FiscoBridge Help Main Site

Products & Inventory

Desktop POS keeps a local product catalog that drives the sales grid, and optionally tracks stock levels so you always know what is on hand and when to reorder.

Product management list with search and category tree

The Product Catalog

Each product can carry the following fields:

Field Description Required
Name Descriptive name shown on the grid and receipts Yes
Barcode EAN/UPC barcode scanned at the till No
PLU / SKU Internal code used for quick look-up No
Unit price Default selling price per unit Yes
Tax label(s) One or more tax codes applied at sale (e.g., A, B, E) Yes
Category Catalog category for grouping products on the grid No
Unit of measure e.g., Each, Kg, Litre No
Station Kitchen or bar station the item is routed to on print No
Stock-tracked Whether the system maintains a running stock count for this product No
Minimum level Quantity below which a low-stock alert is triggered No

Adding and Editing a Product

  1. Go to Catalog → Products
  2. Tap + New Product or select an existing product to edit
  3. Fill in the fields above
  4. Tap Save

Product editor with price, tax label, category, and stock fields

Tip: Set a Barcode or PLU/SKU so cashiers can add the product by scanning or typing a short code rather than searching by name.

Price Handling and Rounding

Desktop POS follows the rounding rules defined in the Technical Instructions for EFD Suppliers:

  • Prices are held and displayed to a minimum of two decimal places
  • Rounding follows standard arithmetic rules: round down if the next digit is less than 5, round up if it is 5 or greater
  • Each line total is calculated as quantity × unit price, rounded to two decimal places
  • Tax is calculated by the SDC at fiscalization and returned as part of the signed result

Categories

Categories organize the product grid into logical groups. They are hierarchical — a category can contain sub-categories, and tapping a parent category on the sales screen shows only its children.

  • Go to Catalog → Categories to add, rename, or reorder categories
  • Categories that are no longer in use can be archived to hide them from the grid without deleting them or their products
  • Archived categories can be restored at any time

Importing & Exporting

You can bulk-manage your catalog using CSV files:

Action How
Export Go to Catalog → Products → Export — downloads a CSV of all products
Import Go to Catalog → Products → Import — upload a CSV; the importer creates new products and updates matching ones by name or barcode

Note: Download the export first to use it as an import template — the column order must match the expected format.

Stock Tracking

To enable stock management for a product, turn on Stock-tracked in the product editor. Once tracked:

  • The current stock quantity is shown on the product grid and in the product list
  • When a sale is completed, the sold quantity is automatically deducted from stock
  • If the stock level falls below the product's Minimum level, a low-stock alert is displayed during the sale so the cashier is aware

Inventory stock overview with expected vs current quantities

Stock Adjustments

When physical stock differs from the system count — due to spoilage, theft, or receiving — you can make a manual adjustment:

  1. Go to Catalog → Stock → Adjust
  2. Search for the product
  3. Enter the adjustment quantity (positive to add, negative to remove)
  4. Select a Reason (e.g., Received, Spoilage, Theft, Correction)
  5. Tap Save

Each adjustment is recorded in the stock movement log with the reason and the user who made it.

Stock Take

A stock take lets you count physical stock and reconcile it with the system:

  1. Go to Catalog → Stock → Stock Take
  2. Tap Start Stock Take
  3. Count each product and enter the Counted quantity
  4. When finished, tap Finalize
  5. Review the Expected vs Counted comparison — products with discrepancies are highlighted
  6. Confirm to apply the adjustments

Tip: You can pause a stock take and return to it later — quantities already entered are saved.

When Syncing with the Backoffice

If this device is connected to the Backoffice, the catalog may be centrally managed. In this case, a banner reading "Catalog is managed in the back office" appears on the product list and individual product fields are read-only on the device.

To add or change products, log in to the Backoffice and make changes there — they will sync to this device automatically.

See Central catalog & inventory for more information on Backoffice-managed catalogs.

Next Steps

  • Purchasing — manage suppliers and purchase orders to replenish stock
  • Promotions — set up automatic discounts on products and categories
  • Tax rates — understand the tax labels assigned to products