Managing Professional Product Usage
To ensure accurate tracking of professional product usage, it's essential to follow a structured process for managing empty product containers and updating stock levels in Shortcuts.
Key Steps for Processing Used Professional Products
1. Recording Empty Products
At the end of each day or week:
- Gather empty professional product containers.
- Process these through the Shortcuts Point of Sale (POS) system to update your stock levels.
2. Updating Stock Levels
Follow these steps to record product usage:
- Navigate to Point of Sale in the Shortcuts menu.
- Click the dropdown menu at the top of the screen and select #Business.
- Add the used products to the sale line:
- Use the plus (+) icon to increase quantities.
- Use the minus (-) icon to decrease quantities.
- Use the rubbish bin icon to remove an item if needed.
- Once all products are added, click Finish Sale to complete the process.
Generating the Professional Product Usage Report
To monitor product usage and generate insights, Shortcuts allows you to create a detailed report:
- Go to Tools > Reports.
- Select Stock and then Product Professional Stock Usage Report.
- Set the desired date range and select View.
- Review the report, which includes:
- Products listed on the left.
- Quantities used.
- Total values.
Exporting the Report
You can save, print, or export the report as needed for record-keeping or further analysis.
Why It Matters
- Accurate Inventory Tracking: Keeps your stock levels precise and up-to-date.
- Efficient Reordering: Provides insights into product consumption trends, enabling timely restocking.
- Streamlined Operations: Simplifies end-of-day or end-of-week processes, saving time and effort.