Inventory

• How can I organize my Inventory in a specific order?

  The inventory is currently in alphabetical order based on the brand. You can use the search bar to look up a particular product. You can also tap on the downward arrow in the top middle of the screen and select a particular brand.

• How can I prevent from running out of products?

  The inventory is color-coded: Grey for 4+ quantity, Orange for 1-3 quantity, and Red for out of stock. From the Inventory screen, Tap on “All Inventory” on top of the screen and you will get an overview of all your products, including “Running low”, and “Out of stock”.

• How do I add products to my inventory? (Video available)

  Tap on Inventory on the bottom toolbar Tap on Scan on the top right of the screen Scan the product Adjust the quantity Tap on “Add to inventory” at the bottom of the screen Repeat b-e Tap on “Done” when no more products to scan Watch Video

• How do I delete products from my inventory?

  Go to Inventory screen Find the product Swipe to the left and tap on the trash icon OR Tap on the product and tap on ‘Delete’ at the top left of the screen

• How do I reorder products? (Video available)

  Go to Inventory screen Tap on “Reorder” at the top left of the screen Select products for re-ordering Tap on “Send Order” at top right of the screen Choose a method such as text or email Adjust quantity of each product (default is 2) Send request to your sales rep Watch Video

• Why isn’t my inventory updated? (Video available)

  The inventory will only be automatically updated when you finalize/close Appointment cards. For a list of your open Appointment Cards, please go to “Archive” screen and look for any red dates and finalize the Appointment cards by doing the following steps: Go to the desired Appointment card Ta...