Products and inventory Archives

Nov 14

Product management with Collabox

By Louise Lahaie Digital transformation, Products, Products and inventory

Collabox has everything to help you manage your products and inventory.

It should be noted that depending on your sector of activity and your management tools already in place, your needs will be specific and different from a company that looks like you. Since Collabox is a customizable software that serves its customers, nothing is impossible!

Collabox adapts to your needs thanks to a team of dedicated programmers. We are also here to guide you and answer your questions.

Management by products.

Here are the main features of the “products” in the Collabox.

1- Establishing your budget items associated with your products and related to your billing.
2- The development of your service offer (tender) by products

3- The detailed “product” sheet

The product sheet allows you to manage the product specifications in addition to managing the inventory. In the same form, information about prices (minimum, list price), commissions and others.

5- Managing your inventory by product
6- The report “history by products” which gives you a display of everything that is active, among other things to manage the inventory.

Managing products is easy with Collabox!

If you have any questions, please contact us and we will be happy to answer you! info@collabox.com (418) 907-9274

Jun 17

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Inventory management

By Louise Lahaie Products and inventory

Image of an employee in a warehouse. Putting the article into context.

Collabox offers advanced configuration for inventory management functionality. It allows each employee to manage the entry and exit of products.

Even set up alerts in case of foreseeable stock-outs.

Inventory management by warehouse

Inventory management is also possible by “warehouse”. Define different warehouses that can be a storage room, a truck in which installation equipment is kept, and even a vending machine. Any place that “keeps stock” can be considered and managed as a warehouse.

List of warehouses

It all starts with the list of warehouses. Go to the Accounting module. This list allows you to list all your warehouses, see the stock level and choose a default warehouse.

Then, in your product sheets, you will see a section appear with your warehouses. Write down the inventory, as well as the minimum and maximum of that product that you need to find in each warehouse.

This information appears in the product list in abbreviated form. The quantities are displayed in blue when there are more products than the minimum required, and in red when there are not enough.

Out of stock alert

Activate the alert for exceeding the minimum and maximum products in the Advanced Preferences . Thus,as soon as the system detects a rupture or an overflow in your warehouse, it sends you an alert.

Once these configurations are completed, you can manage the release of your products. Indicate directly the quantities withdrawn or added to the warehouse when invoicing your customers.

Inventory management in the invoice

In an invoice, fill in the Exp Qty field , corresponding to the quantity of product shipped. This is the quantity invoiced to the customer. For example, if you write “5” in this field, Collabox will automatically enter an output of 5 items of this product. The inventory automatically adjusts itself.

Visual showing where to enter the quantity of product to be removed from inventory in the customer invoice.

Compatibility with the mobile device

Easily view inventory on your mobile device. This feature helps your employees on the go never lose control.

Go to a product sheet. Click on the link Inventory Change which leads to a small adjustment sheet for this product.

Visual of the inventory change on a mobile device.

In order to monitor the different movements in the inventory over a given period of time, consult the Product History report in the Reports module. You will even see by which employee the entries and exits were made.

Image showing an example of a product entry and exit history by a given employee.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Jun 17

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Present your products

By Louise Lahaie Accounting, Digital transformation, Products and inventory

Knowing how to present your products well is the key to selling!

When selling objects, tangible goods, from a bottle of beer to a bicycle, the presentation of products is familiar to us. Selling products has many advantages: you can easily attach an idea of price, you can easily estimate the value, you know what is included and what is not. It’s easy to explain what is included in the price paid.

With a little creativity, we can take advantage of many of these marketing benefits, even if we are selling services and our delivery is less tangible. A good starting point is to “build” our products in the Collabox.

How to present your products

A price and a description, and we will save a lot of time for the creation of our service offers and for the billing.

In our software, you can determine the budget items of your products for your accounting (customers will not see them anywhere) and leave a note, this time for customers, in order to clarify the inclusions and exclusions, between other. When you invoice a product, this information is automatically reflected on the invoice, saving you time and energy.

Go to the products section to see this.

Click on the icon Accounting of the horizontal menu.

Collabox horizontal menu

Open the page Products using the vertical menu.

Collabox vertical menu

Then click on Add a product , at the top of the page.

Page Products List

Section 1 that you see in the image below is for notes only.

Section 2 includes all budget items. If the product is not billable by the hour, do not enter anything in the column Billable hours ! The amount must be reported in the column Amount on the far right.

Section 3 is used to determine the elements that will appear on the invoice. The budget items will not be displayed on this one since you probably want to present the rates differently for your client. Note that the total amount of the invoice must correspond to the total amount calculated according to the budget items. Otherwise, your accounts would no longer balance.

Page Updating a product

Invoice a product

By filling in these fields, the formatting of the invoice is automated. When you add an invoice for this product, you will get a finished document that looks like this:

Sample invoice

Watch several videos on our Youtube channel, and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!