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Product Basics

Add a Product #

  1. Click the Products button.
  2. Click the Add New button.
  3. Fill in all required fields, and choose whether the product is retail, professional (back bar) or both. You can also set the price here if the product is retail.
  4. Click the Save button.

Deactivate a Product #

  1. Click the Products button.
  2. Click on an existing product.
  3. Change the On Hand to zero for retail and/or professional.
  4. Click Deactivate and confirm deactivation.

Product is in use by services #

While deactivating a product, there may be an error that the product is in use by services. In order to deactivate the product, the product must be removed from the service(s).

  1. Go to Services on the main menu.
  2. Search for and click on the service(s) named in the error message.
  3. Click the Product Usage tab.

  4. Click the red x next to the product that is to be deactivated.
  5. Click Save then re-try the product deactivation.

Video - Product Basics #

Video Contents:

  1. Adding a product
  2. Usage amount explanation
  3. Professional uses per unit explanation
  4. Editing price
  5. Choosing what taxes apply
  6. Choosing if a product is retail, professional, or both
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Updated on December 18, 2023