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. If you have more than one location, pick a site, or All locations to see stock at each site.
3. Click New product: enter name, price, and SKU, choose a supplier (or add a new one), 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.