How To Set up Stock

This article will show you how to set up suppliers and products for both retail and professional ranges.

To use stock control on SalonIQ, you will first need to ensure all of your retail and salon use products are entered onto the system.

Main Menu > Settings > Suppliers > Add Supplier

To set up supplier lines, select the supplier tab

suppliers-2

Supplier Lines - Add the various supplier lines to categorize your products into e.g. All Soft, Colour Extend
To set up contact information of your suppliers, select Contact
To Set up stock control select the Stock Control tab
Product Type - Retail or Salon Use, these are filtered through to various reports
Budget Percentage - Enter your budget, this will show on your purchase orders for you to see if you are ordering in budget.
Order Frequency - This can be edited to show your order frequency when ordering stock

For Salon Use the budget is the % of service turnover in the defined period.

For retail it is the % of retail sales in the defined period for this range.

To select which salons will hold salon suppliers, you can use the Salon tab to select which salons use which suppliers.

To add new products Main Menu > Settings > Products > Create New

Title - Name of the product (Inc. volume e.g. 250ml)
Description - A detailed description of the product
Product Image - An image of your product which can be sourced using the barcode or added by uploading a saved image from your PC
SKU Code - "Stock Keeping Unit" usually 8 digits that retailers use to assign products from the warehouse
RRP - "Recommended Retail Price" the suggested price the manufacturer recommends charging for the product
Cost Price - The cost of products charged by the supplier
Active - Toggle green to make this product active on SalonIQ
Favourite - This will add the product to your Favourites List for OTC Sales
Exclude from points - Remove this item from points promotions
Tax Rate - Set your tax rate. The UK standard rate is 20%
Commission Type - Select the commission band or no commission
Category - This is your supplier name
Supplier Line - Select the supplier line within the category
Product Type - Assign a product type (if applicable) this filters through to show on your dashboards
Old Barcode - When the product updates to a new barcode keep the old one which allows you to search by the old barcode

To edit your stock levels, select the Stock Levels tab

stock levels

Pack Size - Enter pack size if not purchased as singular units,

after the product is saved you can edit the minimum level here.
To add new suppliers, Click Here
To add new products, Click Here
To add stock levels, Click Here