Products & Inventory

Removing a Product from a Location

From the Manager Screen choose Inventory > Management   Select your location and load the inventory. Under the “View Inventory By Item” tab, select the product you would like to remove and click on “Remove Product.”   Click “Yes.”

Adding Products

From the Manager Screen, choose “Products” and then “Settings.” Press “Add New Product” (Located top right corner).   Fill in the relevant Product Information. Next, fill out the Product Pricing information.   Finally check the boxes next to each location that will have this product and enter the inventory quantities.  Then click “Save.”

Deleting Products from All Locations

From the Manager Screen, choose “Products” and then choose “Settings.” Select the product you would like to remove than click on “Edit.” Uncheck “Active Product” box on top right corner and click “Save.” From the Manager Screen go to “Inventory” and then “Management.” Click on “View Inventory.” Select the product you would like to remove and choose “Remove Product.” Repeat steps for all the locations in your company.

Adding Pictures to Products

From the Manager Screen, choose “Products” and then choose “Settings.” Go to the desired product and click on “Edit.” Under product information click on “Change Picture.” Go to the picture folder on your computer that contains the product picture you have downloaded, and choose the picture that you want. Click on “Save” when done.

Setting the Minimum Price

From the Sales screen, choose “Products” and then “Settings.” Locate the product you want to set a minimum price for and press “Edit.” Scroll down to “Product Price” to set the product’s minimum price and click “Save.”

Copying Inventory Capacities

From the Manager Screen choose “Inventory.” Choose “Management.” Select your location. Click “Load Inventory.” Select the location’s name you would like to copy capacities from under Copy Capacities: drop down box. Click on “Copy.” Click “Yes.”

Updating The Inventory

From the Manager Screen choose “Inventory”. Choose “Management”. Select the Region you want to update products from.  Select the Location  Click “Load Inventory” Select the third tab from the left, “Update Inventory”. By default, you will only see products with inventory at the chosen location. Click on “Quantity To Add/Remove” to update quantities. As shown in the example below: Product ID 3 we are Adding an additional 2 more Milk Cleansers to the current quantity. Product ID 8 we are Removing 1 eye serum from the current quantity. For any products that do not need an inventory update, just skip over Read more

Activating/Deactivating Products

From the Manager Screen, choose “Products” and then “Settings.” If the product is currently inactive – make sure the box indicating “Active Product” is checked – locate your product (You may use the search option) and press “Edit.” To change a product to inactive, make sure box indicting “Active Product” is unchecked and press “Save” – product will now be Inactive.

New Product is Not Visible

After an item is added, it will NOT show up on the Sales screen until you add quantity to the inventory. From the Manager Screen, choose “Inventory” and then “Management.” Select the location to add product quantity to its inventory and click the “load” icon. Click on the “Update Inventory” tab (Make sure that the box indicating “Show products that are NOT in the inventory at this location” is marked). Locate the item you want to add (You may use the search option). On the right side of the product, add a quantity and press “Update Inventory.” Now the product Read more

Viewing the Inventory Change Log

From the Manager Screen select “Inventory.” Select “View Changes.” Select date range. Click “Reload.” Green = Items added to the inventory Pink = Items subtracted from the inventory Yellow = Changes to the Storage inventory