When to use
Before creating orders or sales with catalog items, and whenever you need to correct price, balance or tax data.Before you start
Inventory module in the plan and permission in your role. The menu is at Management > Inventory > Products & Services.Register an item
1
Click New Product / Service
Available at the top of the list.
2
Identification tab
Fill in Name, Internal Code (SKU) and Barcode (EAN) (unique per company) and Category. You can create a New category on the spot.
3
Type & Unit tab
Check It is a Service (no stock control) when applicable. Choose the Unit of Measure (Unit, Hour, Day, Month, Km, Kg, m², Liter or Service). Enter NCM (required for product NF-e) and, for services, the Service Code (LC 116). Choose the Default Supplier, if any.
4
Prices tab
Sale Price (R$) and Cost Price (R$). The cost is updated automatically in goods receipts.
5
Stock tab
Current Stock changes automatically with receipts, adjustments and orders. Minimum Stock sets the alert point.
6
Description tab
Detailed Description and Active in catalog. Inactive items do not appear when creating sales.
Part tax treatment
In Type & Unit, the Part tax treatment field is optional: fill it in only if the item is taxed differently from the others. If in doubt, ask your accountant.
The item’s treatment takes priority over the tax profile at issuance.
The list
Columns: Active, Type, SKU, Name, Category, Sale, Cost, Stock and Supplier. Filters: Category, Type, Active (on by default) and Low stock.Adjust the stock
To correct the balance (physical count, loss, bonus):1
Open the product
Click edit and use Adjust Stock at the top.
2
Enter the quantity
In Quantity (positive = receipt, negative = issue), type the value. The current stock appears as a reference.
3
Write the reason
Adjustment Reason, for example “Physical count”. Confirm: “Stock adjusted!”.
Labels
In Actions > Label in the list, see the preview and choose Print on Thermal Printer (printer configured in Stock settings) or Download PDF.Frequently asked questions
Can the balance go negative?
Can the balance go negative?
No. When an issue is larger than the balance, the balance stops at zero, although the movement records the requested quantity.
Does a service control stock?
Does a service control stock?
No. Items marked as a service do not move the balance.
Why does the item not appear in the sale?
Why does the item not appear in the sale?
Check that Active in catalog is on.
Stock receipts
Stock up the inventory.
Tax profiles
Taxation rules.