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Introduction

The Products section allows you to manage your inventory—items you sell to clients alongside your services. Track stock levels, set pricing, and sell them through appointments or standalone sales transactions.

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Key Features

  • Product Inventory: Add and manage all products you sell
  • Stock Tracking: Monitor quantity on hand
  • Pricing Management: Set unit prices and track cost of goods
  • Sales Integration: Products can be added to sales transactions alongside services
  • Bulk Import: Import products in bulk from a file to add your entire catalogue at once
  • CSV Export: Export your product list to CSV for inventory management

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Step-by-Step Usage Instructions

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Viewing Your Products

  1. Navigate to the Products section from the sidebar
  2. You’ll see a searchable table with all your products displaying:
    • Product name
    • Brand
    • Price
    • Stock
    • Created
Products list showing product names, brands, prices, and stock levels

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Adding a New Product

  1. Click the Add Product button at the top of the product list
  2. Fill out the product form:
Add product form showing name, brand, unit price, purchase cost, SKU, barcode, and managed inventory fields
  • Product Name (required): The display name for this product
  • Brand Name (optional): Product manufacturer or brand name
  • Unit Price (required): The price you charge customers for one unit
  • Purchase Cost (required): Your cost to purchase or produce this product
  • SKU (optional): Stock Keeping Unit for internal tracking
  • Barcode (optional): Product barcode for scanning systems
  • Description (optional): Detailed information about the product
  • Manage Invetory (required): enable/disable tracking inventory count
  • Stock Quantity (required if Manage Inventory enabled): Current inventory count
  1. Click Save to add the product to your inventory

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Editing a Product

  1. In the product list, locate the product you want to modify
  2. Click the Edit icon to open the product details
  3. Update any field
  4. Click Save to apply changes

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Adjusting Stock Levels

When you receive new inventory or need to correct stock counts:
  1. Open the product you want to update
  2. Click the Edit icon to open the product details
  3. Update the Stock Quantity field, Enter the new total quantity (not the change amount)
  4. Save the changes
Best Practice: Conduct regular inventory counts to ensure accuracy.

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Importing Products in Bulk

If you have a large product catalogue, use the bulk import feature instead of adding products one by one:
  1. Navigate to the Products section
  2. Click the Import button
  3. Download the provided template to see the required format
  4. Fill in your product data (name, brand, price, cost, stock quantity, etc.)
  5. Upload the completed file
  6. Review the imported data and confirm
All imported products appear in your product list immediately.

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Archiving a Product

Products cannot be deleted directly — they must be archived first. Archiving hides the product from the active list while preserving all records.
  1. Find the product in your list
  2. Click the three-dot menu and select Archive
  3. Confirm in the dialog
The product is now hidden from the active list. Past sales that included this product are not affected. To restore or permanently delete an archived product, use the status filter to view archived products, then click the three-dot menu and select Restore or Permanently Delete.
Permanent deletion is only available for archived products with no sales history. Products that have been sold can only be archived, not permanently deleted.

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Selling Products

Products can be sold in two ways:

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1. During an Appointment (Checkout)

When a client completes their appointment and you’re ready to check them out:
  1. Open the appointment in the Scheduler
  2. Click Checkout
  3. The checkout screen shows:
    • Services rendered (already listed)
    • Option to add products
  4. Click Add Product
  5. Search for and select the product(s)
  6. Enter quantity and team member that did the sale
  7. The system automatically:
    • Adds the product price to the total
    • Deducts quantity from inventory
  8. Complete the payment process

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2. Standalone Product Sale

If a client purchases products without an appointment:
  1. Go to the Sales section
  2. Click Add Sale
  3. Select the client
  4. In the items section, click Add Product
  5. Search for and select products
  6. Enter quantities and team member performed the sale for each product
  7. Save the sale
Inventory is automatically updated when products are sold.

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FAQs

Q: What happens if I try to sell a product that’s out of stock? A: The system will not stop you from performing the sale. Q: Can I set different prices for the same product? A: You would need to create separate product entries (e.g., “Shampoo - Retail” and “Shampoo - Bulk”). Q: How do I track products with variants (different sizes or colours)? A: Create separate product entries for each variant, or use the Size/Variant field if your system supports it. Q: What if I forget to adjust inventory after receiving a shipment? A: Edit the product and update the stock quantity at any time. Q: How do I see which products are selling best? A: Use the Sales reports or Dashboard analytics to view product sales performance.
With effective product management, you can create an additional revenue stream for your business while providing clients with convenient access to the products they need.