At any point (e.g. after a delivery) you can update the quantity of products that you have in stock. This guide will walk through how to complete a stock count and how to restrict which staff members have access to make those changes.
⚠️ Before doing this, you will need to add all of your products to the system.
For directions on how to do this, please see our guide: How to Setup Product Sales
Completing a stock count
Go 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.
Restrict access to stock counts
You can control which members of staff have permission to make a stock count by adjusting the access settings on their account. Head to Settings -> Barber/Therapist logins -> Edit to get started.
There, select Certain functions under Allow access to certain admin functions and tick the functions you would like to allow them to have access to. A tick next to Inventory allows them to take a stock count.
Video walkthrough
Related articles
How to Set Up Product Sales - Set up and sell products through your booking system in 3 easy steps.
How to Sell Products - Boost your business by selling products through your booking system.
How to Keep Track of Product Stock - Use the inventory to easily keep track of stock of your products.