{"id":1375,"date":"2024-11-23T04:58:21","date_gmt":"2024-11-23T04:58:21","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4850370458013-creating-and-configuring-a-new-product\/"},"modified":"2026-03-20T08:38:17","modified_gmt":"2026-03-20T08:38:17","password":"","slug":"4850370458013-creating-and-configuring-a-new-product","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4850370458013-creating-and-configuring-a-new-product\/","title":{"rendered":"Creating and configuring a new product"},"content":{"rendered":"\n

After creating and configuring categories, add products to inventories. You can add products one by one or upload a list via Excel (for more details on adding products via Excel, see here<\/a>).<\/strong><\/p>\n\n\n\n

New product<\/h2>\n\n\n\n
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  1. Go to Products<\/strong> > All products<\/strong> (Administration mode) and click Add product<\/strong>.<\/li>\n<\/ol>\n\n\n\n
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    1. In the window that opens, enter all the required information and click Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n
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      1. Enter the Product name<\/strong>, for example, \u201cMatrix hair dye\u201d.<\/li>\n\n\n\n
      2. Enter the Receipt name<\/strong>. If you leave this field empty, the value from Product name<\/strong> will be used when printing a receipt.<\/li>\n\n\n\n
      3. Enter the product SKU<\/strong>.<\/li>\n\n\n\n
      4. Enter the Barcode<\/strong>, or click the circular arrow<\/strong> button to generate it automatically.<\/li>\n\n\n\n
      5. Set the Sale price<\/strong>.<\/li>\n\n\n\n
      6. Set the Cost price<\/strong>. Cost price is the price at which this product will be written off as a consumable. Later, the cost price will be filled in automatically when recording a goods receipt.<\/li>\n\n\n\n
      7. Select the Tax system<\/strong> used by the company.<\/li>\n\n\n\n
      8. Select Units of measure<\/strong> \u2014 For sale<\/strong> and For write-off<\/strong>. In the Equals<\/strong> field, specify how many write-off units are contained in one unit for sale.<\/li>\n<\/ol>\n\n\n\n
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        Example<\/strong><\/p>\n\n\n\n

        For \u201cHair dye\u201d, the unit of measure for sale<\/strong> can be \u201cPiece\u201d, and for write-off<\/strong> can be \u201cGram\u201d. In the Equals<\/strong> field, specify how many grams of dye are in one piece.<\/p>\n<\/blockquote>\n\n\n\n

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        1. Set the Critical stock<\/strong> level. This is the product quantity at which further work is not possible and you need to reorder this item. A filter for products that reached critical stock is available in the Stock balance<\/strong> and Product order<\/strong> reports.
          Products will appear in search when the quantity is 1 unit higher<\/strong> than the value in the Critical stock<\/strong> field.<\/li>\n<\/ol>\n\n\n\n
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          Important<\/strong><\/p>\n\n\n\n

          At the moment, the system does not send notifications when stock reaches the critical level.
          We recommend checking stock levels manually on a regular basis to restock in time.<\/p>\n<\/blockquote>\n\n\n\n

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          1. Set the Desired stock<\/strong> level. This is the quantity that should be kept in inventories to meet your needs. In the Product order<\/strong> <\/a>report, all products with quantities below the desired stock will be shown. The required quantity to reach the desired stock will also be calculated automatically.<\/li>\n\n\n\n
          2. Enter the Net weight<\/strong> and Gross weight<\/strong> values.<\/li>\n\n\n\n
          3. Add a Comment<\/strong>.<\/li>\n<\/ol>\n\n\n\n
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            Editing and archive<\/h2>\n\n\n\n

            You can edit information for any product. Open the product card by clicking the product name or the pencil<\/strong> icon.<\/p>\n\n\n\n

            Here you can also delete or archive the product. Archiving lets you store unused items instead of deleting them permanently, and later choose whether to delete them permanently or restore them if needed.<\/p>\n\n\n\n

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            Important<\/strong><\/p>\n\n\n\n

            You can archive only products created in the location.<\/p>\n\n\n\n

            You can\u2019t archive products linked to bills of materials.<\/p>\n\n\n\n

            If a product is linked to payroll, it will disappear from payroll calculations.<\/p>\n\n\n\n

            Deleted archived categories and products can be restored back to the archive (contact Altegio Support).<\/p>\n<\/blockquote>\n\n\n\n

            You can archive a product only if all of the following conditions are met:<\/p>\n\n\n\n