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Products List

If you sell physical items like shampoos or treats, use the Products List tab to track inventory stock levels and pricing.


📍 Path: Go to Cog Settings → Services & Products → Product List


Creating a New Product

To add a retail item to your stock inventory, follow these steps:

  1. Navigate to Settings: Open the Settings menu on the left-hand sidebar.

  2. Access Services & Products: Click on the Services & Products tab.

  3. Select Products List: Click the Products List tab located at the top of the main window.

  4. Add Product: Click the + Add Product button located on the right side of the Retail Products header.

  5. Enter Product Details:

    • Product Name: Enter the name of the item (e.g., "Slicker Brushes").

    • Description: Provide details about the product, such as its use or benefits.

    • Pricing: Set the Unit Price. The system will calculate the Final Price based on the assigned Tax Type (e.g., VAT 20.0% Inclusive).

    • Stock Available: Enter the current quantity of product stock on hand to begin tracking inventory.

Organising Your Product List

An organised list makes it easier for staff to find items quickly during a sale.

  1. Sorting: Use the Sort By dropdown menu in the top right corner of the Products List.

  2. Alphabetical Order: You can sort items from Alphabetical A-Z or Z-A to locate products by name.

  3. Custom Sorting: Select the Custom sort option if you prefer to manually arrange products based on popularity or category.

  4. Searching: Use the Search products bar at the top of the list to instantly find a specific item by typing its name.

Pro-Tip: Keep your Stock Available updated regularly. When an item reaches "0", it serves as a visual cue to reorder supplies before you run out.

See Setting Services and Products in Action

Learn how to create, edit, and manage your services and retail products with ease.

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