Before adding products to your inventory, you have to set up the appropriate product categories.
Product categories are used to group similar products together. Aesthetic Record uses these categories to keep track of where your products are in the inventory.
Product category is also where you configure the custom tax rule for products in the same category, as opposed to a clinic-wide tax rate.
It is important for you to set up your product categories properly so Aesthetic Record can track your sales and produce nice and clean sales reports.
To add new product categories, first, log in your Aesthetic Record administrator account on a desktop web browser. At the top of your screen, click on Inventory.
After arriving at your Inventory, click on the Categories tab. This is where you set up your product categories.
To add a new product category to your catalog, click on the Add Category button.
Enter the category name. If you want to apply a tax rate to your product category, toggle on the Custom Tax Rule option and specify the appropriate tax rate for your category.
Once you're happy, hit Save in the top right corner.
Repeat this process until you have added all necessary product categories at your clinic.
You can always go back and edit your product categories by clicking on the existing categories in this tab.