Efficient management of retail operations is essential for a thriving business. MoeGo's Retail Management module is designed to simplify inventory tracking, streamline product sales, and enhance reporting capabilities.
Whether you’re selling shampoos, treats, or grooming tools, this feature helps you stay organized and provides valuable insights into your retail performance, enabling you to run your retail operations with confidence and ease.
This page will guide you through setting up your retail inventory and managing stock. Explore how MoeGo simplifies retail management, saving you time and allowing you to focus on growing your business.
1. Manage the product list
Add a product
Step 1: Navigate to Retail from the left navbar to find the < +Add > button on the right-hand side.
Step 2: Enter the required information for the product
Upload product image
Enter the product name
Set up the retail price
Additionally, you can enter the optional info for records, including SKU, Barcode, Supply price, Supplier, Category, Tax rate, description, special price, and stock records.
Definitions of SKU and Barcode:
SKU (Stock Keeping Unit): A unique product code that you create to help you and your staff track and manage products within your business.
Barcode: Also known as the Universal Product Code (UPC), this is a machine-readable code printed on each product, typically varying for different product variants. It usually consists of 8 to 14 digits and is unique globally. If your products do not have a barcode printed on the packaging, you can leave the Barcode field empty. Once you enter a barcode, your product becomes ready for scanning during sales.
💡 Tip: In the product info page, you can use a barcode scanner to scan the barcode printed on your products, and it will automatically fill in the Barcode field for you.
Edit/Delete a product
Simply clicking on a product from the product list will take you to the editing page
Click on the < Delete > or the < Save > button at the end of the page to delete a product or save changes.
Edit Category & Supplier
You can add, delete, or edit "Category" and "Supplier" freely in the retail section
Under the "Product" section, click on the three-dot button, then you can select < Category > or < Supplier > to manage.
You can adjust the order by dragging the category, or click on < Edit > button to edit the category name.
You can edit supplier information as needed. The "supplier name" is mandatory, but you can also add other details such as contact information for your reference.
To remove a supplier, simply click the < Delete > button.
💡Tips: Any in-use "Category" or "Supplier" cannot be deleted.
Edit the Stock
The stock control section is located at the bottom-left of the product detail page.
You can manually update the stock quantity, and it will also be automatically adjusted through various selling actions:
Selling a product (either a single retail sale or within an appointment)
Removing a product from an appointment
You can also click "View More" under "Stock history" to view the specifc stock change history.
Check out the products
Sell Products With Appointment
You can add products to an appointment invoice during or before checkout:
Click on an appointment to open the "Appointment Details" page.
Click on < Take payment > and select < Charge now > to open the invoice.
Click on < Add product sale >, it will open the "add product" page, and you can select to add products to the invoice.
💡Tip: When opening the "Add Product" page, you can use a barcode scanner to scan the barcode on your product. This will automatically add the product to the invoice you're editing.
Sell Products Without an Appointment
Click on the < + Add > button located on the top bar.
Select < Sell Products > to navigate to the sales page dedicated to selling products independently.
This process is similar to creating an appointment:
Choose a client to associate with the sale.
Select the products you want to sell.
Edit quantities, adjust prices, or apply discounts as needed.
Once everything is set, choose a payment method and click < Take Payment > to proceed with checkout
Note: When selecting the "Credit Card" payment method, you can choose between MoeGo Pay options—"Card on File" or "Manually Enter Card Number"—to proceed with the payment.
Currently, sending an online invoice link is not supported for the retail feature.
Track product sales
View sales history
You can access all invoices that include product sales in the Retail section under "Sales History."
To find specific invoices, you can search by client name or product name.
Click on "View Invoice" to review the details of each product sale.
View Product Report
Current Report
In the current report section, we offer two kinds of product reports.
You can navigate to "Insight" section > Reports > Product to view product reports.
Product sales report:
This report provides insights into product sales within a selected time period, including the following fields:
Quantity sold = Total number of products sold within the selected period.
Supplier cost = The supplier price you've saved for the product item.
Total cost = Supplier cost x Quantity sold
Gross Sale = Product Price x Quantity sold - Discount
Gross profit = Gross Sale - Total Cost
Product by stock report:
The Product by Stock report displays the current stock levels for each product, helping you stay updated on inventory status.
Beta Report
You can access our revamped reporting system by navigating to the "Insight" section and selecting Beta Report. For more details, please refer to: Beta Report.
In the Sales Summary Report, you can choose "Group by: Product" to see the sales summary for each individual product within a selected date range.
Alternatively, selecting "Group by: Category" allows you to view the total sales for all products during the specified period.
