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.

Adding product categories

An organized structure of categories and subcategories will help you manage your stock more easily. You can assign a category and subcategory to a product when creating or editing it.

To add a new product category or subcategory:

1. Go to Business settings.
2. Select Inventory.
3. Stay in the Product categories tab.
4. Click Add category.
5. Enter the category name.
6. If it is a subcategory, select the parent category in the field below.
7. Save.

Tip: You can change the order of categories and their position in the structure by dragging the category on the list using the three-line icon.

Adding suppliers

A Default supplier is automatically added to the inventory. This name will appear on inventory documents if you add products manually or do not specify another supplier when receiving a delivery. You can also add more suppliers.

To add a new supplier:

1. Go to Business settings.
2. Select Inventory.
3. Go to the Suppliers tab.
4. Click the + button in the bottom right corner.
5. Add the supplier's name, address, city, and post code. Other fields are optional.
6. Save.

Adding product brands

You can assign a brand to a product while creating or editing it.

To add a new brand:

1. Go to Business settings.
2. Select Inventory.
3. Go to the Product brands tab.
4. Click the + button in the bottom right corner.
5. Add the brand name. You can also add a photo or brand logo.
6. Save.

Adding storage locations

By default, all products are stored in the automatically created Default storage location. If you store your products in several places, you can create a new storage location to manage them better.

To add a new storage location:

1. Go to Business settings.
2. Select Inventory.
3. Go to the Storage locations tab.
4. Click the + button at the bottom of the screen.
5. Add the name of the storage location.
6. Specify the type of stored products:
   • Professional – products used during services, not for sale.
   • Retail – products intended exclusively to be sold to clients.
   • Other – choose this if you want to store both retail goods and professional products in this location.
7. Choose if this should be the Default storage location – every inventory operation (e.g., delivery) will result in adding products to this location.
8. Add the address, city, post code, and country.
9. Save.

Tip: You can move products between locations using an internal stock transfer.

Generating stock level reports

In the Storage locations tab, you can generate two types of reports:

• Available stock report – a report of products currently available in stock.
• Low stock level report – if you set a minimum stock level when adding products, this report will show which products have reached or fallen below that minimum.

Both reports can be generated for a selected storage location (Send report button) or collectively for all locations (Total report button). Reports are automatically sent to the Owner's email address.

Managing document numbering

You can customize the name (prefix) and numbering of inventory documents. For example, if you already had 3 internal stock transfer documents before using Booksy Biz, you can set the numbering to start from 4.

Note: Changing the numbering is only possible if the specific document type has not yet been created in the system. After the first document is generated, you can only change the prefix. This prevents duplicate document numbers.

To customize document numbering:

1. Go to Business settings.
2. Select Inventory.
3. Go to the Document numbering tab.
4. Adjust the numbering.
5. Save.