You can add products in two ways: one at a time, or all at once by importing a file (csv or Excel). This page explains both.
Adding products manually
Go to the Products page
Click on New Product in the upper-right corner
The fields
Field | What it does |
Name (required) | The product name. |
Sales price | What your customer pays, including VAT. |
Cost price | What you pay for the product. Used in your reports and stock value. |
EAN Code | Lets you scan products with a barcode scanner. This is the number below the barcode on the product. When you scan it, the right product appears automatically in the register. |
VAT | Pick the VAT rate. Leave it on Use company's default VAT to follow your default rate. |
Part number | Your own reference number — you can search on this as well as on the product name. |
Category | Optional. Groups products, including in your product sales report. |
Supplier | Needed in order to place a stock order through Salonized. |
Can't see Category or Supplier? These fields only appear once you have created at least one product category or supplier. You do that on the Categories and Suppliers tabs of the Products page.
EAN Code and Part number are not checked for duplicates. Two products can share the same code — worth checking yourself to avoid surprises when scanning.
Tracking stock
Tick Manage stock order to track stock for this product. Three fields then appear:
Minimum stock — drop below this and you get a stock warning.
Maximum stock — the level we top up to. The difference between minimum and maximum determines how many units are put on a new stock order automatically.
Current stock — your starting quantity.
Stock is per location. With multiple locations you see the stock of whichever location is selected at the top. Switch location to see the other figures.
Every change is recorded: sales in the register deduct automatically, received stock orders add, and you can adjust manually with a reason (No specific reason, Salon usage, Gift, Damage, New stock, or a custom reason).
Manage stock order: read here how this works
Importing products
You can import all your products in one go. You need a file listing the products you use and/or sell in your salon.
If you used other software before, you can often export that list as an Excel or csv file. You can also request a list from your supplier. Filter it first, so you only import what you actually use.
Go to the Products page.
Click Import at the top right.
Choose your csv or Excel file and click Start import.
You'll see a preview of the data. For each column, set which field it is. If a column isn't relevant or can't be imported, leave it on ignore.
When all columns are correct, click Start import.
You can include your current stock directly in the product file and import it at the same time.
In the next screen you choose the csv or excel file and click on '"Start import"' in the top-right corner to continue with the importing process.
You will now see a preview of the imported data. For each column, you can manually enter the value you want to see above it. Make sure that this is correct for each column. Sometimes a value is not relevant for Salonized or cannot be imported, in that case leave it on ignore. When all values are correct, click on "Start import".
You can also directly indicate the current stock in your product file and include it in the import.
Good to know
Products cannot be sold online. They're for selling in the register. Gift cards can be sold online, through the gift card widget.
Deleting a product requires at least Manager permissions. Viewing and creating works with Basic access.
The Products module isn't available on the pro-light plan.
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