Products · Overview
Products: one price list for everything you sell
What the catalogue is for, how products and services differ, and where the rest of Setvos reads your prices from.
What the catalogue holds
Products lists everything you sell, with its type, price, stock and status. Invoice lines, orders, purchase orders, the till, the online shop and shelf labels all read from here, so a price change lands in one place.
Products and services
Each item is a “Product” or a “Service”. A service here is a line you can put on an invoice; the services clients book in the diary are set up separately in Bookings › Services.
Finding things
Search by name or SKU, filter by type, and switch between “Active”, “Archived” and “All” — the list shows active items unless you ask. Click a row to open it.
Categories, export and import
“Categories” sorts the catalogue into shelves, and “Export” downloads the list if your role allows exporting. To bring in a whole price list from a file, use the import in Settings › Data.
Where stock is counted
With Inventory switched on, stock is counted per warehouse, and the “Stock” number in this list is the total on hand across your warehouses. For a product that tracks inventory, clicking it opens Inventory › Stock filtered to that product, where stock is adjusted. Without Inventory, the number is a simple count kept on the product, moved by hand with “Adjust stock”.
Read next
Add a product or service
Create a catalogue item with its price, cost, unit, barcode and category, ready for invoices, orders and the shop.
Edit, archive or delete a product
Open a product to change its details, see its average cost, check its stock, archive it or delete it.
Sell products in your online shop
Put chosen products in the shop on your public booking page, and see what happens when someone buys.
Inventory: what you have, where it is, and what to reorder
How the inventory tabs fit together, what the dashboard shows, and the order to set things up in.
Invoices: bill your customers and see who owes you
What the invoice screens are for, how an invoice moves from draft to paid, and what to set up before you send the first one.
Set up your services, prices and categories
Add the services you sell with a length, a price and who does them, group them into categories, vary prices by place or person, and choose what clients can book online.
More in Products
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