Overview
DiverDash provides comprehensive retail management capabilities to help you manage product inventory, track sales, and optimize your dive center's retail operations. From product catalog management to inventory tracking and sales analytics, the retail system integrates seamlessly with your financial and operational workflows.
Key Features
📦 Product Catalog Management
Maintain a complete catalog of your retail products with detailed information:
Product Information: Name, description, brand, and category organization
SKU Management: Unique product identifiers for inventory tracking
Pricing Control: Purchase price and sale price management
Stock Tracking: Real-time inventory levels and automatic low-stock alerts
Tax Configuration: Product-specific tax rates and taxability settings
Image Management: Product photos for easy identification
📊 Inventory Management
Keep track of your stock levels and optimize inventory:
Real-Time Stock Levels: Current quantity on hand for all products
Minimum Stock Alerts: Automatic notifications when products need restocking
Stock Value Tracking: Monitor total inventory value and investment
Category Analysis: Organize products by type (masks, fins, regulators, etc.)
Supplier Management: Track supplier information for reordering
Barcode Support: Barcode scanning for efficient inventory management
💰 Sales Integration
Seamlessly integrate retail sales with your billing system:
Client Billing Integration: Add retail products to client bills and invoices
Tax Calculation: Automatic tax calculation based on product and company settings
Payment Processing: Process retail sales through the integrated payment system
Sales Analytics: Track retail performance and profitability
Transaction History: Complete audit trail of all retail transactions
📈 Analytics & Reporting
Monitor retail performance with comprehensive analytics:
Sales Performance: Track daily, weekly, and monthly retail sales
Profit Analysis: Monitor gross profit margins and profitability trends
Top Products: Identify best-selling items and revenue drivers
Inventory Turnover: Analyze how quickly products sell
Low Stock Reports: Monitor items that need restocking
Category Performance: Compare sales across different product categories
Getting Started
1. Access Retail Management
Navigate to Retail in the main sidebar to access all retail management features.
2. Set Up Your Product Catalog
Start by adding products to your catalog:
Click Add Product to create new product entries
Enter product details including SKU, name, pricing, and stock levels
Set minimum stock levels for automatic reorder alerts
Configure tax settings for each product
3. Manage Inventory
Monitor and maintain your inventory:
Review current stock levels on the inventory dashboard
Set up low-stock alerts to prevent stockouts
Track inventory value and investment
Organize products by categories for better management
4. Process Sales
Integrate retail sales into your operations:
Add retail products to client bills and invoices
Process payments through the integrated payment system
Track sales performance and customer purchases
Generate receipts and transaction records
Retail Dashboard
The retail dashboard provides a comprehensive overview of your retail operations:
Overview Tab
Key Performance Indicators: Daily sales, weekly sales, profit margins, and average transaction value
Sales Charts: Visual representation of sales trends over time
Category Breakdown: Sales distribution across product categories
Top Products: Best-performing products by revenue and units sold
Products Tab
Product Catalog: Complete list of all retail products
Quick Actions: Add, edit, or deactivate products
Search and Filter: Find products by name, SKU, or category
Bulk Operations: Import multiple products or update pricing
Inventory Tab
Stock Levels: Current inventory quantities for all products
Low Stock Alerts: Products that need restocking
Inventory Value: Total value of current stock
Restock Recommendations: Suggested reorder quantities
Sales Tab (Coming Soon)
Sales Analytics: Detailed sales performance metrics
Transaction History: Complete record of all retail sales
Customer Analysis: Top customers and purchase patterns
Profitability Reports: Margin analysis and profit tracking
Product Management
Adding Products
Create new products in your catalog:
Navigate to Products: Go to Retail → Products or click "Add Product"
Enter Product Details:
SKU: Unique product identifier
Name: Product name for identification
Description: Detailed product description
Brand: Manufacturer or brand name
Category: Product type (masks, fins, regulators, etc.)
Set Pricing:
Purchase Price: Your cost for the product
Sale Price: Customer price (required)
Tax Settings: Configure taxability and tax rates
Configure Inventory:
Stock Quantity: Current inventory level
Minimum Stock Level: Reorder threshold
Supplier Information: For reordering purposes
Additional Options:
Barcode: For scanning and quick identification
Product Image: Upload product photos
Serial Number Tracking: For high-value items
Managing Existing Products
Maintain your product catalog:
Edit Products: Update pricing, descriptions, or stock levels
Bulk Updates: Import CSV files for mass updates
Deactivate Products: Remove discontinued items without deleting history
Category Management: Organize products for better navigation
Price Updates: Adjust pricing based on cost changes or market conditions
Inventory Tracking
Stock Level Monitoring
Keep track of your inventory in real-time:
Current Stock: View current quantities for all products
Stock Value: Monitor total inventory investment
Low Stock Alerts: Automatic notifications when items need restocking
Out of Stock: Identify products that are completely sold out
Reorder Points: Set minimum levels for automatic reorder alerts
Inventory Analytics
Analyze your inventory performance:
Turnover Rates: How quickly products sell
Slow-Moving Items: Products that aren't selling well
Category Performance: Compare different product types
Seasonal Trends: Identify seasonal buying patterns
Supplier Analysis: Track performance by supplier
Sales Integration
Adding Products to Bills
Integrate retail sales with client billing:
Create or Edit a Bill: Navigate to client billing
Add Retail Products: Search and select products from your catalog
Automatic Pricing: Sale prices populate automatically
Tax Calculation: Taxes calculated based on product and company settings
Process Payment: Complete the transaction through the payment system
Tax Management
Handle taxes correctly for retail sales:
Product Tax Settings: Configure taxability for each product
Company Default Tax Rate: Set default tax rate for retail products
Tax Rate Override: Use specific tax rates for individual products
Tax Exemptions: Handle tax-exempt sales when applicable
Tax Reporting: Generate tax reports for compliance
Best Practices
Inventory Management
Regular Stock Counts: Perform periodic physical inventory counts
Accurate Minimum Levels: Set realistic reorder points based on sales velocity
Supplier Relationships: Maintain good relationships for reliable restocking
Seasonal Planning: Adjust inventory levels for seasonal demand changes
Product Catalog
Consistent Naming: Use clear, consistent product names
Detailed Descriptions: Provide comprehensive product information
Regular Updates: Keep pricing and availability current
Category Organization: Use logical categories for easy navigation
Sales Optimization
Monitor Performance: Track which products sell best
Pricing Strategy: Regular review of pricing for profitability
Customer Preferences: Track what customers buy most
Inventory Turnover: Focus on products that move quickly
Integration with Other Systems
Financial Integration
Retail sales automatically integrate with your financial system:
Revenue Recognition: Sales recorded in appropriate income accounts
Cost of Goods Sold: Automatic calculation when purchase prices are set
Tax Liability: Tax amounts recorded for compliance reporting
Profit Analysis: Gross profit calculations for performance analysis
Client Management
Retail purchases are linked to client records:
Purchase History: Track what each client has purchased
Preferences: Identify client buying patterns
Billing Integration: Add retail items to client bills seamlessly
Customer Service: Access purchase history for support
The retail management system in DiverDash provides everything you need to run a successful retail operation alongside your diving services, from inventory management to sales analytics and financial integration.
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