An inventory operation is one of the core features for working with products (you can also sell and write off products via the appointment journal interface). Completed inventory operations are the basis for analytics and reporting in Altegio — both for product performance and overall business metrics (revenue, profit, etc.).
Inventory operations record any product movement: goods receipt, sale, and write-off. These operations aren’t always related to providing services to clients, so they don’t require creating an appointment in the journal.
Using inventory operations, you can add multiple products at once (up to 500 items from the list or via Excel). A change history is also saved for each inventory operation.
Detailed descriptions of each inventory operation type are available in these articles:
- Products arrival to inventory
- Selling products via an inventory operation
- Products relocation between inventories
- Writing off products via an inventory operation
Editing #
- To edit an inventory operation, go to Inventory > Inventory Management and click the link with the operation date.
- In the window that opens, make the necessary changes and click Save.
- If needed, you can export the inventory operations list to Excel using the button in the top-right corner. Inventory operations are exported only via email: the user receives an email with a link to the export file. After that, a log of exports will appear in Reports > Activity Log, showing who requested what data and when. If the user has access rights to that section, they can also download the export file from the export log.
For Sale / Receipt / Write-off operations, after saving you can change any parameters except the operation type.
For a Transfer operation, you can’t make edits, but you can cancel the transaction.
