A new article can be created using the "Add article" button. The mandatory elements are marked with *. This section gives a brief explanation of every tile of the article creation process.
"General" is where the basic details of the article are entered. The article number can contain both characters and digits and can be chosen freely.
The "FIBU tag" (FI tag), which is the first to be set, is shown in the P&L statement. All other set tags are useful for a detailed analysis.
What type of product is this article? The product types "Gift card" and "Preinvoice / prepayment" in particular are special product types.
- Gift cards can be used in combination with the KLARA POS. The vouchers can be sold and managed through the KLARA POS. In addition, the particular way the vouchers are posted based on the product type is considered.
- Preinvoices / prepayments are products which can be used in invoices. Here too, selecting the appropriate product type ensures correct posting in the KLARA accounting system.
If a barcode scanner is used at the KLARA POS, there is an option to enter the product barcode here.
The VAT for an article is a central element of it. The VAT area allows a choice to be made between whether the article price is calculated with or without VAT. A specific type for the VAT can also be selected. Is this a special case, such as an article that is only exported? The corresponding type can be selected here. The relevant VAT regulations for the selected special case will be considered accordingly.
This is where the VAT rate applicable for the article is selected. The article will be shown at the selected rate and also posted at that rate in the KLARA accounting system.
Net tax rate method (NTR)
If the net tax rate method can be applied, the NTR for the article can be selected here.
Different VAT for export
Is this an article that can also be sent to customers outside Switzerland? If it is to be possible to export the article abroad as well, the checkbox can be ticked. When creating an order document, you can select whether or not the order is an export. The VAT regulations for export goods are considered accordingly.
Different VAT for take-away
Is this an article that can be consumed both in-house and as a take-away? The appropriate VAT rate can be chosen by selecting this checkbox.
Article images can be added by drag&drop or by clicking on "Upload file". Should the article be available in a number of variants, for instance, you can upload the corresponding images here. The standard image for this article can also be defined in the main image selection process.
"Basic information" is where the basic details of the article are entered. The details can be recorded in four languages. The minimum details must be entered in at least one of the four languages.
The unit quantity can be indicated under "Unit", e.g. case, box, piece or the like. The product description is also shown, both in the invoice and in the online shop. The standard quantity relates to how many products are sold at one time – for instance, if it is always 6 bottles of a drink or 3 pairs of socks that are sold.
The extended description is used for the KLARA online shop and displayed there.
A normal price can be stored here. This will be used for the relevant article. The price can be overridden manually both in invoices and on the POS system.
In addition, prices can be added using the time stream or the "New price" function. If a campaign is planned for June, for instance, the price can be defined in advance. It will then be applied automatically on the appropriate date.
Price categories can be created for particular customer groups. The "Customers / Partners" menu item offers an option for storing a price category for each customer. If it matches the category for the article, this special price is used for the relevant customer. This means, for instance, that a membership can be rewarded by allowing members to profit from a price reduction.
With this function KLARA makes it possible to enter a number of different variants of a product. A good example is a T-shirt which is available in a range of sizes and colours. Activating this function allows options and values for the created product to be entered.
Options are the names of the differentiating features, while values are the actual differentiation. Staying with the example of a T-shirt, T-shirt is the article name, size is the option and S, M and L are the values. The second option would be colour, with the values yellow, purple, black and pink.
If necessary, separate prices, images, article numbers, etc. can then be entered for the variants. The filter function allows multiple variants to be edited at the same time.
Article numbers combined with variants are an important element of the variants option. To ensure that every variant is recognised as a product, it is given its own article number. KLARA generates this automatically when creating the variants. It can then be overwritten manually if desired.
You can define article sets in which all articles belonging to the same set are given the same "article set" name. This makes it easy to search for article sets under this name and use them in the order management system or the POS. The article sets are added to the variants of the products.
If a certain combination of products is sold particularly frequently, the products can be combined in an article set. For example, a tie can be combined directly with the matching handkerchief to form a set. This saves having to make a second entry on an invoice or at the POS.
Categories and filters
This tile is displayed if you have subscribed to the KLARA Online Shop. Here you can decide whether this article is also to be sold via the online shop. Categories and filters help to structure the online shop. It is important that the categories and filters are available at higher level both for the online shop and for the KLARA POS. However, you can decide separately for each individual article where it is to be displayed. The categories and filters can be set individually for the online shop. They do not need to be the same as for the KLARA POS. The online shop can be structured using the categories and filters.
Here you can enter additional information about shipping, such as whether the products are perishable or fragile. This note is added as an additional position when shipping. It is charged once when shipping.
The weight and size of the goods to be shipped can be entered here. This serves as further information and is added as an additional position when shipping.
You can use the slider to decide whether or not an article is to be displayed at the POS.
Enter quantity manually
If the quantity of the article varies from sale to sale, the checkbox can be ticked. If, for instance, a product is sold by the meter or by weight, the quantity can be entered manually on the POS on every sale.
Categories and filters
Categories allow you to decide how the articles are to be displayed at the POS. The categories can be understood as folders in which the relevant products appear. An article can be assigned to multiple categories.
The filters can be set so that only products with the corresponding filter are displayed. A filter in a grocery store could be "Vegan", for instance. If this filter is selected, only products that satisfy this filter will be displayed. This gives the vendor a better overview and makes it easier to use the KLARA POS.
Caution! If you use both the KLARA POS and the KLARA Online Shop, the same categories will be available for both. However, the categories and filters can be selected individually and combined in different ways in the POS and shop.