# Products and stock

> Add the products you sell, see stock at each location, receive shipments, move or recount stock, archive products, and get low-stock emails.

Source: https://heylilo.co/help/inventory/products-and-stock

Inventory lists the products you sell and how many of each you have. You add a product once for your whole business, and each location keeps its own count.

## See your stock

Go to [**Catalog** → **Inventory**](https://app.heylilo.co/dashboard/inventory).

- With more than one location, there are two tabs. **Stock** shows each location's count and a **Total**. **Products** shows each product's **Price**, the locations it's **Stocked at**, and how many you have in all.
- If you can see only one location, you get one list instead, with **Price**, **On hand** and **Alert at**.
- To see one location's column, choose it in the location menu at the top of the page.

A count marked **low** is at or under its alert level. One marked **out** means the location stocks it but has none left. A dash means the location doesn't stock it.

Search by name, brand or SKU. To see what needs restocking, select **Filters** on the **Stock** tab or your one-location list, then **Low or out**. **Filters** also narrows the list by category. On the **Stock** tab, it can show only products a location doesn't stock.

Select a product's name to see its stock at each location and its **History**: its latest 20 changes, like deliveries, sales and recounts.

In the Lilo app, go to **More** → **Inventory**. It shows one location at a time.

## Add a product

**Applies to:** Owners, admins and location managers

1. In **Inventory**, select the arrow at the top right, then choose **Add product**.
2. Enter the **Product name** and **Retail price**. Everything else is optional. With a **Cost price**, Lilo shows your margin.
3. Leave **Taxable** on to charge [sales tax](https://heylilo.co/help/settings/taxes) at checkout.
4. Under **Stock by location**, check each location that sells it, and enter what each has under **On hand**.
5. To get an email when it runs low, enter a **Low stock alert at** number.
6. Select **Add product**.

With one location, you'll see only **On hand** and **Low stock alert at**.

In the Lilo app, go to **More** → **Inventory**, tap **+**, then tap **New product**. It's stocked at the location you're viewing. Tap **Create Product** when you're done.

## Change a product

**Applies to:** Owners, admins and location managers

1. Select the product's name.
2. Make your changes and select **Save changes**.

Photos you add under **Photos** save right away.

To change several products at once, check them on the **Products** tab or in your one-location list. Then select **Change price** to raise or lower their prices by a percentage or set one price, or select **Change category**.

In the Lilo app, tap the product, then tap **Edit product**.

## Receive a shipment

**Applies to:** Owners, admins and location managers

1. In **Inventory**, select the arrow at the top right, then choose **Receive shipment**.
2. Under **Delivered to**, choose the locations that got it. With one location, skip this step.
3. If you like, add a **Supplier or reference**. It shows in each product's history.
4. Search for each product that arrived. Or select **Add everything low** to add everything that's low or out at those locations.
5. Enter how many arrived at each location. With more than one, a number under **Every location** fills the whole row.
6. Select the **Receive** button at the bottom. It shows how many units you're adding.

Counts go up right away. A location that didn't stock a product starts stocking it. You can also check products on the **Products** tab or in your one-location list, then select **Add stock**.

In the Lilo app, tap the product, then tap **Record shipment**. Enter the **Quantity Received** and tap **Record Shipment**. It's added at the location you're viewing.

## Move stock between locations

**Applies to:** Lilo Pro · Owners, admins and location managers

**Transfer stock** only shows when you can see more than one location.

1. Select the arrow at the top right, then choose **Transfer stock**.
2. Under **From**, choose where the stock is now.
3. Under **To**, choose one or more locations.
4. Search for each product, then enter how many go to each location.
5. Select the **Move** button at the bottom.

The last column shows what's left at the **From** location. If you ask for more than it has, Lilo shows how many you're short and won't move it. You can move stock on the web only.

## Change a count or alert level

**Applies to:** Owners, admins and location managers

Use this after a recount, or when something is damaged, lost or used up.

1. On the **Stock** tab or in your one-location list, select the number.
2. Enter the new **On hand**. Change **Alert at** if you need to. Leave it empty for no alert.
3. Under **Why it changed**, choose **Delivery arrived**, **Recount**, **Damaged**, **Lost or stolen**, **Used in the salon** or **Other**.
4. Select **Save**.

When the count changes, Lilo saves it in the product's history with your reason.

To stock a product at a location that doesn't have it, select the dash. Enter what it has and select **Start stocking here**, or **Save** if you see one location.

To stop stocking it at one location, select the number, then **Stop stocking here**. If units are left, confirm with **Stop stocking**. The count goes to 0 and the product leaves that location's checkout. You won't see this with one location.

You can change counts and alert levels on the web only.

## Archive a product

**Applies to:** Owners, admins and location managers

1. On the **Products** tab or in your one-location list, check the product.
2. Select **Archive**, then **Archive** again to confirm.

Archived products leave your inventory and checkout at every location, along with their stock. You can't undo it.

In the Lilo app, tap the product, tap **Delete product**, then tap **Delete**. It's the same as archiving.

## Manage categories

**Applies to:** Owners, admins and location managers

1. Select the arrow at the top right, then choose **Manage categories**.
2. Select **Add Category**.
3. Type a name and select **Add**.

Select a category's color dot to recolor it, the pencil to rename it, or the trash can to delete it. A deleted category's products become uncategorized. You can also select **New category** under **Category** while you add or change a product.

In the Lilo app, go to **More** → **Inventory**, tap **+**, then tap **New category**.

## Low-stock emails

Lilo sends an email when a product runs low at a location. It goes to the owner, admins and that location's managers, and says how many are left.

- Each product has its own alert level at each location. No alert level means no email.
- Lilo emails when a sale, a count change or a transfer takes the count to the alert level or below.
- It emails once, then again only after the count rises above the level and drops again.
- Receiving stock never sends one. Neither does setting an alert level at or above the current count.

**Applies to:** Lilo Pro · Owners, admins and location managers

To stop someone's low-stock emails:

1. Open [**Team**](https://app.heylilo.co/dashboard/team) and select their name.
2. Select **Preferences**.
3. Turn off **Low stock alerts** and select **Save Changes**.

## How it works

- A sale takes products out of stock at its location once the invoice is paid in full. See [Check out an appointment](https://heylilo.co/help/payments/checkout) and [Sell products without an appointment](https://heylilo.co/help/payments/sell-products).
- Checkout only offers products the location stocks.
- What you can do here depends on permissions like **Restock products** and **Edit products**. See [Team roles and permissions](https://heylilo.co/help/team/roles-and-permissions).

## Common questions

### Why didn't I get a low-stock email?

- The product has no alert level at that location.
- The count was already at or under the level. Lilo emails when the count drops to it, not while it stays there.
- Only the owner, admins and that location's managers get these emails.

**Applies to:** Lilo Pro · Owners, admins and location managers

- Your **Low stock alerts** are off. Check **Preferences** on your profile in **Team**.

### Why is a count below zero?

Checkout lets you sell more than a location has. The sale still comes out of its count. After a recount, change the count to what's really there.

### Does a refund put the product back in stock?

No. [Refunds](https://heylilo.co/help/payments/refunds-voids-receipts) don't change stock. To put a product back, change its count.

### Why can't I change a count?

Counts and alert levels need the **Edit products** permission. **Restock products** only covers receiving and moving stock. Ask your account owner.