PawLoyalty - Adding inventory

PawLoyalty - Adding inventory

To add inventory items, click on PawLoyalty, Administration.



Click on Products.



Enter UPC Code.  If you do not have a UPC Code, you can enter any number or name into this field.
Choose the Category.  Please note:  You cannot add additional categories.
Enter the Product Name.
Enter the inventory count - how many you have on hand.
Enter the reorder limit - the number to reach before you need to reorder.
Enter the whole sale price - the price you pay for the item.
Enter the Retail price - the price your client will pay.
Enter the tax.  This field saves as a percentage so if your tax rate is 7.75, enter 7.75 and not 0.0775.
Enter the GL Code.  This code is used on your revenue reports so you can see how your income is broken down.
Upload a picture if desired.
Hit Save.



To update the count on hand when an order comes in, click on Add Stock.



Enter a vendor name.
Enter the invoice number.
Enter the date of the order.
Choose the product name.
Enter how many of these items you received.
Click Save.



This will update your on-hand count.



You can add a retail item to an appointment or later on the invoice.  You can create an invoice for only retail items.

On the pet card, click Add Retail.



Your top 10 products will display.  Click Add to cart to add that item to the invoice.
You can also click on a specific category, Food for example, to look at just those items.
There is also a search field.



Enter the quantity and if there is a discount. 
If this is the only item, click Add & Checkout.
If you need to add additional items, click Add & Product search.



You can also get to the invoice by clicking the shopping cart.



This screen will allow you to remove items if needed.
Click Check out to Pay.



You can click Add retail on the checkin screen.



You can click Add Retail on the invoice.


    • Related Articles

    • PawLoyalty - Adding discounts

      To add discounts, click on PawLoyalty, Incentives. Frequency discounts - Gives a discount if a pet comes for a service X amount of times within a date range. For example, you can give 30% off for daycare if they come for 10 visits within 2 weeks. ...

    • PawLoyalty - Error when adding appointment

      There may be times when you get an error when making an appointment. Some examples are: Object reference not set to an instance of the object No Employees available for service Price has not been set for service String was not recognized as valid ...

    • PawLoyalty - Creating rooms

      Use these steps to add regular rooms or overflow rooms. Click on PawLoyalty, Administration. Click on Resources. Click on Add Room. Choose a name. Count - This is how many rooms will be created. If I put 5 here, it will create Overflow room 1, ...

    • PawLoyalty - Adding business hours, closures and exceptions

      To add your business hours, click on PawLoyalty, Schedule. Click on Update Hours. If you are open for one time, enter that. For example 7am - 6pm Monday - Friday and 7am - 12pm Saturday. You're closed on Sunday. If you are open several times during ...

    • PawLoyalty - Assigning employees to add on services

      When adding an add-on groom service to an appointment, PawLoyalty will assign it to the first employee available that has that service assigned to them. You can change who the service is assigned to by moving the appointment on the Employee Calendar. ...