The system can be used to sell products in-person, online or keep a track of how you are consuming products for internal use. This guide will walk through how to enable product sales, create your first products and add stock quantities to the system!
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Get Started
Go to Sell -> click the green button which says Turn on to register to sell products (if you have already enabled this, you're all set!).
Create your product catalogue
Once registered, go to Sell -> Catalogue -> Products -> Add Your First Product.
You'll see the 'Add Product' window:
Fill in the following information:
Name
The name of the product.
Price
The price your customers pay for the product.
Image
Upload an image for the product, this will be displayed on your website.
Description
Describe the product, this will be displayed on your website.
Show publicly to customers
Tick this box to show this product on your website, or untick the box if you don't want these products to be available for purchase online.
Looking to import products from another solution?
We can easily import your products using a .CSV (spreadsheet) file. Contact us via the blue help bubble if you'd like to discuss this further! ↘️
Stock Variations
You may have certain products where the product name and pricing remains the same, but you would like the customer to pick a certain variation when they purchase the product. For example, you might like a customer to choose a size Medium when purchasing a T-Shirt.
To set this up, edit a product after it is created and select Advanced Stock Options.
Then, Add Another Variation to add in your product variations.
After you've done that, the stock variations can be counted separately.
Group your products
If you have a large inventory of products, you may want to group these into categories to make them easier to browse for your customers. To do this, head to Sell -> Catalogue -> Products and then click Groups.
Create your product groups using the blue New button, and then drag your products into their respective groups.
Recording the quantity of stock held
After you've created products, you'll need to record the quantity of stock you hold for that product to enable customers to purchase them in-store or online.
To begin, head to the Sell tab and click on the blue Take Stock button. If you have multiple shops, select the appropriate shop from the drop-down list.
Then, update the quantity of each product you have in stock, confirming each one by clicking Confirm Stock.
This will bring up an information box on the right-hand side, showing when the stocktake was completed and who by. When you’re done, click Finish Stocktake.
Video Walkthrough
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