Products and Inventory

Use Catalog & Inventory to maintain the products a store sells and the stock behind them. Every page uses the store selected in the portal unless the page explicitly says it is organization-wide.

Choose the right page

Page	Use it for	Page access
Products	Product names, barcodes, prices, costs, categories, age restrictions, EBT eligibility, status, and preferred suppliers	Product read access for the selected store
Inventory	On-hand quantities, par and reorder thresholds, receiving, adjustments, history, and location stock	Inventory read access
Transfers	Stock movements between stores	Transfer read access
Serialized Inventory	Individual serial numbers and their sale or return status	Serial read access
Purchase Orders	Supplier drafts, ordered quantities, and shipment receiving	Purchase-order read access
Promotions	Scheduled campaign mechanics and product or store scope	Organization promotion read access
Bundles	Sellable kits or multi-packs and the component stock they consume	Product read access
Bottle Deposits	Product deposit rules, collected and returned amounts, and the ledger	Product read access

For stock counts, transfers, and serial numbers, continue with Inventory, Transfers, and Serialized Stock. For supplier orders and catalog offers, continue with Purchasing, Promotions, Bundles, and Bottle Deposits.

Manage Products

Open Catalog & Inventory > Products. The list belongs to the selected store and can be searched by product name or barcode. Select a row to open Product Details.

Product read access lets you review the catalog. Additional access controls the editing tools:

• Product write access enables Add Product, Import, Edit, inline bulk price changes, and bulk EBT changes.
• Product administrator access enables Delete.
• Organization category read access makes the Category selector available.
• Product write plus organization supplier read access enables Adjust Vendor Costs & Prices.
• Organization product write access enables product-image management while editing a product.

Add a product

1. Select the correct store, then open Products.
2. Select Add Product.
3. Enter Name and Barcode. Select Look Up if you want to check the UPC lookup source; select Apply on a useful suggestion.
4. Optionally enter Description and choose Default supplier for reorders. That supplier link is used for low-stock reorder suggestions and supplier purchase-order drafts.
5. Enter Price, Cost, and Product Type.
6. If your role can read organization categories, choose Category. Tax is resolved from category policy unless the product is marked always tax exempt.
7. Set the product's active status, age restrictions, and EBT Eligible setting as needed.
8. Select Create.

The store must have a connected Gateway location before its product catalog can load. If the portal shows Gateway location not connected, contact your Peak support team to finish the store connection.

Update products

• Select Edit to change one product, then select Save.
• Select product rows to edit cash prices inline. Select Save bulk price changes after all selected prices are valid.
• With selected rows, use Mark EBT Eligible or Mark Not EBT Eligible.
• Use Import for a prepared bulk catalog file.
• Use Delete only when a product should be removed from the selected store. This action requires product administrator access.

Set up organization Categories

Categories is under the organization section, not the store catalog. The taxonomy is shared by every store in the organization. Category read access opens the page; changing categories requires both organization administrator and category write access.

Create the category structure before assigning products. A product's category path supplies its effective category policy, including tax treatment. Keep the structure consistent across stores so catalog searches and reports group products predictably.

Continue with stock and purchasing

After creating products:

1. Open Inventory to set par and reorder thresholds and receive starting stock.
2. Assign a Default supplier for reorders to products that should create supplier-specific low-stock drafts.
3. Use Transfers for store-to-store movement instead of adjusting both stores manually.
4. Use Serialized Inventory only for products configured to require serial tracking.
5. Use Bundles when one sellable item must consume several component products.
6. Add Bottle Deposits only to products that should collect a container deposit at checkout.