Sell Products and Track Stock

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

Create a productCopy a link to this section

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 oneCopy a link to this section

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 retailCopy a link to this section

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 drawerCopy a link to this section

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 stockCopy a link to this section

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 ticketsCopy a link to this section

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 readingCopy a link to this section

• 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.

PermissionsCopy a link to this section

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.