Suppliers and stock orders
Order what's low in one press, send it to the supplier, receive the delivery into stock.
Suppliers
Catalogue → Suppliers. Add each company you buy from: name, contact, email and address. Then pick the supplier on each product, so SalonX knows who to order it from.
Starting an order
Catalogue → Stock orders → New order. Choose the supplier, then how to start:
- Products low and out of stock — everything from that supplier at or below its low stock level, at its reorder quantity.
- Products due for reorder — tops up anything below its reorder quantity.
- Add products manually — pick them yourself.
Check the quantities and unit costs (filled in from each product's supply price), add delivery or other charges, set the expected delivery date and write any notes for the supplier.
Order low stock on the Stock orders page does the first of these in one press.
Sending it
Save it as a draft to come back to. When you're ready, Send to supplier emails the order from SalonX, Download gives you a copy to send yourself, and Mark as ordered is for an order you've phoned through.
When the delivery arrives
Open the order → Receive stock. If everything came, Receive and complete. If part of it came, enter what arrived, Receive part, and receive the rest later. Stock goes up as you receive it, and each product's history shows the delivery.
An order you no longer need can be cancelled. A cancelled order can't be reopened, and nothing changes in your stock.
Reorder levels
The Reorder levels tab on the Stock orders page lists every tracked product with its low stock level (the minimum) and its reorder quantity side by side, so you can set them all in one place.