Products are the physical things you sell: retail skincare, take-home kits, items added at the till. They live under Retail → Products, and each one tracks its own stock at every location.
Before you start
- Who can do it: seeing products needs access to products; adding and changing them needs permission to manage them. Correcting stock needs permission to manage stock.
Add a product
Start
Go to Retail → Products and select Add product.
Describe it
Enter the Name, and if you like a SKU, Category and Description. The description is shown to clients in the cart and the online store.
Add a barcode and image
Enter the Barcode (EAN or UPC) to scan it at the till. Select Upload image for a PNG, JPEG, WebP or GIF up to 5 MB.
Set the price
Enter the Sell price, and the Cost if you want margin figures. Once both are set, you see the margin, for example 52% margin.
Set the stock
Enter how many you have On hand. Leave it blank for things you don't want to count, and the product shows Not tracked. Set Low-stock alert at to flag it in stock reports when it runs low.
Set reordering
Set a Reorder point, a Reorder quantity and a Preferred vendor so it appears on the reorder list when it runs low. See Reorder low stock.
Choose where it's sold
Under Online store, tick Show in online store to list it on your shop, or Professional only to keep it off the shop. Under Locations, switch off any location that doesn't sell it, or enter a different price there.
Save
Select Create product.
Sizes and shades
Open the product and, under Variants, select Add variant for each size or shade, such as "50 ml". Each one has its own stock, and can have its own price and Cost, or Inherit the product's. Select Save variants.
Read the product list
| Shows | Meaning |
|---|---|
| 12 in stock | Normal |
| 3 left | At or below its low-stock alert |
| Out of stock | None left |
| Not tracked | Stock isn't counted |
Filter by Category, Status or Low stock. With All locations selected, figures add up every location.
Correct stock by hand
For a damaged bottle or a delivery that came without a purchase order:
Choose the location
Choose the location in the location pill in the top bar. You can't adjust stock with All locations selected.
Open the product
Open the product. Under Stock by location, select Record adjustment.
Record it
Choose Add or Remove, enter the Quantity, pick a Reason (Found / correction, Damaged, Lost / stolen or Correction), and add Notes if you like. Select Record.
To check every product at once, run a stock count. To move stock between locations, use a transfer.
Selling and refunds
Add products at checkout like anything else. See Sell a product. A sale takes the stock from the location it happened at. When you refund the whole sale or chosen items, tick Restock items to put them back. A refund by amount leaves stock as it is.
Bundles
A bundle sells several products together at one price, such as a "Morning Glow Routine". On Retail → Products, open Actions and choose Bundles, then New bundle. Name it, add the Products in this bundle, and set the Bundle price. Bought separately shows what they'd cost on their own, so the saving is clear. Untick Available to sell to hide it.
Check it worked
The product appears in the list with its stock, and in the checkout catalogue. If you ticked Show in online store, it's on your shop too.
If something goes wrong
"Switch to a specific location to adjust stock here"
All locations is selected. Choose one location in the location pill, then record the adjustment.
The product isn't in the checkout catalogue
Check it's Active, not archived, and switched on for this location under Locations.
Can I delete a product?
Archive it instead. It disappears from checkout, and past sales keep their history.