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Product settings

Product settings

Updated over 3 weeks ago

This article describes all the settings available when you are creating or modifying a product.

Product general information settings

Setting	Description
Product Name	The name of the product. Enter a brief, descriptive product name that your clients will be able to see (min. 3 characters). This field is required.
Activate Product	A setting that allows you to activate or deactivate the product. When this option is set to OFF, the product is deactivated and cannot be purchased. Deactivating a product will preserve all its information in WellnessLiving, including sales information in your reports. For more information, see Deleting, deactivating, or reactivating a product.
Product Options	Choose whether the product has multiple options. Options are different versions of the same product. For example, a reusable water bottle can have product options in the sizes offered such as 16oz, 24oz, or 32oz. Your options are: This product has multiple options – The product has more than one option with different costs and retail prices. Each option has its own settings for OPTION, COST, and RETAIL PRICE. The fields should be completed as follows: OPTION – The name of the option. Product option names must be a minimum of three characters. COST – The cost of the product. This represents the amount charged by the manufacturer or distributor to your business for the product. RETAIL PRICE – The price of the product. This represents the amount the product will be listed as and sold to customers in your store. To add another option, click the Add button next to an option. To remove an option, click the Subtract button next to the option you want to remove. To reorder the options, click the Reorder buttons next to an option to move it up or down . Single product with no options – The product has one option with a single cost and retail price. An online discount can be provided for clients who purchase the product through your online store. The product COST and RETAIL PRICE must be completed as follows: COST – The cost of the product. This represents the amount charged by the manufacturer or distributor to your business for the product. RETAIL PRICE – The price of the product. This represents the amount the product will be listed as and sold to customers in your store. To offer an online discount, select Offer online discounted price and enter the DISCOUNT PRICE. To not offer an online discount, select Don’t offer online discount.
Barcode #	An associated barcode number used to identify the product. To automatically generate a barcode, click Generate barcode
SKU #	An associated set of letters, numbers, or characters used for identifying the stock keeping unit (SKU) of the product.
Shop Supplier	The supplier of the product. For more information, see Adding or modifying a supplier.
Manufacturer	The name of the manufacturer of the product.
Description	A description of the product. Your clients can see the description so it should accurately describe the product and be creative, but brief. This isn’t a required field, but is highly recommended.
Product Images	Click the image placeholder If you are modifying a product with a thumbnail, click the thumbnail, then click Remove current image or upload a new image. For more information, see Recommended image size and format.
Online Store Category	The category or categories that this product is listed under in the store.

Product advanced settings

Setting	Description
Taxes	A setting that allows you to select whether taxes apply to this product. If you have configured taxes, and taxes apply to this product, select each tax type that applies.
QUICK Buy Settings	Choose whether or not QUICK Buy is enabled for this product.
Purchase Restrictions	The purchase rules for the product: Select Client can buy online or Only staff can sell this product depending on whether you want to allow clients to buy the product online or through a staff member. Select which clients can purchase this product: Available to all clients, Introductory offer for new clients only, or Available to selected client groups or types only. If you select Available to selected client groups or types only, then under Client Types and Client Groups, select the client types and client groups whose members can purchase this product. Select how this product is sold: Sold individually or Sold as part of package only. Notes: Products restricted to client types or client groups don’t apply when the product is used as an appointment add-on. When a client is booking an appointment, all add-ons for that service are visible regardless of whether the client is part of the specified client type or client group. If you select Available to selected client groups or types only, only clients in the selected client types or groups will be able to view and purchase the product in your store.
Shipment	Choose whether or not the item can be shipped from your business. If you select Non-shippable product, the product will be available to purchase in the online store but must be picked up at your business location. If you select This product is shippable, enter the weight of each product option in pounds (lb) or kilograms (kg). Note: WellnessLiving doesn’t provide shipping services.
Inventory Tracking	Choose whether or not WellnessLiving will track the inventory levels of this product. If you choose Track inventory, additional fields are displayed for each product option. Enter the Current Inventory that you have in stock. Enter the Re-Order Level to indicate the level at which additional inventory should be ordered in order to avoid running out. Select the Location where this inventory is located. Click Add location to enter inventory at other locations. For information about managing the physical inventory count for your business, see Managing the physical inventory count.
Usage Tracking	Choose whether this product is tracked and stored as a prepaid service add-on on client profiles. Set this option to ON to track products like Botox over time.
Service Add-on	Select whether the product can be purchased as an add-on for an Appointment. To make the product available as an add-on, select the checkbox next to one or more Appointments. For more information on how to set a product as an add-on for an Appointment, see Setting up an add-on product.
Automatic Staff Commissions	Select the staff members who will receive automatic commissions for this Purchase Option. When automatic commissions are enabled you can use the checklist below this setting to select which staff members will receive automatic commissions for this product. Use the dropdown next to their name to select which of their commission pay rates to use for the automatic commissions.
Revenue Categories	The revenue categories to which the product is assigned. Click a revenue category to select or deselect it. You can select as many revenue categories as needed. The product will be assigned to the selected revenue categories. You can also manage revenue categories from here: To add a new revenue category, enter a name for it in the box, and click Add. To rename a revenue category, click the revenue category’s Options button and select Edit. To delete a revenue category, click the revenue category’s Options button and select Delete.

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