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Stock & products

Product and stock tracking

The Stock module tracks the products you sell (for example supplements, cosmetics) and the consumables you use in the business. For each product you keep a name, price and current stock level.

If you define a critical threshold, you get an alert when the stock drops below that level; so you place an order in time before a product runs out.

The Inventory page: product cards with a critical-stock warning banner
The Inventory page: product cards with a critical-stock warning banner

Sales and the member link

When you sell a product the stock is reduced automatically; you can also link the sale to the member’s account ledger. This way you see a member’s services and products together on one account, and track both stock and revenue accurately.

“Add stock item” drawer: name, category, price, unit, current stock and critical level
“Add stock item” drawer: name, category, price, unit, current stock and critical level

Step by step

  1. 1 Open the “Stock” page from the left menu.
  2. 2 Click the “New product” button.
  3. 3 Enter the product/consumable name, sale price and current stock quantity.
  4. 4 Set a critical stock threshold so you’re warned before it runs out.
  5. 5 Save; when you make a sale, the stock is reduced automatically.
  6. 6 Link the sale to the relevant member’s account to gather services and products on one account.
  7. 7 When the stock drops below the threshold, get an alert and place an order in time.
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