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Issue products to staff

👤 For: Store managers and cashiers

Salons and spas often hand products to staff for use during services, such as a bottle of shampoo for the wash station or a tub of wax for the waxing room. Issuing a product records who has it. When it's used up, you close the issue.

🔓 Optional feature: Issue products from billing If you have this feature, an Issue button appears on the billing screen, next to Hold and Load, whenever the bill contains only products. Ask your admin to turn ON ShowItemIssueInPos (under Cart Settings) in the back office settings. If the setting is not available, please contact Invoay Support.

Issue products to a staff member​

  1. On the Billing screen, add the product(s) to be issued, the same way you'd add them to a bill.
  2. Choose the staff member for each product when asked. This is who's receiving it.
  3. Tap Issue (next to Hold and Load).
  4. The Employee Issue Items window lists each product and who it's going to.
  5. Tap ISSUE ITEMS.

You'll see Successfully issue items. 🎉

⚠️ Heads-up: If that staff member still has an open issue for the same product, it's shown with its Issue Date and a Close button. You must close the old one first. Otherwise you'll see "First Close product issues".

See what's been issued​

  1. Open the Inventory tab and tap Open Stock (Issued).
  2. There are two tabs:
    • Open: products staff currently have
    • Closed: products that have been used up and closed

Each line shows the Employee Name, Item Name, Quantity, Issue Date and Issue Type. Closed issues also show who closed it, when, and the Closing Remarks.

Tap 🔄 to refresh the list.

Close an issue (product used up)​

  1. In Open Stock (Issued) → Open, find the line and tap Close. (You can also close it from the Employee Issue Items window when re-issuing.)
  2. Tap Yes to confirm.
  3. Type a short remark, e.g. "Bottle finished", and save.

You'll see Closing Employee Issue Product Done.