Contents · Clinic manual

Running your website

Sell in store and Stock (Pro)

Use the till to sell over the counter, take cash, card, transfer or split payments and print or send receipts; then keep stock right with Receive, Adjust, History and quick new products.

On this page

Features marked (Pro) need a Pro or Agency licence. Both screens in this chapter are Pro and need the WooCommerce shop plugin. Without Pro, they show an upgrade card and a Pro badge in the menu; past sales and receipts stay available.

  • Clinic → Sell in store is the till: search or scan products, take payment and give a receipt. Stock goes down by itself.
  • Clinic → Stock shows how many of everything you have, and lets you record deliveries and corrections.

Till sales and online orders share the same stock, so the online shop never sells something you've just sold over the counter.

How to make a sale (Pro)

  1. Go to Clinic → Sell in store.
The Sell in store screen: a Find a product search box and Popular items tiles with photos, codes, prices and stock on the left; the Sale panel on the right with Subtotal, Discount, Total, Customer (optional), Payment choices Cash, POS card, Bank transfer and Split, Cash received and Complete sale
  1. Add products. Either:
    • tap a product under Popular items; or
    • type a name or code in Find a product; or
    • scan the barcode with a barcode reader. A scanned or typed code followed by Enter adds it straight to the sale.
  2. In the Sale panel, change a quantity with − and +, change a line's price if you need to, or click Remove.
  3. For a discount, type it in Discount and choose £ or %.
  4. If you like, click Customer (optional) to Link to a patient, or add an email or phone for the receipt.
  5. Under Payment, choose how they paid:
    • Cash: type the amount handed over in Cash received. Change to give shows the change.
    • POS card: paid on your card machine.
    • Bank transfer.
    • Split: type the cash part (less than the total), then choose how The rest by was paid.
  6. Add a Staff note (not on the receipt) if needed.
  7. Click Complete sale · £….
A sale in progress: Monthly Contact Lenses (6-pack) at £60.00 and Multipurpose Lens Solution 360 ml at £12.00 in the Sale panel, a total of £72.00, Cash chosen with £80 received and Change to give £8.00, and the Complete sale · £72.00 button

Receipts (Pro)

When the sale is complete you see Sale complete with the receipt. Choose:

  • Print (till, 80 mm) for a receipt printer, or Print (A4);
  • Send on WhatsApp, if you added the customer's phone in Phone (for a WhatsApp receipt);
  • Email receipt, if you added Email (for an emailed receipt).

Then click New sale. Clear sale empties the sale without saving it.

If you linked the sale to a patient, it appears under Purchases on their record.

The Stock screen (Pro)

Go to Clinic → Stock. The cards at the top count Low stock, Out of stock and Items in stock. Each product shows its code (SKU / barcode), category, price, the number in stock and a status: In stock, Low, Out of stock or Not counted (stock isn't tracked for it).

The Stock screen: counts of 1 low stock, 1 out of stock and 28 items in stock, filters, and a table of products with − and + buttons around the number in stock, a status, and Receive, Adjust, History and Edit product for each

"Low" means at or below the low-stock level: 3, unless a product sets its own.

How to change a quantity

Click − or +, or type the number in the box. Changes save as you go.

How to record a delivery

  1. Click Receive next to the product.
  2. Type How many arrived?
  3. Add the Supplier (optional) and a Note (optional), for example an invoice number. Please don't write patient details here.
  4. Click Add to stock.
The Receive stock box for Blue-Light Filter Lenses (pair), asking How many arrived?, with Supplier (optional) and Note (optional) boxes and Cancel and Add to stock buttons

How to correct stock

Use Adjust when something is damaged, lost or stolen, returned by a customer, or the count was wrong.

  1. Click Adjust.
  2. Choose Add to stock or Take away from stock, and enter how many.
  3. Choose the reason: Damaged, Lost or stolen, Returned by a customer or Count correction, and add a note if you like.
  4. Click Save adjustment.

How to see what changed

Click History under a product to see every change: when, how many, the number after, the reason (for example "Sold, Order #377 (online)") and who did it. Recent stock changes at the bottom of the screen shows the latest changes for all products.

The History for Monthly Contact Lenses (6-pack) opened under the product, showing one change on 6 Oct 2026: −2, 8 after, Sold, Order #377 (online)

How to find what to reorder

Tick Low and out of stock only and click Show. You can also search by name or code, or pick a category. Download CSV saves the list as a spreadsheet.

The Today screen also lists Stock to reorder.

How to add a product quickly

  1. Click New product at the top of the Stock screen.
  2. Type the Name, choose a Category, and type the Price (£).
  3. Type or scan the SKU or barcode, or leave it blank.
  4. Type the Number in stock now and click Choose a photo if you have one.
  5. Tick Needs a prescription (online customers upload or choose one when they buy it) for prescription lenses and contact lenses.
  6. Untick Show it in the online shop (untick for in-store only) for items you only sell in the clinic.
  7. Click Add product. You see "Product added. It's shown below."
The New product form on the Stock screen with Name, Category, Price, SKU or barcode, Number in stock now, Photo, the Needs a prescription and Show it in the online shop tick boxes, and Add product

For sizes, colours or a longer description, click Need sizes, colours or a longer description? Use the full product editor. See The online shop.