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Inventory

How inventory works

Record products, track stock and register sales at the business. Internal inventory is included in all current plans.

Step by step

  1. Open “Inventory” from the sidebar.
  2. Check the active location. Add a product with its name and selling price; enter cost, category, SKU and alert threshold if needed. Initial stock is the quantity you physically hold. Save and review its detail; upload a photo or video when editing the saved product.
  3. When editing stock, enter the final count. To receive goods, open the detail and use “Restock” with the additional units. Then check the new quantity and recent movements.
  4. For an in-person sale, open the appointment in Calendar and its products-sold section. Add the sale, review the product, quantity and price, and confirm registration. A completed sale subtracts units and updates the appointment total.
  5. A product reservation from the public page awaits payment at the business: reserving does not subtract or guarantee stock. At payment and pickup, confirm it is marked paid. Cancelling a completed sale returns the units; cancelling a pending reservation does not add units.
  6. Use the low-stock filter and archive discontinued products to retain their history. The product-sales report requires Maestro or Élite; in-person selling is available on all plans. The public shop requires Élite. A service kit cost is a financial value separate from product stock.

Feature availability depends on your plan and permissions.

Need a hand?

Find guidance in our articles or contact our team.

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