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Adding a Product from Your Phone

Written by Help

Adding a Product from Your Phone

Add a product to your catalog straight from your phone — scan a barcode or type a name, pick the pack sizes you carry, and set a price without walking back to a computer.

How Adding a Product Works

Access requirements. You need edit access to the Product list permission for the store you're working in. Without it, the Add a product tile doesn't appear on your phone and the edit pencil is hidden on an item's detail screen.

  • Stock settings apply to one store. The store the mobile app is set to is the one the stock settings you enter apply to.

  • Prices can reach every store. If your stores all share the same prices, a price you type here applies at all of them, not just the one you're in.

  • Search first, type as a fallback. You pick a department, then scan or search. When a known product matches, its name, size and container are filled in for you. When nothing matches, you type those details yourself.

  • One product can hold several pack sizes. A single bottle and a 6-pack of the same product are separate sizes under one product, and you choose which of them to add.

  • Nothing is created until you tap Create product. You can back out of any earlier screen without leaving a half-finished item behind.

  • The phone covers the basics. Barcodes and costs are read-only there — use a desktop computer for those (see Product Details Drawer ).

Where to Access Each Feature

To…

Go to

Start a new product

Quick access → Add a product

Add a product a search couldn't find

Quick access → Look up an item → Add this product

Edit a product you already carry

Quick access → Look up an item, open the item, tap the pencil

Adding a Product

  1. Open the Quick Access Menu on your phone and tap Add a product.

    the mobile Quick access menu with the Add product tile
  2. Choose a Department. It's required — the search box and the Scan barcode button stay greyed out until you pick one.

  3. Tap Scan barcode and hold the barcode inside the frame, or type into Barcode or product name.

    the Add product screen with a department chosen and the search field enabled
  4. Tap Search. Scanning a barcode searches straight away.

Where you land next depends on what the search turns up.

Choosing From the Search Results

The Select product screen lists what matched — for example, "3 products found for Tito's".

  1. Read each card before you pick. It shows the product name, its size and container, a count of the sizes you already carry and the ones you can still add — for example "2 in catalog · 3 available to add" — and a row of pack-size chips. Anything you already carry is marked In your catalog with a tick, and when a size you typed can be added the card also says Matching size available.

    the Select product results list with a card marked In your catalog
  2. Tap Select on the match you want. Results run ten to a page — use Previous and Next at the bottom if yours isn't on the first page.

  3. If none of them are right, tap Create manually under "Can't find it?" at the bottom and follow Creating a Product Manually below.

Picking the Pack Sizes to Add

The Match found screen appears when at least one size of the matched product is new to your catalog.

  1. Check the product name at the top. To change it, tap ✎ Edit, type the new name, and tap Save. Leave out size, container and pack — those are added for you.

  2. Review the list of sizes. If you scanned a barcode, only the size you scanned starts switched on; if you searched by name, none of them do. Sizes you already carry are marked In your catalog and can't be added again.

    the Match found screen showing the pack size list with toggles
  3. Switch on each extra size you want to carry, and switch off any you don't. The button at the bottom keeps count — it reads Create product for one size, or Create product with 3 sizes for several.

  4. Tap the button to create the product. If you turn every size off, the button greys out and reads Select at least one size.

  5. To add a size the list doesn't offer, tap Add custom size and fill in the details by hand.

When Every Size Already Exists

If you already carry every size of the product you matched, you'll see Already exists instead, with the message "This product already exists — All sizes are in your catalog. Add a custom size?" The screen lists each size you already carry with its pack size and UPC, so you can check what's on file.

From there you can tap View product to open what you already have, Add custom size to add a size that isn't listed, or Search for something else to start over.

Creating a Product Manually

You'll land on the New product screen when a search finds nothing at all, or when you tap Create manually from the results.

  1. Check Product name. If you searched by name rather than barcode, your search text is already filled in. Leave out size, container and pack — those are added for you.

  2. Enter the Size and choose its Unit — for example, 750 and ml.

  3. Choose a Container.

    the New product manual entry form
  4. Tap Create product. The button stays greyed out until every required field is filled in. If you scanned a barcode on the way in, it's saved on the new item as its UPC.

Setting the Price and Stock Settings

After the product is created you'll see Product created and "Added to your catalog", with three cards for finishing it off. A "!" badge on a card means something's still missing — no barcode on Item details, or no price on Pricing & stock. If you created several pack sizes at once, you go straight to Pricing & stock for all of them instead, with "3 sizes added to [product name]" at the top.

the Product created confirmation screen with its three cards
  1. Tap Pricing & stock.

  2. Enter the Retail price. Unit cost, Case cost and Current stock are shown for reference but can't be changed here. If your stores all share the same prices, a note reads "Centralized pricing: each price applies to all [number] stores", and saving asks you to confirm — tap Update all stores to change the price everywhere, or Cancel to go back. If your account can't edit prices, the price is shown as a value you can't type in, with a short note explaining why, and there's no save button.

  3. Under Store availability, Sellable and Orderable are already switched on for your store, so the item can be rung up and can go on a purchase order. Switch either one off if you don't want that yet.

    the Pricing and stock screen with the Sellable and Orderable toggles
  4. Tap Save changes. If you added several pack sizes, each one gets its own price, Sellable and Orderable setting in a stacked list, and the button reads Save all instead.

  5. Tap Done for now to finish, or Add another product to go straight into the next one.

Editing a Product You Already Carry

  1. Open Look up an item from the Quick Access Menu and find the item by name, barcode or SKU (your store's own short code for the item, such as BUD-750).

  2. Tap the pencil at the top right of the item's detail screen.

    the Item detail screen with the edit pencil at the top right
  3. Pick the card for what you want to change:

    • Basic info — the product name, SKU , size, unit, container and pack size. This is the same SKU that appears under Identifiers on Item details , so change it in whichever place you're already in — you don't need to enter it twice. Once a SKU is set, it also shows on the Basic info card alongside the size and container.

    • Item details — the department and everything in the table below.

    • Pricing & stock — price and store availability, as above.

  4. Make your changes and tap Save changes. You'll see "Product updated" (or "Pricing updated") when it saves.

  5. Tap View in item lookup to go back to the item.

What's on the Item Details Screen

Department sits at the top and is required. Everything else is grouped into sections you tap to open.

Section

What's in it

Identifiers

SKU, and UPC shown read-only

Location

Shelf location and Bin

Ordering

Units per case — how many come in a case from the distributor

Product info

Brand and Supplier

Wine & spirits

Style, Sub-style, Varietal, Country, Region, Subregion, Appellation, Vineyard, ABV %, Vintage and Aged (yrs)

Notes

Description, and staff-only notes

Create a quick click to open Scotch on a mobile device

On an iPhone

  1. Open app.scotchpos.com in Safari.

  2. Open Scotch in a browser on your mobile device.

  3. Click on the menu in the top right (three lines).

  4. Choose Quick Access.

  5. Click the browser Share button (box with an upward arrow).

  6. Choose Add to Home Screen

On an Android Device

  1. Open app.scotchpos.com in chrome/firefox mobile browser. Samsung Browser is not currently supported.

  2. Open Scotch in a browser on your mobile device.

  3. Click on the menu in the top right (three lines).

  4. Choose Quick access.

  5. Tap the browser's three-dot menu.

  6. Choose Add to Home Screen

For Chrome on an Android Device:

Save a shortcut to your home screen so you can open the site with a single tap, just like an app.

  1. Open Chrome and go to the website you want to save.

  2. Tap the three-dot menu (⋮) in the top-right corner of the screen.

  3. Tap Add to Home screen. Depending on your device and the website, this option may appear as Install app or Create shortcut.

  4. Review the shortcut name. You can edit it if you'd like a shorter or clearer label.

  5. Tap Add or Install to confirm.

What It Looks Like on Your Phone

  • The Add a product tile and the edit pencil only appear if you have the access described under How Adding a Product Works above.

  • Tapping Search with no department chosen shows "Please select a department"; tapping it with a department but an empty box shows "Please enter a barcode or product name".

  • Price and stock on an item's detail screen are there to read, not to change. Change a price from the item's Pricing & stock screen; stock corrections are made on a desktop computer so the movement history and cost stay right.

  • Screens in this flow have a menu button in the top right that opens the main navigation.

  • If you've changed something and try to leave before saving, you'll be asked "You have unsaved changes. Leave anyway?" first.

  • Shelf location and Bin are recorded per store, so they can differ between your locations.

  • The pricing screen reminds you which store you're changing: "These prices and inventory are for [your store] only. Fully review and edit on a desktop computer."

Troubleshooting

  • You don't see Add product on the Quick Access Menu — you have it if the tile appears between Item lookup and the reporting options. If it isn't there, your account may not have edit access to the Product list permission for this store; check with your manager.

  • The search box and Scan barcode button are greyed out — choose a Department first. Both unlock as soon as one is selected.

  • "Please select a department first" when you tap Scan barcode — same cause; pick a department, then scan.

  • The Create product button is greyed out and reads "Select at least one size" — every size toggle is switched off. Switch at least one new size on. Sizes marked In your catalog don't count, because you already have them.

  • "[Product] already has this item ([item name]). Edit the existing item instead." — that exact combination of size, container and pack already exists on the product. Open the existing item and edit it rather than adding a second copy.

  • You can't type in UPC, Unit cost or Case cost — those are read-only on the phone ("Barcode editing available in desktop", "Edit cost on desktop"). Change them on a desktop computer.

  • "Not authorized to add products" — your account can look products up but not edit them for this store.

  • "Product not found" after tapping Select — the match went stale between the search and your tap. Search again from Add product .

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