Product Management
DiverDash's product management system allows you to maintain a comprehensive catalog of retail products, from diving equipment to accessories and merchandise. This guide covers everything you need to know about adding, managing, and organizing your product inventory.
Accessing Product Management
Navigation
Go to Retail in the main sidebar
Click on the Products tab in the retail dashboard
Or navigate directly to Retail Products from the main menu
Product Catalog Overview
The product catalog displays all your retail products in a searchable, sortable table with:
Product name and description
SKU (Stock Keeping Unit) for identification
Current stock levels and pricing
Category and brand information
Active/inactive status
Adding New Products
Step 1: Create a New Product
Click Add Product from the retail dashboard or product catalog
The product form will open with all required fields
Step 2: Basic Product Information
Required Fields:
SKU: Unique identifier for the product (must be unique within your company)
Name: Product name as it will appear to customers
Sale Price: The price customers will pay (required)
Optional Fields:
Description: Detailed product description for customer information
Brand: Manufacturer or brand name
Category: Product type (masks, fins, regulators, wetsuits, etc.)
Barcode: For scanning and quick identification
Step 3: Pricing Configuration
Purchase Price (Optional):
Your cost for the product from suppliers
Used for profit margin calculations
Helps track cost of goods sold
Sale Price (Required):
The price charged to customers
Must be a positive number
Can be updated anytime for price changes
Step 4: Inventory Settings
Stock Quantity:
Current number of items in inventory
Defaults to 0 for new products
Updated automatically with sales and manual adjustments
Minimum Stock Level:
Threshold for low-stock alerts
System will notify when stock falls below this level
Helps prevent stockouts
Supplier Information:
Supplier ID for reordering purposes
Links to supplier contact information
Useful for automated reorder processes
Step 5: Tax Configuration
Tax Settings:
Is Taxable: Whether the product is subject to sales tax (default: Yes)
Tax Rate: Specific tax rate for this product (optional)
Default Tax Rate: Uses company default if no specific rate is set
Step 6: Additional Options
Product Image:
Upload product photos for easy identification
Helps staff and customers identify products
Supports common image formats (JPG, PNG, etc.)
Serial Number Tracking:
Enable for high-value items that need individual tracking
Useful for warranty and service tracking
Required for some types of diving equipment
Active Status:
Active: Product is available for sale
Inactive: Product is hidden but history is preserved
Managing Existing Products
Editing Products
Find the Product: Use search or browse the product catalog
Click Edit: Select the product and click the edit action
Update Information: Modify any field as needed
Save Changes: Click save to update the product
Common Updates
Price Changes:
Update sale prices for market changes
Adjust purchase prices when supplier costs change
Monitor profit margins after price updates
Stock Adjustments:
Manually adjust stock levels for physical counts
Update minimum stock levels based on sales patterns
Add new inventory when shipments arrive
Product Information:
Update descriptions for better customer information
Add or change product categories
Update supplier information
Bulk Operations
Bulk Import:
Import multiple products from CSV files
Useful for initial catalog setup
Supports all product fields
Bulk Updates:
Update pricing across multiple products
Change categories or suppliers in bulk
Adjust stock levels for multiple items
Export Data:
Export product catalog to CSV
Useful for backup or external analysis
Includes all product information and current stock levels
Product Organization
Categories
Organize products into logical categories:
Common Diving Categories:
Masks & Snorkels: Diving masks, snorkels, mask accessories
Fins: Diving fins, fin straps, fin accessories
Regulators: Regulator sets, octopus, gauges
BCDs: Buoyancy control devices and accessories
Wetsuits: Wetsuits, drysuits, exposure protection
Tanks & Valves: Scuba tanks, valves, tank accessories
Safety Equipment: SMBs, whistles, safety gear
Accessories: Dive lights, knives, bags, logbooks
Apparel: T-shirts, hats, branded merchandise
Books & Media: Training materials, dive guides
SKU Management
Develop a consistent SKU system:
SKU Best Practices:
Use meaningful abbreviations (MASK-001, FIN-002)
Include category codes for easy identification
Keep SKUs short but descriptive
Avoid special characters that might cause issues
Ensure uniqueness across all products
Example SKU System:
Brand Management
Track product brands for:
Supplier relationship management
Customer brand preferences
Warranty and service tracking
Marketing and promotional activities
Inventory Tracking
Stock Level Monitoring
Keep track of inventory in real-time:
Current Stock:
View current quantities for all products
Updated automatically with each sale
Manual adjustments for physical counts
Low Stock Alerts:
Automatic notifications when stock falls below minimum levels
Customizable alert thresholds per product
Helps prevent stockouts and lost sales
Out of Stock:
Clear identification of products with zero inventory
Prevents selling items that aren't available
Prioritizes reordering needs
Reorder Management
Efficiently manage restocking:
Reorder Points:
Set minimum stock levels for automatic alerts
Based on sales velocity and lead times
Adjustable for seasonal demand changes
Supplier Integration:
Track supplier information for each product
Quick access to reorder contacts
Historical ordering information
Purchase Planning:
Identify products that need restocking
Calculate reorder quantities based on sales patterns
Plan purchases to optimize cash flow
Product Performance Analysis
Sales Analytics
Track how products perform:
Best Sellers:
Identify top-performing products by revenue
Track units sold over different time periods
Compare performance across categories
Slow Movers:
Find products that aren't selling well
Consider pricing adjustments or promotions
Evaluate whether to discontinue items
Profit Analysis:
Calculate profit margins for each product
Identify most profitable items
Optimize pricing for better margins
Inventory Turnover
Monitor how efficiently inventory moves:
Turnover Rates:
Calculate how quickly products sell
Identify fast and slow-moving inventory
Optimize stock levels based on turnover
Seasonal Patterns:
Track seasonal demand changes
Adjust inventory levels for peak seasons
Plan promotions for slow periods
Integration with Sales
Adding Products to Bills
Products integrate seamlessly with the billing system:
Create Client Bill: Start a new bill for a customer
Search Products: Use the product search to find items
Add to Bill: Select products and they're added with current pricing
Tax Calculation: Taxes are calculated automatically based on product settings
Process Payment: Complete the sale through the payment system
Automatic Updates
Sales automatically update inventory:
Stock levels decrease with each sale
Cost of goods sold is calculated (if purchase price is set)
Sales data is recorded for analytics
Tax liability is tracked for compliance
Best Practices
Product Information
Clear Names: Use descriptive, searchable product names
Detailed Descriptions: Provide comprehensive product information
Accurate Pricing: Keep prices current and competitive
Quality Images: Use clear, professional product photos
Inventory Management
Regular Counts: Perform periodic physical inventory counts
Accurate Minimums: Set realistic minimum stock levels
Timely Updates: Update stock levels promptly
Supplier Relationships: Maintain good supplier relationships for reliable restocking
Organization
Consistent Categories: Use logical, consistent category names
Meaningful SKUs: Develop a clear SKU system
Regular Cleanup: Remove discontinued products and update information
Staff Training: Ensure staff understand the product catalog system
The product management system in DiverDash provides all the tools you need to maintain an organized, efficient retail operation that integrates seamlessly with your dive center's sales and financial systems.
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