Creating and configuring a new product

After creating and configuring categories of products you can add products to your inventory. You can add products either individually or as a list of products using Excel (read more about adding products via Excel here).

A new product

Go to the Inventory Products section and click the Add a product button in the top right corner.

In the new window that opens enter all the information necessary and click Save.

1. Enter the Name of your product, e.g., Shampoo.

2. Enter the Name on bill. If you leave this field blank, information from the Name field will be printed on the receipt instead.

3. Enter SKU for this product

4. Enter the Barcode or click the circular arrow button to automatically generate the barcode.

5. Enter the Price your client needs to pay for this product.

6. Indicate the Wholesale cost of such a product. This cost will be used when you write off this product as a consumable material. In the future, the wholesale cost will be automatically added to the Products arrival operation.

7. From the drop-down list select the Units of such a product when it’s used for Retail purposes and as a Consumable material. In the Equals to field you need to indicate how many consumable units one unit for sale contains.

Example:

For the Shampoo product the unit of measurement for retail can be specified as an Item and the unit for measurement for writing off purposes as a Milliliter. In the Equals to field specify how many milliliters of shampoo is contained in a single item.

8. Specify the Critical stock for this product. This is the amount of products that means that your further work will be impossible once you run out of such stock and you need to order a new delivery of such products to continue working. You’ll find the filter by products that reached critical stock in the Inventory balance and Product orders reports.

Note

Products will appear in the search when their value is over 1 item than the one specified in the Critical balance field.

9. Specify the Preferable minimum. This is the amount of products that you need to have in stock to keep working. The Product orders report will show all products that you have less of than the preferable minimum. The report will also automatically calculate the number of products that you need to purchase to reach that number.

10. Enter the Net and Gross Weights.

11. Add a Comment.

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Editing

You can edit information about all products. To do this, select a product by clicking the Edit button next to its name and in the new window that opens edit the information and click Save.

Here you can also delete or archive a product. Archiving makes it possible not only to permanently delete a product, but to archive unused lists of products, and then either delete them or restore them if necessary.

Important 

  • You can archive location-only products.
  • You cannot archive products assigned to the bills of materials.
  • Archived products that were included in the payroll calculation will disappear from the payroll calculation.
  • Deleted categories and products will be restored into the Archive (contact Altegio Technical Support team for restoration).

You can archive a product only if the following conditions are met:

  • The user has the right to Access to archiving and restoring products (this can be configured in the user’s card in the Settings System settings Users section in the Access Rights Inventory section).
  • This is not a chain product and it’s not assigned to another chain product.
  • This product isn’t deleted.
  • This product isn’t archived.
  • This product isn’t used in a bill of materials.
  • This product isn’t used for sale of memberships or gift cards.

To archive several products at once go to the Inventory - Products section, open the category that contains products that you want to archive. In the list of products check the boxes next to the names of products that you want to archive and click the Archive selected button.

To restore products from your archive or permanently delete it, go to the Product Archive section (in the Action section on the left). In the Products tab restore the products one by one or select several products (check the boxes) and click either the Restore Selected button or the Delete button. To return to the list of products click the Back to Products button.

You can restore a product only if the following conditions are met:

  • The user has the right to Access to archiving and restoring products (this can be configured in the user’s card in the Settings System settings Users section in the Access Rights Inventory section).
  • This is not a chain product and it’s not assigned to another chain product.
  • This product isn’t deleted.
  • This product is archived.
  • This product isn’t in the deleted category of products.

This product isn’t in the archived category of products.

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