Overview
For businesses, accurately tracking product usage is essential for managing costs, optimizing service pricing, and maintaining inventory control. Boulevard offers tools to link products to services, apply usage-based pricing, and generate reports for better tracking.
Setting Up Services with Product Usage
To ensure accurate tracking of products used during services, follow these steps to associate products with specific treatments:
Navigate to Services
In Boulevard, go to Manage Business > Services.
Select the service you want to update or create a new service.
Add Product Usage
Select the Options tab, and in the Product Usage section, add the products required for the service.
Specify the price and quantity used per service.
Save the Service
Click Save to apply the changes. Products linked to services will now be tracked whenever the service is booked and completed.
Check out Tracking and Charging for Products Used in Services for more details.
Tracking Product Usage with Reports
Once product tracking is set up, use Boulevard’s reporting tools to monitor usage and costs.
Steps to Track Product Usage in Usage-Based Pricing Reports
Access Sales Reports
Locate usage-based pricing data within sales reports, including the Detailed Line Item Report.Identify Relevant Fields
Utilize the following fields to track product usage:Service Product Usage Name
Represents the product name of the unit used.
Available as a report column and filter.
Can be used for grouping data in reports.
Service Product Usage Quantity
Indicates the number of units used during a completed service.
Available as a report column.
Service Product Unit Price
Displays the price of each product unit.
Available as a report column.
Customize Report Views
Add the relevant columns to your reports for detailed tracking.
Apply filters to refine data based on specific product usage.
Group data by Service Product Usage Name to analyze trends.
Check out our Usage-Based Reporting Guide for more details.