[{"data":1,"prerenderedAt":1116},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Fproducts-and-stock":3,"help-all-categories":418,"help-cat-articles:\u002Fhelp\u002Fretail\u002Fproducts-and-stock":538,"help-related:\u002Fhelp\u002Fretail\u002Fproducts-and-stock":539},{"id":4,"title":5,"audience":6,"body":7,"category":402,"description":403,"draft":404,"extension":405,"icon":406,"keywords":407,"meta":408,"navigation":409,"order":410,"path":411,"related":412,"seo":414,"stem":415,"updatedAt":416,"__hash__":417},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock","clinic",{"type":8,"value":9,"toc":377},"minimark",[10,17,20,25,109,113,119,123,183,187,196,210,214,219,222,282,291,295,301,304,332,337,340,344,347,351],[11,12,13],"p",{},[14,15,16],"strong",{},"Retail → Products",[11,18,19],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[21,22,24],"h2",{"id":23},"add-a-product","Add a product",[26,27,28,33,40,44,47,51,54,58,68,72,82,88,92,102],"steps",{},[29,30,32],"h3",{"id":31},"identity","Identity",[11,34,35,36,39],{},"Name, ",[14,37,38],{},"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.",[29,41,43],{"id":42},"barcode","Barcode",[11,45,46],{},"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.",[29,48,50],{"id":49},"image","Image",[11,52,53],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[29,55,57],{"id":56},"pricing","Pricing",[11,59,60,63,64,67],{},[14,61,62],{},"Sell price"," is what the client pays. ",[14,65,66],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[29,69,71],{"id":70},"inventory","Inventory",[11,73,74,77,78,81],{},[14,75,76],{},"On hand"," is your current quantity. ",[14,79,80],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[11,83,84,87],{},[14,85,86],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[29,89,91],{"id":90},"reordering","Reordering",[11,93,94,97,98,101],{},[14,95,96],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[14,99,100],{},"Reorder quantity"," — how many to order when it does.",[11,103,104,105,108],{},"Set a ",[14,106,107],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[21,110,112],{"id":111},"variants","Variants",[11,114,115,116,118],{},"A product with sizes or shades gets ",[14,117,111],{}," — 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.",[21,120,122],{"id":121},"reading-stock-on-the-product-list","Reading stock on the product list",[124,125,126,139],"table",{},[127,128,129],"thead",{},[130,131,132,136],"tr",{},[133,134,135],"th",{},"Badge",[133,137,138],{},"Meaning",[140,141,142,153,163,173],"tbody",{},[130,143,144,150],{},[145,146,147],"td",{},[14,148,149],{},"Not tracked",[145,151,152],{},"On hand was left blank",[130,154,155,160],{},[145,156,157],{},[14,158,159],{},"N on hand",[145,161,162],{},"Normal",[130,164,165,170],{},[145,166,167],{},[14,168,169],{},"Low · N left",[145,171,172],{},"At or below the low-stock alert level",[130,174,175,180],{},[145,176,177],{},[14,178,179],{},"Out of stock",[145,181,182],{},"Zero",[21,184,186],{"id":185},"selling-a-product","Selling a product",[11,188,189,190,195],{},"Products go into the cart at checkout like anything else — see ",[191,192,194],"a",{"href":193},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[197,198,199],"note",{},[11,200,201,202,205,206,209],{},"On a ",[14,203,204],{},"full"," refund you can tick ",[14,207,208],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[21,211,213],{"id":212},"stock-counts","Stock counts",[11,215,216],{},[14,217,218],{},"Retail → Products → Stock counts",[11,220,221],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[26,223,224,228,234,238,249,268,272,275,279],{},[29,225,227],{"id":226},"start-a-count","Start a count",[11,229,230,233],{},[14,231,232],{},"New count",", scoped to a location.",[29,235,237],{"id":236},"enter-what-you-actually-counted","Enter what you actually counted",[11,239,240,241,244,245,248],{},"Each row shows the ",[14,242,243],{},"expected"," quantity and a field for the ",[14,246,247],{},"counted"," one. The variance is calculated as you go.",[11,250,251,252,255,256,259,260,263,264,267],{},"Tabs let you work the list efficiently: ",[14,253,254],{},"Uncounted"," (still to do), ",[14,257,258],{},"Variance"," (doesn't match), ",[14,261,262],{},"Matched"," (does), and ",[14,265,266],{},"All",".",[29,269,271],{"id":270},"save-as-you-go","Save as you go",[11,273,274],{},"A count in progress can be left and resumed.",[29,276,278],{"id":277},"complete-the-count","Complete the count",[11,280,281],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[283,284,285],"warning",{},[11,286,287,288,290],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[14,289,258],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[21,292,294],{"id":293},"transfers-between-locations","Transfers between locations",[11,296,297,300],{},[14,298,299],{},"Retail → Products → Transfers"," — only available with more than one location.",[11,302,303],{},"A transfer moves stock from a source location to a destination. It has three stages:",[305,306,307,314,323],"ol",{},[308,309,310,313],"li",{},[14,311,312],{},"Draft"," — created, nothing has moved",[308,315,316,319,320],{},[14,317,318],{},"Sent"," — stock is deducted from the ",[14,321,322],{},"source",[308,324,325,328,329],{},[14,326,327],{},"Received"," — stock is added at the ",[14,330,331],{},"destination",[197,333,334],{},[11,335,336],{},"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.",[11,338,339],{},"Cancelling a transfer keeps it in history but moves no stock.",[21,341,343],{"id":342},"bundles","Bundles",[11,345,346],{},"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.",[21,348,350],{"id":349},"reporting","Reporting",[352,353,354,360,366,372],"ul",{},[308,355,356,359],{},[14,357,358],{},"Stock on hand"," — current quantities",[308,361,362,365],{},[14,363,364],{},"Stock log"," — every movement, with its cause",[308,367,368,371],{},[14,369,370],{},"COGS"," — cost of goods sold",[308,373,374,376],{},[14,375,71],{}," — the overall picture",{"title":378,"searchDepth":379,"depth":379,"links":380},"",2,[381,390,391,392,393,399,400,401],{"id":23,"depth":379,"text":24,"children":382},[383,385,386,387,388,389],{"id":31,"depth":384,"text":32},3,{"id":42,"depth":384,"text":43},{"id":49,"depth":384,"text":50},{"id":56,"depth":384,"text":57},{"id":70,"depth":384,"text":71},{"id":90,"depth":384,"text":91},{"id":111,"depth":379,"text":112},{"id":121,"depth":379,"text":122},{"id":185,"depth":379,"text":186},{"id":212,"depth":379,"text":213,"children":394},[395,396,397,398],{"id":226,"depth":384,"text":227},{"id":236,"depth":384,"text":237},{"id":270,"depth":384,"text":271},{"id":277,"depth":384,"text":278},{"id":293,"depth":379,"text":294},{"id":342,"depth":379,"text":343},{"id":349,"depth":379,"text":350},"retail","Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.",false,"md","i-lucide-shopping-bag",[],{},true,40,"\u002Fhelp\u002Fretail\u002Fproducts-and-stock",[413,193],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":5,"description":403},"help\u002Fretail\u002Fproducts-and-stock","2026-07-26","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",[419,430,439,448,458,467,477,487,497,507,517,528],{"id":420,"title":421,"audience":6,"description":422,"extension":423,"icon":424,"meta":425,"order":426,"slug":427,"stem":428,"__hash__":429},"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":431,"title":432,"audience":6,"description":433,"extension":423,"icon":434,"meta":435,"order":379,"slug":436,"stem":437,"__hash__":438},"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":440,"title":441,"audience":6,"description":442,"extension":423,"icon":443,"meta":444,"order":384,"slug":445,"stem":446,"__hash__":447},"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",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":449,"title":450,"audience":6,"description":451,"extension":423,"icon":452,"meta":453,"order":454,"slug":455,"stem":456,"__hash__":457},"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":459,"title":460,"audience":6,"description":461,"extension":423,"icon":462,"meta":463,"order":464,"slug":402,"stem":465,"__hash__":466},"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,"help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":468,"title":469,"audience":6,"description":470,"extension":423,"icon":471,"meta":472,"order":473,"slug":474,"stem":475,"__hash__":476},"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":478,"title":479,"audience":6,"description":480,"extension":423,"icon":481,"meta":482,"order":483,"slug":484,"stem":485,"__hash__":486},"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":488,"title":489,"audience":6,"description":490,"extension":423,"icon":491,"meta":492,"order":493,"slug":494,"stem":495,"__hash__":496},"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":498,"title":499,"audience":6,"description":500,"extension":423,"icon":501,"meta":502,"order":503,"slug":504,"stem":505,"__hash__":506},"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":508,"title":509,"audience":6,"description":510,"extension":423,"icon":511,"meta":512,"order":513,"slug":514,"stem":515,"__hash__":516},"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":518,"title":519,"audience":520,"description":521,"extension":423,"icon":522,"meta":523,"order":524,"slug":525,"stem":526,"__hash__":527},"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":529,"title":530,"audience":520,"description":531,"extension":423,"icon":532,"meta":533,"order":534,"slug":535,"stem":536,"__hash__":537},"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",[],[540,832],{"id":541,"title":542,"audience":6,"body":543,"category":402,"description":822,"draft":404,"extension":405,"icon":823,"keywords":824,"meta":825,"navigation":409,"order":826,"path":413,"related":827,"seo":829,"stem":830,"updatedAt":416,"__hash__":831},"help\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors.md","Reordering, purchase orders, and vendors",{"type":8,"value":544,"toc":804},[545,549,554,557,564,569,573,578,585,595,599,602,607,611,616,620,680,683,687,723,734,738,744,751,757,762,766,769,773,776,778],[21,546,548],{"id":547},"vendors","Vendors",[11,550,551],{},[14,552,553],{},"Retail → Vendors",[11,555,556],{},"A vendor is who you order from. Each one anchors its own purchase orders, so add your suppliers before you try to raise a PO.",[11,558,559,560,563],{},"Record the contact name, email, phone, website, ",[14,561,562],{},"payment terms"," (Net 30, and so on) and any internal notes.",[197,565,566],{},[11,567,568],{},"Archiving a vendor removes it from the new-PO picker. Existing purchase orders keep their history — you're closing the supplier to new orders, not erasing what you bought from them.",[21,570,572],{"id":571},"reorder-this-week","Reorder this week",[11,574,575],{},[14,576,577],{},"Retail → Reorder",[11,579,580,581,584],{},"This is the list to work every week. It shows products that have dropped to or below their ",[14,582,583],{},"reorder point",", grouped by preferred vendor, with a suggested quantity and an approximate total per vendor.",[11,586,587,588,590,591,594],{},"A product only appears here if it has both a ",[14,589,583],{}," and a ",[14,592,593],{},"reorder quantity"," set on it. If your reorder list is suspiciously empty, that's usually why rather than because everything is in stock.",[29,596,598],{"id":597},"drafting-a-po-from-the-list","Drafting a PO from the list",[11,600,601],{},"Pick a vendor group and draft a purchase order straight from it — the lines and quantities come across pre-filled. Review and send.",[283,603,604],{},[11,605,606],{},"Products without a preferred vendor can't be auto-drafted. The list tells you which ones and asks you to assign a vendor first.",[21,608,610],{"id":609},"purchase-orders","Purchase orders",[11,612,613],{},[14,614,615],{},"Retail → Purchase orders",[29,617,619],{"id":618},"statuses","Statuses",[124,621,622,631],{},[127,623,624],{},[130,625,626,629],{},[133,627,628],{},"Status",[133,630,138],{},[140,632,633,642,651,661,670],{},[130,634,635,639],{},[145,636,637],{},[14,638,312],{},[145,640,641],{},"Being built. Nothing has been ordered.",[130,643,644,648],{},[145,645,646],{},[14,647,318],{},[145,649,650],{},"Issued to the vendor. The order is locked.",[130,652,653,658],{},[145,654,655],{},[14,656,657],{},"Partial",[145,659,660],{},"Some units received, some still outstanding",[130,662,663,667],{},[145,664,665],{},[14,666,327],{},[145,668,669],{},"Everything ordered has arrived",[130,671,672,677],{},[145,673,674],{},[14,675,676],{},"Cancelled",[145,678,679],{},"Closed with nothing further to receive",[11,681,682],{},"Each order shows a units-received-of-total figure, plus the dates it was created, expected, sent and received.",[29,684,686],{"id":685},"raise-a-po","Raise a PO",[26,688,689,693,697,704,708,719],{},[29,690,692],{"id":691},"pick-the-vendor-and-expected-date","Pick the vendor and expected date",[29,694,696],{"id":695},"add-lines","Add lines",[11,698,699,700,703],{},"Each line is a product — with a variant where the product has them — a quantity, and a unit price. You can also add a ",[14,701,702],{},"free-form item"," for something that isn't in your product catalog: a display stand, a shipping charge, a one-off.",[29,705,707],{"id":706},"add-totals","Add totals",[11,709,710,711,714,715,718],{},"Subtotal is calculated from the lines. Add ",[14,712,713],{},"tax"," and ",[14,716,717],{},"shipping"," to reach the order total.",[29,720,722],{"id":721},"save-as-draft-or-save-and-send","Save as draft, or save and send",[283,724,725,731],{},[11,726,727,730],{},[14,728,729],{},"The order is locked once sent."," The confirmation names the vendor, the reference, and the amount before you commit. After sending, only the expected date and notes can be edited.",[11,732,733],{},"An order containing a free-form line is more restricted still — only the expected date and notes are editable even in draft.",[29,735,737],{"id":736},"receiving-stock","Receiving stock",[11,739,740,741,267],{},"When the delivery arrives, open the PO and choose ",[14,742,743],{},"Receive items",[11,745,746,747,750],{},"Each line shows what was ordered, what has already been received, and what's outstanding. Enter what actually arrived. ",[14,748,749],{},"Fill remainder"," completes a line in one click when the whole outstanding quantity turned up.",[11,752,753,754,756],{},"Recording a receipt increases the on-hand quantity for those products. Receive partially and the PO sits at ",[14,755,657],{}," until the rest arrives.",[197,758,759],{},[11,760,761],{},"Receive what physically arrived, not what the invoice says. The PO tracks the gap between the two, which is exactly the conversation you want to have with the supplier.",[29,763,765],{"id":764},"cancelling","Cancelling",[11,767,768],{},"A cancelled PO stays in history, but nothing further can be received against it.",[21,770,772],{"id":771},"low-stock-alerts","Low-stock alerts",[11,774,775],{},"Products at or below their low-stock threshold generate an alert, so the reorder list isn't the only thing standing between you and running out.",[21,777,350],{"id":349},[352,779,780,786,792,798],{},[308,781,782,785],{},[14,783,784],{},"Growth → Reports → Purchase orders"," — what's on order and what's landed",[308,787,788,791],{},[14,789,790],{},"Growth → Reports → Stock on hand"," — current quantities by location",[308,793,794,797],{},[14,795,796],{},"Growth → Reports → Stock log"," — every movement and its cause",[308,799,800,803],{},[14,801,802],{},"Growth → Reports → COGS"," — cost of goods sold against revenue",{"title":378,"searchDepth":379,"depth":379,"links":805},[806,807,810,820,821],{"id":547,"depth":379,"text":548},{"id":571,"depth":379,"text":572,"children":808},[809],{"id":597,"depth":384,"text":598},{"id":609,"depth":379,"text":610,"children":811},[812,813,814,815,816,817,818,819],{"id":618,"depth":384,"text":619},{"id":685,"depth":384,"text":686},{"id":691,"depth":384,"text":692},{"id":695,"depth":384,"text":696},{"id":706,"depth":384,"text":707},{"id":721,"depth":384,"text":722},{"id":736,"depth":384,"text":737},{"id":764,"depth":384,"text":765},{"id":771,"depth":379,"text":772},{"id":349,"depth":379,"text":350},"Work the reorder list, raise a PO, receive stock partially or in full, and keep supplier records straight.","i-lucide-clipboard-list",[],{},50,[411,828],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":542,"description":822},"help\u002Fretail\u002Fpurchase-orders-and-vendors","jWcREuBWZeFdSrt_ZMBrR_doeB0T5dDUsfZz5ESBHVM",{"id":833,"title":194,"audience":6,"body":834,"category":445,"description":1105,"draft":404,"extension":405,"icon":1106,"keywords":1107,"meta":1108,"navigation":409,"order":513,"path":193,"related":1109,"seo":1113,"stem":1114,"updatedAt":416,"__hash__":1115},"help\u002Fhelp\u002Fcheckout\u002Ftake-a-payment.md",{"type":8,"value":835,"toc":1095},[836,842,846,849,860,870,874,877,880,883,903,908,912,915,1019,1032,1036,1039,1042,1045,1048,1054,1057,1061,1064,1068,1078,1082,1085],[11,837,838,839,267],{},"Everything you sell — services, retail products, memberships, packages, gift cards — goes through one cart. Checkout runs in three steps: ",[14,840,841],{},"Cart → Tip → Payment",[21,843,845],{"id":844},"start-a-sale","Start a sale",[11,847,848],{},"Two ways in:",[352,850,851,857],{},[308,852,853,856],{},[14,854,855],{},"POS → Sell",", then start a new sale. Use this for a walk-in buying product, or a gift card.",[308,858,859],{},"From a completed appointment — open the appointment and check out. The services, provider and client come across already attached, which is what you want almost every time.",[11,861,862,863,866,867,267],{},"An open sale can be left and picked up later: ",[14,864,865],{},"Save as draft"," parks it, and you resume it from ",[14,868,869],{},"POS",[21,871,873],{"id":872},"build-the-cart","Build the cart",[11,875,876],{},"Add lines from the item picker: services, products, memberships, packages, gift cards. Quantities, taxes and any per-service tax override are calculated as you add.",[11,878,879],{},"Attach a client if one isn't already attached. You can complete a walk-in sale without a client, but you lose loyalty points, package and membership redemption, receipts by email, and the sale's place in that person's history.",[11,881,882],{},"From the sale menu you can also:",[352,884,885,891,897],{},[308,886,887,890],{},[14,888,889],{},"Add cart discount"," — a fixed amount, a percentage, or a configured deal code. Discounts apply to their scoped subtotal and the total updates immediately.",[308,892,893,896],{},[14,894,895],{},"Add service charge"," — an auto-gratuity or surcharge line, if your business uses them.",[308,898,899,902],{},[14,900,901],{},"Add a sale note"," — internal, kept with the sale.",[283,904,905],{},[11,906,907],{},"If a service on the cart requires a signed clinical form and it isn't signed, checkout is blocked. Send and complete the form first — the message names which one.",[21,909,911],{"id":910},"choose-a-tender","Choose a tender",[11,913,914],{},"Only the tenders that can actually settle this sale are offered:",[124,916,917,927],{},[127,918,919],{},[130,920,921,924],{},[133,922,923],{},"Tender",[133,925,926],{},"What it is",[140,928,929,939,949,959,969,979,989,999,1009],{},[130,930,931,936],{},[145,932,933],{},[14,934,935],{},"Card on file",[145,937,938],{},"Charge the client's saved card. Leads the list when there is one, because it's the fastest.",[130,940,941,946],{},[145,942,943],{},[14,944,945],{},"External terminal",[145,947,948],{},"The client tapped or inserted on your standalone card machine. Record it here with an optional last-4 and terminal reference so the sale ties to the terminal receipt.",[130,950,951,956],{},[145,952,953],{},[14,954,955],{},"Cash",[145,957,958],{},"Enter what they handed over; change due is calculated for you.",[130,960,961,966],{},[145,962,963],{},[14,964,965],{},"Check",[145,967,968],{},"Recorded like cash.",[130,970,971,976],{},[145,972,973],{},[14,974,975],{},"Gift card",[145,977,978],{},"Enter the code. The card's balance is applied, capped at the balance.",[130,980,981,986],{},[145,982,983],{},[14,984,985],{},"Membership balance",[145,987,988],{},"Spend down an account-balance membership's wallet.",[130,990,991,996],{},[145,992,993],{},[14,994,995],{},"Package",[145,997,998],{},"Redeem a prepaid session against an eligible service line.",[130,1000,1001,1006],{},[145,1002,1003],{},[14,1004,1005],{},"Membership",[145,1007,1008],{},"Redeem an included session from a service-credit membership.",[130,1010,1011,1016],{},[145,1012,1013],{},[14,1014,1015],{},"Self checkout",[145,1017,1018],{},"Text or email a secure link — the client enters their own card on your branded page.",[197,1020,1021],{},[11,1022,1023,1024,1027,1028,1031],{},"A cart that ",[14,1025,1026],{},"sells"," a gift card can't be ",[14,1029,1030],{},"paid with"," a gift card. Redeeming one card to buy another moves balance with no audit trail, so that tender is removed from the list.",[21,1033,1035],{"id":1034},"splitting-across-tenders","Splitting across tenders",[11,1037,1038],{},"If a tender doesn't cover the balance, the remainder stays on the sale and you pick the next method. Repeat until it's settled.",[11,1040,1041],{},"Quick presets offer the full balance, a half, and a third; rounding lands on the first tender so you never end on a stray cent.",[11,1043,1044],{},"Package, membership and membership-balance are credit tenders — they cover the bill, not the gratuity. A tip on those sales is settled by a following card or cash tender, so a client can still tip on a fully-redeemed visit.",[21,1046,1015],{"id":1047},"self-checkout",[11,1049,1050,1051,1053],{},"Choose ",[14,1052,1015],{},", enter their mobile or email, and send. They open the link, enter their card on your branded page, and the sale closes itself here — you never see or type their card number. The screen updates on its own; there's nothing to refresh.",[11,1055,1056],{},"Needs a client attached, a balance to collect, and a connected payment processor.",[21,1058,1060],{"id":1059},"card-surcharges","Card surcharges",[11,1062,1063],{},"If your business passes card processing costs on, the surcharge is shown before you charge, not after. For a card on file, Owneli knows whether it's credit or debit and only surcharges where your rules say so. For an external terminal the funding type is unknown, so the surcharge is applied by default and you can waive it for a debit card.",[21,1065,1067],{"id":1066},"when-the-client-cant-pay-today","When the client can't pay today",[11,1069,1070,1073,1074,1077],{},[14,1071,1072],{},"Save as unpaid"," completes the sale and leaves the balance owing. The sale shows as ",[14,1075,1076],{},"Completed · balance due",", and you collect the balance later from the same sale.",[21,1079,1081],{"id":1080},"close-out","Close out",[11,1083,1084],{},"Confirm the payment. The receipt is ready to view, email, or resend, and a rebooking prompt appears so you can put the next visit in the diary before they leave.",[1086,1087,1088],"tip",{},[11,1089,1090,1091,1094],{},"Cancelling a sale voids the cart and its lines. It does ",[14,1092,1093],{},"not"," touch the appointment — you can start a fresh checkout for the same visit afterwards.",{"title":378,"searchDepth":379,"depth":379,"links":1096},[1097,1098,1099,1100,1101,1102,1103,1104],{"id":844,"depth":379,"text":845},{"id":872,"depth":379,"text":873},{"id":910,"depth":379,"text":911},{"id":1034,"depth":379,"text":1035},{"id":1047,"depth":379,"text":1015},{"id":1059,"depth":379,"text":1060},{"id":1066,"depth":379,"text":1067},{"id":1080,"depth":379,"text":1081},"Build a cart, apply a discount, pick a tender, split across several — and what to do when the client can't pay today.","i-lucide-receipt",[],{},[1110,1111,1112],"\u002Fhelp\u002Fcheckout\u002Ftips","\u002Fhelp\u002Fcheckout\u002Frefunds-and-the-cash-drawer","\u002Fhelp\u002Fretail\u002Fgift-cards",{"title":194,"description":1105},"help\u002Fcheckout\u002Ftake-a-payment","bRjO-9Pm_e54NESUrnbW45Q_fIOb94VnzOKzG6EkvIU",1790210904525]