La pestanya Articles d'inventaris serveix com el teu hub central per crear, monitoritzar i gestionar la teva llista d'inventari a Manager.io. A través d'aquest mòdul, pots fer un seguiment eficient dels teus nivells d'inventari, costos i quantitats, assegurant un control òptim d'estoc.
Per crear un nou article d'inventari:
Vegeu Article d'inventari — Editar per a instruccions detallades.
Si teniu quantitats d'inventari existents en crear nous articles, podeu introduir els seus saldos inicials sota Configuració → Saldos inicials. Per a més referència, consulteu Saldos inicials — Articles d'inventaris.
Per defecte, els articles d'inventari creats a la pestanya Articles d'inventaris utilitzen comptes predeterminats:
La pantalla principal d'Articles d'inventari mostra diverses columnes clau. Podeu personalitzar les columnes visibles utilitzant l'opció Edita columnes a la part inferior de la pantalla. Consulteu Edita columnes per a orientació.
| Column Name | Description |
|---|---|
| Item code | The assigned code of the inventory item. |
| Item name | The name you entered for the item. |
| Valuation method | Shows the valuation method used for this inventory item, relevant when recalculating inventory costs. |
| Control account | The control account the item is assigned to. Default is Inventory on hand. Custom control accounts are optional. |
| Division | Indicates the division associated with an inventory item. Relevant if divisional accounting is used. |
| Description | Displays the defined description of the inventory item. |
| Qty owned | The quantity acquired but not yet sold or written off. Clickable to view contributing transactions. Delivery Notes and Goods Receipts do not affect this quantity since they aren't general ledger transactions. See Inventory Items — Qty owned. |
| Qty to deliver | Tracks sold items awaiting delivery (if Delivery Notes are enabled). Sales Invoices increase this, whereas Delivery Notes and Credit Notes decrease it. |
| Qty to receive | If Goods Receipts are enabled, tracks purchased items waiting to be received. Purchase Invoices increase, while Delivery Notes and Debit Notes decrease this figure. |
| Qty on hand | Reflects actual physical quantity on hand if managing shipments and receipts via Delivery Notes and Goods Receipts. Goods Receipts increase whereas Delivery Notes decrease it. Sales/Purchase Invoices, Debit Notes, and Credit Notes have no effect here unless acting as receipts/deliveries directly. |
| Qty reserved | Related to Sales Orders (if enabled). Sales Orders increase this number, and Delivery Notes linked to Sales Orders decrease it. |
| Qty available | Physical quantity immediately available to sell, calculated as (Qty on hand – Qty to deliver – Qty reserved). |
| Qty on order | Tracks items ordered via Purchase Orders but not yet received/invoiced—a future committed stock count. |
| Qty to be available | Predictive inventory figure: (Qty available + Qty to receive [if positive] + Qty on order). |
| Qty desired | Specified reorder point for inventory, edited directly on inventory item details. |
| Qty to order | Indicates quantities needing ordering if (Qty desired) exceeds (Qty to be available). Ordering from suppliers raises the Qty to be available, reducing this quantity ideally to zero. |
| Average cost | Calculates average cost per inventory item as (Total cost ÷ Qty owned). |
| Total cost | Aggregate total cost of all owned inventory items. Clicking shows the transactions contributing to this total. |
Per a recalcular els costos per unitat del teu inventari, utilitza el botó Recalcular a la part superior de la teva llista d'inventari. Consulta Corregir el cost de l'inventari per obtenir una guia detallada.
Manager.io inclou una funcionalitat de Consultes avançades que et permet organitzar els teus articles d'inventari de manera eficient segons les necessitats del teu negoci. Això permet filtrar, ordenar i agrupar els teus articles d'inventari directament dins de la pestanya Articles d'inventaris.
Per exemple, si voleu una vista simplificada que mostri només Quantitat disponible, una consulta avançada podria estar estructurada de la següent manera:
Això és flexible – podeu substituir Quantitat disponible per:
L'ús efectiu d'aquestes funcions i columnes et permetrà gestionar de manera rigorosa les quantitats d'inventari, agilitzar la reposició, millorar el servei al client garantint la disponibilitat de productes i mantenir registres financers precisos dins de Manager.io.