Before you add products to your inventory, you have to set up the appropriate product categories first.
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.
A. Add a New Product Category
Log in to your account via https://beta.aestheticrecord.com/. Click on Inventory, Add/View Categories, and then Add Category.
Enter the category name and toggle Product Category Active on. If you want to apply a tax rate to your product category, toggle on the Custom tax rule (In percentage) and specify the appropriate tax rate for your category.
Once you're happy, hit Save.
Repeat this process until you have added all necessary product categories.
B. Edit a Product Category
Click on Inventory and Add/View Categories. Click on Edit and then after updating, hit Save.
C. Export a List of Your Product Categories
Click on Inventory, Add/View Categories, and then Export.
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