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Create a Product

Create products to sell, keep track of stock and document for treatments.

Dr Askari avatar
Written by Dr Askari
Updated over 5 months ago

Products and their categories are created at the Organisation level. If you are a single location clinic, having admin access will automatically grant you organisation level access.

If you have more than one location, you will need to have organisation level access to make these changes - your account owner can grant you access.

Before creating a product, you must have first created a product category for it to be assigned to. Learn how to create a product category.

Create a Product

  1. Click on Admin in the right hand menu.

  2. Click the "Products" in the Organisation Resources box.

  3. Click "PRODUCTS" in the secondary menu at the top.

  4. Click the blue plus button next to the search bar.

  5. Complete the required fields.

    1. General: Select the "Category" and optional "Sub Category" from the drop downs.

    2. For injectable products, it is vital that you enter the correct Volume and Volume units e.g. 100 u for Botox or 1 ml for HA filler or 9 mls for Sculptra (or whatever your final diluted volume will be).

    3. Select or add tags - use this to tag injectable products for use in digital notes.

    4. Pricing & Stock: Include / exclude tax, as well as assign a minimum quantity for stock. This will reflect in your Stock reports, and trigger a reminder when you are running low on that stock.

    5. Commission: Clicking "Allow commission" applies this setting to all the products within the category. This means that sales of these products will be included in the staff commission reports.

  6. Click "Save".

TIPS : 💡

  • Include the brand name in the product name e.g. "ZO cleanser” rather than just “cleanser” to help with searching and locating them on invoices and reports (brand and category details do not appear in search lists or invoices).

  • If you select to "Allow stock control", Collums will deduct from the stock count each time you sell a product. If the stock count = 0, the product will NOT be available to add to an invoice in the POS.

  • Selecting "Allow negative stock" will ensure that your products are always available to be sold regardless of their stock count.

  • These options can be set by clicking on product category or at the Organisation level at admin/organisation settings/product stock.

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