Services
Products & Retail
Products & Retail
Manage your retail product inventory — add products with names, prices, and stock levels so your team can sell them at checkout alongside services.
Where to find it — Web: Sidebar → Products (under Catalogue). Mobile: More menu → Products (under Catalogue).
Overview
Products & Retail lets you:
- Add retail products with a name, price, SKU, image, and optional stock tracking
- Sell products at checkout alongside services and gift cards
- Track stock levels with automatic low-stock and out-of-stock warnings
- View inventory metrics (total products, low stock count, estimated inventory value)
- Soft-delete products without affecting existing order history
Products are available on all plans — there is no PRO requirement.
The products dashboard
The products page shows all active products in a searchable table (web) or card list (mobile).
Metrics cards
Three summary cards appear at the top of the dashboard:
| Card | What it shows |
|---|---|
| Total Products | Count of all active products |
| Low Stock Warnings | Count of products with fewer than 5 units in stock |
| Estimated Inventory Value | Total value of all tracked stock (products with unlimited stock are excluded) |
On mobile, a fourth card — Out of Stock — shows products with zero stock. The Low Stock and Out of Stock cards are tappable to filter the product list.
Toolbar
| Action | What it does |
|---|---|
| Search | Filter products by name or SKU (placeholder: "Search products...") |
| + Add Product | Open the create product form |
Adding a product
Step 1: Open the create form
- Go to Products in the sidebar (web) or More → Products (mobile).
- Click + Add Product (web) or tap the add button (mobile).
Step 2: Fill in the product details
| Field | Required | Notes |
|---|---|---|
| Product Image | No | Square image — cropped to 1:1, saved as 512×512 WebP. Web only. |
| Product Name | Yes | What customers see on receipts (e.g. "Cleansing Shampoo 250ml") |
| Price | Yes | In your local currency. Tax label varies: "Excluding GST" (AU/NZ) or "Excluding VAT" (UK) |
| Current Stock | No | Leave empty for unlimited stock. Enter a number to enable stock tracking. |
| SKU (Optional) | No | Stock keeping unit code (e.g. "SHAM-250") |
On mobile, stock tracking is controlled by a Track Stock toggle. When enabled, a Current Stock Quantity field appears.
Step 3: Save
Click Add Product (web) or tap Add Product (mobile). The product appears in your product list immediately.
Tip
Products with no stock value are treated as unlimited — they are always available at checkout without stock warnings. Set a stock value only for products you want to track.
Editing a product
On web
- Find the product in the products table.
- Click the Actions menu (three-dot icon) on the product row.
- Click Edit details.
- Update any field in the product sheet.
- Click Save Changes.
On mobile
- Tap the product in the product list.
- Update any field in the edit form.
- Tap Save Changes.
On iPad, the products page uses a master-detail layout — tap a product on the left to edit its details in a side panel without navigating away.
Stock tracking
Stock levels are tracked automatically when you set a stock value on a product.
How stock works
| Event | What happens |
|---|---|
| Order completed | Stock is decremented by the quantity sold (atomically) |
| Order voided | Stock is refunded (incremented back) |
| Stock reaches 0 | Product shows as "Out of stock" — disabled in the checkout product picker |
| Stock is null (empty) | Product is treated as unlimited — always available, no warnings |
Stock badges
Products display a stock badge based on their current level:
| Stock level | Badge | Colour |
|---|---|---|
| Unlimited (no value set) | "Unlimited" / "∞" | Neutral |
| 5 or more | "{count} in stock" | Default |
| 1–4 (low stock) | "{count} in stock — low" | Warning (yellow) |
| 0 (out of stock) | "Out of stock" | Destructive (red) |
Stock validation at checkout
When a team member adds a product to an order, the system checks that enough stock is available. If the requested quantity exceeds the available stock, the add is rejected with an error message: "Not enough stock — reduce quantity."
Selling products at checkout
Products can be added to any order during checkout — whether it originated from a booking or is a walk-in sale.
Adding a product to an order
- Open or create an order at checkout.
- Click + Add Item and select a product (web), or tap the product picker (mobile).
- Choose the product and set the quantity.
- The product is added as a line item on the order.
On mobile, the Product Picker sheet shows all active products with a search bar and quantity stepper. Products are sorted with in-stock items first, followed by out-of-stock items (which are greyed out and disabled).
The product's price is captured at the time it is added to the order. If you later change the product's price, existing order items are unaffected.
Deleting a product
Deleting a product is a soft delete — the product is deactivated and hidden from the product list and checkout, but existing orders that include the product are unaffected.
On web
- Open the product for editing.
- Click Delete product at the bottom of the form.
- Confirm in the "Delete product?" dialog.
On mobile
- Open the product for editing.
- Tap Delete Product.
- Confirm in the "Delete product?" sheet. The confirmation shows: "{Product name} will no longer appear at the checkout. Existing orders are unaffected."
Note
Deleted products cannot be recovered. If you may want to sell the product again in the future, consider setting its stock to 0 instead.
Role access
| Role | Access |
|---|---|
| Owner / Manager | Full access — create, edit, delete products, view dashboard |
| Staff | View-only — can see products and add them to orders during checkout, but cannot create, edit, or delete products |
Platform differences
| Feature | Web | Mobile |
|---|---|---|
| Navigation | Sidebar → Products (under Catalogue) | More menu → Products (under Catalogue) |
| Product list display | Table with columns (name, SKU, price, stock, actions) | Card list with badges |
| Product form | Side sheet | Full-screen form |
| Product image upload | Drag-and-drop with crop dialog | Not available |
| Master-detail (iPad) | Not applicable | Master-detail layout — tap product on left, edit on right |
| Metrics cards | 3 cards (Total, Low Stock, Inventory Value) | 4 cards (Total, Low Stock, Out of Stock, Inventory Value) |
| Stock filter | Search only | Tappable Low Stock / Out of Stock cards to filter |
| Checkout product picker | Quick-add menu with search | Bottom sheet with search and quantity stepper |
| Keyboard shortcuts | — | Cmd+N (new), Cmd+R (refresh), Escape (close detail pane) |
| Delete confirmation | Dialog: "This action cannot be undone." | Sheet: "{name} will no longer appear at the checkout. Existing orders are unaffected." |
Troubleshooting
| Issue | Solution |
|---|---|
| Product not showing at checkout | Check that the product is not deleted (soft-deleted products are hidden). Go to Products and verify the product appears in the list. |
| "Not enough stock" error when adding to order | The product's stock level is lower than the quantity you are trying to add. Reduce the quantity, or go to Products and increase the stock level on the product. |
| Cannot add or edit products on mobile | Only owners and managers can manage products. If you are a team member (staff role), ask the venue owner to make changes. |
| Product price is wrong on an order | The product price is captured when it is added to the order. Changing the product's price afterwards does not update existing order items. To correct the price, remove the item from the order and re-add it, or use the price override on the line item. |
| Low stock warning but stock seems fine | Low stock warnings trigger when a product has fewer than 5 units. If your product typically has low inventory, this is expected behaviour. |
| Product image not uploading | Product images are only supported on web. Images must be JPEG, PNG, or WebP format. The image is cropped to a square and saved at 512×512 pixels. |
| Deleted product still appears on old orders | Deleting a product is a soft delete — it hides the product from the product list and checkout but does not remove it from existing orders. This is by design to preserve order history. |
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Last updated: March 2026