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Adding Products

TechNote #132

Products Overview

What is a Product?
A product is a specific item you sell (e.g., Box 10x10x10, Yellow Legal Notepad).
✔ Every product must be assigned to a Department

Soft Sale vs. Hard Sale

  • Soft Sale:
    Dollar amount applied to a department (no product tracking)
    Example: 5 × $0.25 pencils
  • Hard Sale:
    Specific product with set wholesale & retail pricing
    Example: 5 × pencils with defined cost & price

✔ Use soft sales for items you don’t need to track (like loose counter items)

Where to Add/Edit Products

  • Tools > PostalMate Settings > Departments & Products or
  • Edit > Product > Add (in PostalMate or POS)

Setup Tips

  • General tab:
  • Full Name
  • Department
  • Sales tax category
  • Whether it's a packing material product (used for Pro Pack)
  • Pricing Tab:
  • Unit of measure - Sold by the (e.g. each, roll, bundle, etc.)
  • Retail Price: Hard sale

Buying & Inventory Setup

  1. Enter Units & Quantities
  2. Add Wholesale Costs
  3. Use Adjust to add starting inventory
    • Select the correct display option based on how you sell the item



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Pricing Tab

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Buying and Inventory

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Packing Material Tab

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