Product advanced options

How to edit the advanced options for a product.

To view and add or remove advanced options

You can ask Monika about Advanced Product Settings.

  1. If the side menu is not visible, click .

  2. In the side menu, click Inventory, then click Products.

  3. Click the icon of the product whose advanced options you want to view.

  4. Under the resource name, click Advanced.

  5. If required, add or amend the availability and category information, which is described below.

  6. Click Save changes.

Availability

You can select who can buy this product and whether it can be bought as a one-off or as a recurrent product added to specific plans.

Product availability settings

Stock

Product stock options

You can set products to hold an specific amount of stock. When you do so, we will keep track of how many units of a given product you have in stock.

Option

Description

Track Stock levels for this product

Enable this option to start tracking stock for this product.

Prevent stock for this product fall below zero.

Enable this option to prevent the sale of this product when the stock has reached zero.

Trigger an alert when the stock level falls below a certain level.

Set the level of stock that will trigger an alert by email.

How does the stock level change?

Depending on how you sell the product, stock will be adjusted differently.

  • Adding a product to a customer account as a one-off sale will reduce the stock level by the quantity of the sale. If you remove the product from the customer account, the stock level will go up by that quantity.

  • Adding a product to a customer as a recurrent sale will reduce the stock level by the quantity of the sale but only when the product is added for the first time. As the product sale repeats every day, week or month, the stock level will not be adjusted. If you remove the product from the customer account, the stock level will go up by that quantity.

  • Adding a product to a booking will reduce the stock level by the quantity added to the booking when the booking is charged. Reverting or cancelling the booking will bring the stock level back up.

Adjusting Stock

You can adjust stock levels, up or down, using the "more actions" menu in the list of products or in the details page for a given product.

How to adjust stock for a product
Adjusting stock from the list of products

Category

You can add a tag to enable products to be grouped on the website, and you can add a SKU (stock keeping unit) name or number.

Product Category Settings