This article will go through the different functions of the Products page.

To add a product simply select the plus button on the Inventory page.

To remove a product use the Red rubbish bin on the same row as the product. Note! This will also remove items from the inventory and may change your Inventory value.

To edit a product use the pen on the same row as the product.

Note! When creating a new product you do not need to fill in all the information. The only required field is the Product name, however we do recommend that you at least set the Price and Purchase Price.

Product name is the name of the product. This will be displayed on the receipt.

Product owner is the owner of the product. This should usually be the salon. If another company owns the product (rental chair) simply select that user from the list.

Multiple owners of products. We do not recommend having multiple owners of the same product since it may cause confusion at the cash register, in reports, and you cannot have two products with the same barcode. However if you wish to have two owners for the same product simply create the twice product with different names so you can distinguish between the owners.

Product group is a preset list of categories you can select from to help filter different types of products on the report page.

Product family is if the product is part of a specific series, and you wish to add this information. In the picture above our product is of the Advanced Hair series.

Manufacturer is the supplier of the product. There are some presets in the list, but you can also write one.

Package size is the size of a single unit of the product. In the picture above a single bottle would be 250 ml. Note! if you want the package information to include volume or weight you must write it out. e.g. 250 ml or 250 g.

Default VAT is what VAT applies to the product. Only change this is the product does not belong to the default VAT level in your country.

Price is the sale price of the product including VAT.

Purchase price is the price you pay for the product excluding VAT. This price is used for Inventory value.

Barcode is where you can scan the barcode of the product if you use a barcode reader.

Reorder point can be used to notify you when you should order more of the product. If the amount of product in the inventory reaches the reorder point or falls below it will show up in the reorder window. i.e. if we have 5 or less of Dove advance it will tell us, but if there are 6 it will not show in the reorder window.

You have a number of actions you can use to manage your inventory. These are:

Add to add more products to the inventory. When adding products remember to select the correct owner if you have multiple product owners in the salon.

Purchase allows rental chairs to purchase products from the salon. These purchases can be added automatically to an invoice for the rental chair under Internal invoices. Note that this only works between the salon and a rental chair.

With To Use you can mark a product as used in the salon.

Mark Loss is used to remove products from the Inventory. This could be used for broken products, or simply if you wish to adjust the amount.

1. Show barcode shows or hides the barcode of the products in the table below.

2. Show owner shows or hides the owner of the product in the table below.

3. Show only products with items in the storage hides products with 0 units from the table.

4. Reorder point basket shows products that have reached their reorder point.

5. Internal purchase history shows internal purchases and allows you to cancel internal purchases.

6. Download or send PDF allows you to open, download or e-mail your product list.

7. Print allows you to print your product list.

8. CSV allows you to download your product list as a CSV file.

9. Upload product list allows you to upload a product list. Note! the list should be in a spreadsheet compatible format (e.g. .xls or .csv) and will be adjusted, so it may take some time before it shows up on your Products page.

The Report section of the Products page allows you to use a number of different filters and settings to generate different Product reports. You can choose between three different reports, Summary, Separate batches, and Transactions reports.

Summary

A summary report shows the total number of units of all the products in the Inventory. Note! If you have multiple owners of products you may want to use the Owner filter.

Separate batches

Separate batches shows all the Add actions for the Inventory.

Transactions

The Transactions report can be used to view different actions (pictured below) regarding products.

Filters can be used to further specify what products you wish to view. For example products of a specific Manufacturer or products owned by a specific User in the salon.

Filters include Manufacturer, Product group, Product Family, Owner, and User.

Inventory value shows the value of products in the inventory. Inventory value is calculated based on the Purchase price and is without VAT.

The Inventory Value (pictured in red below) shows the current value of the whole Inventory for all companies. If you want the current value for a specific owner you can see it under the Report section, by filtering based on Owner.

The Inventory value for a specific date is from the beginning of the day.

Note! If a product batch has been added with a purchase price of 0, and you later change the purchase price of the product, this will not change batches already added. You must remove them and add them again with the correct purchase price.