Setting Up and Managing the Retail Section

1. Introduction

• Purpose: Overview of the retail section setup and purchasing process in the software.

2. Accessing the Retail Section

• Navigate to Settings on the left-hand sidebar.
• Click on the Retail tab to access four categories.

3. Setting Up Categories

• Category Section:
  • Define main headings (e.g., leashes, dog food).
  • Click to add a new category.
  • Provide a name and optional text description.
  • Hit Save.

4. Managing Vendors

• Vendor Section:
  • Identify who you purchase products from.
  • Create a new vendor by clicking Create.
  • Fill in the required fields (vendor name, email, rep name, email).
  • Save the information, even if not all fields are complete.

5. Adding Manufacturers

• Manufacturer Section:
  • Define who makes the products (e.g., Primal Food).
  • Click Create to add a new manufacturer and fill in the necessary information.

6. Product Inventory Management

• Product Inventory Section:
  • Create a new product by clicking Organize and then Create.
  • Enter product details, including UPC (optional).
  • Save the product.
  • Add the product to your inventory by selecting the category, manufacturer, vendor, retail price, tax, and quantity.
  • Decide whether to track inventory and set threshold alerts.

7. Updating Product Information

• Update product quantity or status (active/inactive) as needed.
• Use the Add Stock feature to adjust quantities and purchase prices.

8. Printing Labels

• Ability to print labels and generate QR codes for products.

9. Purchasing Process

• Navigate to Quick Checkout.
• Enter the owner's name to create an invoice.
• Select products and confirm inventory levels.
• Process payment and close the invoice.
• You can also purchase retail on any open invoice for an apptment

10. Adding Products Manually

• Option to add a product manually by entering name, quantity, price, and tax.

11. Generating Retail Reports

• Access Paw Metrics on the left sidebar.
• Search for "Retail" to find various retail report options.
• Pull reports to view purchases, adjustments, and refunds.

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