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Products

The catalog by family, subfamily and item.

The catalog that feeds the proposal lines. It is organized into three levels: Family → Subfamily → Item.

The structure

Level Example What it is for
Family "Software" Groups large areas
Subfamily "CRM Licenses" Subdivides the family
Item "CRM Pro License" The sellable product/service

The codes are generated automatically; you don't have to invent them.

Create step by step

  1. Open Products (Main group).
  2. + Family → give it a name → save.
  3. + Subfamily → choose the family → name → save.
  4. + Item → fill in:
    • Name, family and subfamily.
    • Type (Product / Service) and model (e.g.: Annual).
    • Price and VAT (chosen from the list of rates by region).
    • Status (Available / Unavailable) - Unavailable ones do not appear in proposals.

Stock control

For physical items (Products) you can track warehouse stock; Services never have stock. On the item:

  • Track stock for this item - turns tracking on/off (on by default for Products). Turn it off for digital products/licenses, which have no physical stock.
  • Stock on hand - the available quantity.
  • Minimum stock - per item; at or below this value, an alert fires.

How it works:

  • When a proposal is Won, each line's quantity is deducted from stock. If you reopen or delete that proposal, the stock is restored.
  • When stock reaches the minimum or below, an alert appears (Alerts module) and the value turns red in the items table.
  • A sale beyond available stock warns but is allowed (learning environment) - stock goes negative, in red.

Bulk import (CSV)

Import button → download the template (columns nome;familia;subfamilia;tipo;modelo;preco;iva;estado) → fill it in → import. Missing families/subfamilies are created automatically.

VAT by region

The item stores the rate type (Standard/Intermediate/Reduced). When you use it in a proposal, the VAT adjusts to the customer's region (Mainland 23/13/6, Madeira 22/12/5, Azores 16/9/4).

Link to proposals

In proposals, the lines are chosen from this catalog - description, price and VAT fill in by themselves. See Proposals.