Adding Product Usage to a Service

To track inventory for products used during a service and charge clients based on the products used, you will need to add product usage to the service.

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Before you begin

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Before you add product usage to your services, we recommend reviewing your products in the Products app to confirm how your product stock levels and product prices are set up. This will ensure you can accurately track stock changes and charge clients the correct price when completing checkouts with product usage.

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Adding product usage to a service

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To add product usage to a service, you must be an Admin user, or you must have the Can manage service settings permission enabled in Staff Member settings.

Open the Services app and select the service that uses products.

In the Details tab, select Edit.

Select Additional options.

Enable the This service uses products toggle and select Save.

In the Product Usage tab, select Add product to add product usage to the service.

Specify the product usage details and select Save.

• You can specify whether the product is required or optional for this service. If a product is required, it will be automatically added to the checkout. If a product is optional, it can be manually added to the checkout. Optional products are helpful for services where the client can choose between different products, or for products that are only used sometimes during this service.

• Use custom price: Enable this toggle to charge a custom price that is different from the product’s price in the Products app. This is helpful if this product is used in multiple services and is a different price depending on the service. You can also set the custom price to $0 if clients should not be charged for this product (i.e. you only need to track stock changes).

• Set a minimum quantity: Enable this toggle to set a minimum quantity for this product. This will require staff members to enter at least this quantity at checkout. This quantity will not be automatically entered as the default quantity at checkout. To set a default quantity, use the Set a default quantity toggle.

• Set a maximum quantity: Enable this toggle to set a maximum quantity for this product. This will ensure staff members cannot enter more than this quantity at checkout.

• Set a default quantity: Enable this toggle to set a default quantity for this product that will be automatically entered at checkout. This is helpful if this service uses a certain number of this product by default. This setting also eliminates the need for staff members to manually enter the default quantity every time this service is checked out.

• Hide from receipt: Enable this toggle to hide this product (including product name and units used) from client receipts. This is helpful for backbar products that should not be shown on client receipts, such as syringes or gloves.

Once you’ve added product usage to the service, learn how you can check out the service and enter the number of units used at checkout.