How to Add a New Product
Step 1: Click the “New +” button in the upper right corner. Click “New Product”. The new product drawer will pull open as shown below.
Step 2:
Fill out all of the fields (see explanation below) and click save.
Name- Name of the product (e.g., Botox, Juvederm)
Category- What category or categories you’d like to add the product to. (e.g., retail, back bar, injectables)
Required Fields- Select or type if you’d like to require any additional information for the product when adding it to inventory (e.g., lot #). NOTE: You do not need to add expiration date here, as that is added when putting an item into inventory
Unit Name- What you want 1 of the product to be called (i.e. unit or syringe for injectables)
Increment Step- The level of granularity you want to track each product at (i.e. 1 unit of botox, .5 syringe of Juvederm)
Default # Units- How many units will be used by default (this can always be changed when the consumable is added to the service, but is generally the same number as increment step)
Default Cost Per Unit- The cost to the business per unit (i.e. if you are tracking Botox by unit, this would be the wholesale cost per unit rather than what you charge or the total cost of an order)
Archived- When toggled on, the product will be archived and not able to be used (but can be brought back at a later date).