When it comes to your stock, Simple Salon has your salon sorted. Simply set up your product quantities, and Simple Salon will keep your stock levels and product quantities accurate. The Simple Salon Ordering is for both retail & salon use products.
Setting up your Suppliers
The first step is to create your suppliers, then assign them to the products. Click here to learn how to set up your suppliers so that your Simple Salon account will know where to send the product orders.
Setting up your product quantities
Now you want to ensure that you have set up your product quantities. Head over to your Products tab in Admin. Edit a product, and on the right side panel, you need to set up your Min Qty, Max Qty, and Quantity.
- Min Qty: The minimum requirement - when you drop below this number of products you need to re-order.
- Max Qty: The maximum requirement - when you reorder, this is the number of products you want on your shelf.
- Quantity: How many you have of this product right now.
Once you have updated these sections, Save the changes. Do this for all of your products, then you are ready to use your Ordering. Let's order some products.
Creating a New Order
Head across to your Ordering page and select New Order.
In the order form choose the Supplier you wish to make the order for. In this case, we will choose the supplier of our Aspect Enzyme Fruit Mask product, which is Bob & Suppliers.
Then you will you have the option to Auto Generate Order.
When you select the Auto Generate Order link, your Simple Salon will automatically look for any products that have dropped below their Min Qty and automatically add these products to the order form. The system knows how many of that product to add to the order form based on the difference between the products Max Qty and Quantity.
Using the Aspect Enzyme Fruit Mask product example above:
- Min Qty is set to 2
- Max Qty is set to 8
- Quantity is set to 1
We only have 1 Aspect Enzyme Fruit Mask, therefore we need to order 7 to make our total 8. Here's what it looks like after we click Auto Generate Order for the Supplier of the Aspect Enzyme Fruit Mask.
It does all the thinking for you. Of course, if you have other products for this Supplier, which have dropped below their Min Qty, they too will be added to the order form.
You can also add items manually to the order by clicking the Add Items option, and selecting from the drop-down menus on the right side panel the products you which to add to the order.
Note: If you have a scanner and your barcode system set up, you can also Scan Items and add them to the order form.
When you have finished adding products to your order, if you'd like to, you can tick the Email order to supplier. Now when you click Save & Order, the order will also be emailed to your supplier.
If you don't wish to email a copy of the order to your supplier, ignore the tick box and simply select Save & Order.
That will save the order and you can View it here under Ordering.
You have the option to print the order, duplicate the order, or delete the order via the picture icons.
Note: The means that the order is ordered/not yet received, and the means that the order has been received.
Receiving an order
When your products arrive at the salon, pop back into Ordering and click Receive. Check that you have received the right quantities and products, and make any necessary changes by clicking Edit.
Note: if you have a scanner, you can also scan the products in one by one and the product will be added to the 'Receive' column as it is scanned.
Notice here that the Order column is 7 and the Receive column is 0. You will need to Edit it and update the Receive Details amount on right side panel and Update. This will ensure that your quantities are updated with the correct number of products your receive in the order.
Note: If you would like the Receive column to automatically apply the ordered amount, go into your Settings, then Ordering Settings and tick Populate Receive Column Automatically, and Save.
Back to the order form, when you have updated all the Receive quantities and you're ready to save it, click the Save & Receive button.
Click OK, if you are sure.
You're done! Your product quantities will all be updated.
Each time you sell a retail product or use a salon use product, the product quantities will be deducted, until you need to re-order again. Click here to learn how to track the usage of your professional Salon Use products.
Want to see ordering in action? Check it out: