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Managing Services & Inventory

Keep your service menu current and your product stock under control from a single management area.

Overview

This journey covers two related areas of salon operations: maintaining your service catalog and managing physical product inventory. You'll use the Services section to define what your salon offers and at what price, and the Inventory section to track product stock levels, reorder points, and transaction history. Both areas feed into bookings and sales throughout the rest of the system.

Prerequisites

Part 1: Managing Services
1

Navigate to Services

Click Services in the main navigation. You'll land on the Services list page (/services).

What you'll see: A table with one row per service, showing:

ColumnDescription
Service NameService name with service type shown below it in gray
PriceBase price formatted as currency (e.g., $75.00)
DurationDuration displayed as hours and minutes (e.g., 1h 30m or 45m)
DescriptionTruncated text; hover to see the full description
ConsultationBadge showing "Required" (yellow) or "Optional" (gray)
StatusBadge showing "Active" (green) or "Inactive" (red)
Services list page showing a table of salon services with columns for name, price, duration, description, consultation, and status
The Services list page with sortable columns and filter controls
2

Filter the List

Use the filter controls above the table to narrow results:

Use the search bar to find services by name.

3

Add a New Service

Click the Add Service button (top right). You'll be taken to the service form at /services/new.

The form has three sections:

Basic Information

Pricing & Duration

Scheduling Options

Click Save to create the service.

New service form with Basic Information, Pricing and Duration, and Scheduling Options sections
The new service form with Basic Information, Pricing & Duration, and Scheduling Options
4

View a Service

Click the View link on any row to open the service detail page at /services/:id. This shows the full service record including all fields.

5

Edit an Existing Service

From the list or detail page, click Edit. You'll be taken to /services/edit/:id with the same form pre-filled. Make your changes and click Save.

6

Deactivate a Service

If a service is no longer offered but you want to keep its history, edit the service and uncheck Active Service. Inactive services are hidden from booking but remain in the system for reporting purposes.

Warning: Mark services as inactive rather than deleting them. Deleted services leave gaps in historical appointment records.
Part 2: Managing Inventory
1

Navigate to Inventory

Click Inventory in the main navigation. You'll land on the Inventory list page (/inventory).

What you'll see: A table with one row per product, showing:

ColumnWidthDescription
SKU100pxStock Keeping Unit identifier
Product NameProduct name
CategoryCategory name, or "Uncategorized"
Stock80pxCurrent quantity, color-coded by stock health
Reorder80pxReorder level threshold
Cost100pxYour cost per unit
Retail100pxCustomer price per unit
Status80pxActive (green) or Inactive (gray)

Stock color coding:

Inventory list page showing products with color-coded stock levels, SKUs, categories, and pricing
The Inventory list page with color-coded stock levels and category filter
2

Filter the List

Use the All Categories dropdown to filter by product category. Click Low Stock Items to quickly see products that need restocking.

3

Add an Inventory Item

Click Add Inventory Item (top right). You'll be taken to /inventory/new.

The form has four sections:

Basic Information

Stock Information

Pricing

Status

Click Save to create the item.

New inventory item form with Basic Information, Stock Information, Pricing, and Status sections
The new inventory item form with all four configuration sections
4

Adjust Stock

To record a stock change for an existing item:

  1. Find the item in the inventory list
  2. Click Adjust Stock on that item's row
  3. Enter the quantity change (positive to add, negative to remove)
  4. Select the transaction type:
    • Purchase — Stock received from a supplier
    • Sale — Stock sold to a client
    • Adjustment — Manual correction (e.g., damage, count discrepancy)
    • Waste — Product discarded (expired, spilled, etc.)
  5. Enter a reason or note for the adjustment
  6. Click Save

The new quantity appears immediately in the list, and the stock color updates based on the new level.

5

Monitor Low Stock

The dashboard displays low stock alerts for any product at or below its reorder level. Check the inventory list regularly or set up notification settings to be alerted before you run out.

Tips & Best Practices

Tip: Set your reorder level high enough to account for supplier lead time. If it takes 3 days to get a delivery, set the reorder level to cover 3 days of typical usage.
Tip: Use the Price Varies checkbox for services like coloring where the final price depends on hair length or product usage. Always fill in both the minimum and maximum so clients have realistic expectations.
Tip: Mark services as inactive rather than deleting them. Deleted services leave gaps in historical appointment records.
Tip: Keep SKUs consistent with your supplier or POS system to simplify stock reconciliation.
Tip: Dual Booking Compatible should only be enabled for services that genuinely work in parallel, such as a color treatment processing while nails are done.

Common Issues

IssueSolution
Service not appearing in booking flowCheck that "Active Service" is checked on the service edit page
Stock count is wrongUse the Adjust Stock action with type "Adjustment" and a note explaining the discrepancy
Category not showing in dropdownProduct categories must be active. Check with an admin that the category is enabled via the API
Price Varies fields won't saveBoth Minimum Price and Maximum Price are required when Price Varies is checked
Duration shows in hours incorrectlyDuration is stored in minutes. Enter 90 for 1h 30m — the list displays it as "1h 30m" automatically

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