Introduction
Altegio’s inventory module is built for appointment-based businesses that track consumables and retail stock across one or many locations. It unifies storages, core inventory operations (arrivals, sales, write‑offs, relocations), bills of materials with automatic write‑off, barcode scanning, critical minimums/reorder signals, and one‑click reports—while tying every movement to finance for auditability. See the feature overview and role benefits in Inventory Control and the Inventory module guide. Inventory control · Inventory — general information
Storages and product structure
- Default storages and custom storages: two are created by default (“Consumables”, “Products”) and you can add, edit, reorder, or delete storages as needed. Storages management
- Product master data: SKU, barcode, wholesale cost, price, units for sale and write‑off, critical balance, and preferable minimum can be maintained and bulk‑edited. Add products via Excel · Quick control (bulk edit)
- Supplier ledger: store supplier/partner cards, balances, and settlement details; import lists by Excel. Suppliers & Partners · Import suppliers from Excel
Inventory operations (arrivals, sales, write‑offs, relocations)
Use the four standardized operations; each updates inventory and, where applicable, finance.
| Operation | Where in UI | Typical use | Finance linkage | Key fields |
|---|---|---|---|---|
| Product arrival | Inventory → Inventory management → Product arrival | Receive deliveries, set cost basis | If “Paid” is selected, a financial transaction is created automatically | Supplier, storage, wholesale cost, qty, discounts |
| Product sale | Inventory operations | Sell retail items without tying to a visit (also available from calendar) | Records sale and payment in finance | Product, qty, price, payment method |
| Write‑off | Inventory operations | Adjust for spoilage, internal use, or corrections | No payment; audit trail only | Product, qty, reason/comment |
| Relocation | Inventory → Storages → Relocate the products | Transfer stock between storages/locations | No payment; internal transfer | From/To storage, products, qty |
References: arrivals (with auto finance posting), relocations, and the operations catalog. Products arrival · Relocation between storages · Inventory operations (index)
Bills of materials (BOM) and automatic write‑off
- BOM per service: define a technology card/bill of materials for each service so the exact consumables are known. Configure staff services (BOM field) · HU: technológiai kártyák
- Auto write‑off: when a service is performed/confirmed, the platform sells and/or writes off linked consumables automatically—eliminating manual entries and keeping COGS accurate. Electronic schedule (auto write‑off) · HU: auto‑deduction on confirmation
Barcode support and speed
- Scan at checkout or during inventory ops; barcode scanning can speed up retail sales processing by up to 10× and reduce errors. Inventory control (barcode)
- Product cards store barcodes; Excel import supports the Barcode column. Add products via Excel
Critical minimums and replenishment
- Monitor thresholds: define “Critical balance” and “Preferable minimum” in product data, then filter reports to find items that need restock. Add products via Excel · Inventory Balance filters
- Material savings: directors typically reduce consumable usage by 10%+ using reports and BOM controls. Inventory control (role benefits)
Excel import/export workflows
- Products (catalog): Inventory → Products → Excel operations → Upload from Excel; map columns (Name, SKU, Barcode, Wholesale cost, Price, Units, Critical balance, Preferable minimum, etc.). Up to 1000 rows per upload. Guide
- Stock arrivals (with costs): Inventory → Inventory management → Product arrival → Upload from Excel; mandatory fields include Product name, Quantity, Delivery cost, Subtotal. “Paid” arrivals create both inventory and finance documents. Guide
- Suppliers/partners: Finance → Suppliers & Partners → Excel operations → Upload from Excel (Name, TIN, contact, etc.; ≤500 lines per batch). Guide
- Reports to Excel: each inventory report can be exported in one click (e.g., Inventory Balance). Inventory Balance · Inventory reports (catalog)
Role‑specific value
- Directors: reveal demanded/undemanded items, curb consumption by 10%+, and prevent theft through auditable movements and variance checks. Inventory control
- Administrators: eliminate accounting errors, accelerate arrivals/sales/write‑offs with templates, quickly spot critical balances to reorder on time. Inventory control
- Accountants: reconcile supplier settlements and flow inventory costs into payroll/profitability models where needed. Inventory control
Reports and analytics
Generate core reports from Inventory → Reports; examples include:
- Inventory Balance (on‑hand, cost, price, zero‑stock, critical stock filters; drill‑through to product cards). Guide
- Turnover / operations analysis, consumables usage, write‑off analysis, and order sheets. Inventory reports (catalog)
- Chain‑level visibility: inventory reporting scales to networks with centralized settings. Chain settings index (inventory for chains)
Finance integration and auditability
- Two‑way linkage: a “Paid” product arrival automatically posts both inventory and a financial transaction; all documents are listed and editable in Finance → Documents. Products arrival · Finance — Documents
- Daily figures: see revenue and goods sold right from the Appointment Calendar; jump to Inventory operations to sell products from the same screen. Daily financial data
Chain and multi‑location inventory
- Centralize services/BOM and unify products across branches; manage storages per location and consolidate analytics. Chain settings (inventory) · Inventory reports (catalog)
Setup checklist
1) Define storages and import your product catalog (with barcodes, units, thresholds). Storages · Products Excel
2) Create suppliers and (optionally) import them by Excel. Suppliers
3) Configure BOM per service for auto write‑off. BOM in services
4) Receive first stock via Product arrival (use “Paid” to post into Finance). Arrivals
5) Enable barcode scanning at the POS and test retail sales and write‑offs. Inventory control
6) Validate reports (Inventory Balance, turnover, consumables) and set re‑order thresholds. Reports
