You can group all of your services under one category. For example, the General Service category. Or you can split them into multiple service categories, such as Facial Services and Laser Services. Also by vendor. These Categories tie back into your "Category Sales" in Business Insights.
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.
Depending on your location, services may not get taxed. If that's the case, while you're setting up your product category, toggle on Custom tax rule (In percentage) and input 0 in the tax rate box. This effectively lowers the tax rate of your services to 0.
Once you're happy, hit Save. Repeat this process until you've added all the necessary product categories.
After you've set up the necessary product categories, it's time to add your services. Think of your service as a product. You're basically just adding new products to your inventory.
Click on Inventory > Your Inventory > Add Product.
The next page will show you the following tabs: Information, Pricing, Traceability, Tax Settings, and Supplier Info.
Under Information, you'll need to add the following information:
Product Name: The name of your product.
Inventory Type: You can choose from either Retail or Service (if you'll add it to the photo/procedure) only. If you choose Medical Supplies, it won't let you add in your pricing.
Product Category: Click on the drop-down menu and select the product category that you have set up for your products. If you haven't added the necessary product category or if you can't find it, click on Create New Category and add a new category to your inventory.
Product Type: Click on the drop-down menu and select the product type. The product types help you determine how a product is charted (i.e. as a unit, syringe, ML, treatment).
Product SKU (optional): The product SKU is a string of number used to identify your product. If your practice uses product SKU, enter it here.
Cost to Company: If it's toxin, it's the cost per unit. If syringe, it should be per syringe.
Product Image: If you have a product image, you can upload it to your Aesthetic Record database here.
Description: The description of your product. This description is only for internal use - it won't be shown to your clients.
Product Ratio (optional): The ratio of the number of units used for injection versus the number of treatment received.
Product Keywords: You can associate your product with certain keywords and tags to make product searching easier on the AR app.
In addition, for Retail and Service Inventory Types, you can choose to Bill for the whole unit. You'll choose Yes if it's a Filler service.
After you've entered the Product Information, let's move on to Pricing.
Product Price: The selling price per unit (or per session) of your service, for both members and non-members.
Additionally, the fields on this page will only show up if Retail or Service Inventory Types is chosen.
When you're done with pricing, click on Traceability.
Lot Number and Expiration (optional): Toggle this on and you can specify the clinic where this product is physically available, along with its expiration date, batch ID and current stock number here.
Under stock alert, enter an appropriate stock number here. Aesthetic Record will automatically send you an alert when your stock goes below this number.
If your product is available at more than one clinics, click on Toggle on your Lot Number.
After adding the Lot Number and Expiration information, click on Tax Settings.
Custom Tax Rule (optional): If you want to set up a tax rate specifically for this product, toggle this on and enter your tax rate.
The last tab is for Supplier Info (optional): For supplier tracking, toggle this on and enter the product's supplier name, reference number and contact details.
Hit Save at the top right corner of the form to finish the product creation. Repeat this step until all products are added to your inventory.
From the cart screen on the AR app, you can type in the name of the inventory item in search field to search for it. Once it shows up, tap on it to add it to the cart (an indication that it's been added to the cart is if you see the cart icon on the right).