How Do I Set Up Inventory for Service Products?

This article will walk you through setting up Inventory for your service products.

Jump to a section

Navigating to inventory

How to add service products to inventory

Loom Video

 

✏️ Note - Already added service products to inventory and looking for specific lot details? Check out this article

Navigating to inventory

1. Log in to your Moxie Suite account using this link.


2. Within the Global Nav click Inventory

Screenshot 2024-11-15 at 11.07.05 AM

How to add service products to inventory

1. After navigating to the Inventory page you'll see a list of your service products (see steps 1-2 above for steps on navigating to inventory). 

Important - Only service products which have been toggled on within your Official Offerings and that we currently offering inventory for will be displayed. 

Screenshot 2024-03-12 at 2.38.53 PM

 

2. To begin adding Inventory click on the service product you'd like to add. 
Screenshot 2024-03-12 at 2.42.09 PM

 

3. On the next page, you'll see the following information.

    • Number of total units in stock
    • A date filter
    • Number of product added to inventory
    • Number of product used or removed from inventory
    • Buttons to modify inventory and add a new lot. 
    • Lot numbers tab and a Transactions tab. 

To add product, click the purple + Add new lot button. 

Screenshot 2024-03-12 at 2.41.46 PM

 

4. On the Add new lot popup enter the lot number of your product, expiration, # of product and # of product per unit of measurement. In our Daxxify example I'll be adding the total number of vials and units per vial.

After entering the required information click the purple Create new button. 

✏️ Tip - They total number of product you're adding will be displayed in the box above the create new button. 

Screenshot 2024-03-12 at 2.49.24 PM

 

5. You'll be brought back to the previous screen and will notice updates to the Total units in stock and Added to inventory sections. 

Screenshot 2024-03-12 at 3.34.08 PM

 

6. Repeat the previous steps for all products you'd like to add to inventory. 

Ta da 🙌 you've learned how to successfully add product inventory within your Moxie Suite account. 

Watch the video on how to add product to Inventory below