Articles in this section

See more

Manage the Inventory List

Avatar
Donna J
  • Updated
Follow

Quickly add products to your inventory. Edit multiple items simultaneously using the Edit All and Mass Edit functions and keep track of all the items on the product list with the Inventory Management feature!

In this article, we will go over how to:

If you need help adding products, email the inventory list in an Excel or CSV format to support@vagaro.com. For remote assistance, send a request to the same email. Put "Inventory Import" in the subject line so the request gets to the team faster.

Manage Your Inventory

  1. Navigate to Settings → Inventory → Management.

    stock_set_inv_mgmt.png

  2. Search and Filtering options are at the top of the page; click Search after setting conditions.

    inv_mgmt_options.png

    1. Search text box - enter any part of a Barcode ID, Brand, Vendor, Product Type, or Product Name.

    2. Select product categories: For Sale, for Sale Online, Business Use Only, Packaging Products, without Inventory Tracking, and Bundles. Select all or any group of product categories.

    3. Zero quantity products - check to include only products with no inventory.

    4. Low quantity products - check to include products at the low quantity warning level.

    5. In Stock products.

    6. Advanced Filters (click to expand) lets you select one or more Brands, Product Types, and Vendors.

  3. There is a Sort button on the top right side of the list. Using it, you can:

    sort_inventory_web_2x.png

    1. Rearrange the display order of all Online Products (things you sell online.) Click Online Products, then drag and drop products on the list to rearrange.

      sort_online.png

    2. Choose the sort order of your Inventory.

      Choices are BarcodeID, Brand, Vendor, Product Type, and Product Name. (You can also sort the inventory list by clicking any of the same column headings.)

  4. To manage and edit products on the inventory, find the product on the main Inventory Management screen. Click the Action menu (3 verticle dots) on the right side product row. Then select an option.

    action_web_2x.png

    • Edit the product.

      This action opens the main product screen, where you can edit all product information.

    • Add to the inventory quantity.

      This action opens the main product screen and places your cursor in the Added Quantity field.

    • Subtract from the inventory quantity.

    • Delete the product.

    • View product History.

      The history screen shows you all changes and updates to the product: who edited the product (Service Provider), the date and time it was modified, and what was changed.

  5. Click Edit for the following options:

    edit_manage_inventory_web_2x.png

    • Add a Product

    • Add a Product Bundle

    • Subtract a Product

    • Edit All

    • Mass Edit (with additional options)

    • Delete (a selected product) – this is the same action as the Delete from the Action menu listed above

    • Undo Delete

  6. Click Purchase Order for these options: Create New or View All purchase orders.

    purch_order_button.png

    See these articles for more about Purchase Orders:

Add a Product

See the following articles:

Add a Product Bundle

A Bundle is a group of products designed to be sold together. To learn how to create Product Bundles, see Creating Product Bundles.

Subtract from Inventory Quantity

There are two ways to subtract a quantity from a product in your inventory: From the Edit menu or the Action (3 verticle dots) menu on any product line on the inventory screen.

Edit menu:

  1. Click Edit, and then click Subtract a Product.

    edit_subtr_a_prod.png

  2. Scan or enter the product's barcode or ID.

    The product name displays.

    subtract_product.png

  3. Date defaults to today's date. Enter a new date or use the Calendar icon to select a different date.

  4. Enter the Subtract Amount, the number to subtract from your inventory.

  5. Select a Reason and enter a comment.

  6. Click Save.

    The system adds the subtract action to the Product History.

Subtract on the Action menu

This option follows the same format as the Edit option above, except that the product ID and name are filled in based on the inventory item you've selected.

Mass Edit and Edit All Tools

With the Mass Edit and Edit All features, you can edit these fields for multiple products simultaneously. Vendor, the Last Cost, Sell Price, Quantity, Low Quantity Alert, Max Quantity, and Tax.

For more on these tools, see: How to Mass Edit Products.

Delete Products

You can delete multiple products at once or individual products using the Edit menu or clicking Edit on the Action menu (3 verticle dots) on any product row on the inventory screen.

Edit menu

  1. Click the checkbox next to one or more items or the one next to BarcodeID to select all products on your list.

    sel_prod_to_delete.png

  2. Click Edit and then Delete.

    edit_delete.png

  3. Click Yes to confirm.

    del_alert_1.png

If a product that you're trying to delete is used in a Membership or a Product Bundle, you'll receive a pop-up warning for each situation. You can delete products used in memberships, and you may not delete products used in a product bundle; you'll have to delete the bundle first.

del_alert_memb.png
del_alert_bundle.png

Restore Deleted Products

  1. Click Edit and then select Undo Delete.

    edit_undo_del.png

  2. Select a date.

    You will restore all products that were deleted since the selected date.

  3. Click Proceed.

    edit_undo_del_proceed.png

Related articles

Comments

0 comments

Please sign in to leave a comment.