Products & Services

Products & Services holds what you sell and the stock you keep: in each store and, if you use them, in warehouses and bins. Sales, purchases and production all move stock here.

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How it is organised

Tabs: Products, Service Packages, Transfers, Returns, Loss History and Reorder Radar. With warehouse management switched on in Inventory Settings (the gear), Stock Levels and Warehouses appear too. Your stores and other locations are set up in Settings → Business → Locations.

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Common tasks

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Add a product

Choose Add Product, or Scan Label to read a product label into a new product. Give it a name and price; for stock you can enter the opening quantity and where it is kept. Low Stock Alert at sets the level at which it shows as low. A product can have options such as sizes and colours, each with its own stock, SKU and barcode. To import many at once, upload a CSV with the columns name and price (both required), and optionally sku, category, stock and cost.

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Change stock

Stock is not typed over. It changes when goods are received, sold, returned, produced or moved, and you correct it with:

• Report Loss, for stock that is damaged, stolen, expired or wrongly recorded. It is listed under Loss History.
• Count stock on a phone: scan a barcode and enter what is on the shelf. See Softbooq on your phone.
• With warehouses on, Adjust on a bin under Stock Levels.

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Move stock between stores

Choose New Transfer, pick where it comes from and where it goes, add the items, and Create Transfer Request. The stock moves when the transfer is created; after that its status (Pending, In Transit, Completed) records where the goods are.

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Know when to reorder

Reorder Radar shows, for each product, how fast it sells, how many days of stock are left, how urgent a reorder is, and how much to order. It is worked out from your own sales and lead times; choose Explain, then Generate explanation, for Jacinta to explain a line in plain words.

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Track expiry dates

Tick Track expiry dates on a product, and its batch number and expiry are asked for when stock is received.

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How stock is valued

Choose the costing method in Inventory Settings: FIFO, LIFO, Weighted Average or Standard. Changing it needs a reason, and past entries are not restated. A product’s cost cannot be edited while stock is held: use Revalue stock, which posts the change to your books.

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See also