[{"data":1,"prerenderedAt":1329},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations":3,"help-all-categories":228,"help-cat-articles:\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations":348,"help-related:\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations":349},{"id":4,"title":5,"audience":6,"body":7,"category":206,"description":207,"draft":208,"extension":209,"icon":210,"keywords":211,"meta":217,"navigation":218,"order":219,"path":220,"related":221,"seo":224,"stem":225,"updatedAt":226,"__hash__":227},"help\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations.md","Transfer stock between locations","clinic",{"type":8,"value":9,"toc":190},"minimark",[10,19,22,27,81,85,142,154,157,161,165,168,172,175,179],[11,12,13,14,18],"p",{},"A stock transfer moves products between two of your locations through three states: ",[15,16,17],"strong",{},"Draft → Sent → Received",". Draft and sent are paperwork — the actual stock movement happens in one transaction when the transfer is received, so quantities can never be stranded in between.",[11,20,21],{},"Transfers need at least two active locations. Viewing needs the transfers permission; creating and moving them needs transfer management.",[23,24,26],"h2",{"id":25},"how-do-i-move-stock-to-another-location","How do I move stock to another location?",[28,29,30,35,59,63,70,74],"steps",{},[31,32,34],"h3",{"id":33},"create-the-transfer","Create the transfer",[11,36,37,38,41,42,46,47,50,51,54,55,58],{},"Open ",[15,39,40],{},"Inventory transfers"," (",[43,44,45],"code",{},"\u002Finventory\u002Ftransfers",") and click the new-transfer button. Pick the ",[15,48,49],{},"from"," and ",[15,52,53],{},"to"," locations and add product lines with quantities. Only stock-tracked products can be transferred. This saves a ",[15,56,57],{},"Draft",".",[31,60,62],{"id":61},"send-it","Send it",[11,64,65,66,69],{},"When the box physically leaves, mark the transfer ",[15,67,68],{},"Sent",". Sending validates that the source location actually has enough of every line and blocks with a per-product shortfall message if not.",[31,71,73],{"id":72},"receive-it-at-the-destination","Receive it at the destination",[11,75,76,77,80],{},"When the box arrives, the receiving side marks it ",[15,78,79],{},"Received",". Both locations' stock updates together in a single transaction: the source is debited, the destination is credited.",[23,82,84],{"id":83},"statuses-at-a-glance","Statuses at a glance",[86,87,88,101],"table",{},[89,90,91],"thead",{},[92,93,94,98],"tr",{},[95,96,97],"th",{},"Status",[95,99,100],{},"Stock effect",[102,103,104,114,123,132],"tbody",{},[92,105,106,111],{},[107,108,109],"td",{},[15,110,57],{},[107,112,113],{},"None — editable paperwork",[92,115,116,120],{},[107,117,118],{},[15,119,68],{},[107,121,122],{},"None yet — in transit, quantities validated",[92,124,125,129],{},[107,126,127],{},[15,128,79],{},[107,130,131],{},"Source debited, destination credited, atomically",[92,133,134,139],{},[107,135,136],{},[15,137,138],{},"Cancelled",[107,140,141],{},"None — the transfer is closed without moving stock",[143,144,145],"warning",{},[11,146,147,148,153],{},"Because stock moves at receive time, selling the goods at the source while a transfer is in transit can make the receive fail — you'll see \"the source location no longer has enough stock to receive this transfer\". Reconcile the source (a ",[149,150,152],"a",{"href":151},"\u002Fhelp\u002Fretail\u002Frun-a-stock-count","stock count"," or adjustment) before receiving.",[11,155,156],{},"Location membership matters: you can only move stock to and from locations you belong to, so one site can't quietly credit itself from another.",[23,158,160],{"id":159},"common-questions","Common questions",[31,162,164],{"id":163},"can-i-edit-a-transfer-after-sending-it","Can I edit a transfer after sending it?",[11,166,167],{},"No — send it when the quantities are final. If something changed, cancel and create a corrected transfer.",[31,169,171],{"id":170},"why-cant-i-see-the-new-transfer-button","Why can't I see the New transfer button?",[11,173,174],{},"Either you don't hold transfer management permission, or the workspace has fewer than two active locations.",[31,176,178],{"id":177},"how-do-transfers-show-up-in-reporting","How do transfers show up in reporting?",[11,180,181,182,185,186,189],{},"Each received transfer writes paired entries in the stock movement journal, so ",[15,183,184],{},"Stock movement log"," and per-location ",[15,187,188],{},"Stock on hand"," both reflect it.",{"title":191,"searchDepth":192,"depth":192,"links":193},"",2,[194,200,201],{"id":25,"depth":192,"text":26,"children":195},[196,198,199],{"id":33,"depth":197,"text":34},3,{"id":61,"depth":197,"text":62},{"id":72,"depth":197,"text":73},{"id":83,"depth":192,"text":84},{"id":159,"depth":192,"text":160,"children":202},[203,204,205],{"id":163,"depth":197,"text":164},{"id":170,"depth":197,"text":171},{"id":177,"depth":197,"text":178},"retail","Move products from one location to another with a draft, send, receive workflow — stock only moves when the transfer is received.",false,"md","i-lucide-arrow-left-right",[212,213,214,215,216],"transfer stock between locations","move inventory to another location","stock transfer","multi location inventory","receive stock transfer",{},true,80,"\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations",[222,151,223],"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","\u002Fhelp\u002Fsettings\u002Fmultiple-locations",{"title":5,"description":207},"help\u002Fretail\u002Ftransfer-stock-between-locations","2026-08-14","CV1VJFSu2MuTp34FItNpdtxJQH1iGUcQrvK-h0Cm1Uo",[229,240,249,258,268,277,287,297,307,317,327,338],{"id":230,"title":231,"audience":6,"description":232,"extension":233,"icon":234,"meta":235,"order":236,"slug":237,"stem":238,"__hash__":239},"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":241,"title":242,"audience":6,"description":243,"extension":233,"icon":244,"meta":245,"order":192,"slug":246,"stem":247,"__hash__":248},"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":250,"title":251,"audience":6,"description":252,"extension":233,"icon":253,"meta":254,"order":197,"slug":255,"stem":256,"__hash__":257},"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":259,"title":260,"audience":6,"description":261,"extension":233,"icon":262,"meta":263,"order":264,"slug":265,"stem":266,"__hash__":267},"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":269,"title":270,"audience":6,"description":271,"extension":233,"icon":272,"meta":273,"order":274,"slug":206,"stem":275,"__hash__":276},"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":278,"title":279,"audience":6,"description":280,"extension":233,"icon":281,"meta":282,"order":283,"slug":284,"stem":285,"__hash__":286},"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":288,"title":289,"audience":6,"description":290,"extension":233,"icon":291,"meta":292,"order":293,"slug":294,"stem":295,"__hash__":296},"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":298,"title":299,"audience":6,"description":300,"extension":233,"icon":301,"meta":302,"order":303,"slug":304,"stem":305,"__hash__":306},"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":308,"title":309,"audience":6,"description":310,"extension":233,"icon":311,"meta":312,"order":313,"slug":314,"stem":315,"__hash__":316},"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":318,"title":319,"audience":6,"description":320,"extension":233,"icon":321,"meta":322,"order":323,"slug":324,"stem":325,"__hash__":326},"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":328,"title":329,"audience":330,"description":331,"extension":233,"icon":332,"meta":333,"order":334,"slug":335,"stem":336,"__hash__":337},"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":339,"title":340,"audience":330,"description":341,"extension":233,"icon":342,"meta":343,"order":344,"slug":345,"stem":346,"__hash__":347},"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",[],[350,737,929],{"id":351,"title":352,"audience":6,"body":353,"category":206,"description":726,"draft":208,"extension":209,"icon":727,"keywords":728,"meta":729,"navigation":218,"order":730,"path":222,"related":731,"seo":733,"stem":734,"updatedAt":735,"__hash__":736},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":8,"value":354,"toc":704},[355,360,363,367,449,453,459,463,517,521,529,543,547,552,555,614,622,626,632,635,660,665,668,672,675,679],[11,356,357],{},[15,358,359],{},"Retail → Products",[11,361,362],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[23,364,366],{"id":365},"add-a-product","Add a product",[28,368,369,373,380,384,387,391,394,398,408,412,422,428,432,442],{},[31,370,372],{"id":371},"identity","Identity",[11,374,375,376,379],{},"Name, ",[15,377,378],{},"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.",[31,381,383],{"id":382},"barcode","Barcode",[11,385,386],{},"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.",[31,388,390],{"id":389},"image","Image",[11,392,393],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[31,395,397],{"id":396},"pricing","Pricing",[11,399,400,403,404,407],{},[15,401,402],{},"Sell price"," is what the client pays. ",[15,405,406],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[31,409,411],{"id":410},"inventory","Inventory",[11,413,414,417,418,421],{},[15,415,416],{},"On hand"," is your current quantity. ",[15,419,420],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[11,423,424,427],{},[15,425,426],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[31,429,431],{"id":430},"reordering","Reordering",[11,433,434,437,438,441],{},[15,435,436],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[15,439,440],{},"Reorder quantity"," — how many to order when it does.",[11,443,444,445,448],{},"Set a ",[15,446,447],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[23,450,452],{"id":451},"variants","Variants",[11,454,455,456,458],{},"A product with sizes or shades gets ",[15,457,451],{}," — 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.",[23,460,462],{"id":461},"reading-stock-on-the-product-list","Reading stock on the product list",[86,464,465,475],{},[89,466,467],{},[92,468,469,472],{},[95,470,471],{},"Badge",[95,473,474],{},"Meaning",[102,476,477,487,497,507],{},[92,478,479,484],{},[107,480,481],{},[15,482,483],{},"Not tracked",[107,485,486],{},"On hand was left blank",[92,488,489,494],{},[107,490,491],{},[15,492,493],{},"N on hand",[107,495,496],{},"Normal",[92,498,499,504],{},[107,500,501],{},[15,502,503],{},"Low · N left",[107,505,506],{},"At or below the low-stock alert level",[92,508,509,514],{},[107,510,511],{},[15,512,513],{},"Out of stock",[107,515,516],{},"Zero",[23,518,520],{"id":519},"selling-a-product","Selling a product",[11,522,523,524,528],{},"Products go into the cart at checkout like anything else — see ",[149,525,527],{"href":526},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[530,531,532],"note",{},[11,533,534,535,538,539,542],{},"On a ",[15,536,537],{},"full"," refund you can tick ",[15,540,541],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[23,544,546],{"id":545},"stock-counts","Stock counts",[11,548,549],{},[15,550,551],{},"Retail → Products → Stock counts",[11,553,554],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[28,556,557,561,567,571,582,600,604,607,611],{},[31,558,560],{"id":559},"start-a-count","Start a count",[11,562,563,566],{},[15,564,565],{},"New count",", scoped to a location.",[31,568,570],{"id":569},"enter-what-you-actually-counted","Enter what you actually counted",[11,572,573,574,577,578,581],{},"Each row shows the ",[15,575,576],{},"expected"," quantity and a field for the ",[15,579,580],{},"counted"," one. The variance is calculated as you go.",[11,583,584,585,588,589,592,593,596,597,58],{},"Tabs let you work the list efficiently: ",[15,586,587],{},"Uncounted"," (still to do), ",[15,590,591],{},"Variance"," (doesn't match), ",[15,594,595],{},"Matched"," (does), and ",[15,598,599],{},"All",[31,601,603],{"id":602},"save-as-you-go","Save as you go",[11,605,606],{},"A count in progress can be left and resumed.",[31,608,610],{"id":609},"complete-the-count","Complete the count",[11,612,613],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[143,615,616],{},[11,617,618,619,621],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[15,620,591],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[23,623,625],{"id":624},"transfers-between-locations","Transfers between locations",[11,627,628,631],{},[15,629,630],{},"Retail → Products → Transfers"," — only available with more than one location.",[11,633,634],{},"A transfer moves stock from a source location to a destination. It has three stages:",[636,637,638,644,652],"ol",{},[639,640,641,643],"li",{},[15,642,57],{}," — created, nothing has moved",[639,645,646,648,649],{},[15,647,68],{}," — stock is deducted from the ",[15,650,651],{},"source",[639,653,654,656,657],{},[15,655,79],{}," — stock is added at the ",[15,658,659],{},"destination",[530,661,662],{},[11,663,664],{},"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.",[11,666,667],{},"Cancelling a transfer keeps it in history but moves no stock.",[23,669,671],{"id":670},"bundles","Bundles",[11,673,674],{},"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.",[23,676,678],{"id":677},"reporting","Reporting",[680,681,682,687,693,699],"ul",{},[639,683,684,686],{},[15,685,188],{}," — current quantities",[639,688,689,692],{},[15,690,691],{},"Stock log"," — every movement, with its cause",[639,694,695,698],{},[15,696,697],{},"COGS"," — cost of goods sold",[639,700,701,703],{},[15,702,411],{}," — the overall picture",{"title":191,"searchDepth":192,"depth":192,"links":705},[706,714,715,716,717,723,724,725],{"id":365,"depth":192,"text":366,"children":707},[708,709,710,711,712,713],{"id":371,"depth":197,"text":372},{"id":382,"depth":197,"text":383},{"id":389,"depth":197,"text":390},{"id":396,"depth":197,"text":397},{"id":410,"depth":197,"text":411},{"id":430,"depth":197,"text":431},{"id":451,"depth":192,"text":452},{"id":461,"depth":192,"text":462},{"id":519,"depth":192,"text":520},{"id":545,"depth":192,"text":546,"children":718},[719,720,721,722],{"id":559,"depth":197,"text":560},{"id":569,"depth":197,"text":570},{"id":602,"depth":197,"text":603},{"id":609,"depth":197,"text":610},{"id":624,"depth":192,"text":625},{"id":670,"depth":192,"text":671},{"id":677,"depth":192,"text":678},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},40,[732,526],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":352,"description":726},"help\u002Fretail\u002Fproducts-and-stock","2026-07-26","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":738,"title":739,"audience":6,"body":740,"category":206,"description":914,"draft":208,"extension":209,"icon":915,"keywords":916,"meta":922,"navigation":218,"order":923,"path":151,"related":924,"seo":926,"stem":927,"updatedAt":226,"__hash__":928},"help\u002Fhelp\u002Fretail\u002Frun-a-stock-count.md","Run a stock count",{"type":8,"value":741,"toc":900},[742,745,748,752,811,815,858,868,871,873,877,880,884,887,891],[11,743,744],{},"A stock count checks the shelf against the system. Start a count, type what you physically find for each product, and complete it — Owneli applies every variance as a stock adjustment in a single transaction and logs it in the stock movement journal. Counts are per-location.",[11,746,747],{},"You need stock management access.",[23,749,751],{"id":750},"how-do-i-do-a-stocktake","How do I do a stocktake?",[28,753,754,756,775,779,794,796,802,804],{},[31,755,560],{"id":559},[11,757,758,759,762,763,41,765,768,769,771,772,774],{},"Go to ",[15,760,761],{},"Products"," and open ",[15,764,546],{},[43,766,767],{},"\u002Finventory\u002Fcounts","), then click ",[15,770,565],{},". The count opens against your active location with a line for every stock-tracked product and its ",[15,773,576],{}," quantity.",[31,776,778],{"id":777},"count-and-enter","Count and enter",[11,780,781,782,784,785,787,788,787,790,787,792,58],{},"Walk the shelf and enter the ",[15,783,580],{}," quantity per line. The variance column updates live — green for surplus, red for shortfall. Use the filter tabs to focus: ",[15,786,599],{},", ",[15,789,587],{},[15,791,591],{},[15,793,595],{},[31,795,603],{"id":602},[11,797,798,801],{},[15,799,800],{},"Save"," stores your progress without changing any stock. A count can stay open across a break or a shift change.",[31,803,610],{"id":609},[11,805,806,807,810],{},"Click ",[15,808,809],{},"Complete",". Every counted line's variance is applied to stock at once, journalled with the reason \"count\". If anything fails mid-apply, nothing is applied and the count stays open — you never end up half-adjusted.",[23,812,814],{"id":813},"what-completing-does-and-doesnt-touch","What completing does — and doesn't — touch",[86,816,817,827],{},[89,818,819],{},[92,820,821,824],{},[95,822,823],{},"Line state",[95,825,826],{},"Effect on stock",[102,828,829,837,845],{},[92,830,831,834],{},[107,832,833],{},"Counted, matches expected",[107,835,836],{},"No change",[92,838,839,842],{},[107,840,841],{},"Counted, differs",[107,843,844],{},"Stock adjusted to the counted figure",[92,846,847,852],{},[107,848,849],{},[15,850,851],{},"Left uncounted",[107,853,854,857],{},[15,855,856],{},"Untouched"," — treated as not part of this count",[859,860,861],"tip",{},[11,862,863,864,867],{},"Leaving a line blank is safe, and useful: count one category at a time by only filling in the lines you actually checked. Blank never means zero — type ",[43,865,866],{},"0"," explicitly if the shelf is empty.",[11,869,870],{},"Cancelling a count discards it without touching stock.",[23,872,160],{"id":159},[31,874,876],{"id":875},"does-a-count-freeze-sales-while-its-open","Does a count freeze sales while it's open?",[11,878,879],{},"No — the till keeps selling. Expected quantities are captured for the count session, so complete promptly; a long-open count on a busy product can apply a stale variance. ",[31,881,883],{"id":882},"who-can-run-a-count","Who can run a count?",[11,885,886],{},"Anyone with stock management access. Every applied variance is attributed in the stock log and audit trail.",[31,888,890],{"id":889},"where-do-i-see-the-result-afterwards","Where do I see the result afterwards?",[11,892,893,896,897,899],{},[15,894,895],{},"Growth → Reports → Stock movement log"," shows each count adjustment; ",[15,898,188],{}," shows the corrected position.",{"title":191,"searchDepth":192,"depth":192,"links":901},[902,908,909],{"id":750,"depth":192,"text":751,"children":903},[904,905,906,907],{"id":559,"depth":197,"text":560},{"id":777,"depth":197,"text":778},{"id":602,"depth":197,"text":603},{"id":609,"depth":197,"text":610},{"id":813,"depth":192,"text":814},{"id":159,"depth":192,"text":160,"children":910},[911,912,913],{"id":875,"depth":197,"text":876},{"id":882,"depth":197,"text":883},{"id":889,"depth":197,"text":890},"Count your physical inventory against expected stock, review variances, and apply the corrections in one transaction.","i-lucide-clipboard-list",[152,917,918,919,920,921],"inventory count","stocktake","stock variance","count products on hand","reconcile inventory",{},70,[222,220,925],"\u002Fhelp\u002Fretail\u002Freorder-low-stock",{"title":739,"description":914},"help\u002Fretail\u002Frun-a-stock-count","8ms63MuelIE2LAIXCE09jR1mg5HAsRXh3g3H8wumMTo",{"id":930,"title":931,"audience":6,"body":932,"category":314,"description":1318,"draft":208,"extension":209,"icon":1319,"keywords":1320,"meta":1321,"navigation":218,"order":730,"path":223,"related":1322,"seo":1325,"stem":1326,"updatedAt":1327,"__hash__":1328},"help\u002Fhelp\u002Fsettings\u002Fmultiple-locations.md","Working with multiple locations",{"type":8,"value":933,"toc":1305},[934,939,942,945,949,956,959,964,968,974,978,1079,1083,1174,1182,1186,1192,1216,1220,1223,1234,1243,1247,1250,1254,1263,1267,1275,1279,1282,1285,1299],[11,935,936],{},[15,937,938],{},"Settings → Locations",[11,940,941],{},"A location is a place you operate from: its own address, timezone, opening hours, contact details, team, and service menu.",[11,943,944],{},"Clients pick a location first when booking online, and services, prices, team and receipts all scope to it.",[23,946,948],{"id":947},"the-location-switcher","The location switcher",[11,950,951,952,955],{},"The switcher sits in the top bar, next to the organisation switcher. It sets your ",[15,953,954],{},"active location"," — the lens the whole app is looking through.",[11,957,958],{},"Your choice persists across reloads and devices, so you come back to the site you actually work at.",[143,960,961],{},[11,962,963],{},"If the calendar, stock levels or takings look wrong, check the switcher first. Nine times out of ten the data is correct and you're looking at the wrong site.",[31,965,967],{"id":966},"all-locations","All locations",[11,969,970,971,973],{},"Users with the right permission also get an ",[15,972,967],{}," option — a rollup that shows the whole business at once. It's for owners and area managers; a front-desk role is normally pinned to their site.",[23,975,977],{"id":976},"what-is-scoped-to-a-location","What is scoped to a location",[86,979,980,990],{},[89,981,982],{},[92,983,984,987],{},[95,985,986],{},"Thing",[95,988,989],{},"Scoping",[102,991,992,1002,1011,1020,1030,1040,1050,1059,1069],{},[92,993,994,999],{},[107,995,996],{},[15,997,998],{},"Appointments",[107,1000,1001],{},"Per location",[92,1003,1004,1009],{},[107,1005,1006],{},[15,1007,1008],{},"Working hours and shifts",[107,1010,1001],{},[92,1012,1013,1017],{},[107,1014,1015],{},[15,1016,188],{},[107,1018,1019],{},"Per location — the same product has its own count at each site",[92,1021,1022,1027],{},[107,1023,1024],{},[15,1025,1026],{},"Service menu and prices",[107,1028,1029],{},"Per location, via the service matrix. Empty price cells inherit the base price.",[92,1031,1032,1037],{},[107,1033,1034],{},[15,1035,1036],{},"Payment policy",[107,1038,1039],{},"Optionally per location. A location with its own policy replaces the business one entirely.",[92,1041,1042,1047],{},[107,1043,1044],{},[15,1045,1046],{},"Online booking rules",[107,1048,1049],{},"Per location, overriding the business defaults",[92,1051,1052,1057],{},[107,1053,1054],{},[15,1055,1056],{},"Cash drawer sessions",[107,1058,1001],{},[92,1060,1061,1066],{},[107,1062,1063],{},[15,1064,1065],{},"Sales and receipts",[107,1067,1068],{},"Recorded against the location they happened at",[92,1070,1071,1076],{},[107,1072,1073],{},[15,1074,1075],{},"Public venue page",[107,1077,1078],{},"One per location",[23,1080,1082],{"id":1081},"what-is-shared-across-the-business","What is shared across the business",[86,1084,1085,1093],{},[89,1086,1087],{},[92,1088,1089,1091],{},[95,1090,986],{},[95,1092,989],{},[102,1094,1095,1105,1115,1125,1135,1145,1155,1164],{},[92,1096,1097,1102],{},[107,1098,1099],{},[15,1100,1101],{},"Clients",[107,1103,1104],{},"Business-wide. One person, one record, wherever they visit.",[92,1106,1107,1112],{},[107,1108,1109],{},[15,1110,1111],{},"Product catalog",[107,1113,1114],{},"Business-wide definitions; only the quantities are per location.",[92,1116,1117,1122],{},[107,1118,1119],{},[15,1120,1121],{},"Services",[107,1123,1124],{},"Business-wide definitions; availability and price are per location.",[92,1126,1127,1132],{},[107,1128,1129],{},[15,1130,1131],{},"Memberships, packages, gift cards",[107,1133,1134],{},"Business-wide, so a client can redeem where they like",[92,1136,1137,1142],{},[107,1138,1139],{},[15,1140,1141],{},"Team members",[107,1143,1144],{},"Business-wide, with a primary location each",[92,1146,1147,1152],{},[107,1148,1149],{},[15,1150,1151],{},"Forms, notes, policies, boards",[107,1153,1154],{},"Business-wide",[92,1156,1157,1162],{},[107,1158,1159],{},[15,1160,1161],{},"Roles and permissions",[107,1163,1154],{},[92,1165,1166,1171],{},[107,1167,1168],{},[15,1169,1170],{},"Tax rates",[107,1172,1173],{},"Applied across all locations, with per-service overrides",[530,1175,1176,1179],{},[11,1177,1178],{},"Clients being business-wide is deliberate. Someone who has a facial at your north site and a peel at the south site is one client with one history, not two half-histories.",[11,1180,1181],{},"The client directory does offer a location filter when you specifically want to see who books where.",[23,1183,1185],{"id":1184},"adding-a-location","Adding a location",[11,1187,1188,1191],{},[15,1189,1190],{},"Settings → Business setup → Add location."," Then set:",[680,1193,1194,1197,1204,1210,1213],{},[639,1195,1196],{},"Name, description, and business types",[639,1198,1199,1200,1203],{},"Address — or mark it as ",[15,1201,1202],{},"mobile and online services only"," if there's no premises",[639,1205,1206,1209],{},[15,1207,1208],{},"Timezone"," — set this carefully, it drives every time the calendar and emails display",[639,1211,1212],{},"Opening hours",[639,1214,1215],{},"Location email and phone",[23,1217,1219],{"id":1218},"publishing-a-location","Publishing a location",[11,1221,1222],{},"Each location has its own public profile at a readable URL, plus its own booking link.",[11,1224,1225,1226,1229,1230,1233],{},"A location is either ",[15,1227,1228],{},"Listed"," — publicly visible and bookable — or ",[15,1231,1232],{},"Unlisted",". Publishing runs a checklist first; if something required is missing, publishing is blocked and the checklist tells you what to finish.",[11,1235,1236,50,1239,1242],{},[15,1237,1238],{},"Copy booking link",[15,1240,1241],{},"Copy profile link"," give you the URLs to put on your website and socials.",[23,1244,1246],{"id":1245},"setting-the-primary-location","Setting the primary location",[11,1248,1249],{},"One location is the business primary. It's the default for anything that has to pick one when no location is specified.",[23,1251,1253],{"id":1252},"archiving-a-location","Archiving a location",[143,1255,1256],{},[11,1257,1258,1259,1262],{},"Archiving keeps the location's history intact but removes it from the switcher, from booking, and from new activity. ",[15,1260,1261],{},"Team members assigned there will need a new location."," Reassign people before you archive, not after.",[23,1264,1266],{"id":1265},"moving-stock-between-sites","Moving stock between sites",[11,1268,1269,1270,1272,1273,58],{},"Use ",[15,1271,630],{},". Stock leaves the source when the transfer is sent and arrives at the destination when it's received — see ",[149,1274,352],{"href":222},[23,1276,1278],{"id":1277},"reporting-across-locations","Reporting across locations",[11,1280,1281],{},"Most reports carry a location filter, and it lives in the URL alongside the date range.",[11,1283,1284],{},"Two reports are built specifically for multi-site businesses:",[680,1286,1287,1293],{},[639,1288,1289,1292],{},[15,1290,1291],{},"Location analytics"," — the picture per site",[639,1294,1295,1298],{},[15,1296,1297],{},"Performance by location"," — revenue, appointment volume and active staff, side by side",[11,1300,1301,1304],{},[15,1302,1303],{},"Cross-location redemptions"," shows where memberships, packages and gift cards sold at one site are being redeemed at another — the number to watch if sites are settled against each other.",{"title":191,"searchDepth":192,"depth":192,"links":1306},[1307,1310,1311,1312,1313,1314,1315,1316,1317],{"id":947,"depth":192,"text":948,"children":1308},[1309],{"id":966,"depth":197,"text":967},{"id":976,"depth":192,"text":977},{"id":1081,"depth":192,"text":1082},{"id":1184,"depth":192,"text":1185},{"id":1218,"depth":192,"text":1219},{"id":1245,"depth":192,"text":1246},{"id":1252,"depth":192,"text":1253},{"id":1265,"depth":192,"text":1266},{"id":1277,"depth":192,"text":1278},"Switch between sites, understand what is scoped to a location and what is shared across the business, and read the all-locations rollup.","i-lucide-map-pin",[],{},[1323,222,1324],"\u002Fhelp\u002Fsettings\u002Fservices-and-pricing","\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":931,"description":1318},"help\u002Fsettings\u002Fmultiple-locations","2026-09-01","2IsNHOIrxfxhTLalhE84qR-rs14tynKlg3KLTrjnjN8",1790218960754]