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Stock management: How it works

With Salonround, you can automatically track your stock. In this article, we explain everything about stock management.

Updated over 2 months ago

With Salonround, you can easily manage your stock. Stock is updated automatically and you’ll get a notification when it’s time to reorder. In this article, we explain everything about managing your stock within Salonround.


When is stock updated automatically?

Below you can read when stock is updated automatically.


1. When selling a product in the POS

You can easily sell products via the POS. After you have sold a product, stock is updated immediately.

Have you sold a product and saved the invoice as 'Not paid' or 'Partially paid'? Stock is also updated automatically in that case. You can add payments later.


2. After you mark a product as used

Are you checking out an appointment and did you use a product during that appointment?

In the POS, after checkout, you can easily mark a product as used. Stock is then updated immediately.

Only mark products as used when they were used during a service. When a product is sold, stock is adjusted automatically - so do not mark it as used.


3. After a webstore order (if you have a webstore via Salonround)

After a webstore order, stock is also updated automatically.

After a customer has placed a webstore order, but you have not shipped the product yet or, for pickup, the customer has not picked up the product yet, you can see the following per product:

The actual stock

This is the quantity that is actually in the salon

The quantity reserved for webstore orders

Here you can see how many products are reserved for webstore orders

The available quantity

This is the actual quantity minus the reserved quantity. So this is how many products are currently available. For example, to sell.

As soon as the webstore order has been shipped or picked up, the actual stock will automatically decrease.


4. For a return

If a customer returns a product and you issue a refund, stock is automatically increased.

Was the product broken? Then you can manually decrease stock. To do this, go to 'Products' via the blue menu. Then click 'Adjust stock' next to the product.


5. After you have marked an order as 'Received'

Within Salonround, you can easily create orders to send to your supplier.

When you create an order, suggested quantities are shown to order to save you time and effort.

After you have marked an order as sent to the supplier, it will appear under sent orders. Once you have received the order, you can mark it as (partially) received. Stock is then adjusted automatically.


How do you know when to reorder?

You will receive a notification when it is time to reorder. The bell in the calendar will then turn green. After you click the bell, you can see which product needs to be reordered.


When does the notification appear saying that you need to reorder?

When adding or editing a product, you can enter an 'Reorder level' yourself. As soon as the product has reached the reorder level, you will receive the notification that it is time to reorder.


'Current available stock', 'Reorder level' and 'Maximum stock level' explained

When adding a product, you can enter the current available stock, the reorder level, and the maximum stock level.

Current available stock

The number of units of this product that are currently in stock.

Reorder level

You can choose this reorder level yourself. When this level is reached, you will receive a notification to reorder.

Maximum stock level

You can choose this level yourself. If you manage orders via Salonround, this level is used to calculate the suggested order quantity.


Where can you see the current stock of your products?

You can see the current stock of your products by going to 'Products' in the blue menu.


How do you add new stock?

This can be done in two ways:

Option 1: You do not manage your orders in Salonround

Option 2: You do manage your orders in Salonround

Below, it is explained for both options how you can add new stock.

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Option 1: You do not manage your orders in Salonround

  1. Go to 'Products' via the blue menu

  2. Find the product you want to add stock for

  3. Click 'Adjust stock' next to the product

  4. Choose 'Add new stock'

  5. Enter how many products are being added

  6. Click 'Add new stock'

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Option 2: You do manage your orders in Salonround

Within Salonround, you can easily create orders to send to your supplier.

If you create an order, suggested quantities are shown to order. This is to save you time.

After you have marked an order as sent to the supplier, it will appear under sent orders. Once you have received the order, you can mark the order as (partially) received. Stock is then adjusted automatically.


How do you change stock manually?

Do you want to change stock manually, for example during a recount? You can do it like this:

  1. Go to 'Products' via the blue menu

  2. Find the product you want to add stock for

  3. Click 'Adjust stock' next to the product

  4. Choose the option that applies, such as 'Recount stock'

  5. Fill everything in in the pop-up and save it


Do you still have questions? We’d love to hear from you!

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