How To: Add POS Items for Inventory (Inventory Step 4)

Modified on Tue, 18 Aug at 4:33 PM

Overview

SimplySwim's Inventory and Stock Management system manages saleable and non-saleable items for inventory control, stock on-hand calculations, stock movement and cost pricing.

This article details Step 4 in the process - configuring POS Items.

If POS Items have already been created for Inventory Items, skip ahead to Step 5 - Linking POS and Inventory Items. Refer to: How To: Link POS & Inventory Items (Inventory Step 5).

How-To Video

Setup Guide

TABLE OF CONTENTS

Overview
How-To Video
Setup Guide

Before You Start

This article assumes Suppliers, Stock Categories and Inventory Items have been created.

Refer to these articles for these prerequisite steps:
Overview: Inventory and Stock Management
How To: Configure or Edit Suppliers (Inventory Step 1)
How To: Configure or Edit Stock Categories (Inventory Step 2)
How To: Configure Inventory Items (Inventory Step 3)

How to Create a POS Item

1. Go to Configuration → POS Items and click on "Add POS Item".

2. Complete the fields and click "Save".

Field	Response
Item Description	Name of the item.
Description on Receipt (25 char)	Name of the item - can be the same as above. Limited to 25 characters in length.
Sell amount	Item cost without a currency symbol. E.g. 10.50
POS Item Category	Select the category from the dropdown.
Show on QuickSell Screen	Ticked: The item displays on the main POS screen AND within the POS Item Category. This is intended to be used for high sell items so you can click on it on the main screen rather than having to click into the category first. Not ticked: Item only displays within the POS Item Category.
Is this a Pass Item? (Used for multiple entry passes)	Tick: If the POS Item is a Pass, this must be ticked. Passes are not sold from POS. Do not tick if the item is not a Pass.
Tax Type	Select the tax type for the item.
Revenue Type	Select the revenue type for the item.

Example

Next steps article links

The next step is to link the Inventory Items to the POS Items. Refer to:

How To: Link POS & Inventory Items (Inventory Step 5)

Last updated 18 August 2026