Inventory and product management is only available in Booksy Biz on web/tablet. Access to inventory management is granted to the Owner, Manager, and Receptionist.
The Inventory > Deliveries section is used to track all incoming products.
- When you increase a product's stock level via quick adjustment on the product list or product card, a new delivery document will be created automatically.
- When you order products from an external supplier, manually add a new delivery to update your stock:
- Click New delivery in the top right corner.
- Add the names of existing products (you cannot create new product cards within this window).
- Specify the storage location (this field is only available if you have more than one storage location).
- Enter the quantity of products.
- Optionally, provide the price.
- Optionally, add more details: supplier, reason, invoice number, and Notes.
- Save.
- The new delivery will be created, and your stock levels will increase automatically.
Tip: You can edit delivery documents after they are created, provided the products from that specific delivery have not yet been used or sold. To do this, select the delivery from the list and click Edit.