My warehouse

We will be configuring using the example of a single warehouse, but if you have more (physical or virtual), everything works by analogy.

1 Warehouses

In the WAREHOUSE section, under the WAREHOUSES tab, you can create multiple warehouses to then track inventory and control balances for a specific warehouse.

This can be a warehouse for Products for sale, a warehouse for Consumable materials, and so on.

2 Products

Using the WAREHOUSE section - PRODUCTS tab, you need to create a product nomenclature.

To do this, use the "New product" function, fill in the required fields, and optionally fill in the fields: photo, SKU, barcode, description, then save the changes.

There is also a SYNCHRONIZATION option for convenience, which allows you to import the nomenclature in ".xlsx" format.

3 Documents

Next, you need to go to the WAREHOUSE DOCUMENTS tab in the same WAREHOUSE section and create a document.

If you want to transfer existing product stock according to the entered nomenclature, in the document's TYPE row select: INVENTORY, and set the status to: CONFIRMED. Then, for a specific date, add products specifying the quantity, unit of measurement, and cost to enter balances for each item.

Products can be added in groups (according to the sorting you assigned when creating the product nomenclature) or selectively, one product at a time.

4 Balance

As you conduct business, create warehouse documents of the corresponding TYPE: receipt, write-off, or inventory.

This will allow you to see the current balance in the tooltips when creating a document, as well as view reports.

The ACTUAL and PROJECTED product balance is based on the status of the corresponding documents - CONFIRMED and CREATED respectively.

5 Consumable materials

To write off products from the warehouse during the process of providing services without increasing the service cost, you need to use the CONSUMABLE MATERIALS tab in the appointments.

For the system to automatically populate the list of materials to be written off for each service, you need to create TECHMAPS in the corresponding section, specifying which product nomenclature will be written off and in what quantity, with the units of measurement indicated.

It is advisable to detail the typical processes - there can be more than one per service. To assign a techmap to a service, go to the SERVICES section, select the desired service, and in the TECHMAPS tab, link the expected processes.

The techmap does not prevent modifying the quantity and components of consumable products for each appointment and is applied automatically only once, at the moment the appointment is created. When saving an appointment with the status "PAID," the system writes off the contents of the consumable materials tabs from the warehouse.

6 Orders

When a product increases the cost of a service, you need to use the ORDERS tab in the appointment, or separately if the client came exclusively to make a purchase.

When creating such an order, the price will be automatically pulled from the PRICES - PRODUCTS section. Keep it up to date so you do not need to edit the price in the document.

When saving an order with the status "PAID," the system writes off the products from the warehouse and processes the payment through the cash register.

What's next?

Balance control, custom units of measurement, product repackaging, transfers between warehouses, contractor tracking, and specifying resources in orders for bonus accrual. All of this is also available in the system, but it is best to proceed gradually.