POSYMAUser manual
ES

Inventory

Inventory holds your products and services with their prices, taxes and stock. From here you organize categories, define locations such as warehouses or shelves, adjust or transfer stock and create price lists for customers, groups or locations.

Manual modules
Where it is Side menu › Inventory. Open in your POSYMA
When you see it Available in every POSYMA. Price lists show up if your POSYMA includes point of sale and your role can edit inventory.
Guide 1 of 5

How to create a product
Product list with the Low label on low-stock products
Product list with the Low label on low-stock products. Tap the image to see it larger.
  1. Open Inventory > Products and click "Add Product".
  2. Type the "Name" and the "Sale Price". The "SKU" is generated if you leave it empty.
  3. Fill in what you need: "Purchase Cost", "Barcode", "Brand", "Category", "Supplier" and "Unit of Measure".
  4. Choose the tax: "None", "IVA 5%", "IVA 19%", "IVA excluded" or "IVA exempt".
  5. Type the "Opening Stock" if you already have units and the "Minimum Stock" to get low-stock alerts.
  6. Click "Create Product". You can add the image afterwards.
Form to create a product
Form to create a product. Tap the image to see it larger.

If it is a service, tick "Is a service (no inventory)". Services carry no stock. If your business is not responsible for IVA, POSYMA does not charge IVA on your products.

Guide 2 of 5

How to adjust stock
Stock adjustment with reason and projected stock
Stock adjustment with reason and projected stock. Tap the image to see it larger.
  1. In the product list, click the row's adjust button ("Adjust Stock").
  2. In "Adjustment Quantity" type a positive number to add or a negative one to subtract.
  3. Pick the "Adjustment Reason": purchase, physical count, customer return, damaged, expired, transfer or other.
  4. For an entry, type the "Unit Cost". Check the "Projected Stock:".
  5. Click "Save Adjustment".
Guide 3 of 5

How to view and transfer stock between locations
A product's stock by location
A product's stock by location. Tap the image to see it larger.
  1. Click a product's stock number to see how much is at each location.
  2. At the source location, click "Transfer stock from this location".
  3. Pick "To Location", type the "Quantity" and notes if you want.
  4. Click "Transfer".

The list's location filter shows stock for a single location. "Movements" lists every entry and exit with filters such as "Last 7 days".

Guide 4 of 5

How to create categories and locations
Inventory category tree
Inventory category tree. Tap the image to see it larger.
  1. Open Inventory > Categories and click "Add Category".
  2. Type the "Name" and, for a subcategory, pick the "Parent Category". Click "Create Category".
  3. Open Inventory > Locations and click "Add Location".
  4. Type the "Name" and "Code", pick the "Type" (Warehouse, Zone, Shelf or Bin) and, if needed, the "Parent" location.
  5. Click "Create Location".
Inventory locations list
Inventory locations list. Tap the image to see it larger.

If you delete a category, its products become uncategorized. If you delete a location, its child locations become root locations.

Guide 5 of 5

How to create a price list
Price list detail with products and assignments
Price list detail with products and assignments. Tap the image to see it larger.
  1. Open Inventory > Price Lists and click "Add Price List".
  2. Type the "Name", tick "Available in POS" if you will use it when selling and, if you want, set a "Start Date" and "End Date". Click "Create Price List".
  3. Open the list and click "Add Product". Pick the "Discount Type": "Fixed Price", "Percentage" or "Formula".
  4. For percentage, a negative number is a discount and a positive one a markup (for example -15 is 15% off). You can set quantity ranges.
  5. Assign the list with "Assign Customer", "Assign Group" or "Assign Location".

Use "Import CSV" and "Download Template" to load many prices at once.

Frequently asked questions

How do I export my products?

In Inventory > Products, click "Export CSV".

What do the Normal, Low and Out labels mean?

"Low" shows when stock drops below the product's "Minimum Stock"; "Out" when no units are left. Set the minimum stock to 0 to turn off alerts.

Can I bring my products from Excel?

Yes, with the "Bring my data" assistant in the account menu. See the Import data page.