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Setting Up Your Product Catalog

About This Course

Learn how to set up products in your TripWorks account with ease. This video guides you through adding a product to your catalog, entering essential details like internal labels, public names, unit prices, SKU numbers, and UPC codes. Customize product descriptions, set product statuses, and categorize your items for better organization. Understand how to manage tax settings, enable editable prices, and track inventory levels to ensure you never run out of stock. Finally, discover how to add images for better customer engagement and search for products within your catalog. For more details on selling products and further setup, check out our additional videos.

Transcript

00:00 - Introduction to Setting Up Products

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00:07 - Adding a New Product

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00:11 - Filling in the Product Header

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00:21 - Creating an Internal Label

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00:28 - Adding a Public Name

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00:45 - Entering the Unit Price

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00:52 - Optional SKU Number

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01:03 - Optional UPC Code and Barcode Scanner

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01:21 - Using a Bluetooth Scanner

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01:30 - Optional Product Description

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01:37 - Changing Product Status

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02:06 - Selecting a Product Category

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02:19 - Taxability and Sales Tax Setup

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02:31 - Making the Price Editable

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03:06 - Setting Product Count Limits

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03:21 - Tracking Inventory

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03:47 - Setting Minimum Desired Stock

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04:02 - Allowing Inventory Oversell

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04:30 - Saving the Product

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04:38 - Adding a Product Image

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05:01 - Searching for Products

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05:15 - Creating Product Categories

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05:23 - Adding Items to Categories

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05:35 - Saving the Category