A ficha Artigos de inventario serve como o seu centro para crear, monitorizar e xestionar a súa lista de inventario en Manager.io. A través deste módulo, pode rastrexar eficientemente os niveis de inventario, custos e cantidades, garantindo un control óptimo do stock.
Para crear un novo artigo de inventario:
Vea Artigo do inventario — Editar para instrucións detalladas.
Se ten cantidades de inventario existentes ao crear novos artigos, pode ingresar os seus saldos iniciais en Configuracións → Saldos Iniciais. Para referencia adicional, consulte Saldos Iniciais — Artigos de inventario.
Por defectos, os artigos de inventario creados na pestana Artigos de inventario usan contas preestablecidas:
A pantalla principal de Artigos de inventario mostra diversas columnas clave. Podes personalizar as columnas visibles utilizando a opción de Editar columnas na parte inferior da pantalla. Consulta Editar columnas para orientación.
| 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. |
Para recalcular os custos unitarios do seu inventario, use o botón Recalcular na parte superior da súa lista de inventario. Consulte a Corrección dos Custos do Inventario para obter orientación detallada.
Manager.io inclúe unha función de Consultas Avanzadas queche permite organizar os teus artigos de inventario de forma eficiente segundo as necesidades do teu negocio. Isto permite filtrar, ordenar e agrupar os teus artigos de inventario directamente na pestana de Artigos de inventario.
Por exemplo, se desexa unha vista simplificada que mostre only Cantidade dispoñible, unha consulta avanzada podería estruturarse da seguinte maneira:
Isto é flexible – podes substituír Cantidade dispoñible por:
A utilización efectiva destas características e columnas permitirá xestionar de xeito eficaz as cantidades de inventario, simplificar a reordenación, mellorar o servizo ao cliente asegurando a dispoñibilidade do produto e manter rexistros financeiros precisos dentro de Manager.io.