Manage retail stock

Retail stock is what you sell at the till — skincare, kits, and other shop items. Open Stock from Sales (or Admin → Stock), then use the Retail products tab. Professional injectables live on a separate tab when Documenti is connected.

Add or find a product

1. Go to Sales → Stock (or Admin → Stock).
2. Stay on Retail products.
3. Click New product — enter name, price, SKU, supplier, and whether to track stock.
4. For multi-site clinics, set quantity and reorder alert for each location.
5. Save — the product appears in Sales (POS) under Stock.

Do a stock take

1. On Retail products, click Stock take.
2. Choose the Location you are counting.
3. Enter Counted quantities for each product — System shows what Clinic Membership thinks you have.
4. Click Save stock take — only changed rows are written to the audit trail as Adjusted at stock take.

Adjust stock or sell at the till

• Open a product to adjust quantity (±) for a location and see movement history.
• In Sales (POS), open the Stock tab on a sale — quantities reduce when the invoice is paid.

What happens next

• Stock settings and low-stock alerts

  Who gets low-stock emails and Documenti tasks.

• Stock suppliers

  Create suppliers and assign products.

• Take payment at reception (POS)

  Sell retail products at checkout.

• Stock reports

  Retail stock levels and movement reports.