{"id":16616,"date":"2025-12-02T13:19:01","date_gmt":"2025-12-02T13:19:01","guid":{"rendered":"https:\/\/blog.altegio.cloud\/?p=16616"},"modified":"2025-12-07T13:36:37","modified_gmt":"2025-12-07T13:36:37","slug":"altegio-inventory-management","status":"publish","type":"post","link":"https:\/\/alteg.io\/en\/blog\/altegio-inventory-management\/","title":{"rendered":"Altegio Inventory Management: storages, operations, BOM, barcodes, and one\u2011click reports"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>Altegio\u2019s 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\u2011offs, relocations), bills of materials with automatic write\u2011off, barcode scanning, critical minimums\/reorder signals, and one\u2011click reports\u2014while tying every movement to finance for auditability. See the feature overview and role benefits in Inventory Control and the Inventory module guide. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control<\/mark><\/a><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\"> \u00b7 <\/mark><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4847319485597-inventory-general-information\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory \u2014 general information<\/mark><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Storages and product structure<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Default storages and custom storages: two are created by default (\u201cConsumables\u201d, \u201cProducts\u201d) and you can add, edit, reorder, or delete storages as needed. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4848572547869-storages-management\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Storages management<\/mark><\/a><\/li>\n\n\n\n<li>Product master data: SKU, barcode, wholesale cost, price, units for sale and write\u2011off, critical balance, and preferable minimum can be maintained and bulk\u2011edited. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850587602589-adding-a-list-of-products-using-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Add products via Excel<\/mark><\/a><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3a00ff\" class=\"has-inline-color\"> <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">\u00b7<\/mark><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3a00ff\" class=\"has-inline-color\"> <\/mark><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850551970205-quick-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Quick control (bulk edit)<\/mark><\/a><\/li>\n\n\n\n<li>Supplier ledger: store supplier\/partner cards, balances, and settlement details; import lists by Excel. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867739493021-suppliers-and-partners-information-and-editing\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Suppliers &amp; Partners<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867786300317-adding-a-list-of-suppliers-from-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Import suppliers from Excel<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Inventory operations (arrivals, sales, write\u2011offs, relocations)<\/h2>\n\n\n\n<p>Use the four standardized operations; each updates inventory and, where applicable, finance.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Operation<\/th><th>Where in UI<\/th><th>Typical use<\/th><th>Finance linkage<\/th><th>Key fields<\/th><\/tr><\/thead><tbody><tr><td>Product arrival<\/td><td>Inventory \u2192 Inventory management \u2192 Product arrival<\/td><td>Receive deliveries, set cost basis<\/td><td>If \u201cPaid\u201d is selected, a financial transaction is created automatically<\/td><td>Supplier, storage, wholesale cost, qty, discounts<\/td><\/tr><tr><td>Product sale<\/td><td>Inventory operations<\/td><td>Sell retail items without tying to a visit (also available from calendar)<\/td><td>Records sale and payment in finance<\/td><td>Product, qty, price, payment method<\/td><\/tr><tr><td>Write\u2011off<\/td><td>Inventory operations<\/td><td>Adjust for spoilage, internal use, or corrections<\/td><td>No payment; audit trail only<\/td><td>Product, qty, reason\/comment<\/td><\/tr><tr><td>Relocation<\/td><td>Inventory \u2192 Storages \u2192 Relocate the products<\/td><td>Transfer stock between storages\/locations<\/td><td>No payment; internal transfer<\/td><td>From\/To storage, products, qty<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>References: arrivals (with auto finance posting), relocations, and the operations catalog. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850796571677-products-arrival\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Products arrival<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850852124317-products-relocation-between-storages\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Relocation between storages<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-operations\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory operations (index)<\/mark><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Bills of materials (BOM) and automatic write\u2011off<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>BOM per service: define a technology card\/bill of materials for each service so the exact consumables are known. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846219248029-configuring-staff-member-s-services\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Configure staff services (BOM field)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/hu\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">HU: technol\u00f3giai k\u00e1rty\u00e1k<\/mark><\/a><\/li>\n\n\n\n<li>Auto write\u2011off: when a service is performed\/confirmed, the platform sells and\/or writes off linked consumables automatically\u2014eliminating manual entries and keeping COGS accurate. <a href=\"https:\/\/alteg.io\/en\/electronic-schedule\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Electronic schedule (auto write\u2011off)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/hu\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">HU: auto\u2011deduction on confirmation<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Barcode support and speed<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scan at checkout or during inventory ops; barcode scanning can speed up retail sales processing by up to 10\u00d7 and reduce errors. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control (barcode)<\/mark><\/a><\/li>\n\n\n\n<li>Product cards store barcodes; Excel import supports the Barcode column. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850587602589-adding-a-list-of-products-using-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Add products via Excel<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Critical minimums and replenishment<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor thresholds: define \u201cCritical balance\u201d and \u201cPreferable minimum\u201d in product data, then filter reports to find items that need restock. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850587602589-adding-a-list-of-products-using-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Add products via Excel<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4860108060317-inventory-balance\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory Balance filters<\/mark><\/a><\/li>\n\n\n\n<li>Material savings: directors typically reduce consumable usage by 10%+ using reports and BOM controls. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control (role benefits)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Excel import\/export workflows<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Products (catalog): Inventory \u2192 Products \u2192 Excel operations \u2192 Upload from Excel; map columns (Name, SKU, Barcode, Wholesale cost, Price, Units, Critical balance, Preferable minimum, etc.). Up to 1000 rows per upload. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850587602589-adding-a-list-of-products-using-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Guide<\/mark><\/a><\/li>\n\n\n\n<li>Stock arrivals (with costs): Inventory \u2192 Inventory management \u2192 Product arrival \u2192 Upload from Excel; mandatory fields include Product name, Quantity, Delivery cost, Subtotal. \u201cPaid\u201d arrivals create both inventory and finance documents. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850796571677-products-arrival\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Guide<\/mark><\/a><\/li>\n\n\n\n<li>Suppliers\/partners: Finance \u2192 Suppliers &amp; Partners \u2192 Excel operations \u2192 Upload from Excel (Name, TIN, contact, etc.; \u2264500 lines per batch). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867786300317-adding-a-list-of-suppliers-from-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Guide<\/mark><\/a><\/li>\n\n\n\n<li>Reports to Excel: each inventory report can be exported in one click (e.g., Inventory Balance). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4860108060317-inventory-balance\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory Balance<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-reports\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory reports (catalog)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Role\u2011specific value<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Directors: reveal demanded\/undemanded items, curb consumption by 10%+, and prevent theft through auditable movements and variance checks. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control<\/mark><\/a><\/li>\n\n\n\n<li>Administrators: eliminate accounting errors, accelerate arrivals\/sales\/write\u2011offs with templates, quickly spot critical balances to reorder on time. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control<\/mark><\/a><\/li>\n\n\n\n<li>Accountants: reconcile supplier settlements and flow inventory costs into payroll\/profitability models where needed. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Reports and analytics<\/h2>\n\n\n\n<p>Generate core reports from Inventory \u2192 Reports; examples include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inventory Balance (on\u2011hand, cost, price, zero\u2011stock, critical stock filters; drill\u2011through to product cards). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4860108060317-inventory-balance\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Guide<\/mark><\/a><\/li>\n\n\n\n<li>Turnover \/ operations analysis, consumables usage, write\u2011off analysis, and order sheets. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-reports\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory reports (catalog)<\/mark><\/a><\/li>\n\n\n\n<li>Chain\u2011level visibility: inventory reporting scales to networks with centralized settings. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/altegio-settings-for-chains\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain settings index (inventory for chains)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Finance integration and auditability<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Two\u2011way linkage: a \u201cPaid\u201d product arrival automatically posts both inventory and a financial transaction; all documents are listed and editable in Finance \u2192 Documents. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850796571677-products-arrival\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Products arrival<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4868298872605-financial-documents\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Finance \u2014 Documents<\/mark><\/a><\/li>\n\n\n\n<li>Daily figures: see revenue and goods sold right from the Appointment Calendar; jump to Inventory operations to sell products from the same screen. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4868365506333-daily-financial-data\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily financial data<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Chain and multi\u2011location inventory<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Centralize services\/BOM and unify products across branches; manage storages per location and consolidate analytics. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/altegio-settings-for-chains\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Chain settings (inventory)<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-reports\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory reports (catalog)<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Setup checklist<\/h2>\n\n\n\n<p>1) Define storages and import your product catalog (with barcodes, units, thresholds). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4848572547869-storages-management\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Storages<\/mark><\/a> \u00b7 <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850587602589-adding-a-list-of-products-using-excel\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Products Excel<\/mark><\/a><br>2) Create suppliers and (optionally) import them by Excel. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867739493021-suppliers-and-partners-information-and-editing\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Suppliers<\/mark><\/a><br>3) Configure BOM per service for auto write\u2011off. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846219248029-configuring-staff-member-s-services\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">BOM in services<\/mark><\/a><br>4) Receive first stock via Product arrival (use \u201cPaid\u201d to post into Finance). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4850796571677-products-arrival\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Arrivals<\/mark><\/a><br>5) Enable barcode scanning at the POS and test retail sales and write\u2011offs. <a href=\"https:\/\/alteg.io\/en\/inventory-control\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Inventory control<\/mark><\/a><br>6) Validate reports (Inventory Balance, turnover, consumables) and set re\u2011order thresholds. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/categories\/inventory-reports\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Reports<\/mark><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Altegio\u2019s 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\u2011offs, relocations), bills of materials with automatic write\u2011off, barcode scanning, critical minimums\/reorder signals, and one\u2011click reports\u2014while tying every movement to finance for auditability. See the feature overview&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/blog\/altegio-inventory-management\/\">Continue reading <span class=\"screen-reader-text\">Altegio Inventory Management: storages, operations, BOM, barcodes, and one\u2011click reports<\/span><\/a><\/p>\n","protected":false},"author":14,"featured_media":16619,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[87],"tags":[],"class_list":["post-16616","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-management","entry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/16616","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/comments?post=16616"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/16616\/revisions"}],"predecessor-version":[{"id":16637,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/16616\/revisions\/16637"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media\/16619"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media?parent=16616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/categories?post=16616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/tags?post=16616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}