How to Add Stock
This can be found in the Inventory tab, and it is the 4th option in.
There are two ways that you can mark your replenished stock. With an existing order or manual entry.
Add Stock with an Existing Order in the Business Center
Step 1: Start adding stock
To start, you will click Add Stock in the top right corner. Then you will select how you want to add your stock.
Then you can name your entry, we recommend using a date.
Step 2: Select how you will enter your order
Then you will select from one of your existing orders.
If you are on the team account, you can also include a contributor, similar to inventory counts. This is great if you are getting help with the order that was received and you have multiple boxes. This will allow you to have someone help scan it in if you choose.
Step 3: Click add stock from order.
You will be taken to a page where you can see the products that you ordered. You will a see column with a default to what was ordered and a column to show what was delivered.
This really is the easiest way to update your stock because SalonScale has a record of what you ordered when you create your order form. And to close the loop, we’re able to automatically update what was delivered based on the order form.
Step 4: Make sure all of the products you ordered have arrived.
To ensure you have a record of what you received from your order. Update the number that arrived under the delivered column and provide a status of the products as received, not received, partially received, or back ordered so that you have a record of this for future reference.
Step 5: Finish adding your stock
Once you have gone over your whole order form, click Add Inventory and your on-hand levels will be automatically updated.
You will see on your main stock page that this order is completed, how many products you added, the value of the products added, and that it was added from the order form.
Add Stock Manually in the Business Center
Step 1: Start adding stock
The process is very similar. But this time we will select manual.
You will notice that the order dropdown is removed, as you are just adding in products.
Include a title for your stock entry and add a contributor if you would like. Next, click create.
Step 2: Add your products
Click Add Products in the top right corner.
A side card will appear where you can select the products that were received.
You can find your product by searching, filtering by category, and select multiple products at a time to add to your inventory.
Step 3: Add in your quantities
The products that we selected will show up on the main page and now you can add in the quantity received for each.
Step 4: Finish adding in your products and quantities,
If you need to go back and add more products you can do so.
Step 5: Finish your Stock Updates
Once you have added in all of the products and quantities, click Add to Inventory.
This will then update all of your on-hand quantities after you click complete.
You will then be taken to the main screen you will see the status of your order updated to complete. And it will show how many products were added and the stock cost of what was added.
You can always go back in and view your inventory, but you cannot edit the quantities once you have clicked complete.
Add Stock with an Existing Order in the Mobile App
To add the stock on mobile you will have to be added as a contributor to add stock or have the proper permissions to view this area.
Step 1: Begin to Add Stock
Click add stock under the Backbar tab.
Click the plus sign at the bottom, and select an existing order. Then click Create.
You will see that everything that was ordered has been populated.
Step 2: Ensure your quantities are correct
It will be important to make sure everything you ordered was received. If a product was not delivered or was partially delivered, click into the product and update the delivered amount to what was received.
You can also include a reason such as partially received, not received, or back ordered for future reference.
After you have updated the information, click save.
TIPS!
To find products more efficiently you can filter by category, search te product or scan using the UPC scanner.
Step 3: Complete your Stock count
Once you hit completed, your on-hand inventory will be updated. And you can go back in and see once it has been completed.
Add Stock Manually in the Business Center
To add the stock on mobile you will have to be added as a contributor to add stock or have the proper permissions to view this area.
Step 1: Begin to Add Stock
Click add stock under the Backbar tab.
Click the plus sign at the bottom, and select manual. Then click Create.
You will see that everything that was ordered has been populated.
Step 2: Add your products
Select the products that you have received in your order.
You can use the product scanner or search bar.
Step 3: Add your quantities
For each product, update the amount that was received and hit save.
Step 4: Complete your order
Once you have added all of your products, you will click the big complete button at the bottom.
This will adjust your on-hand inventory. And you will be able to click back and review if you would like.
Watch the video below to learn how to add stock to your backbar.