Stock products control



How to control the stock of your
product catalog with Contasimple?

The stock control in Contasimple will help you to have an overview of the stock of your warehouse and will provide you with tools to easily consult if the stock of a product is enough to make a sale or if on the contrary you have to order more units because the stock is low or has run out.

Customize and set up your product inventory with your invoices, estimates, and delivery notes to automatically adjust your inventory. If you need it, you also have the option to adjust your stock manually.


How do I adjust your product inventory manually?

Catalog menu

Regularize stock

Click "Catalog" and then "Regularize Stock." You'll see a list of the latest stock regularization moves.


New regularization

Click on "New regularization". A window will open where you can adjust the stock of the product of your choice.

New regularization

Select the product

Select the product

Click on "Search". You will access your list of products and services. Select the product you want to regularize.


Amount

Indicates the amount to be regularized. Just take into account the positive or negative sign of the number to be regularized in case you leave the field "Regularization reason" as "Undefined". If, on the other hand, you indicate that it is a loss, a product found, etc. the regularization will already be done with the corresponding sign.

Amount product

Regularization reason

Regularization reason

Enter the reason why you want to regularize the product. Whether for loss, found, purchase, sale, or return to supplier.


Comment

In the “Comments” field you can enter a description of the reason for the regularization. For example, if you returned the product to the supplier, you can explain the reason for the return.

Comment regularization

Save regularization

Save

Click on "Save" to close the regularization of your product.


How to regularize the stock of your
products automatically?

With Contasimple, you also have the option to regularize your stock automatically, linking it to your invoices, estimates, and delivery notes. Find out how:

Configuration

Configuration

Enter your profile and click "Configuration".


Catalog

Select the "Catalogue" section.

Catalog

Email where to receive the stock notifications

Email

If you turn on the alarm to alert you when stock is low, you may receive an email alert. Enter it in the "Email where to receive the stock notifications" box.


Invoices issued

By linking your product catalog to your invoices, you can import your products directly. Once you create your invoices, the stock of your sale will be settled automatically.

Catalog and invoice

Catalog delivery notes and estimates

Delivery notes and estimates

You can automatically update your stock through your invoicing (each time you invoice a customer for a certain amount of a product, it will be subtracted from your stock), or you can set it up through your delivery notes and estimates.


Default values

You can select whether you want to activate stock control for your catalog, whether you want to sell out of stock, or whether you want to activate the alarm to alert you when a product is out of stock.

Default values stock control

Enable stock control

Enable stock control

By activating stock control, you can choose from which amount of units you want to receive the low stock alert. You can also select whether you want to have the notice on your Contasimple homepage, whether you want to receive notifications on your profile, or whether to receive the notification by email.


Allow to sell without stock

Select this option to allow you to sell products in your catalog even when no stock is available.

Allow to sell without stock

Activate the stock alarm

Activate the stock alarm

Activate the stock alarm so you never run out of inventory. Improve your sales processes and optimize your storage space.


Low stock alarm

Enter from which amount of units you want to receive the alert. When there are fewer units left than indicated, the low stock warning will appear.

Low stock alarm

Notice in the Dashboard

Notice in the Dashboard

Select this option if you want the low stock alert to appear on the homepage of your Contasimple account.


r

Send notification

Select this option if you want to receive a notification on your profile.

Send notification

Notify by mail

Notify by mail

Select this option if you want to receive the low stock alert by email.


Save

Once you have completed all the settings, click on "Save" to save the changes. You already have automatic stock control set up.

You already have automatic stock control set up

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