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Sell Products and Track Stock

Adding retail to Perceny: stock levels, low-inventory alerts, SKUs, margin, and selling on a ticket.

Beginner6 minWeb & app

Products live alongside services in Services and Products, and share the same editor, with an extra Inventory section.

Create a product

The usual fields — name, price, category, order, description — plus, under Inventory:

  • Stock — how many you have.
  • Low inventory — the level at which Perceny warns you.
  • Desired stock — what you want to hold. This is your reorder target.
  • High inventory — an upper bound, so overstocking is visible too.
  • SKU — your own code, or the supplier's.

And under Pricing and Commission:

  • Supply price — what it cost you. This is your margin.
  • Reduce supply price from commission — whether the cost comes off before commission. For retail, this is usually on. See Supply price and commission.

Selling one

Add it to a ticket like a service. With Allow Quantity for Ticket Items on, two of the same bottle is one line with a quantity of two rather than two lines.

Stock decrements when the ticket is completed.

Commission on retail

Retail commission is usually different from service commission. Two ways to express it:

  • A custom commission on the product, with Override regular commission on, so the person's default rate does not apply.
  • Or supply price with reduction on, so they earn their normal rate on the margin rather than on the sticker price.

The second scales better: it stays right when your cost changes.

Cash and the drawer

Two settings decide where retail cash sits:

  • Keep Product Cash in Business (Payment Settings) — under Stylist Keeps Cash, the product part of a cash payment stays in the drawer; only service cash goes to the stylist. Usually what you want: the stock was the shop's.
  • Exclude Products from Cash Register (Cash Register Settings) — whether product revenue is attributed to the register at all.

Watching stock

Low Stock Alerts is a built-in report. Inventory notifications in Communications push a warning when something drops below its low-inventory level.

Set low inventory to reorder lead time × weekly sales, not to zero. A warning that fires when you have run out is not a warning.

Tips on product-only tickets

Hide Tips for Products & Gift Cards (Payment Settings) removes the tip step when a ticket holds only products or gift cards. Most shops turn this on — asking for a tip on a bottle of shampoo is awkward for everyone.

Reports worth reading

  • Top Products — what actually moves.
  • Low Stock Alerts — what to reorder.
  • Revenue by Service — with supply prices filled in, the difference between revenue and margin becomes visible.

Permissions

The Product permission category is on its own tab in Features Configuration. A common shape: stylists can sell but not edit; managers can edit stock; owners can do everything. Editing stock is how counts drift.

#Products#Inventory

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