If you want to keep track of the products you're selling (e.g., shampoo, conditioner), follow these simple steps to manage your inventory effectively.
1. Adding Retail Products to Inventory
To begin tracking your retail products, add them to your inventory:
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Step 1: Click the left side menu.
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Step 2: Select Quick Add.
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Step 3: Choose Retail to add your inventory items.
👉 Tip: Ensure each product is labeled correctly to make checkout and reporting easier.
2. Adding Retail Products During Checkout
You can seamlessly add retail products while processing a sale:
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Option 1: Use a USB scanner to quickly add products by scanning their barcode.
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Option 2: Utilize the instant search feature to find and add products manually.
3. Selling Retail Products
Whether you're selling in-store or online, here's how to manage retail sales:
In-Store Sales:
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Add products to an existing invoice if the customer is purchasing alongside other services.
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For new customers or standalone purchases, create a new invoice for walk-ins. (See tutorial for creating walk-in invoices.)
Online Sales:
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Follow the dedicated online retail tutorial to guide you through setting up and managing online sales.
👉 Tip: Consistently update your inventory after each sale to maintain accurate stock records.
4. Accessing Retail Reports
Stay on top of your product performance with detailed reports:
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Go to Admin > Reports.
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View the Revenue Reports to track total earnings. Retail sales will have their own category.
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Check the Retail Stock Report for an overview of your current inventory levels.
By following these steps, you can efficiently track, manage, and optimize your retail product sales both in-store and online.