then I click on the “Add to” button here and now, I get to select “Shorten sleeves”, “Normal”.

You can see how nicely 2 tasks have been added to the very same item.

On my next video I will cover some more details on setting up your products and services.