Use products for the items you hand to customers at the counter, without running a full inventory system. Products in the sidebar lists them, and reads Sell products in-store until you add the first one.
Not stock control: Petboost products do not track stock levels, reorder points, or cost of goods. For inventory management options, see How to Manage Retail Inventory.
Add a product
The form has two steps, and nothing is created until the last one.
Open Products and select New (Add Your First Product while the list is empty).
On Product Details, enter the Product Name, the Price (0 or greater), a Short Description and a Description. All four are required.
Select Next.
Optional: on Image, add a Product Image.
Select Create Product.
The link https://business.petboost.com/products?action=create opens the same form. Keep names short and customer-friendly, such as "Ear Cleaner 100ml", and add a photo so your team picks the right item quickly at checkout.
Find a product
Open Products.
Type in Search products... to match a product's name or descriptions.
Select the product's card to open it.
The badge under the grid shows how many products match your search out of the total.
Sell a product
Add a product to a booking's invoice beside the service, or sell it on its own as a quick sale. Each product is charged at its price, like any other line, in your business currency.
Add a product to a booking
Open the booking from Appointments.
On the invoice, select Add Item under the pet's items.
Choose the product.
Under Notify customer?, choose Send notification or Update silently.
Select Save Changes.
Sell a product at the counter
Open Mission Control and select Quick Sale, from Actions when the header is compressed.
Find the pet, then select Continue to Sale.
Select + Add Item, choose the product, and set the Qty.
Choose the Payment Method, then select the Record Sale button, which names the method.
Edit a product
Change a product's name, descriptions, price or photo on its own page. Edits wait in Pending Changes until you publish them.
Open Products and select the product's card.
To change the photo, select Edit Photo and upload the new one in Replace Product Image.
Select Details and, under Product Information, edit the Product Name, Short Description or Description.
Select Pricing and edit the Price.
Select Save Changes, tick the box in Before You Publish, then select Publish Changes.
Pending Changes lists each field you changed, and Discard Changes drops the edits you have not published. A new photo closes the upload dialog on its own and joins Pending Changes until you save.
Edit many products in a grid
The bulk edit grid shows your products as a spreadsheet, so you can read and change names, descriptions and prices in one pass.
Open Products and select Bulk Edit Grid. It appears on a wide screen, such as a computer.
Use Fields, Filter, Sort and Group by above the grid to find the products and columns you need.
Edit the cells. The bar at the foot of the grid counts your changes.
Select Publish Changes, check the list of products with pending changes, then select the Publish button, which names the number of changes.
Nothing is saved while you edit. Discard All drops every change. A cell outlined in red holds a value Petboost would refuse, such as an empty description or a price below 0, and that product is left out of the publish until you fix it.
See who bought a product
Each product has its own sales report: how many sold over a period, what they brought in, and who bought them.
Open Products and select the product's card.
Select Reporting & Intelligence.
Optional: choose another period. The report opens on the last 30 days.
Four cards total the period:
Sold or booked counts every unit sold or on a booking
Booked value adds up every sale and booking, paid or not
Paid is the part taken or settled
Customers counts who bought it
Who bought it lists each sale with the Customer, Date, Qty, Amount and Sold via: Appointment for a product added to a booking, or Sale for a counter sale. A counter sale or finished visit not yet paid shows Unpaid, and a visit still to come that is not paid shows Booked. Select Export CSV to download the list.
Archive or delete a product
Remove a product you no longer sell. A product still on appointments is archived rather than deleted.
Open Products and select the product's card.
On the product summary, select Delete Product, or Archive Product if appointments still use it.
Choose Archive or Permanently Delete.
Select Archive Service or Delete Service.
If Petboost opens Archive with the product's name, it lists the active appointments that use the product. Resolve them with Cancel, Void or Mark as Paid, then select Archive Service.
