Types of inventory operations

What is it and what is it for?

Inventory operations section is one of the main functions for working with products (you can also sell and write off products in the Appointment Calendar). Analytics and reports in Altegio on your work with products and the performance of your company in general (data on proceeds, profit, etc.) will be based on the inventory operations you perform. 

Inventory operations allow you to record any movement of products: arrival, sale, and writing off. Such operations aren’t always associated with the provision of services to clients, so there will be no need to create a booking in the Appointment Calendar.

You can add several products at once (either by selecting up to 500 products from the list or uploading them via Excel). You’ll be able to view the change log for each inventory operation as well.

You can find a detailed description of each type of inventory operations in the following articles:

Products arrival

Products sales using an inventory operation

Products relocation between storages

Products write-off using an inventory operation

Editing

To edit an inventory operation go to the Inventory Inventory operations section and click the link with the date of such operation.

In the new window that opens, make all the necessary changes and click the Save button.

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If you need to, you can export the list of inventory operations to Excel. Inventory operations can be exported via email only. The user that requested such download will receive an email with a link to the resulting file. After this in the Overview Data log section in Altegio you’ll see a log of downloads with information on who requested what data and when. You’ll also be able to download the exported file right in this section if you have access to it.

NB

  • After saving inventory operations of Sale / Arrival / Write-off you’ll be able to edit all parameters except for the type of such inventory operation.
  • You won’t be able to edit the Relocation inventory operation, however, you’ll be able to cancel it.
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