Quickly add products to your inventory. Edit multiple items at the same time using the Edit All and Mass Edit functions and keep track of all your inventory when using the Inventory Management feature in Vagaro.
To add products, follow these steps:
- Click Settings at the top of the screen.
- Select Inventory on the left side of the screen.
- Click on the Edit button. Then, select Add a Product.
- Click Submit after creating the item.
If you're having difficulties adding products, our support team can assist. Just email the file to firstname.lastname@example.org. We prefer the file to be in a CSV or Excel format.
Editing Multiple Products at the Same Time
1. Click Settings. Then click Inventory.
2. You can search for products on the Inventory Management screen. Simply enter the BarcodeID, Brand, Vendor, Product Type or Product Name in the search box and click Search.
You also can filter the search by clicking on Select Products. This will allow you to filter the search by Products for Sale, Products for Business Use, or Products for Online Sale. You can further narrow the search to include zero quantity products or low quantity products.
Click on Advanced Filters to filter the search by Brand, Product Type, or Vendor.
3. You can view all your products on the Inventory Management screen.
Click the Edit button to do the following: Add a Product, Subtract a Product (subtracting from the quantity of a product), Edit All, Mass Edit (editing multiple products at once), and Undo Delete (restoring deleted products). Notice you also can create or view Purchase Orders. Click this link for more information: How to use the Purchase Order feature.
Let’s go ahead and add a product first.
Adding a New Product
1. Click Edit. Then click Add a Product.
2. Enter the Barcode number or ID. You also can scan the Barcode. Click Next to advance to the next page.
3. Notice that the barcode number has already been entered. Next, enter the Product Name. Click on the drop-down menus to select the Brand and Product Type. Enter a description of the product below. Click on the Create New Brand link to add a new brand to your inventory.
Adding a New Brand
If you selected Create New Brand, enter the Brand Name. Click on the checkboxes to select the Product Types. Please keep in mind that you can’t go back and change the Product Types for that brand once you click Submit. Click Submit when you are finished.
Continuing with Adding the New Product
We've added a new brand. Let's finish adding the product.
The Purchase Date will be the same date that you are adding the product. Click on the drop-down menus to select a Vendor as well as the Taxation. Enter the Quantity, Business Cost, Selling Price, and The Low Quantity Warning. The warning tells the system to alert you when you are running low on a specific product.
You also can enter the Max Quantity (for purchase orders), Points Given, Points Redeemed, the Storage Location and the Display Location. Click the Create New Vendor link to add a new vendor to your inventory.
Adding a New Vendor
If you selected Create New Vendor, enter the vendor's name and contact information. Click Save when you are finished.
Continuing with Adding the New Product
Select For Business Use Only if you do not want the product to be sold or displayed when checking out a customer. Select Show Product Online to show the product on your Vagaro booking page. The system will then prompt you to enter the Dimensions (in inches) for the product.
Select Free Ground Shipping to allow the free shipping of the product. If you do not want to offer free ground shipping, Enter the Shipping and handling costs. Click +Add Image to add a photo to the item. Customers will see this image when purchasing the product online.
Click Submit when you are finished.
Subtracting an Amount from a Product
You can subtract a specific amount from the quantity of product in your inventory. Click the Edit button on the Inventory Management screen. Then click Subtract a Product to get to this screen.
Scan or enter the product barcode. The product name will appear below when you do this. Click the calendar icon to change the date you are subtracting the amount.
Next, enter the Subtract Amount. In the example below, we entered "2" so we are lessening the quantity by two. Select the Reason and enter a description. Click Save when you are finished.
The Edit All Function
The Edit All function allows you to edit multiple products at the same time. You specifically can edit the Vendor, Last Cost, Sell Price, Quantity, Low Quantity Alert, and Tax.
Click the drop-down menus to change the Vendors and Tax. Click into the boxes to change the Last Cost, Sell Price, Quantity, and Low Quantity Alert. Click Save when you are done editing and updating your inventory.
The Mass Edit function allows you to edit entire Brands and Products according to specific categories, including the Total Quantity, Low Quantity Warning, Selling Price, Taxation, and Vendor. For example, if you selected Low Quantity Warning, you would be able to edit the low quantity warning for multiple products at the same time. Let's explore editing each category in more detail.
Click the drop-down menus to select the Brands and Product Types you want to edit. Then select to Increase or Decrease the Quantity by a specific number. For example, if you select Increase Quantity by and then enter "2," the total quantity will increase by this amount. Click Apply when you are done.
Low Quantity Warning
Click the drop-down menus to select the Brands and Products you want to edit. Then select to Increase or Decrease the Quantity by a specific number. For example, if you select Decrease Quantity by and then enter "2," the quantity will decrease by this amount. But if you select Set Quantity to and enter "3," the low quantity amount for all the selected products will be three. Click Apply when you are done.
Click the drop-down menus to select the Brands and Products you want to edit. You can increase or decrease the price of the selected products by a specific dollar amount or you can do it by a percentage. Click Apply when you are finished.
Click the drop-down menus to select the Brands and Products you want to edit. Then select the Tax you want to assign to the selected products. Click Apply when you are finished.
Click the drop-down menus to select the Brands and Product Types you want to edit. Then select the Vendor you want to assign to those products. In the example below, we assigned the Left Coast Distributing vendor to our selected items. Click Apply when you are finished.
Once you get back to the main Inventory Management screen, you'll be able to restore any products that were deleted at a date you specify with the Undo Delete option. Once you select this option, click Proceed. In the example below, we restored all the products that were deleted since Nov. 29, 2017.
Once you get back to the main Inventory Management screen, click the checkbox next to the product you want to delete.
Click the Edit button. Then click Delete.
Click Yes to delete.