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Self-Serve Market Products¶

The self-serve market module lets you manage a 24/7 unattended retail space. Employees use points to purchase products from vending machines, market shelves, or other self-serve stations.

Overview¶

The products module includes:

• Product Catalog — Full inventory of market items
• Stock Management — Track quantities and reorder levels
• Points Pricing — Set points cost per product
• IoT Integration — Automatic stock deduction via IoT devices
• Sales Reporting — Track product performance

Adding Products¶

Single Product¶

1. Navigate to the Products tab
2. Click Add Product
3. Configure:
4. Name — Product display name
5. Barcode/SKU — Product identifier
6. Category — Product category
7. Points Cost — Price in points
8. Stock — Current quantity available
9. Reorder Level — Alert threshold
10. Image — Product photo
11. Description — Product details
12. Click Save

Bulk Import¶

Import multiple products via CSV:

1. Click Import Products
2. Download the CSV template
3. Fill in product details
4. Upload the completed file
5. Review and confirm

Product Categories¶

Stock Management¶

Viewing Stock Levels¶

The Products tab shows current stock:

Stock Status¶

Updating Stock¶

Manual Update¶

1. Click on the product
2. Click Update Stock
3. Enter new quantity
4. Click Save

IoT Auto-Deduction¶

When integrated with IoT devices:

1. Employee scans product barcode or uses RFID
2. IoT device confirms product taken
3. Stock is automatically decremented
4. Low stock alerts are triggered if applicable

Stock Adjustments¶

Record reasons for stock changes:

• Sale — Employee purchase (auto-deducted)
• Received — New inventory received
• Damaged — Product damaged/unsellable
• Expired — Product past expiration
• Count Adjustment — Physical count correction

Points Pricing¶

Setting Prices¶

Set points cost based on:

• Product cost — Wholesale price × markup
• Subsidy level — Company subsidy reduces employee cost
• Category — Different pricing per category
• Demand — Adjust based on popularity

Price Tiers¶

Price Updates¶

1. Click on the product
2. Click Edit Price
3. Enter new points cost
4. Click Save

Price changes take effect immediately for new purchases.

IoT Integration¶

Self-serve markets integrate with IoT devices for automated operations.

Supported Devices¶

Setup¶

1. Navigate to IoT Integration
2. Click Add Device
3. Select device type
4. Enter device details (serial number, location)
5. Link to the self-serve market station
6. Test the connection
7. Click Activate

Transaction Flow¶

graph LR
    A[Employee Taps Card] --> B[Device Reads ID]
    B --> C[Employee Selects Product]
    C --> D[System Checks Balance]
    D --> E{Sufficient Points?}
    E -->|Yes| F[Dispense Product]
    E -->|No| G[Show Insufficient Balance]
    F --> H[Deduct Points]
    H --> I[Update Stock]

Sales Reporting¶

Product Performance¶

View sales data in the Reports tab:

Time-Based Reports¶

• Daily — Today’s sales summary
• Weekly — Week-over-week comparison
• Monthly — Monthly trends and totals
• Custom — Select any date range

Exporting Reports¶

1. Navigate to Reports
2. Select Product Sales
3. Choose date range
4. Click Export (CSV or PDF)

Reorder Management¶

Low Stock Alerts¶

When products reach their reorder level:

• Dashboard shows low stock indicators
• Optional email notifications to administrators
• Report highlights items needing reorder

Reorder Workflow¶

1. Review low stock report
2. Identify items to reorder
3. Generate purchase list
4. Contact suppliers
5. When inventory arrives, update stock levels

Best Practices¶

1. Keep stock current — Reconcile physical inventory regularly
2. Set appropriate reorder levels — Based on sales velocity and lead time
3. Rotate products — Move older stock to front (FIFO)
4. Monitor expiration — Remove expired products promptly
5. Analyze sales data — Adjust product mix based on demand

What’s Next¶

• Points System — How points allocation works
• IoT Integration — Full IoT device setup guide

Still questions? Ask on Discord or explore tutorials