The administration of articles and merchandise management can be found under the menu item articles.
This includes sub-items such as delivery notes, order forms, inventory list, etc..
The menu
Article overview / Edit article
You can access the article overview via the menu item'Articles', or via the'Quick search' (as explained under General information#Menu guidance).
Here you see the possibilities to limit the articles by main category, category, or both combined.
For help on sorting and explaining the buttons, see General Information#Tables(Grid).
Article number: You can assign this yourself. If you select a category when creating the article whose article number is assigned by the number generator, you see the last number assigned:
The article numbers must be unique. It is not recommended to change or reuse 'old' article numbers. This only leads to confusion during data export, reconciliation with accounting, etc.
This article number is intended for the club internally and should not be confused with the supplier's article number.
Article name: Name of the article
Description: Here you can enter further information to complete the article.
Sales price: You define the unit (for example, euro) and payment type (gross/net) in which it is created.
Tax rate: Here you can see the tax rate that applies to this article.
Stock: The current stock level of the article.
Main category/category: Here you sort by the respective selection.
Specifications: Here you can see whether characteristics for this article are stored (e.g. color: red, pattern: squared, size: XL, etc.)
Seller: This seller is the one who sells this item from a business point of view.
Creating Articles
In the upper area you see a menu guidance, which gives us 2 important information:
- ... where you are
- ... missing information necessary to complete the article (green = input OK or not necessary, orange = required information missing).
Background Green: This page was called once + the information is OK.
Font Green: You do not have to edit this page, but you can still enter information about the article.
Font Orange: The necessary information about the article is missing here, which is why the article cannot be created in this state.
With basic information and stock levels, there is enough information to create an item.
The explanations for all steps (create article) are as follows:
Area - Basic Information
A - General information
(the following logic is applied to the entire article flow: With Save the article is created at any time, with Continue you always jump to the next area).
Seller: This field assumes that a seller has already been created.
(separation of employee/article/statistics/authorizations etc.)
Article category: Separates articles, e.g. at the POS for better listing (categorically), is used for evaluations.
Item description: is a required field.
Item number: Depending on the selected article category, whether mandatory field or not (if no number generator is stored, it is a mandatory field).