Product Card

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Every product within the salon should have an individual product card created for it, this includes products which are not sold but are used within the salon (professional products). The SoftBooking system allows three broad types of products to be setup: the first is a standard retail product which is sold by the salon; the second professional products held within the salon (please note professional and retail products can be logged on the same card if they are both used within the salon and sold retail); and finally minute based products; minute based products are products which are sold in a batch and then redeemed against treatments, the most common example is tanning/sun-bed minutes where the product sold is a minute based credit card, such as 60 minutes tanning/sun-bed time, which is then later redeemed in smaller parts against a treatment (tanning/sun-bed).

Buttons on product card

The product card has five buttons vertically organised on the right hand of the card they are titled and function as follows:

Create new – the create new button can be used to add a new product directly from an existing product card; this is particularly useful when adding several new products one after another. If the create new button is pressed the current product card will be saved and a black product card will replace it.

Print receipt – the print receipt button is only highlighted when a transaction is selected on the product card in the history section of the card. When the button is pressed a screen will appear showing the appropriate receipt, to print the receipt press the print button, to cancel press the cancel button.

Save – the save button allows any amendments to the product card to be saved; this can be pressed anytime an amendment has been made to the product card.

Cancel – the cancel button will close the product card cancelling any amendments that may have been made whilst the card has been open. If changes have been made the user will be given a warning asking if they are sure they wish to close the card without saving the amendments.

OK – the OK button closes and saves the selected product card.

What follows is a description of all the tabs currently available on the product card.

Section one – top half of standard and professional product card

The product details part of the product file is where the basic and vital information about the product is stored. The first field (after defining what the product is: minute based or professional) is the product description. It is suggested that this is the product name as it is written on the container, as this will be what is searched for at the till. The second field is the product barcode, this can be either typed in or for accuracy purposes can be scanned in. The next field is the product group, this field is a mandatory field and is usually something like nail care or skin care for example. If your product group has already been created you can find it by clicking on the arrow and selecting it from the dropdown list, if you want to create a new product group press the … button, this will bring you through to the product group screen, to add a product group press the Add button, this will open another screen, in this screen enter the product group name, then press OK to save and close, then press OK to save and close the product group screen, this will return you to the product file, where your new product group will appear on the dropdown list. The next field is the supplier field which again is mandatory. To select an existing supplier press the arrow button and select the supplier from the list, to add a new supplier press the … button, a blank supplier file will open, just fill in the details and press the OK button. You will then return to the product file where you can select your new supplier from the dropdown list. The next field is the sale price of the product, you can just type this in or click on the arrow and use the calculator, when you have finished with the calculator click anywhere off it to close it. You then need to tick or un-tick the box below to indicate if this price includes VAT or not. The next field is a discount field, where you can apply a discount to the selected product. The final field in the top half of the product file is notes, you can use this to store any relevant information about the product.

Section two – bottom half of product card - tabs

The second part of the product card is split into tabs which can be navigated through by clicking on the appropriate heading. Whenever a product card is opened it will automatically open into the tab titled Sales History.