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Editing Product Details from Your Phone

Written by Help

Editing Product Details from Your Phone

Your phone lets you fix an item's details while you're standing at the shelf — its department, SKU (your internal item code), shelf location and bin, brand, and more — without going back to a computer.

How Editing from Your Phone Works

  • Access requirements. You need edit access to the product list for the store you're working in. Without it, the edit pencil doesn't appear on an item.

  • Editing is split across three screens: Basic info (size, container, pack size), Item details (department, identifiers, location, ordering, product info, notes), and Pricing & stock .

  • Most details are shared by all of your stores — set the brand or department once and every store sees it. Shelf location and Bin are the exception: each store keeps its own, so you're describing where the item sits in the store you're currently working in.

  • A few fields are view-only on the phone. The UPC (the barcode number printed on the item) is one; the screen notes Barcode editing available in desktop .

Where to Access Each Feature

What you want to change

Where to find it

Size, unit, container, pack size

Item lookup → item → pencil → Basic info

Department, SKU, shelf location, bin, units per case, brand, supplier, wine details, description, internal notes

Item lookup → item → pencil → Item details

Price, cost, stock, sellable and orderable

Item lookup → item → pencil → Pricing & stock

Which store your shelf location and bin apply to

The store name chip beside Store data on Item detail

Finding the Item You Want to Edit

  1. Open Quick access on your phone at app.scotchpos.com/mobile .

  2. Tap Item lookup .

  3. Scan the item's barcode, or type a product name, SKU, or barcode into the search box.

  4. Tap the item in the results to open Item detail .

the Quick access menu on a phone, showing the Item lookup entry

Checking You're on the Right Store

Shelf location and bin are saved per store, so confirm the store before you edit. The editing screens don't show a store name of their own — they use whichever store is selected here.

  1. On Item detail , stay on the Product details tab.

  2. Look at the store name chip beside Store data .

  3. If it's the wrong store, tap the chip and pick the right one under Select store .

Your choice sticks for the rest of your session on the phone. If your account only covers one store, the chip just shows that store's name and isn't tappable.

the Item detail screen with the Store data section and the store name chip

Opening an Item for Editing

  1. On Item detail , tap the pencil in the top right of the item's name.

  2. The Edit product screen opens with three cards: Basic info , Item details , and Pricing & stock .

  3. Tap the card holding the field you want to change.

An orange ! badge on a card flags something missing: on Item details it means the item has no UPC, and on Pricing & stock it means no price is set for this store.

the Edit product screen showing the Basic info, Item details, and Pricing & stock cards

Editing Item Details

  1. On Edit product , tap Item details .

  2. Check Department at the top. It's required, and you can't save while it's on Select department .

  3. Tap a section heading to expand it.

  4. Make your changes.

  5. Tap Save changes .

Save changes stays greyed out until you actually change something, so if it won't tap, nothing has been edited yet.

What's in Each Section

Section

Fields

Applies to

Identifiers

SKU (your internal item code), UPC (the barcode number, view only)

All stores

Location

Shelf location, Bin

This store only

Ordering

Units per case

All stores

Product info

Brand, Supplier

All stores

Wine & spirits

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

All stores

Notes

Description, Internal notes

All stores

Units per case is how many of the item come in a case from the distributor. Internal notes are for your staff and aren't shown to customers.

Setting a Shelf Location and Bin

  1. On the Item details screen, tap Location .

  2. Type where the item sits in Shelf location — the screen suggests a format like "Aisle 3, Shelf B".

  3. Type the bin in Bin if you use one — for example "BIN-42".

  4. Tap Save changes .

A few things worth knowing:

  • These two fields belong to the store selected on Item detail . Setting them at one store leaves your other stores untouched, so the same item can sit in Aisle 3 at one location and Aisle 7 at another.

  • Extra spaces at the start or end are trimmed for you.

  • To remove a shelf location or bin, clear the field and save.

  • Existing shelf locations and bins carried over when they became store-specific, and every store started out with the value the item already had. From there, each store's value changes only when someone edits it for that store.

the Item details screen with the Location section expanded, showing Shelf location and Bin

What It Looks Like After You Save

  • You're returned to the Edit product screen with a Product updated notice.

  • Back on Item detail → Product details , the Item details block shows a Location/bin row with what you saved. It shows the shelf location if there is one, otherwise the bin, and a dash if neither is set — always for the store you're viewing.

  • If any of your shelf label designs print the shelf location or bin, changing either one adds the item to the shelf label print queue for that store only. Your other stores' labels aren't queued, because their value didn't change. The queue lives in Back Office under Stock management → Shelf label print queue .

  • If something you entered can't be saved, you stay on the Item details screen with your entries still in place, and a message at the top names the field that caused the problem. Fix that field and tap Save changes again.

Correcting the Stock Count

You can fix an item's count from the phone, so a miscount you spot at the shelf doesn't have to wait for a computer.

  1. On Edit product , tap Pricing & stock .

  2. Type the count you actually have in Current stock . If the item has more than one size, each size has its own Stock box.

  3. Tap Save all if the item has more than one size, otherwise Save changes .

A few things worth knowing:

  • You need edit access to inventory for the store you're working in. Without it, the count stays a grey, read-only box.

  • If your access covers inventory but not prices for this store, the count box is editable but the screen has no save button at all, so you can't submit the change from the phone — ask someone with price access for the store, or make the correction in Back Office on a computer.

  • Items that aren't set to track inventory show a dash here instead of a number, and their count can't be edited.

  • The count applies to the store selected on Item detail , so check the store name chip before you save.

  • Saving a different number records a Manual Adjustment on the item, noted as Mobile stock edit , so there's a record of the change. If you leave the number alone, nothing is recorded.

  • When the save goes through, you're returned to Item detail with a Pricing updated notice.

Troubleshooting

  • There's no pencil icon on the item: you need edit access to the product list for that store. If you have it and still don't see the pencil, editing products from the phone isn't turned on for your account yet — you'll know it is when Add product appears in the Quick access menu.

  • Save changes won't tap: either you haven't changed anything yet, or Department is still on Select department . Both have to be settled before the button turns on.

  • You set a shelf location, but a different store still shows the old one: that's expected — shelf location and bin are per store. Switch stores using the chip beside Store data and set it there too.

  • You saved a shelf location, but the Location/bin row still looks wrong: check the store name chip on Item detail . That row shows the selected store's value, and it shows the bin only when there's no shelf location.

  • Your new shelf location didn't show up on a printed label: an item is only added to the print queue when one of your label designs actually prints the shelf location or bin. If your labels don't include those fields, nothing is queued.

  • You need to change a barcode: the UPC is view-only on the phone. The screen says Barcode editing available in desktop — make barcode changes in Back Office on a computer.

  • Saving showed a message and nothing changed: none of the three save at all if one field is rejected, so nothing is half-saved. The message names the field to fix.

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