The Inventory section in Altegio allows you to manage products for sale, consumables used in services, and all stock movements within the company. Without inventory tracking, a business faces familiar losses: hair dye runs out in the middle of an appointment, products are written off without anyone knowing where they went, and retail profit is not visible in the overall revenue picture. Proper inventory setup solves all of these issues.
Inventory operations
Multiple inventory for different tasks
In Altegio, you can create multiple warehouses and separate products by purpose: consumables for services, retail products, display stock, or stock assigned to a specific supplier. This approach makes it clear where products are located and how much remains in each category.
For example, if shampoos are running low on the display shelf, the administrator checks stock balances and transfers products from the main inventories.
- Creating and setting up a new inventory
- Inventory management
- Wholesale cost of products in inventory
Automatic write-off of consumables through service formulas
Consumables used in every service, such as dye, developer, disposable gloves, or cosmetic products, can be written off automatically. The service formula specifies which materials are used and in what quantity during the service. Once the visit is completed, the system writes everything off automatically.
For example, the “Hair coloring” service automatically deducts 20 ml of dye, 20 ml of developer, and one pair of gloves. The specialist finishes the work, and inventory balances are already updated.
- Setting up automatic write-off of consumables
- Bills of materials
- Creating and setting up a new bill of materials
Inventory count: actual stock matches the system
To make sure real stock matches the data in the system, the business performs inventory counts. Employees count products, compare them with the system, and Altegio automatically adjusts discrepancies. This helps identify accounting errors, control stock movement, and avoid unexpected shortages.
Barcodes: faster product handling
Barcode scanners speed up all inventory operations. During a sale, it is enough to scan the product, and the system finds the correct item and adds it to the sale automatically. The same works for receiving stock, inventory counts, and working with gift cards and memberships.
Working with products
Control of purchasing and stock receipt
Each new delivery is recorded through a stock receipt operation. The system stores the supplier, purchase cost, and updates stock balances. For each product, you can set a critical stock level, meaning the minimum quantity at which employees understand it is time to place a new order.
This prevents situations where an important material runs out in the middle of the working day.
- Products. Initial setup
- Creating and setting up a new product category
- Creating and setting up a new product
- Printing product price tags
Product sales and revenue tracking
When a client buys a product, the system automatically deducts it from inventory, records the sale, and adds the data to the operation history. The receptionist completes the sale in the visit card without extra steps.
Retail sales become part of the overall revenue picture and are visible in analytics alongside income from services.
Write-off of damaged and used products
If a product is damaged, spoiled, or no longer suitable for sale, for example if a shampoo has expired, a write-off operation is created. Inventory balances always reflect the real situation.
Managing a large assortment through Excel
If the product catalog is already maintained in a spreadsheet or another system, it can be uploaded to Altegio through Excel. After import, the products are immediately ready to use, without manual entry of each item.
Inventory operations
Control of all product movements
All product operations are recorded in the Inventory Operations section: receipts, sales, write-offs, and transfers. If a product is unexpectedly missing from stock, the manager opens the operations log and sees when and by whom it was written off. This ensures transparency and helps quickly find the cause of discrepancies.
- Types of inventory operations
- Receiving products into inventory
- Transferring products between inventory
Reports: data for decisions
Inventory balances show the current quantity of products, their cost, and markup. You can immediately see how much money is invested in inventory and which products are available for sale or use in services.
Product ordering helps plan purchases based on current, minimum, and desired stock levels. The business replenishes inventory on time and does not freeze money in excess stock.
Product sales analysis shows which items sell best, what margin they generate, and what role retail plays in overall revenue.
Consumables usage analysis and Product write-off analysis help control the use of consumables, identify overuse, and detect accounting errors.
Turnover analysis shows which items stay in stock for a long time. This helps optimize the assortment and free up money tied up in slow-moving products.
Inventory operations report records all stock movements: receipts, sales, write-offs, and transfers. If a product is unexpectedly missing from stock, the manager opens the report and sees when and by whom it was written off.
