Adding an article

The register of articles is stored information about the products and services sold by the company. Materials, details, semi-finished products circulating in the company are also described as articles.

Go to Sales → Articles → Click New → A new article tab opens. Or use "ctrl + n" in the list of articles.

When entering a new article on the article map, the code, name and unit fields are required.

Specify article type:

· A stock article is an item that is physically invoiced in stock. The stock item affects the stock, it can be produced and used as a material in production.

· Standard article - out-of-stock items, like service articles. As service items cannot be accounted in a warehouse, they do not affect inventory and cannot be produced. Areas of use are purchase orders, customer orders, shipments, invoices.

Batch tracking - tracking different batches. Batch tracking can be assigned to all stock articles. For example, an article x with batch traceability is taken into storage. When registering an item with stock income in a warehouse, a batch must be added to the item. The article x in stock may be available from several different lots (for example, article arrived from the supplier at different times).

No sales item - If checked, the item will no longer be offered in sales forms (customer orders, deliveries, invoices).

Below the header are the tabs for the article: Basic Data, Dimensions, Accounts, Purchaseitems, Sales articles, Files, Notes, Custom fields.

The Basic Data tab describes the factors that describes the item, such as the unit, purchase and sale price. It is possible to set a maximum and minimum stock quantity for an item, which provides additional information when compiling reports and notifies the user when the item quantity is decreasing from the desired minimum stock quantity.

Dimensions tab - Describes all information about the dimensions of the article.

The Accounts tab is for describing financial information.

Purchasing Items - In the case of a purchasing item, the Purchasing Items tab displays all the suppliers that supply that item and their prices.

Sales Articles - A sales article is used when you sell one article to each customer at a price assigned to them.

When all the necessary information about one article has been entered on the article card, click Save.