Completing a Checkout with Product Usage

Once product usage is added to a service, you can check out the service and enter the number of units used. To learn how to apply product credits from a membership or package during checkout, follow these steps.

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Completing a checkout with product usage

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To complete a checkout with product usage, begin a checkout that has a service with product usage.

• If any products are required for the service, they are automatically added to the checkout and cannot be removed.

• If any products are optional for the service, you can manually add them by selecting Add product usage. Once they are added, they can be removed if needed by selecting the trash icon.

For each product added to the checkout, you will need to enter the units used. The minimum quantity used for each product is 1, unless the product has a set minimum quantity.

• If the product has a unit price, the service price will be automatically increased based on the quantity entered. This is in addition to any base price for the service. If needed, you can manually change either the unit price or the service price during checkout.

• If the product does not have a unit price (i.e. $0), the service price will not be affected by the quantity entered. The quantity entered will only be used to track stock changes.

Once you’ve entered all the required quantities, select Go To Payments and complete the checkout as you normally would.

Once the checkout is complete:

• The client’s receipt will show each product name, the number of units used for each product, and the service total. Any unit pricing will not be shown on the client’s receipt (it will be included in the service total).

• Inventory will be updated automatically. In the Products app, each product’s inventory changes will show Service Usage as the type of inventory change.

• Reports will be updated automatically. Inventory reports will include details about which products were used during services (i.e. Service Usage). Products used during services will be included as part of your service revenue in reports.