This article will talk you through how to set up our retail product section within Aesthetic Nurse Software.
Our retail section allows you to sell products to your patients through ANS. This creates an individual invoice for your products that are sold to your patients. You can also set repurchase reminders for your products to reminder your patients they are due another product.
To learn how to set up our retail section, follow our simple steps below.
Setting Up Your Retail Products
The first thing you will need to do to be able to sell your retail products on ANS is set them up within the software.
Step 1 :
From the main menu, select to enter settings.
Step 2 :
Once in settings, head to retail products under the heading products.
Step 3 :
This section will hold all of your retail products within, to add a new retail product select the new retail product button.
Step 4 :
You then have the brand box, where you can choose a brand from the drop down. Alternatively, if you need to add a new brand into this section you can free type in the top box and select enter to add the new category.
You must select the ENTER button to save your new brand into the software.
Step 5 :
You can then name your specific product you are looking to sell within ANS and add the cost to the patient for this purchase.
Step 6 :
You then have the option to enable a repurchase reminders. This is set by your product interval for how often a patient should be buying the product.
To learn how to set up your repurchase reminders within ANS, follow our specific guide for more information.
Step 7 :
You also have the option to recieve a notifcation when your running low on this product. In the stock control section just pop the amount you would like to recieve the notification at and tick to recieve the email notification.
If you do not want to recieve a notification for the stock level this section can be left blank
Step 8 :
Once happy, hit save and this will add the new category and retail product to your list
Selling A Retail Product
Once you have set up your retail products you will then be able to start selling and adding invoice to ANS.
Step 9 :
To start documenting your retail products you first need to head into a patient record. You can do this either from the diary appointment or the list on the left hand side of the screen.
Step 10 :
You then need to head into the record directly via their name.
Step 11 :
You will then be able to see a retail product section under the appointment area in the patient record. To add a new retail sale you will need to click the new button.
Step 12 :
From there you will be able to add the retail products you have sold to the patient. You can click the new product button to an another product to the invoice.
If a retail product is missing from the list, you will just need to add this into the retails settings area.
Step 13 :
Once happy with your products, you will then be able to add any discounts to the invoice if they apply.
Step 14 :
If you need to leave the invoice at this stage without taking payment you can click the save button.
Step 15 :
If you would like to log the payment for this invoice, you can do so via our payment options.
The teal option payments are those which are taken through our payment provider Stripe.
Step 16 :
If the invoice is paid this will show on the patient record as a white invoice and paid. Any outstanding invoices will show as red.
To pay this invoice you would then click the view button and continue with the payment options.
For further information about our retail products section, visit our additional guides.
Additionally, to help you fully utilise and understadn your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call