Products & Categories

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Overview

This section covers various aspects of managing products and categories on HitPay’s Point of Sale platform. Whether you’re adding individual products, organizing them into categories, importing products in bulk, or facilitating quick checkouts, we’ve got you covered with easy-to-follow instructions.

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Adding Products

Adding products on HitPay is a straightforward process that allows you to sell your products across multiple channels such as your online store, invoices, and point of sale. You have the option to add products one by one or by using the bulk upload option to streamline the process. This way, you can have your products ready for sale in no time. This guide will walk you through the step-by-step process of adding products on Hitpay’s App.

You can add products individually on the HitPay App or choose to bulk upload by using HitPay’s Web Dashboard.

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Adding Individual Products

From the HitPay App, navigate to Products tab, click on the + icon on the top right corner of the screen and select Add a Product to access the Add Product page.

You have the option to add:

• Product images
• Multiple product categories to enhance customer navigation
• Product variants such as size or colour
• Inventory status to add an order limit for a product and create urgency

Complete the required product fields and click the Save button on the top right corner of the screen when done.

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Adding Products in Bulk

You also have the option of adding products in bulk into HitPay via the Web Dashboard, you can import products directly from Shopify, Shopee and Lazada or use CSV to bulk add and edit products. To add products in bulk, navigate to Products > Products on the HitPay dashboard and click on Add Products In Bulk

You can also download the CSV product template from the Bulk Upload Popup to understand the needed CSV file structure better.

Understanding the CSV File Structure:

• Handles

  Handles are unique names for each product and cannot contain spaces. You can use handles to update existing products or add product variants. While handles are not required, if you don't provide one, the system will automatically generate one based on your product name. If you need to find the handle to update existing products, you can export your current products to retrieve it.

• Products with Variants

  For products with variants, the CSV file structure is: The first row with the same product handle represents the main product. Variant names should be placed on the main product row under designated columns such as "Variant1 Name," "Variant2 Name," and so forth. The subsequent rows pertain to the product variants, and each row should include the corresponding variant values under columns "Variant1 Value," "Variant2 Value," and so on.

• Main Product Vs Product Variants

  The columns "Name," "SKU," "Description," "Publish," "Manage Inventory," and "Category" are specific to the core product and should be left blank in the CSV file for variant rows. These columns do not apply to variant entries.

Add your product details in the file template and upload the completed product file. Your products will be published within minutes and you'll receive an email notification upon successful upload.

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Adding Products in Bulk from Shopify, Shopee and Lazada

Easily bring in your products from Shopify, Shopee, and Lazada. This import process is a one-time action and doesn't involve ongoing inventory synchronization. Any modifications to the product or inventory in HitPay or the external platform will not reflect in the other platform.

• Shopify
• Shopee
• Lazada

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Inventory Management

To manage added products, navigate to the Products tab on the HitPay App and click on the product you’d like to edit. Make the needed changes and click the Save button on the top right corner of the screen when done.

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Categories

You can also create product categories in HitPay. Click here to learn more about product categories.

To add new product categories in the HitPay App, navigate to Products tab, click on the + icon on the top right corner of the screen and select Add a Category to access the Add Category page. You can specify a name and description for the category and also assign products. Once done click the Save button on the top right corner of the screen.

Adding Multiple Products to a Category

This can be done by navigating to the Products Tab on the HitPay App and swiping left to access the “Categories Page”. From the categories page, select the category you’d like to add products to and click the Edit button on the top right corner of the screen and then you can click on the Assign Products button to assign products to the category. Click Save when done.

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Inventory Management

To manage added products, navigate to the Products tab on the HitPay App and click on the product you’d like to edit. Make the needed changes and click the Save button on the top right corner of the screen when done.

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Managing Inventory in Multiple Locations

HitPay allows you to create multiple locations under one account. You can easily manage your products’ inventory by location from the web dashboard.

Assigning Products to Specific Locations

• From the Web Dashboard, go to Point of Sale > Products
• Create a new product or edit an existing product
• Under the locations selector, you will see the “Availability” section. Select the locations in which the product is avaliable in
• Products will only be visible in locations which are assigned

Assigning Inventory in Specific Locations

• To manage inventory, ensure that the “Inventory” toggle is enabled
• Set whether you would like to track inventory in the location or not.
• If tracking is enabled, you can input the quantity of the inventory and the quantity for low stock alert.
• The quantity will be deducted automatically whenever a successful order is made.
• If you have multiple locations, you can set different quantities in each location.

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Checkout Using Products

You can can use the Product POS checkout function to charge for products that have been uploaded to HitPay.

1. From the POS Home screen, select Products tab on the top of the screen. If you have products added on to your HitPay account, you will see a list of products under the “All” section.

2. Add a Product to your Cart by clicking the + icon. If the product has several variants, choose a variant then click Add to Cart.

3. You can review the items you have added to the cart by clicking on the Go to Cart button below the screen. This will bring you to the checkout page. Here, you can add customer details, discounts, surcharges and taxes to your sale.

4. Click the Charge button and select your preferred payment method to complete the transaction.

5. After payment has been completed, you will be prompted with an option to email, print, or text SMS receipt to your customer.

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FAQs