[{"data":1,"prerenderedAt":1251},["ShallowReactive",2],{"help:\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order":3,"help-all-categories":258,"help-cat-articles:\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order":378,"help-related:\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order":379},{"id":4,"title":5,"audience":6,"body":7,"category":238,"description":239,"draft":240,"extension":241,"icon":242,"keywords":243,"meta":249,"navigation":250,"order":251,"path":252,"related":253,"seo":254,"stem":255,"updatedAt":256,"__hash__":257},"help\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order.md","Handle an online store order","clinic",{"type":8,"value":9,"toc":221},"minimark",[10,34,39,84,138,145,149,155,179,182,186,190,193,197,200,204,211,215],[11,12,13,14,18,19,22,23,26,27,22,30,33],"p",{},"Orders from your online shop land in ",[15,16,17],"strong",{},"POS → Online orders",", already paid. Your job is fulfilment: mark a pickup order ",[15,20,21],{},"Mark ready"," then ",[15,24,25],{},"Mark picked up",", or a shipment ",[15,28,29],{},"Mark shipped",[15,31,32],{},"Mark delivered",".",[35,36,38],"h2",{"id":37},"how-do-i-fulfil-an-online-order","How do I fulfil an online order?",[40,41,42,47,55,59,73,77],"steps",{},[43,44,46],"h3",{"id":45},"open-the-queue","Open the queue",[11,48,49,51,52,33],{},[15,50,17],{}," lists every storefront order, newest first, with filter pills — ",[15,53,54],{},"All \u002F New \u002F Ready \u002F Shipped \u002F Completed \u002F Cancelled",[43,56,58],{"id":57},"read-the-order","Read the order",[11,60,61,62,65,66,69,70,33],{},"Each row shows the buyer, the items, the total, and a chip for how they chose to receive it: ",[15,63,64],{},"Pickup",", ",[15,67,68],{},"Ship",", or ",[15,71,72],{},"Reserved for visit",[43,74,76],{"id":75},"advance-it","Advance it",[11,78,79,80,83],{},"The action button matches the order type — one press per stage, and the order moves to ",[15,81,82],{},"Completed"," at the end.",[85,86,87,103],"table",{},[88,89,90],"thead",{},[91,92,93,97,100],"tr",{},[94,95,96],"th",{},"Order type",[94,98,99],{},"First action",[94,101,102],{},"Final action",[104,105,106,124],"tbody",{},[91,107,108,116,120],{},[109,110,111,113,114],"td",{},[15,112,64],{}," \u002F ",[15,115,72],{},[109,117,118],{},[15,119,21],{},[109,121,122],{},[15,123,25],{},[91,125,126,130,134],{},[109,127,128],{},[15,129,68],{},[109,131,132],{},[15,133,29],{},[109,135,136],{},[15,137,32],{},[11,139,140,141,144],{},"There is no accept step — an order only appears once its payment succeeded, so a ",[15,142,143],{},"New"," order is already yours to fulfil. Stock was deducted and the buyer's receipt emailed at the moment of payment.",[35,146,148],{"id":147},"cancelling-and-refunding","Cancelling and refunding",[11,150,151,154],{},[15,152,153],{},"Cancel"," is available on any order that isn't already completed or cancelled — and it's a status change only.",[156,157,158],"warning",{},[11,159,160,161,164,165,170,171,174,175,33],{},"Cancelling an order does ",[15,162,163],{},"not"," refund the buyer or restock the items. Issue the refund from the sale itself — find it in ",[166,167,169],"a",{"href":168},"\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts","sales history",", open the refund panel, and tick ",[15,172,173],{},"Restock items"," on a full refund to return the stock. See ",[166,176,178],{"href":177},"\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","Refunds and the cash drawer",[11,180,181],{},"Completed and cancelled orders are locked — there's no un-cancel or reopen.",[35,183,185],{"id":184},"common-questions","Common questions",[43,187,189],{"id":188},"does-the-buyer-get-an-email-when-i-mark-the-order-ready-or-shipped","Does the buyer get an email when I mark the order ready or shipped?",[11,191,192],{},"No — status changes are internal bookkeeping. The buyer's only automatic email is the receipt at payment. If they need to know their order is ready, contact them directly.",[43,194,196],{"id":195},"the-buyer-paid-wheres-the-money","The buyer paid — where's the money?",[11,198,199],{},"Settled to your connected payment processor at order time, like any card sale. The order shows in sales history alongside your in-store sales.",[43,201,203],{"id":202},"an-item-in-the-order-is-actually-out-of-stock-what-do-i-do","An item in the order is actually out of stock — what do I do?",[11,205,206,207,33],{},"The storefront checks stock at payment, but if you can't fulfil, refund the affected amount from the sale and contact the buyer. Then correct the stock record so the shop stops offering it — see ",[166,208,210],{"href":209},"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","Products and stock",[43,212,214],{"id":213},"can-i-add-tracking-numbers-to-a-shipment","Can I add tracking numbers to a shipment?",[11,216,217,218,220],{},"Not currently — ",[15,219,29],{}," records the status only. Share tracking with the buyer directly.",{"title":222,"searchDepth":223,"depth":223,"links":224},"",2,[225,231,232],{"id":37,"depth":223,"text":38,"children":226},[227,229,230],{"id":45,"depth":228,"text":46},3,{"id":57,"depth":228,"text":58},{"id":75,"depth":228,"text":76},{"id":147,"depth":223,"text":148},{"id":184,"depth":223,"text":185,"children":233},[234,235,236,237],{"id":188,"depth":228,"text":189},{"id":195,"depth":228,"text":196},{"id":202,"depth":228,"text":203},{"id":213,"depth":228,"text":214},"checkout","Work the online orders queue — mark pickup orders ready and collected, mark shipments shipped and delivered, and cancel or refund an order.",false,"md","i-lucide-package",[244,245,246,247,248],"fulfil online store order","mark order shipped","online order ready for pickup","cancel online order refund","shop orders queue",{},true,130,"\u002Fhelp\u002Fcheckout\u002Fhandle-an-online-order",[168,177,209],{"title":5,"description":239},"help\u002Fcheckout\u002Fhandle-an-online-order","2026-08-14","1SPKWbjBr9hv60y8HiI187Ydv0VtSNIf2GrV8qbxP6w",[259,270,279,287,297,307,317,327,337,347,357,368],{"id":260,"title":261,"audience":6,"description":262,"extension":263,"icon":264,"meta":265,"order":266,"slug":267,"stem":268,"__hash__":269},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":271,"title":272,"audience":6,"description":273,"extension":263,"icon":274,"meta":275,"order":223,"slug":276,"stem":277,"__hash__":278},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":280,"title":281,"audience":6,"description":282,"extension":263,"icon":283,"meta":284,"order":228,"slug":238,"stem":285,"__hash__":286},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":288,"title":289,"audience":6,"description":290,"extension":263,"icon":291,"meta":292,"order":293,"slug":294,"stem":295,"__hash__":296},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":298,"title":299,"audience":6,"description":300,"extension":263,"icon":301,"meta":302,"order":303,"slug":304,"stem":305,"__hash__":306},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":308,"title":309,"audience":6,"description":310,"extension":263,"icon":311,"meta":312,"order":313,"slug":314,"stem":315,"__hash__":316},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":318,"title":319,"audience":6,"description":320,"extension":263,"icon":321,"meta":322,"order":323,"slug":324,"stem":325,"__hash__":326},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":328,"title":329,"audience":6,"description":330,"extension":263,"icon":331,"meta":332,"order":333,"slug":334,"stem":335,"__hash__":336},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":338,"title":339,"audience":6,"description":340,"extension":263,"icon":341,"meta":342,"order":343,"slug":344,"stem":345,"__hash__":346},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":348,"title":349,"audience":6,"description":350,"extension":263,"icon":351,"meta":352,"order":353,"slug":354,"stem":355,"__hash__":356},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":358,"title":359,"audience":360,"description":361,"extension":263,"icon":362,"meta":363,"order":364,"slug":365,"stem":366,"__hash__":367},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":369,"title":370,"audience":360,"description":371,"extension":263,"icon":372,"meta":373,"order":374,"slug":375,"stem":376,"__hash__":377},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[380,656,872],{"id":381,"title":382,"audience":6,"body":383,"category":238,"description":639,"draft":240,"extension":241,"icon":640,"keywords":641,"meta":648,"navigation":250,"order":649,"path":168,"related":650,"seo":652,"stem":653,"updatedAt":654,"__hash__":655},"help\u002Fhelp\u002Fcheckout\u002Fsales-history-and-receipts.md","Find a past sale and resend a receipt",{"type":8,"value":384,"toc":624},[385,399,403,459,462,466,469,517,520,524,556,570,581,583,587,596,600,610,614,617,621],[11,386,387,388,391,392,65,395,398],{},"Every sale lives in ",[15,389,390],{},"POS → Sales"," (the Cart history page) — filter by date, status and client, and click a row to open its receipt or reopen the cart. From a receipt you can ",[15,393,394],{},"Email receipt",[15,396,397],{},"Print",", or start a refund.",[35,400,402],{"id":401},"how-do-i-find-a-past-sale","How do I find a past sale?",[40,404,405,409,414,418,448,452],{},[43,406,408],{"id":407},"open-history","Open History",[11,410,411,413],{},[15,412,390],{}," defaults to the last 30 days of completed sales.",[43,415,417],{"id":416},"filter","Filter",[11,419,420,421,113,424,427,428,431,432,65,434,65,437,69,440,443,444,447],{},"Set ",[15,422,423],{},"From",[15,425,426],{},"To"," dates, pick a ",[15,429,430],{},"Status"," — ",[15,433,82],{},[15,435,436],{},"Unpaid",[15,438,439],{},"Open",[15,441,442],{},"Voided"," — and search with ",[15,445,446],{},"Find a client",". Filters live in the address bar, so a filtered view is bookmarkable, and report cells deep-link straight into the transactions behind them.",[43,449,451],{"id":450},"open-the-row","Open the row",[11,453,454,455,33],{},"A settled sale opens its receipt. Anything still owing or still open reopens in the POS instead — that's how you resume a draft or ",[166,456,458],{"href":457},"\u002Fhelp\u002Fcheckout\u002Fsplit-and-partial-payments","collect an unpaid balance",[11,460,461],{},"Each row shows the client (or \"Walk-in\"), date, cashier, status, and the total — with \"owes\" flagged on unpaid sales. Sales are also reachable from the client's profile.",[35,463,465],{"id":464},"resend-or-print-a-receipt","Resend or print a receipt",[11,467,468],{},"On the receipt page:",[85,470,471,481],{},[88,472,473],{},[91,474,475,478],{},[94,476,477],{},"Action",[94,479,480],{},"Notes",[104,482,483,496,505],{},[91,484,485,489],{},[109,486,487],{},[15,488,394],{},[109,490,491,492,495],{},"Sends to the client's email; shows ",[15,493,494],{},"No email on file"," when there isn't one — you can supply an address for a walk-in",[91,497,498,502],{},[109,499,500],{},[15,501,397],{},[109,503,504],{},"A clean print layout, ready for a counter printer",[91,506,507,512],{},[109,508,509],{},[15,510,511],{},"Refund",[109,513,514,515],{},"Opens the refund panel, if you hold the refund permission — see ",[166,516,178],{"href":177},[11,518,519],{},"The receipt email also carries a \"view this receipt online\" link — a private page showing the same receipt, so the client always has a copy without an account.",[35,521,523],{"id":522},"what-a-receipt-shows","What a receipt shows",[11,525,526,527,65,530,533,534,537,538,541,542,65,545,548,549,552,553,33],{},"Business details and tax ID, date and reference, who served, each item with quantity and price, then the money block: ",[15,528,529],{},"Subtotal",[15,531,532],{},"Discount"," (with the reason), ",[15,535,536],{},"Tax"," broken out per rate, ",[15,539,540],{},"Card processing fee"," if one applied, ",[15,543,544],{},"Tip",[15,546,547],{},"Total"," — and, after any refund, ",[15,550,551],{},"Refunded"," and ",[15,554,555],{},"Net paid",[11,557,558,559,552,562,565,566,569],{},"Every tender prints as its own payment row — Card, Cash (with ",[15,560,561],{},"Cash tendered",[15,563,564],{},"Change given","), Gift card (with ",[15,567,568],{},"Gift card balance remaining","), Package, Membership, Payment link, Card on file — so a split or redeemed sale reads exactly as it happened.",[571,572,573],"tip",{},[11,574,575,576,113,578,580],{},"There's no separate refund receipt: a refund appears on the original receipt as ",[15,577,551],{},[15,579,555],{},", keeping the whole story of the sale on one document.",[35,582,185],{"id":184},[43,584,586],{"id":585},"the-client-wants-their-receipt-again-do-i-reprint-or-resend","The client wants their receipt again — do I reprint or resend?",[11,588,589,590,592,593,595],{},"Either. ",[15,591,394],{}," re-sends it; ",[15,594,397],{}," gives a paper copy. The online receipt link in the email keeps working too.",[43,597,599],{"id":598},"what-does-the-unpaid-filter-show","What does the Unpaid filter show?",[11,601,602,603,606,607,33],{},"Completed sales that still owe money — closed with ",[15,604,605],{},"Save as unpaid",". Click through to reopen and ",[15,608,609],{},"Collect payment",[43,611,613],{"id":612},"can-i-edit-a-completed-sale","Can I edit a completed sale?",[11,615,616],{},"No — completed sales are final. Correct money with a refund; correct the record by refunding and re-ringing.",[43,618,620],{"id":619},"who-can-see-sales-history","Who can see sales history?",[11,622,623],{},"Anyone with POS view access. Refunding from a row additionally requires the refund permission, and voided sales require the void permission to create.",{"title":222,"searchDepth":223,"depth":223,"links":625},[626,631,632,633],{"id":401,"depth":223,"text":402,"children":627},[628,629,630],{"id":407,"depth":228,"text":408},{"id":416,"depth":228,"text":417},{"id":450,"depth":228,"text":451},{"id":464,"depth":223,"text":465},{"id":522,"depth":223,"text":523},{"id":184,"depth":223,"text":185,"children":634},[635,636,637,638],{"id":585,"depth":228,"text":586},{"id":598,"depth":228,"text":599},{"id":612,"depth":228,"text":613},{"id":619,"depth":228,"text":620},"Search sales history by date, status and client, reopen unpaid or draft sales, and resend a receipt by email, print it, or share its online link.","i-lucide-history",[642,643,644,645,646,647],"find a past sale","resend receipt to client","print receipt pos","unpaid sales list","what does the receipt show","reopen a sale",{},120,[651,177,457],"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment",{"title":382,"description":639},"help\u002Fcheckout\u002Fsales-history-and-receipts","2026-09-01","R1anek5zM3G5hiyuHZDTHWANQ70HinJjV-GIbt7M6rI",{"id":657,"title":178,"audience":6,"body":658,"category":238,"description":862,"draft":240,"extension":241,"icon":863,"keywords":864,"meta":865,"navigation":250,"order":866,"path":177,"related":867,"seo":869,"stem":870,"updatedAt":654,"__hash__":871},"help\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer.md",{"type":8,"value":659,"toc":843},[660,664,669,672,676,726,730,754,759,763,768,771,801,808,814,819,823],[35,661,663],{"id":662},"find-a-past-sale","Find a past sale",[11,665,666,668],{},[15,667,390],{}," (the Cart history page) lists completed carts. It defaults to the last 30 days of completed sales and accepts filters in the URL, so a report row can deep-link straight to the transactions behind it. Filters stay in the address bar, which makes a filtered view bookmarkable and shareable.",[11,670,671],{},"You can also reach a sale from a client's profile, under their sales.",[35,673,675],{"id":674},"issue-a-refund","Issue a refund",[40,677,678,682,688,692,695,699,702,706,709,713,723],{},[43,679,681],{"id":680},"open-the-refund-panel","Open the refund panel",[11,683,684,685,687],{},"From a completed sale in ",[15,686,390],{},". You don't have to open the receipt first.",[43,689,691],{"id":690},"pick-the-payment","Pick the payment",[11,693,694],{},"A sale settled with more than one tender has more than one payment. Choose which one you're refunding — the panel shows the method, the amount, and when it was collected.",[43,696,698],{"id":697},"set-the-amount","Set the amount",[11,700,701],{},"It defaults to the full amount collected on that payment. Lower it for a partial refund. You can't exceed what was collected on the payment you selected.",[43,703,705],{"id":704},"give-a-reason","Give a reason",[11,707,708],{},"Required, and captured on the audit log.",[43,710,712],{"id":711},"decide-about-stock","Decide about stock",[11,714,715,716,719,720,722],{},"On a ",[15,717,718],{},"full"," refund you can tick ",[15,721,173],{}," to return any product stock to inventory. Partial refunds always keep the stock where it is.",[43,724,511],{"id":725},"refund",[43,727,729],{"id":728},"what-a-refund-reverses","What a refund reverses",[731,732,733,740,746],"ul",{},[734,735,736,739],"li",{},[15,737,738],{},"Loyalty points"," — reversed. A full refund reverses them entirely; a partial refund reverses them proportionally.",[734,741,742,745],{},[15,743,744],{},"Package and membership debits"," — a redeemed session or credit is returned to the client.",[734,747,748,751,752,33],{},[15,749,750],{},"Stock"," — only on a full refund, and only if you tick ",[15,753,173],{},[156,755,756],{},[11,757,758],{},"One refund per submit. If the sale was split across several tenders and you're reversing the whole thing, reopen the panel for each payment.",[35,760,762],{"id":761},"the-cash-drawer","The cash drawer",[11,764,765],{},[15,766,767],{},"POS → Cash drawer",[11,769,770],{},"The drawer is a daily open-and-close cycle, and it's what makes cash countable rather than assumed.",[40,772,773,777,780,784,787,791,794,798],{},[43,774,776],{"id":775},"open-with-a-float","Open with a float",[11,778,779],{},"At the start of the day, open the drawer with your starting float — the cash you're beginning with.",[43,781,783],{"id":782},"sell-as-normal","Sell as normal",[11,785,786],{},"Every cash payment through checkout accrues against the open session.",[43,788,790],{"id":789},"count-at-close","Count at close",[11,792,793],{},"At the end of the day, count the physical cash and enter the total.",[43,795,797],{"id":796},"read-the-z-report","Read the Z-report",[11,799,800],{},"Owneli compares your count against expected — the opening float plus completed cash sales — and tells you whether you're balanced, over, or short. The close-out becomes a Z-report you can reference for tax and accounting.",[11,802,803,804,807],{},"Every closed session is kept, so ",[15,805,806],{},"No closed sessions"," on a fresh business simply means you haven't done a first close yet.",[809,810,811],"note",{},[11,812,813],{},"The cash drawer is its own permission, separate from the ability to ring up sales. A cashier can take payments without holding the power to open, count and reconcile the till — the classic cashier-versus-shift-lead split.",[156,815,816],{},[11,817,818],{},"Some actions are blocked while a drawer is open — you'll be told to close and count it first. If something refuses with a message about an open drawer, that's why.",[35,820,822],{"id":821},"reporting","Reporting",[731,824,825,831,837],{},[734,826,827,830],{},[15,828,829],{},"Growth → Reports → Cash drawer over\u002Fshort"," — expected versus counted for every closed session, with the opening float included so the variance is exactly what the count was off by",[734,832,833,836],{},[15,834,835],{},"Growth → Reports → Refunds & voids"," — every refund with its reason",[734,838,839,842],{},[15,840,841],{},"Growth → Reports → Payment transactions"," — every payment, by method",{"title":222,"searchDepth":223,"depth":223,"links":844},[845,846,855,861],{"id":662,"depth":223,"text":663},{"id":674,"depth":223,"text":675,"children":847},[848,849,850,851,852,853,854],{"id":680,"depth":228,"text":681},{"id":690,"depth":228,"text":691},{"id":697,"depth":228,"text":698},{"id":704,"depth":228,"text":705},{"id":711,"depth":228,"text":712},{"id":725,"depth":228,"text":511},{"id":728,"depth":228,"text":729},{"id":761,"depth":223,"text":762,"children":856},[857,858,859,860],{"id":775,"depth":228,"text":776},{"id":782,"depth":228,"text":783},{"id":789,"depth":228,"text":790},{"id":796,"depth":228,"text":797},{"id":821,"depth":223,"text":822},"Issue a refund against the right payment, decide what happens to stock and loyalty, and close out the till.","i-lucide-banknote",[],{},40,[651,868],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":178,"description":862},"help\u002Fcheckout\u002Frefunds-and-the-cash-drawer","y1CNRvrgbASi9G6rRpn5218Je0alOR_3vzmwlALFQ_o",{"id":873,"title":210,"audience":6,"body":874,"category":304,"description":1241,"draft":240,"extension":241,"icon":1242,"keywords":1243,"meta":1244,"navigation":250,"order":866,"path":209,"related":1245,"seo":1247,"stem":1248,"updatedAt":1249,"__hash__":1250},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md",{"type":8,"value":875,"toc":1219},[876,881,884,888,970,974,980,984,1038,1042,1049,1058,1062,1067,1070,1129,1137,1141,1147,1150,1177,1182,1185,1189,1192,1194],[11,877,878],{},[15,879,880],{},"Retail → Products",[11,882,883],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[35,885,887],{"id":886},"add-a-product","Add a product",[40,889,890,894,901,905,908,912,915,919,929,933,943,949,953,963],{},[43,891,893],{"id":892},"identity","Identity",[11,895,896,897,900],{},"Name, ",[15,898,899],{},"SKU",", category, and a short description. The description is shown on the retail catalog and in the cart, so write it for a client, not for yourself.",[43,902,904],{"id":903},"barcode","Barcode",[11,906,907],{},"An EAN or UPC, scanned at the register. Worth entering for anything you sell in volume — scanning is much faster and much less error-prone than searching.",[43,909,911],{"id":910},"image","Image",[11,913,914],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[43,916,918],{"id":917},"pricing","Pricing",[11,920,921,924,925,928],{},[15,922,923],{},"Sell price"," is what the client pays. ",[15,926,927],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[43,930,932],{"id":931},"inventory","Inventory",[11,934,935,938,939,942],{},[15,936,937],{},"On hand"," is your current quantity. ",[15,940,941],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[11,944,945,948],{},[15,946,947],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[43,950,952],{"id":951},"reordering","Reordering",[11,954,955,958,959,962],{},[15,956,957],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[15,960,961],{},"Reorder quantity"," — how many to order when it does.",[11,964,965,966,969],{},"Set a ",[15,967,968],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[35,971,973],{"id":972},"variants","Variants",[11,975,976,977,979],{},"A product with sizes or shades gets ",[15,978,972],{}," — 50 ml and 100 ml, or three shades of the same tint. Each variant is stocked and sold separately, and can carry its own price and cost or inherit the parent's.",[35,981,983],{"id":982},"reading-stock-on-the-product-list","Reading stock on the product list",[85,985,986,996],{},[88,987,988],{},[91,989,990,993],{},[94,991,992],{},"Badge",[94,994,995],{},"Meaning",[104,997,998,1008,1018,1028],{},[91,999,1000,1005],{},[109,1001,1002],{},[15,1003,1004],{},"Not tracked",[109,1006,1007],{},"On hand was left blank",[91,1009,1010,1015],{},[109,1011,1012],{},[15,1013,1014],{},"N on hand",[109,1016,1017],{},"Normal",[91,1019,1020,1025],{},[109,1021,1022],{},[15,1023,1024],{},"Low · N left",[109,1026,1027],{},"At or below the low-stock alert level",[91,1029,1030,1035],{},[109,1031,1032],{},[15,1033,1034],{},"Out of stock",[109,1036,1037],{},"Zero",[35,1039,1041],{"id":1040},"selling-a-product","Selling a product",[11,1043,1044,1045,1048],{},"Products go into the cart at checkout like anything else — see ",[166,1046,1047],{"href":651},"Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[809,1050,1051],{},[11,1052,715,1053,719,1055,1057],{},[15,1054,718],{},[15,1056,173],{}," to return the stock. Partial refunds always keep the stock where it is.",[35,1059,1061],{"id":1060},"stock-counts","Stock counts",[11,1063,1064],{},[15,1065,1066],{},"Retail → Products → Stock counts",[11,1068,1069],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[40,1071,1072,1076,1082,1086,1097,1115,1119,1122,1126],{},[43,1073,1075],{"id":1074},"start-a-count","Start a count",[11,1077,1078,1081],{},[15,1079,1080],{},"New count",", scoped to a location.",[43,1083,1085],{"id":1084},"enter-what-you-actually-counted","Enter what you actually counted",[11,1087,1088,1089,1092,1093,1096],{},"Each row shows the ",[15,1090,1091],{},"expected"," quantity and a field for the ",[15,1094,1095],{},"counted"," one. The variance is calculated as you go.",[11,1098,1099,1100,1103,1104,1107,1108,1111,1112,33],{},"Tabs let you work the list efficiently: ",[15,1101,1102],{},"Uncounted"," (still to do), ",[15,1105,1106],{},"Variance"," (doesn't match), ",[15,1109,1110],{},"Matched"," (does), and ",[15,1113,1114],{},"All",[43,1116,1118],{"id":1117},"save-as-you-go","Save as you go",[11,1120,1121],{},"A count in progress can be left and resumed.",[43,1123,1125],{"id":1124},"complete-the-count","Complete the count",[11,1127,1128],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[156,1130,1131],{},[11,1132,1133,1134,1136],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[15,1135,1106],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[35,1138,1140],{"id":1139},"transfers-between-locations","Transfers between locations",[11,1142,1143,1146],{},[15,1144,1145],{},"Retail → Products → Transfers"," — only available with more than one location.",[11,1148,1149],{},"A transfer moves stock from a source location to a destination. It has three stages:",[1151,1152,1153,1159,1168],"ol",{},[734,1154,1155,1158],{},[15,1156,1157],{},"Draft"," — created, nothing has moved",[734,1160,1161,1164,1165],{},[15,1162,1163],{},"Sent"," — stock is deducted from the ",[15,1166,1167],{},"source",[734,1169,1170,1173,1174],{},[15,1171,1172],{},"Received"," — stock is added at the ",[15,1175,1176],{},"destination",[809,1178,1179],{},[11,1180,1181],{},"Drafts are paperwork. Counts only change when stock is actually sent and then received — which is what makes stock in transit visible rather than vanished.",[11,1183,1184],{},"Cancelling a transfer keeps it in history but moves no stock.",[35,1186,1188],{"id":1187},"bundles","Bundles",[11,1190,1191],{},"A bundle groups several products into a discounted set — a \"Morning Glow Routine\" of three items at one price. The editor shows what the components would cost bought separately, so the saving is obvious to you and to the client.",[35,1193,822],{"id":821},[731,1195,1196,1202,1208,1214],{},[734,1197,1198,1201],{},[15,1199,1200],{},"Stock on hand"," — current quantities",[734,1203,1204,1207],{},[15,1205,1206],{},"Stock log"," — every movement, with its cause",[734,1209,1210,1213],{},[15,1211,1212],{},"COGS"," — cost of goods sold",[734,1215,1216,1218],{},[15,1217,932],{}," — the overall picture",{"title":222,"searchDepth":223,"depth":223,"links":1220},[1221,1229,1230,1231,1232,1238,1239,1240],{"id":886,"depth":223,"text":887,"children":1222},[1223,1224,1225,1226,1227,1228],{"id":892,"depth":228,"text":893},{"id":903,"depth":228,"text":904},{"id":910,"depth":228,"text":911},{"id":917,"depth":228,"text":918},{"id":931,"depth":228,"text":932},{"id":951,"depth":228,"text":952},{"id":972,"depth":223,"text":973},{"id":982,"depth":223,"text":983},{"id":1040,"depth":223,"text":1041},{"id":1060,"depth":223,"text":1061,"children":1233},[1234,1235,1236,1237],{"id":1074,"depth":228,"text":1075},{"id":1084,"depth":228,"text":1085},{"id":1117,"depth":228,"text":1118},{"id":1124,"depth":228,"text":1125},{"id":1139,"depth":223,"text":1140},{"id":1187,"depth":223,"text":1188},{"id":821,"depth":223,"text":822},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},[1246,651],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":210,"description":1241},"help\u002Fretail\u002Fproducts-and-stock","2026-07-26","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",1790218957317]