1. On the main menu, click Inventory.

1. On the main menu, click Inventory. 

2. On the Inventory page, click Add product.
3. On the drop-down menu, click Create a product.

4. The “Add a new product” panel appears displaying the Basic tab. 
   1. Enter a name for the product. This field is required. 
   2. Enter an optional shortened product name. 
   3. SKU: Skip this field. Each variable will have its own SKU. 
   4. Universal product code (UPC): Skip this field. Each variable will have its own SKU.

5. Enter stock, pricing, and category information about the product.
   1. Enter the retail price. This field is required.
   2. Unit: Select the unit by which you sell this product. It could be by quantity (ea), by hour, by weight, by volume, by length, and so on.
      
   3. In stock quantity: Skip this field. Each variable will have its own quantity.
   4. Taxes: Select a tax setting for this product. The default setting is "Fully taxed". You can also select "PST-exempt" or "Tax-free" if the product is exempt from provincial tax or from all taxes.
   5. Under Categories, click Assign to choose one or more categories for this product.
   6. In the “Assign product to category” panel, select one or more categories then click Confirm. The new product panel reappears.

6. In the Description field, enter a description of the product. This field is optional.
7. Under Image, click Add to include an image. This step is optional but highly recommended.

8. The "Upload image" panel appears. Click Upload an image. Follow the recommended format and dimensions shown on screen.
   1. Navigate to the location where the image is stored. 
   2. Select the image and click Open. A preview of the image appears. 
   3. Click Save. The Basic tab reappears.

9. Click Advanced to display the Advanced tab.
   1. Under Return policy, select Returnable or Non-returnable to indicate whether a customer can return the product.
   2. Next to Return this product back to stock after returns, check or uncheck the box to indicate whether a returned product can be placed back in your inventory immediately. 
   3. Minimum inventory threshold. Skip this field since each variable will have its own value.
   4. Reorder quantity. Skip this field since each variable will have its own value.
   5. In the Cost Price field, enter your cost to acquire the product. This field is optional.

10. On the Advanced tab, look for “Product variants” near the bottom of the tab.
11. Under Product variants, click Add.

12. When the Product variants panel appears, follow these steps.
    1. Under Option name, enter the first option, for example, size or colour. 
    2. Under Option values, enter the first value you offer for that option. For example, if the option is size, then your first value might be "Small". 
    3. To add another value, click Add another value. When the field appears, enter the second value, for example, "Medium". Repeat this step until you have added all the values you sell for this product option. If you sell three sizes, there should be three fields under Option Values, one for each size.
    4. To add another option for this product (for example, colour), click Add another option. Enter the option name (example, colour) and then add the values for the option. If you offer two colours (example, blue and red), there should be two fields under Option values.
    5. Click Generate variants.

13. Based on the options and values you entered, Go Retail creates the variants and displays them under “Product variants”.
14. To edit a variant, click the edit icon (pencil icon) beside it. 

15. When the variant option panel appears, make your changes as needed. 
    1. In the In stock quantity field, enter the number of items you have in stock for that variant. For example, if the variant is “medium”, enter the number of medium size items of that product you have in stock.
    2. Enter the SKU of the variant, either manually or by scanning a barcode. This field is optional.
    3. Enter the UPC of the variant, either manually or by scanning a barcode. This field is optional.
    4. Enter a number for the Minimum inventory threshold (optional). When your inventory of this variant falls below the threshold, the product quantity will be indicated in red in the Inventory count report.
    5. Enter a value for Reorder quantity (optional). This is the number of items to reorder once inventory falls below the minimum inventory threshold. Note: reordering is currently a manual process but may be automated in future releases. 

16. Add an image for the variant (optional). If you do not add an image of the variant, Go Retail will use the main image of the product (if you included one).
    1. To add an image of the variant, click Add and select an image.
    2. Click Save. The Product variant panel reappears. 

17. Click Save again to return to the Advanced tab. 
18. Continue editing each configured variant.

19. Choose one of the following: 
    • If you’re finished editing this product, click Save and publish. 
    • If you want to continue editing this product later, click Save as draft. 

20. The Inventory page appears showing the product you added. The value under the Status column will vary:
    • If you clicked “Save and publish,” the product appears as Active. 
    • If you clicked “Save as draft,” the product appears as Draft. (To make it active, click on the product, finish editing, and click Save and publish.) 

1. On the main menu, click Inventory. 

2. On the Inventory page, click Add product.
3. On the drop-down menu, click Create a product.

4. The “Add a new product” panel appears displaying the Basic tab. 
   1. Enter a name for the product. This field is required. 
   2. Enter an optional shortened product name. 
   3. Enter a SKU, manually or by scanning a barcode. This field is optional but recommended (if applicable).
   4. Enter the product's universal product code (UPC) either manually or by scanning a barcode. This field is optional but recommended (if applicable).

5. Enter stock, pricing, and category information. 
   1. Enter the retail price. This field is required. 
   2. Unit: Select the unit by which you sell this product. It could be by quantity (ea), by hour, by weight, by volume, by length, and so on.
      
   3. Enter the In-stock quantity.
   4. Taxes: Select a tax setting for this product. The default setting is "Fully taxed". You can also select "PST-exempt" or "Tax-free" if the product is exempt from provincial tax or from all taxes.
   5. Under Categories, click Assign to choose one or more categories for this product.
   6. In the “Assign product to category” panel, select one or more categories then click Confirm. The new product panel reappears.

6. In the Description field, enter a description of the product. This field is optional. 
7. Under Image, click Add to include an image. This step is optional but highly recommended. 

8. The "Upload image" panel appears. Click Upload an image. Follow the recommended format and dimensions shown on screen.
   1. Navigate to the location where the image is stored. 
   2. Select the image and click Open. A preview of the image appears. 
   3. Click Save. The Basic tab reappears.

9. Click Advanced to display the Advanced tab. 
   1. Under Return policy, select Returnable or Non-returnable to indicate whether a customer can return the product.
   2. Next to Return this product back to stock after returns, check or uncheck the box to indicate whether a returned product can be placed back in your inventory immediately. 
   3. In the Minimum inventory threshold field, enter the minimum number of units to keep in stock. If your inventory falls below the threshold, the product quantity will be indicated in red in the Inventory count report. This field is optional.
   4. In the Reorder quantity field, enter the number of units to reorder. This field is optional. The value you enter will be included in the Low Inventory report so that you know how many units to reorder.
   5. In the Cost Price field, enter your cost. This field is optional.

10. Choose one of the following: 
    • If you’re finished editing this product, click Save and publish. 
    • If you want to continue editing this product later, click Save as draft. 

11. The Inventory page appears showing the product you added. The value under the Status column will vary:
    • If you clicked “Save and publish,” the product appears as Active.
    • If you clicked “Save as draft,” the product appears as Draft. (To make it active, click on the product, finish editing, and click Save and publish.) 

1. On the main menu, click Inventory.

2. On the Inventory page, click Add product .
3. On the drop-down menu, click Bulk import .

4. On the Bulk import page:
   1. Click Download CSV template.
   2. Your computer may save the file to the Download folder or ask you where to save it.
   3. Locate the file (Moneris_product_template.csv) and open it.

HandleID

(Required in some cases)

Letters, numbers, and dashes are allowed.

Maximum length is 40 characters.

This field is required when:

• uploading products with variants. The variants of a product share the same Handle ID. 
• updating existing products in your inventory. Go Retail uses the Handle ID to match products in the spreadsheet with products in your inventory. 

Link to an image, for example:

https://images.com/folder/prodImage29.png

Link to an image, for example:

https://images.com/folder/prodImage29.png

Top level category name and any sub-categories names separated by the greater than (>) symbol. For example: Men > Top > Polo > Slim fit

If these categories don't exist already, the application will create them. 

Retail Price (required but can be 0.00)

Cost price

• EA (=per each)
• HR (=per hour)
• MM (=per millimeter)
• CM (=per centimeter)
• M (=per meter)
• IN (=per inch)
• FT (=per foot)
• MG (=per milligram)
• G (=per gram)
• KG (=per kilogram)
• OZ (=per ounce)
• LB (=per pound)
• ML (=per millilitre)
• L (=per litre)

Y or N

1. On the main menu, click Inventory.

2. On the Inventory page, click Add product.
3. Click Bulk import.

4. On the Upload by CSV page, use one of these methods to select the CSV file on your computer:
   • Drag and drop the file into the upload window.
   • Click on the upload window, locate your file, and select it.

5. Update products with matching Handle ID: Check the box to update existing products in your inventory. For example, you can update prices for multiple products in one operation. Go Retail uses the Handle ID field to match products in the spreadsheet with your existing products. If you want to update existing products, you must include the product's Handle ID in your spreadsheet. Not sure of a product's Handle ID? You can export your existing inventory by clicking on the Export button on the Inventory page. The exported spreadsheet shows the Handle ID for each product. 
   If there is no matching Handle ID, the product in the spreadsheet will be uploaded to your inventory as a new product. 

6. Once the file name appears on the page, click Upload.

7. At the confirmation prompt, click Confirm to continue.
8. The application validates the product information in the file and imports the data to create new products.
   • If there are errors in the product data, the application displays the errors. Continue to step 8 to fix the errors and upload the file again.
   • If there are no errors, jump to step 14.

9. The application displays the errors found in the product data, along with the line number from the spreadsheet, the field to repair, and the error type.
10. In the CSV file, fix the errors, based on the error description. Refer to the table in step 2 in the section above to view the acceptable format for each field.
11. Save the CSV file before moving to the next step.

12. When you're ready to re-upload the file, click Replace file, and select the file from your computer.
13. Return to step 5 to upload the file.
    • If there are more errors, fix the errors, and upload again.
    • If there are no errors, continue to the next step.

14. If there are no errors, the application imports the products in the CSV file and displays the number of products imported.

Duplicate records

15. If a product in your CSV file already exists in your store, the application will skip that record to prevent duplication of products.

16. Click View skipped records to see which items were skipped.
17. Click Back to return to the Inventory page.

1. To filter products on the Inventory page, click the Apply filter button which is located next to the search bar. The Apply filters panel opens displaying the General tab.
2. On the General tab, you can filter by price and status.
   • To filter by price, enter a dollar value in the Min or Max fields, or both.
   • To filter by status, select one or more of the checkboxes (Draft, Active, Inactive).

3. Click Apply filters.
4. The Inventory page reappears showing only the products that match the filters you specified.

1. In the Apply filters panel, click the Categories tab.
2. On the Categories tab:
   • To search for a category, enter a value in the search bar then press enter on your keyboard. Any matching categories will be highlighted in yellow.
   • To filter by category, select one or more categories by clicking the checkboxes.

3. Click Apply filters.
4. The Inventory page reappears showing only the products that match the filters you specified (if any).

1. On the Products page, click the filter button. It may say "1 filter applied" or "2 filters applied" and so on, depending on how many filters you selected.

2. When the Apply filters panel opens, click Clear filters.
3. The Products page reappears showing all of your products.

1. On the main menu, click Inventory.

2. On the Inventory page, click Categories to view the Category list.

3. In the "Category list," hold your mouse over the category to which you want to assign products.
4. At the end of the row, click the options icon.
5. On the list of options, click Manage products.

6. A panel appears for the category showing a list of products currently assigned to the category.
7. Click Manage products.

8. In the “Manage products” panel, select the products you want to assign to the current category. There are several ways to do this:
   • To select (or deselect) a product, click the checkbox next to it.
   • To select all the products in the list, click the checkbox next to the Name heading. Clicking the checkbox again will deselect all products.
   • If a product is not visible in the panel, use the search box to search for it and then select it.

1. Click Save.

10. The category panel reappears showing the products assigned to the category including any changes you made.
11. To close the category panel, click the x in the top right corner or click anywhere outside the panel. The Categories screen reappears.

1. On the main menu, click Inventory.

2. On the Inventory page, click the product you want to change.

3. The “Edit product” panel appears. Make your changes and click Save.

1. On the main menu, click Inventory.

2. On the Inventory page, click the product you want to change.
   

   Note: The current status must be Active or Inactive. If the product status is Draft, the Active toggle will not appear in the product profile.

    
3. Choose one of the following:
   • To change the status of a product, including its variants (if any), go to step 4.
   • To change the status of a variant only, go to step 5.

4. To change the status of a product (and all its variants):
   1. On the Basic tab, click the Active toggle. 
   2. Click Save.

5. To change the status of a variant only:
   1. Click the Advanced tab. 
   2. Click on the variant you want to change.
   3. Click the Active toggle.
   4. Click Save.

1. On the Inventory page, click on the active product you want to disable. Under the Status column, it must say Active.
2. Choose one of the following:
   • To disable the product, including all variants, go to step 3.
   • To disable only one (or more) variants, start at step 4.

3. The "Edit product" panel appears.
   1. On the Basic tab, click on the toggle beside Active to turn it off. The product and any variants will be disabled.
   2. Go to step 5.

4. When the "Edit product" panel appears, click on the Advanced tab to view variants.
   1. Under Product variants, click Edit.
   2. Click the pencil icon for the variant you want to disable.
   3. On the panel for the variant, click on the toggle beside Active to turn it off.

5. At the bottom of the panel, click Save.
6. Click Back as needed and close the panel