Create Products / Sell them from your Online Store + How to Receive Shipping Info
When you upload products to Momence, an online store is automatically created.
To add new products, click Create new product > enter product info.
Just below the Price and Inventory sections, you'll find a field for Barcode. If your business is using a barcode scanner to sell items, you can save time here by scanning in the barcode.
Online Store
When you create a product (Studio Setup > Retail Products > Create New Product), you'll see an option to display them in an online store -- this displays to customers on their mobile app under the Products tab.
From your products index page you can preview what's already displaying in the online store by clicking the 'Online store' at the top of the page.
Barcode scanning to save time
In the inventory section, you'll find a section for Barcodes. If your business is using a barcode scanner to sell items, you can save time here by scanning in the barcode.
Allow Shipping: what's the customer experience?
If you've toggled on 'allow shipping,' customers that view the product page will see an address field just above the payment section. If they elect to use it, they'll receive an email confirmation that displays the shipping address they entered.
After the purchase, you'll receive an email confirmation with a shipping info to send the item to.
Manage Product Inventories per Location
If you run multiple locations and sell products, duplicating your products across each location is no longer required.
You can use one product for multiple locations and set it's inventory levels across all locations using it's variants. Each product now contains within it's 'edit' page a special setting called 'Manage inventory per location'.
***Important***: enabling this setting will wipe the product's current variants' inventories. To prevent data loss, Momence allows you to temporarily move an item's inventories to a single location so as not to lose your data.
To get started, navigate to an item, click Actions > Edit.
Scroll to Inventory > toggle on 'Manage Inventory per Location' > choose which location to move the current inventory to > scroll and Save.
Below the Variants section you'll see Inventories. Click Add new inventory to add variants by location.
Select the variant you're adding inventory levels for > choose the location where you're setting those levels > add the number of units in stock (and reorder levels / max stock if needed).
Repeat until all your inventory is added. As the list gets longer, consider using the blue Filters button to narrow it down.
How does this change how inventory is sold?
In POS, your staff will see an option to select which location they'd like to sell the product from, and, once sold, the inventory levels will automatically update.
Purchase Orders
To create purchase orders, click Studio Setup > Retail Products > Actions > Purchase Orders, Create new order.
This page will allow you to keep track of previous orders and you can use this page to update their status.
Notifications
Change the purchase confirmation sent to customers
The customer facing Purchase Confirmation email template can be edited from Studio Setup > Transactional Templates > search for Product > click the template and make changes.
When are notifications sent to the host for retail product sales?
Only when the customer purchases on their own through a customer facing checkout page (ie. not when a staff member rings up the customer using POS).
Add a product to a service / What's the staff experience?
To add a product to a service, click Appointments > Services > edit a service > Add P
Product.
Note: it can help to make the product name as descriptive as possible so that the staff member understands which product to grab.
When an appointment is booked, inventory is auto-adjusted
When a Service is booked, Momence automatically removes the associated product from your inventory, allowing you to hand it to the customer on the day of the appointment while keeping inventory counts accurate.
Staff see a highlighted product on the appointment details
After an appointment with an attached product has been booked, the staff member assigned to the appointment will see the product listed in green on the appointment's details page.