What is it and what is it for?
Altegio offers a comprehensive Inventory section that enables you to manage all aspects of your product operations, from purchase and sale to writing off and more. Within the Inventory section, you can also access the Inventory — Products section to create, classify, edit, and delete products as needed. This intuitive interface streamlines your inventory management tasks and allows you to maintain accurate records of your product operations.
Configuring and editing
To begin managing your inventory in Altegio, head to the Inventory — Products section. Before adding products to your inventory, it's important to create and configure categories of products.
A category represents a group of products with similar properties. For example, you might create a 'Davines' category to group all Davines products together, or a 'Shampoos' category to group all shampoo products from different manufacturers.
By default, you’ll have the "Main products" category created in Altegio for you. Categories can be added, edited, archived, and deleted (for more information see the Creating and configuring a new category of products article).
After creating and configuring categories you can add products to your inventory and place them in your storages.
You can add products individually or as a list using Excel. Read more about these settings in the Creating and configuring new products and Adding a list of products using Excel.
You can search for products by their name, SKU or barcode in the Inventory — Products section using a quick search option. To do this, enter information in the search bar and click Show.
To edit information about a product in Altegio, simply navigate to the product's card. You can access the card by clicking on the product's name or the edit button in the Inventory — Products section. Within the product's card, you can make changes to any information related to the product, including pricing, descriptions, and more. Additionally, you can print a price tag using the "Price tag in PDF" button, copy product information to other locations if you operate multiple stores, or archive/delete the card if necessary.
To access the card for another product, simply click on the product's name in the list on the left-hand side of the screen.
To edit information about products in bulk, use the Quick control option (read more about this option here).
You can also delete several products simultaneously without opening each product’s card. To do that, select the products you want to delete (by checking the boxes next to their names) and click the Archive selected button.
To view products you’ve archived click the Product archive button. In the Archive you can either delete products completely or restore them.
If you deleted products by accident and want to restore them contact our Technical Support team.