Normal Products (Retail/Café/Shop/Merch) Migration and Stock Count Update

This help article will help you understand how product migration to BETA is conducted and how we ensure your products are ready before your start date with us! This includes set up of your offerings in our system and/or migrating existing product offerings from your previous provider.

⤷ What are ‘normal’ products in BETA?

• A special product refers to a pass or an event.

• A normal product includes anything else i.e., merch, shop and café items like chalk, shoes etc

Read our dedicated products explainer linked below!

⤷ Products Creation VS Product Import

› Manual Product Creation

See below linked guide on how to create and configure products in BETA manually.

Please note that manual product creation is an important feature to learn, as you may need to add products after you begin using BETA. However, we strongly recommend migrating all your products in bulk during the onboarding process.

See the next section of this guide.

› Migrating your products » Import from our Google Setup Sheet

We provide you with a structure that you can fill in with all your products. This is the perfect time for you to review you offerings, prices and decide if you want to do a clean up of your products! Once finalised, we get products bulk imported in BETA from the sheet.

Where can I find the Product Importer sheet I need to populate?

The Product Importer is found in our Setup / Importer Document in our shared Google Drive Folder.

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Go to our shared Google Drive folder to find your dedicated Setup / Importer Document.

Then find the IMPORT_Products sheet tab.

Please note, for gyms switching from RGP, the Product Sheet is populated from the BETA team with data taken from your Database Backup. You will just need to review this prior to the import.

⤷ Stock Count Update

Available on the Club tier & above

› Use the Stock-Taking Sheet

The Stock-Taking Sheet provides a snapshot of all stock items along with their details. This export captures the expected stock level within BETA at the moment of download.

You want your products’ stock count updated?

1. Download the Stock-Taking Sheet

2. Open up the .csv

3. Only edit Column 10, with the actual stock counted

4. Send that to the BETA team for re-import via your dedicated support chat in BETA

If you will import the stock take sheet, do not alter any of the values in the columns except for those in the actual stock column. Remember that this report reflects a single moment in time (at time of download) and may not account for subsequent changes.

Stock-taking Sheet Columns: Explained

1. STOCK CONFIG KEY - Value True if this stock option is the one currently in use

2. STOCK CONFIG IS MOST RECENT - Value True if this stock option is the one currently in use

3. PRODUCT - Name of the Product

4. BARCODE - Barcode of the Product

5. MANUFACTURER - Manufacturer of the Product

6. COLOR - Colour of the product

7. SIZE - Size of the Product

8. COST - Unit Supply Price of Stock Configuration

9. EXPECTED STOCK - Stock count inside of BETA

10. ACTUAL STOCK - Empty row, for import.

⤷ Historic Transactions of Products

Historic product transactions will be migrated to BETA, considering you are able to obtain an export from your previous provider. Visit the dedicated article linked below.

If you have any specific questions or concerns, please contact the BETA onboarding team via the BETA support on your dashboard.

Still Lost? We’ve got you covered!

Use the search box on the main Help to search the entire list of available help guides, or drop your question in the Support Chat!