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Automating inventory management for retail products

How to setup your Catalog and Inventory to automatically stay in sync for retail sales

In this article, you'll learn how to configure inventory to automatically manage retail product sales in your catalog.

Step 1: Navigate to settings.

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Step 2: Select inventory.

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Step 3: Let's use this eye cream as an example. Notice that we have a single consumable with a quantity of 10.

Step 5: Now, move to the catalog.

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Step 6: The catalog contains the eye cream under Products.

Step 7: Click on Add Consumables on the Eye Cream row

Step 8: Suggested consumables will appear. Notice that the Eye Cream is suggested based on name match. Click the Add button.

Step 9: Click Save Consumables

Step 10: Now, let's create a sample invoice. Add Eye Cream to the invoice. Let's say we sell 1.

Step 11: Once the invoice is fully checked out, the system will automatically deduct 1 unit of eye cream from the inventory. Let's confirm this.

In inventory, click View All Transactions You'll see that 1 unit was deducted, related to this invoice.

Step 12: You can also go directly to the invoice. In the inventory section of the invoice, you'll see that 1 unit of eye cream was deducted.

Step 13: If a customer processes a refund or returns the product, you can also return these units to the inventory directly from the invoice.

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