Setup Inventory
In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Inventory
Setup Suppliers
Create and edit suppliers for each company the business orders products from with their detailed contact information. The Supplier(s) will be assigned to products created later, and used to create purchase orders.
Example: “Premier Beauty,” “Burmax Co.,” “SalonCentric.”
Setup Inventory Groups
Create and edit the types of inventory the business carries. Note if the products in this line are taxable.
Example: “Shampoo,” “Conditioner,” “Styling Aids,” “Lotion,” “Nail Polish.”
Setup Product Lines
Create and edit the companies and/or the product lines to later assign to products. Unique colors relating to the product line can also be assigned to identify them quickly during the checkout process.
An example of a product line would be “Arrojo” with the color assignment as bright red, relating to their logo.
Add each Inventory Group sold with the product Line.
Add the Units of Measure for this product line I.e. fl oz, grams, units, pieces, etc.
Add the Category for this product line i.e. Permanent Color, Demi Permanent Color, etc.
Setup Products
Create or edit each individual product the business carries. Utilize the previously created items to categorize them by supplier, inventory group and product line.
SKU: Enter the barcode number associated with the product. If this field is clicked on, using a barcode scanner will populate the associated barcode number in this field.
Size & Unit of Measure: Enter the associated size of the product and assign the previously created unit of measure (created in Product Line detail). Select the associated Product Line & Inventory Group associated with this product. Check the box if this product is taxable.
Product Line: Select the Product Line associated with the Product
Inventory Group: Select he Inventory Group associated with the Product
Category: Select the Category associated with the Product.
Professional: If the product is not available for Retail Sale, it is considered a “Professional” product and will not appear during the check out process.
Price: The retail price a customer would pay for the product.
Standard Cost: The amount the business pays to the supplier for the product.
Gross Margin: The % earned from the sale of the product.
Average Cost: The average amount the business has paid over time for this product to the supplier(s). This area is automatically updated and is not editable.
Quantity on Hand: The current number of units the business has of this product.
Minimum Quantity: The least amount of this product the business wishes to have in stock.
Supplier Minimum: The least amount the supplier allows of this product to be ordered at one time.
Upload Photo / Remove Photo: Choose a file to be uploaded as the image that will appear during check out or remove the existing photo.
Select Suppliers: Select one or multiple suppliers this product is ordered though.
Related Articles
Setup Suppliers
The Suppliers are the distributors that you order your products through and you'll be able to create purchase orders by the supplier you would like to order through. Pro Tip: If your business is a part of the salon or spa community, consider checking ...Setup Product Lines
The Product Lines are how to identify the brands your business carries. To setup a Product Line follow these steps: Go to the Navigation Menu > Setup > Setup Product Lines Click Add New or click an existing Product Line to edit By default, the ...Setup Products
Setting up Products is where the business will identify the products they carry, assign the inventory group, product line and supplier to the product and identify the SKU associated with the product. To setup Products, follow these steps: First, go ...Setup Inventory Groups
The Inventory Groups are the categories of product and can be reported on using the Sales Analysis and Product reports. To setup Inventory Groups, follow these steps: Go to the Navigation Menu, then click Setup, then Setup Inventory Groups Click Add ...How do I create a product?
In January 2023, the Main Setup page will be getting a new look. The updated location will be Setup > Setup Products Go to Setup > Setup Inventory > Setup Products Click +New to add a new product Enter product information and click Save