Managing Products

Basket Products

Basket Products allow you to sell a group of products as if they were one product (e.g. a hamper). Once sold, the stock will be deducted from all products in the basket. You can also use Basket Products to sell products that deduct stock from another product at the same time (e.g. beer kegs).

Note: Basket Products can also keep track of themselves and function the same as a regular product in all other ways (e.g. they can be put on promotion).

 

Creating a Basket Product

Creating a Basket Product is similar to creating a General Product. Skip the Product Creation Wizard and select Basket Product from the 'Type' drop-down menu. An additional box labelled Basket Items will appear below. Here, you can specify the products within the Basket and the quantity to be deducted for each product when the basket is sold.

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Sell prices are set for basket products the same way as for normal products by navigating to the Sell & Cost Prices section of the product edit page.

 

Basket Product Inventory

Shopfront generally recommends turning off the Track Inventory option for basket products. This is because inventory is typically tracked within the individual products inside the basket. 

Enabling Track Inventory for both the normal product and the basket product can lead to unintended consequences, particularly during a stocktake. Applying a stocktake that involves changes in the inventory of a basket product will cause the individual products within the basket to either gain or lose corresponding quantities of the assigned product.

 

Turning off Track Inventory for a Basket Product

To disable Track Inventory for a basket product, go to the product Edit page, navigate to the Inventory section, and disable the Track Inventory toggle. Make sure to select Save after making this change.

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Inventory Reports

Basket products are not included in inventory reports, regardless of whether their inventory is tracked. Their value is instead represented by the products contained within the basket.

 

Receiving an Order

If you receive an order with a basket product, and Track Inventory is turned on for the basket product and the products within the basket, the received quantity will be updated for the basket product, as well as the corresponding quantity for the products within the basket. In most cases the recommended way of receiving an order 

 

Selling a basket product

When selling a basket product, the quantity of each relevant item within the basket will be decremented for each sale, provided that inventory tracking is enabled for these items. This applies regardless of whether inventory tracking is enabled for the basket product.

Commonly Asked Questions

How do I set my products up to decrement out of a keg

For bars or restaurants selling beverages out of a keg, an effective setup involves creating the keg as a standard product and creating basket products for the individual drink types (e.g., pots, pints, jugs, growlers).

Note: Sell quantities for normal products and basket products are rounded to two decimal places, so if you enter a sell quantity that has three decimal places, this will automatically be rounded to the nearest two decimal places.

Setting up the Keg Product:

The first step is to create a Normal Product for the keg.

  1. Create a new product for the Keg, this should be created as a Normal Product
  2. Specify the case quantity as the number of Litres in the keg (if the keg is 50L, the case quantity should be 50)
  3. Set the sell quantity to 1 and set a sell price (if you don't plan on selling the Keg as a whole product you can leave the sell quantity blank)
  4. Ensure that the Track Inventory option is turned on for the keg since we will be tracking the inventory of the basket products through this product
  5. Select Save

Setting up Basket Products to link to the keg

Now, we need to create the products that will be sold out of the keg, e.g., pots, pints, jugs, and growlers.

  1. Create a new product for the basket item, in this example, the basket product is a pint
  2. Set the case quantity as 1
    bASKET 2.gif
  3. Search for the already created keg product under Basket Items
  4. the quantity applied to the basket item should be the amount that is being taken out of the keg when selling the product, eg, .29 (pot), .57 (pint)
    bASKET 3.gif
  5. Set the sell price for the basket product
  6. Turn off the Track Inventory option, as the inventory is being tracked through the keg product
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  7. Repeat these steps for any other products that will be sold out of the keg
How do I set my products up to decrement nips and shots out of a spirit bottle

For bars or restaurants selling shots and nips out of a spirit bottle, you can create a basket product for the shot and or nip, which will decrease the inventory from the already existing product.

Setting up the Spirit Bottle

The first step is to create the spirit bottle product, if this product already exists, you can ignore these steps.

  1. Create a new product for the spirit bottle
  2. Specify the case quantity (e.g., 6 or 12 bottles in a case)
  3. Set the sell quantity to 1 and apply the price for the whole bottle, if you don't allow the option to sell the item as a whole you can leave the sell price blank
  4. Ensure that the Track Inventory option is turned on for this product, as we will be tracking the inventory of the basket products through this product

Creating The Basket Product to Link to the Spirit Bottle

In this example, we are creating a basket product for a 30ml nip.

  1. Create a new product for the basket item, such as a 30ml nip
  2. Set the case quantity for the basket product to 1
    Image 005.jpg
  3. Search and add the spirit bottle product to Basket Items
  4. Calculate the quantity being taken out of the spirit bottle for each nip (e.g., 30ml / 700ml = 0.04 (rounded to two decimal places)) If 0.04 is deducted from the 700ml for each nip, approximately 23 nips would represent 1 bottle
    Basket.gif
  5. Set the sell price for the basket product
  6. Turn off the Track Inventory option, as the inventory is being tracked through the keg product
    bASKET 6.gif
  7. Select Save
  8. Repeat these steps for any other products that will be sold out of the spirit bottle
How is the cost calculated on Basket sales?

There isn't an option to enter a cost for a Basket product. Instead, the cost of a Basket product is determined by the costs of the individual products within the Basket.

 

After completing a stocktake, the inventory for some of the products within my baskets are incorrect

If the inventory is being tracked for both the basket product and the products within the basket, you may end up with incorrect inventory when applying your stocktake. Let's assume we applied an advanced stocktake without counting the basket product or its contained products, and we opted to Zero Other Stock for products that were not counted.

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Before applying the stocktake, the inventory for the basket product was 1 and the products within the basket product was zero. Zeroing the stock not counted reset the basket product inventory to zero.

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As a result of the basket product losing an item, the products within the basket also lose the corresponding quantity assigned to the basket, resulting in an inventory of -1 for each product within the basket.

 

Alternatively, in the example below we have applied a stocktake to a basket product that has 1 item and opted to Override the count to 2.

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Due to the increase of 1 item, each of the products within the basket has also gained an inventory value of 1.

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What happens to the products within the basket if I manually update the inventory for a basket product by editing the product?

If the basket product inventory is manually adjusted, the inventory value for the products within the basket does not change.