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Version: 2.0

Inventory Module

This section describes how you manage your inventory.

Using the Inventory Module, you can:

  • Track Usage and Stock Levels: Monitor your product usage and stock levels directly within Vish, keeping everything in one place
  • Optimize Orders and Reduce Waste: Gain valuable insights into usage patterns and calculate ideal stock levels to streamline ordering and minimize waste
  • Achieve Cost Savings: Order precisely what you need, reducing overstock and unnecessary expenses

Contact inventory@getvish.com to activate your inventory module.

Once activated, follow the steps below.

Inventory Setup​

  • Access the Inventory Module in your dashboard: On the left-side of the menu, scroll down to the bottom and click on Inventory

  • Complete the Onboarding Wizard: The onboarding wizard will guide you through essential setup steps:

  1. Add SalonInteractive Credentials (optional)

    • If your salon uses SalonCentric products and you are in the United States of America, enter your SalonInteractive credentials.
    • If you don't have a SalonInteractive account, click here to sign up for a free account.
    • Note: Salons outside the USA or those not using SalonCentric products can skip this step.

  2. Estimate Your Stock on Hand

    • Provide an estimate of how many days your current stock will last if you place no further orders.
    • Vish will use this information to calculate your stock levels based on your product usage data.
    • Don't worry, you can perform a manual stock count after you enter the module to ensure accurate data

  3. Set Your Order Preferences

    • Indicate how frequently you typically place orders.
    • Specify how long it usually takes for your orders to arrive.
    • Note: You can update these preferences at any time.

Quick Filters:

The Inventory Table offers three quick filters to help you view your products efficiently.

  • Current Stock: Displays all products that have usage data and are actively used in your salon. Min and max stock levels are calculated based on past usage data.
  • Products to Reorder: Shows products with an Out of Stock, Urgent Reorder, or Replenish status, indicating they need reordering.
  • All Available Products: Lists every product imported into your Vish catalog, regardless of whether there is usage data. To use a filter, simply click one of the boxes at the top of the Inventory Table.

Search:

Easily search for products in the table.

  • Use the search bar to find specific products by manufacturer, product line, or product name.
  • The search is all-inclusive, and results are immediately shown in the table.
  • Notice that the numbers in the quick filter boxes will update dynamically based on your search results.

Understanding Table Columns:

By default, the Inventory Table includes the following columns:

  • Category: Displays the product line or category.
  • Name: Shows the product name.
  • Container Size: Indicates the product size as provided by SalonCentric.
  • Stock: The estimated, or manual count of tubes on your shelf
  • Order Quantity: Shows the recommended order amount to reach the max level.
  • Status: Displays the stock status of the product:
    • In Stock: Stock is greater than or equal to the max stock level required
    • Not Stocked: The product has no usage data, therefore we assume it’s not on your shelf
    • Out of Stock: Stock is zero
    • Urgent Reorder: Stock is below the min level, even when considering products on order
    • Replenish: The product's stock plus any products on order is between the min and max levels. Think about replenishing but it’s not crucial

Calculator Icon for Order Preferences:

The calculator icon at the top of the screen is where you change your order preferences. You can also view any updates to the Vish recommended minimum and maximum levels based on product usage or seasonal trends.

Click the calculator icon to:

  • Review updated order preferences.
  • See recommended changes to minimums and maximums.
  • Apply changes to update your recommended stock levels.

Perform a Manual Stock Take​

Why Take a Manual Stock Count?​

While Vish estimates your stock levels during set-up based on past usage, taking a manual stock count ensures that your inventory calculations start with the most accurate information possible.

How to Take a Manual Stock Count:​

  1. Click on the current stock number beside the product name.
  2. Enter the accurate stock quantity that's on your shelf
  3. Repeat this for all products on your shelves.

Helpful Tips:​

Count Full Tubes: We only count whole tubes. If you have containers with some product left in them, we advise not counting those in your Stock Count to maintain accuracy.

Can’t Find a Product? Use the quick filters (Current Stock, Products to Reorder, All Available Products) at the top of the table. If the product hasn't had usage yet, it might only appear under "All Available Products"

Removing Unused Products: If you see products in the table that you no longer carry, consider inactivating them from your Vish system to keep your inventory table clean and accurate. Here's how to inactivate a product.

Create an Order​

There are two ways to create an order:

  1. Manual Order: Ideal for salons outside the USA or those not using SalonCentric products. This generates a PDF or Excel purchase order that can be emailed or printed.
  2. SalonCentric Order: If your salon is integrated with SalonCentric through SalonInteractive, this will directly populate your SalonCentric cart for seamless ordering.

Manual Order​

  1. Find Products: Navigate to the Inventory Table and locate the products you want to order.
  2. Add to Cart: Enter the desired quantities in the table and click Add to Cart for each product.
  3. Open Shopping Cart: Click the cart icon to review your order.
  4. Review Order: Make any necessary edits to the product quantities.
  5. Submit Order: Click Submit Order to open the Order Summary page.
  6. Export Order: Download the purchase order as a PDF or Excel file if you need to email or print it.
  7. Finalize Order: Click Submit Order at the bottom of the Order Summary to change the status from Prepared to Submitted.

SalonCentric Order​

  1. Find Products: Navigate to the Inventory Table and locate the products you want to order.
  2. Add to Cart: Enter the desired quantities in the table and click Add to Cart for each product.
  3. Open Shopping Cart: Click the cart icon to review your order.
  4. Review Order: Make any necessary edits to the product quantities.
  5. Submit Order: Click Submit Order to send the order to your SalonCentric cart.
  6. Finalize in SalonCentric: The SalonCentric cart will open in a new window.
    • Add any discounts or promotions through your SalonCentric rep if applicable.
    • Submit the order using your billing information on file with SalonCentric.

The Orders Table in Vish provides an organized view of all your inventory orders and their statuses. Here's how to navigate and make the most of this table.

Understanding Table Columns: By default, the Orders Table includes the following columns:

  • Created Date: The date the order was prepared.
  • Item Count: The total number of items in the order.
  • Subtotal: The subtotal of the order, excluding tax, shipping, and other add-ons.
  • Supplier: Identifies the supplier (SalonInteractive or blank for manual orders).
  • Supplier Order ID: The order number from your supplier (SalonInteractive or other).
  • Submitted: The date the order was submitted to SalonInteractive or when the Submit Order button was pressed in Vish.
  • Received: The date the order status was manually updated to received.
  • Status: Indicates the current order status:
    • Prepared: Order was created but not submitted.
    • Submitted: Order was submitted to SalonCentric or another distributor.
    • Shipped: Order has shipped (SalonCentric-specific status).
    • Partially Received: Some items from the order have been received.
    • Received: The entire order was received.

Viewing Order Details

Click on any row in the table to open the Order Summary. From the Order Summary, you can download the Purchase Order as a PDF or Excel file.

Receive an Order​

Keeping your inventory up to date is crucial, and accurately receiving orders ensures that stock levels are correct. Here's a simple guide to receiving orders in Vish.

  1. Navigate to the Orders Tab and locate the Order to Receive
  2. Click the three-dot menu on the right side of the row
  3. Receive the Entire Order
    • Select Receive if all products in the order have arrived
    • Save your changes
  4. Receive a Partial Order
    • If only some products have arrived:
      1. Open the order by clicking on the row
      2. Manually adjust the quantities received for the specific products delivered
      3. Save your changes
  5. Updating Received Quantities Post-Confirmation
    • If you initially marked the entire order as received but realize some products were missing, you can still adjust the received quantities:
      1. Open the order
      2. Update the quantities for the products that weren't received
      3. Save your changes