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Managing assortment (adding items, inventory management etc)

Add your assortment to start selling. This can be done manually or automatically. You don’t have to fill in all the fields in the cards, but it’s advisable not to neglect the essential ones.

All information about catalog operations can be viewed in the “Report of file indexing” menu. If an operation has an “Achieved” status, it means the import or export was successful without errors.

After creating an account in the personal dashboard, aт assortment will be automatically generated for you. If needed, you can make changes to the assortment – add new categories, and products, or edit existing ones.

To make changes, go to the ‘Catalog’ menu, and then to the ‘Goods and Services’ section. Next, go to the settings of the product you want to adjust. To do this, either click on its name, which is highlighted in blue, or click on the edit button.”

Disabling Products and Changing Assortment Availability
If, for any reason, you need to disable products, you can do this in the personal dashboard.

In the product card under the “Sales Channels” block:

  • To disable, uncheck the box next to the address of the point where you want to disable.
  • To enable, check the box next to the address of the point where you want to enable.

After making changes, don’t forget to click “Save” and then confirm the changes with the “Yes” button in the pop-up window.

After saving the changes, the products will be enabled/disabled at the corner within 30 minutes. If the products have not disappeared from the menu on the coffee corner within this time, restart the software.

Changing the Cost of Products
If you decide to increase/decrease prices or temporarily reduce the cost as part of a promotion, adjust the amount in the “Base Price” field in the product card – this is the price visible to the customer.

After making changes, don’t forget to click “Save” and then confirm the changes with the “Yes” button in the pop-up window.

After saving the changes, the products will be enabled/disabled at the corner within 30 minutes. If the products have not disappeared from the menu on the coffee corner within this time, restart the software.

Adding categories and goods

You can also import the assortment via a file if you have a large number of items – this will save time. You can also seamlessly transfer the assortment from another platform to i-Retail.

To do an import, download all your product items from another platform in one of the formats supported by i-Retail (YML, XLS, CSV, and CML). Then, download the i-Retail assortment template, which is available when you click the “Import” button. Transfer your assortment into the i-Retail template. To ensure everything loads correctly, follow the structure and do not delete columns from the downloaded template.

Subsequent changes to the assortment can also be made through imports. To do this, click “Update Catalog.”

3.1.2. Импорт и экспорт ассортимента

To manually add items, start by creating categories, and then add your products and services to them. You can also create products and services without categories, and they will be added to the root of the assortment catalog.

The first category is created at the root of the catalog. Subsequent categories can be created either at the root or inside another category (subcategory). By default, each category is displayed in all sales channels. To stop a category from being displayed in the online store or application, toggle the “Display category included in the catalog” option off.

Categories are created in the personal cabinet in the “Catalog” menu → “Categories” → “Create Category.”

3.1.1. Товары и услуги

To edit already created categories, select the desired category in the “Categories” menu → click “Delete” or “Edit.”

3.1.1. Товары и услуги

Products and services are created in the personal cabinet in the “Catalog” menu → “Products and Services” → “New Product/Service.”

We have several types of products, these are useful for multicorner work, the rest will be irrelevant.
3.1.1. Товары и услуги
  • Sales Channels
    Products can be set to be available in specific sales channels. For example, one product could be available only in one corner, and in the remaning ones it won’t be available.
  • Localization
    You can provide descriptions, names, and FAQs in other languages so that the correct content is loaded when the language is switched in the application
  • Vendor code
    It is a mandatory field that allows you to search for products in your personal cabinet and in cashier applications.
  • Description and FAQ
    The editor supports various text formatting options and allows you to insert images via a link. In the description, you can write product specifications, while in the FAQ section, you can include cashier prompts or answers to frequently asked questions. For instance, for complex equipment, you can specify delivery times, dimensions, and power consumption.
  • Keep account of good in warehouse
    If this feature is enabled, you can manage inventory for each product, including receiving items in stock, checking item stock levels, and conducting inventory audits.
  • Allow the sale of goods in the absence of stock
    By default, when inventory management is enabled, you cannot sell more items than you have in stock. To allow sales when an item is out of stock, you can enable this function.
  • Photos
    Images attract attention. If you use an online store and/or self-service kiosk, consider adding several vibrant photos of the product.
  • Modifiers
    Modifiers allow you to create product variations. For example, for T-shirts of different sizes, you don’t need to create separate products; you can add sizes as modifiers, set prices, and assign unique vendor codes.
Managing assortment (adding items, inventory management etc)

Editing the assortment

To make changes to your assortment, go to the “Catalog” menu and then select “Goods and Services.” Next, access the settings of the item you want to adjust. You can either click on its name, highlighted in blue, or click on the edit button.

If you want to increase or decrease prices or temporarily reduce prices for items during a promotion, you can adjust the amount in the “Base Price” field in the item’s card. This is the price visible to customers. If you need to make a specific item free for customers, you can set its price to zero.

After making changes, don’t forget to click “Save” and then confirm the changes by clicking “Yes” in the pop-up window.

If you are working with a file, upload the updated version to your personal cabinet, and the changes will be applied according to the updated data. Items that are not in the file will remain unchanged.

Работа с ассортиментом (добавление товаров, учет остатков и тд)

Assortment accounting

Information about inventory balances is visible in the “Remainders on the storage” menu.
3.2.2. Остатки на складе
The assortment is replenished after each acceptance of goods, which is done in your account or the cash register application. After each sale, the remaining stock will decrease. This menu displays only those products in the settings in which the “Take into account goods in stock” function is selected.
3.2.2. Остатки на складе
If the warehouse accounting feature is enabled, by default you will not be able to sell more goods than you have in stock.
When a product runs out, customers will not be able to purchase an item that is out of stock – it will not be available for purchase and will not appear in the app.
If the “Take into account in warehouse” function is disabled, the product will not be displayed in warehouse balances.
Then the client will be able to pay for the product even if it is not in stock. Moreover, you will need to keep track of balances yourself, outside the i-Retail system.

Acceptance offers

If you are keeping track of goods and maintaining inventory, you will need to process each new batch of inventory in your personal account upon receipt.

Receiving goods through the personal account is done in the “Inventory Management” menu → “Acceptance offers”

To receive goods, click on “Accept items” → select the sales channel → “Add offer” → choose the necessary items → specify their quantity, adjust the purchase price if necessary, and click “Save.”

You can only receive goods for items for which the “Track inventory” checkbox was selected during creation.

3.2.1. Прием товара

All operations related to receiving goods are displayed in the goods receipt journal in the “Acceptance offers” menu. For a quick search among past receipts, use the filter – by receipt date, by employee, by sales point.

3.2.1. Прием товара

Inventory managment

To change the quantity of goods, you must select the “Add” button → select the required outlet, the reason for adjusting the quantity → enter the adjustment number → click “Save”.
3.2.3. Инвентаризация
After this, the number of goods at this outlet will increase/decrease by the specified amount, depending on the reason for the adjustment.
Reasons for adjustments that increase the quantity of goods:
  • Acceptance correction
  • Inventory
Reasons for adjustments that reduce the quantity of goods:
  • Breakage
  • Theft
  • Loss of presentation
  • Expired expiration date
  • Tasting
  • Mechanical damage
  • Defect
  • Return to the supplier

For example: the current balance of goods at a retail outlet is 100 pieces. At this point of sale you make an adjustment with a new quantity of 150 pcs. After adjustment, you will see a balance of 150 pieces.

To accurately indicate the required quantity of goods in the warehouse, you need to select the “Specify” button → select a retail outlet, the reason for adjusting the quantity → enter the adjustment number → click the “Save” button.
3.2.3. Инвентаризация

For example: the current balance of goods at a retail outlet is 100 pieces. At this point of sale you indicate “mechanical damage” in the amount of 10 pieces. After adjustment, you will see a balance of 90 pieces.

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