Keeping Track of Client Products?

I am trying to find the best and most efficient way to keep track of what clients purchase. I sell my own retail and right now I write everything down but sometimes I get busy and I lose track of things. When I have clients booked back to back, I don't know how to do this efficiently. Most pay by credit card (I use square). I don't know if that matters. 

I thought about making a spreadsheet and just filling it out each time but again, that is a time issue. I bought a receipt book to fill out when I was in a hurry and then I would add to their client record later but that hasn't worked out that well either. Ideally it would be nice to have a computer system that held the product info and that is what I would use to check them out but I can't do that at this stage of my business. Maybe there isn't a more simple way (without spending $$) but I thought I would throw this out there to see if anyone has any ideas.

Thank you!

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Permalink Reply by Sheila Gordon on March 6, 2013 at 7:48pm

I log everythign into my quickbooks but I also have a section on my client treatment record for products purchased.  Maybe just have a note pad for the day and put clients name and try to abbreviate at least. 

Permalink Reply by Giselle B on March 7, 2013 at 4:36am

There are programs in the internet like inventories etc. that suits company type.

Permalink Reply by Denise Ivers on March 7, 2013 at 12:14pm

I track client products purchased on an Excel spreadsheet.  This spreadsheet includes different tabs. One is dedicated to my revenue for each day/month.  I use my sales reciept book and I do this on a daily basis or skip a couple days, it doesn't take too long.  I too found that I needed to keep tract of what my clients were purchasing.  This helps me to send reminders or make phone calls to make sure they don't run out of product.  It also helps me to personalize my email blasts when I'm running a special on a specific product.  I retail two lines.   Having this information on my computer was best for me since I keep my client records locked at home. On a daily basis I pull client intake forms for appointments that day.  I still document products purchased on client intake forms.  It takes time but it shows your clients that you know exactly what's going on with their treatments and the products they use.  My clients comment on my organization and are happy when they need a product and they cannot even remember the name of the product.   All record keeping takes time but it's necessary and a part of doing business the right way.  Your clients will notice.    When I get very busy in the spring and summer I *hire* my 19 yr old daughter to to my data entry. :o)

I recently purchased an Ipad mini and have been looking at apps that are compatible with Excel.  This way I can enter what I need to right then and there.. I think this will help to streamline my routine.  Hope this helps you!

Permalink Reply by Miss D on March 7, 2013 at 4:19pm

I just use a simple index card and box.  

Permalink Reply by Devyn M. on March 7, 2013 at 11:40pm

Thank you! All of this helps. :) I love running my own business but sometimes I wish there were two of me.

Permalink Reply by Natalie on March 12, 2013 at 10:37pm
Could you just type up a sheet in excel and print out? That way if something sells its as simple as putting a chk or x next to? Of course at some point prob have to input but to save time when need be and if front desk sells its an easy cheat sheet to with description. If there is 3 of each you have 3 rows- for x or chk next to- area for client name and whoever sells initial it. That would only take 1 min. Update as needed

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