Articles in this section

See more

Product History - Vagaro Pro app

Avatar
Donna J
  • Updated
Follow

Product History provides two functions:

  • View all events related to individual products in your inventory: sales, purchases, reductions in inventory due to loss, damage, expiration, or business use

  • Correct data entry errors for purchases, sales, and other inventory changes

First, we’ll show you how to view the product history, then keep scrolling down to view options for editing the history entries.

View Product History

  1. Go to More → Settings → Inventory.

    1_more2_2x.png
    2_settings_2x.png
    inventory.png

  2. Find and tap the product to select it.

    vpro_sel_prod.png

  3. Tap the More menu and then tap History

    vpro_more_history.png

    On Vagaro Pro, the Product History list shows Date, Type, and Quantity.

  4. Tap Filter to filter the history list by Date Range and Type.

    vpro_main_prod_history.png

  5. Select a Date range and Type, and then tap Filtered.

    vpro_date_filter.png
    vpro_type_filter.png
    vpro_filters2.png

    If you make no selection for Type, it defaults to Select All.

  6. Tap a history entry to show all the fields:

    • Date

    • Type - purchased, sold, refunded, and inventory reductions due to loss, damage, expiration, or business use

    • Reason - the reason selected for an inventory reduction

    • Vendor

    • Service Provider

    • Modified Date - the date the item history entry was changed

    • Modified By - the employee who made the history change

    • Cost

    • Selling Price

    • Amt Refunded

    • Qty - how many of these products were affected

    • Point Given - to the customer buying the product

    • Point Redeem - points used to purchase the product

    • Taxes

      vpro_history_detail.png

Edit Product History

Did you or an employee make a mistake in entering a change to inventory? Does your history show that Employee A made the sale when it was actually Employee B? Did you select the wrong Reason or add an incorrect note when subtracting items from inventory? Incorrect adjustments made using the Add and Subtract functions could affect your reports, such as the Inventory Summary report.

You can edit the product history to correct these mistakes.

  1. On the detail screen for the selected history event, tap Edit.

    vpro_history_detail_edit.png

    Your options on the edit screen depend on the type of event.

    1. Purchase (or any addition to the inventory count):

      vpro_edit_add_history.png

    2. Sold - you can change only the Service Provider.

    3. Lost, Damaged, Expired, and Business Use:

      vpro_history_edit_subtract.png

    4. Refund – there is no edit option for a refund event.

  2. Make changes on the edit screen and tap Submit when you’re done.

    To cancel any changes, tap the back arrow.

Related articles

Comments

0 comments

Please sign in to leave a comment.