SimpleSpa Documentation Current release v4.971

With SimpleSpa you can manage and sell products using the POS & Online with Stripe for online sales.

When adding a product, you can set the specifics of that product in the system including name, price, special price and tax rate along with notes besides other settings listed listed bellow

Adding Product Categories

Before a service can be added, a service category is required so that the service can fall under it, press the Add Category button, and you will be able to create a category name, once the category has been added, you can then add a service within that category by navigating to that newly added category listed under

Editing Product Categories

To edit any product category, next to the Add Category button, press the button, this will bring up a popup to edit the name of the category

Adding Products

Within the category press the respective for that category to add a service within that category

Adding Images

To assign an image for a product, click the product to edit it and then click the circular Camera button to bring up the image selection/capture prompt to add an image for the specific product

Editing Products

To edit a product, press the button, the new popup will allow you to adjust all the available fields per product selected

SimpleSpa allows you to customize various settings for each product including:

Name

This will be the service name that you and your clients can refer to

Category

This is the assigned category of this service, you can click and select another category from the dropdown

SKU/Barcode

Enter the barcode or SKU for this product

Description

This is the retail price for the product

Retail

This is the retail price for the product

Special

If the service is on a special price, you can set the special price here which will indicate on the Online Booking and the POS that this is a special priced item

Tax Rate

Each product can have a distinct tax rate according to your needs, tax is calculated based on the location settings (Sales Tax or VAT) found in the Settings > Locations > Payments & Tax Rates > Tax Type

Enable Commissions

Toggling this on will allow commissions to be allocated towards your staff for this product, note that commissions will be allocated from the moment it is toggled on for transactions going forward from enabling this setting, in the event that commissions had been toggled off during a previous period commissions will not be recorded until this is checked again.

Show Online

Toggle this on for the product to be available online, toggle this off for the product to not display online, products are available online if your account is connected with Stripe

Inventory

Set if inventory should be recorded (on), or not recorded (off) - when a sale is made using the POS the respective units will be deducted from the existing inventory. When inventory reaches 0; the product will show a distinct warning that there is no inventory remaining; if this warning is bypassed and the sale is completed while the product has 0 inventory no further inventory will be deducted (i.e. negative inventory will not be reflected but will remain as 0)

On the main products page, clicking on the will bring up a prompt where a percentage can be entered which will be applied universally to all products

Each product can have its own set inventory/stock regarding the qty/units in stock and for each recorded inventory purchase the purchase cost per unit can be added for the respective date of purchase.

Adding Inventory

When stock is turned on, you can set the initial inventory on hand for that product. After the first inventory has been added, to add more inventory click the button to add to your existing inventory. Fields required are the Vendor (add a vendor if this has been done so already)/or use the Adjustment button to put an Adjustment as a vendor. The QTY - this will add against the existing QTY (note that a negative QTY will reduce from the existing QTY), the cost per unit for the new products to be added, and the date which this addition to the inventory took place (i.e. when you received the inventory order)

Removing Inventory

Click the and then select the Adjustment button to set a vendor called Adjustment, .

To create a multi-product order use the Orders tab in the Products page. Create an order by pressing the button. Required fields are Vendor, and a list of the products that will be added to the order. Once an order has been created this is not applied yet to the standing inventory. Click on a standing order and there is an option to apply or cancel the order. Applying an order will adjust the current stock level of all products in the order to the existing inventory. Cancelling an order will cancel the order and not apply any changes to existing inventory.

Vendors can be added and managed in the Vendors tab in the Products page. To add a vendor press the button