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How do I manage or sell my products?
How do I manage or sell my products?

Track your inventory or product, Product Management feature, sell products, manage inventory

Kara Miller avatar
Written by Kara Miller
Updated over a week ago

Good newsโ€” with our Product Management tool, you can keep track of inventory! That way, when business is booming and you are busy, you can easily see when it's time to order more.ย 

As for selling those products, you can sell a product separately from an appointment using our Quick Checkout feature, or add a product to an appointment via Checkout.

Jump to a section in this article:

Adding products

To start integrating your products, you'll want to make sure you have Unlimited Plan enabled. If you already have that going, check out these steps to get rolling in the Schedulicity dashboard:

  1. Open Settings and select Products

  2. Click Add New and enter all the details, and hit save!

  3. Add as many products as you like

  4. To edit/delete a product, click on the product from the list and make your changes

If you need to add a product tax, click on your product after it's been created, and choose "Add a product tax."

Selling products via Quick Checkout

This is a great way to sell a product if you have someone drop in or if a client doesn't have an appointment to use the Checkout screen there.

To use Quick Checkout:

  1. Navigate to Quick Checkout by clicking on the $ icon along the left

  2. Click the + add client link to tie this purchase to one of your existing clients or use Guest Checkout. If you're selling a package, a client will be required as we'll need to know whose profile to put the package on!

  3. Use the tabs on the left-hand side to select which category you're selling from.

  4. Use the cart summary on the right-hand side to confirm it has the correct items.

  5. Use the three vertical dots to the right of any item to discount it, or remove it from the cart. You can also use the + add discount button to discount a specific item on the list, or the subtotal.

  6. Click "Continue."

  7. Select the tender type and complete the transaction!

You'll be able to view the sales you ring through here in both the Ticket Management Report, and the Transaction Report, with any sales rung through Guest Checkout listed under "Guest" on the Ticket Management report.

๐Ÿ’ก Pro tip: If the client is already in your client list, you can also head to their client profile directly and use the Quick Checkout button there.

Selling products via Checkout from an appointment

  1. Head to the client's appointment, class, or workshop session

  2. Hit the Checkout button

  3. Select Add item and then Add Product

  4. Choose the product, and it will be added to the Checkout Details in addition to the price of the service, class, or workshop session

  5. Walk through the rest of the charging process

To get an idea of your product sales you can check out our Product Management Report, and the Sales Summary Report will have all the info on your custom item sales. ๐Ÿ‘

Keeping track of your inventory

With our Product Management report, you're able to keep track of the following information within a certain time range that you set:

  • If something is in stock

  • Amount of items sold

  • The cost of the items sold

  • The price of the items sold

  • Any taxes collected for those items sold

  • Net Sales

  • Profit

This report is found in the Reports area, so here are some steps to pull and export it so you can play around with all the options! Check it out:

  1. From the three line menu in the upper left, choose Reports

  2. Click into the Product Management report

  3. Set your date range (up to 1 full year at a time)

  4. Then you can choose to view, print or export to Excel in the upper right corner!

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