Les articles sont soit des articles que vous achetez à vos fournisseurs et que vous vendez à vos clients, soit des services que vous fournissez et pour lesquels vous êtes payé. Dans Zoho Inventory, vous pouvez ajouter ces articles facilement et gérer leur inventaire de sorte que, chaque fois que vous créez une demande d'achat à votre fournisseur, le stock augmente et lorsque vous vendez les articles, le stock diminue automatiquement.
Produits dans Zoho Inventory
Zoho Inventory vous permet d'ajouter trois types de produits
Les produits individuels
Comme son nom l'indique, vous pouvez ajouter un type de produit ou de service à l'inventaire. Par exemple, shampoing.
Les produits en groupe
Un groupe d'articles dans Zoho Inventory, contient des variations du même article de base. Ce sont des articles similaires, sauf qu'au moment de créer un article, vous pouvez facilement en créer plusieurs. Par exemple : un t-shirt de différentes tailles et couleurs.
Les produits composites
Un produit composite dans Zoho Inventory est un produit unique qui est composé de deux ou plusieurs articles et/ou services. En utilisant des articles composites, vous pouvez créer des collections et les vendre à des tarifs personnalisés, ainsi qu'effectuer des assemblages de base pour créer des produits finis. Par exemple : shampoing, savon, gel douche, nettoyant pour le visage, lotion pour le corps au parfum fraise.
Créer les produits individuels
- Dans le panneau à gauche, allez dans le module "Articles" sous "Inventaire".
- Ici vous pouvez ajouter les détails de produit comme le nom, SKU, l'image, la taille, le poids et la catégorie.
- Pour créer les catégories, accédez à Paramètres >> Préférences >> Articles >> Personnalisation de champs.
- Également, vous pouvez saisir les détails des ventes et des achats.
- Détails du suivi des stocks - l'activation de cette section dans Zoho Inventory vous permet de suivre un produit. Vous ne pouvez pas désactiver le suivi des stocks une fois que vous avez enregistré des transactions pour un article.
- Lorsque vous avez activé l'option "Suivi de stock avancé" pour votre organisation, choisissez si vous souhaitez suivre vos articles par numéro de série ou par numéro de lot. Si vous ne voulez suivre ni l'un ni l'autre, choisissez "Aucun".
- Définissez le point de re-commande et ajoutez un fournisseur privilégié de votre choix pour cet article.
- Saisissez les détails de l'entrepôt pour savoir où le produit doit être réapprovisionné.
Conseil : Le champ SKU est l'un des identifiants uniques d'un produit. Vous pouvez y stocker les informations relatives au code-barres de votre produit, afin de pouvoir le scanner et le récupérer lors de la création de transactions.
Créer les produits en groupe
- Depuis le panneau à gauche, allez dans le module "Groupes d'articles" sous "Inventaire".
- Comme indiqué ci-dessus, saisissez les détails comme le nom du groupe d'articles, l'unité, la taxe, la marque et la catégorie.
- Ajoutez les attributs et les options pour ce groupe d'articles. Sur la base du nom et des attributs du groupe d'articles, une combinaison de noms de variantes sera générée automatiquement.
- Les attributs sont des propriétés utilisées pour décrire un élément. Par exemple, un T-shirt peut être décrit par sa couleur, sa taille et sa marque. De même, il peut y avoir de nombreuses variantes de ce type. Zoho Inventory génère toutes les combinaisons de variantes basées sur les attributs et options donnés.
Génerer SKU pour un groupe d'articles
Certains groupes d'articles peuvent avoir de nombreuses variantes et la saisie de la SKU pour chacune d'entre elles risque de prendre beaucoup de temps. Vous pouvez plutôt créer un modèle de SKU avec les attributs de votre choix et l'appliquer à toutes les variantes du groupe. Cela vous permettra de gagner du temps en évitant la saisie manuelle et de créer des SKU significatifs pour vos articles.
- Vous pouvez configurer le SKU selon les produits.
- Vous pouvez également ajouter des textes personnalisés à la SKU. Cliquez sur le menu déroulant "Valeur de l'échantillon" et sélectionnez l'option "Texte personnalisé". Saisissez le texte dans le champs ci-dessous. Visualisez les modifications que vous apportez à la structure de la SKU dans le champ "Aperçu de la SKU". Ce champs est en mode lecture seule. Vous ne pouvez pas modifier directement ce texte.
Créer les produits composites
- Pour activer cette fonctionnalité, allez à Paramètres >> Préférences >> Articles >> Articles composites.
- Depuis le panneau à gauche, allez dans le module "Articles composites" sous "Inventaire".
- Comme pour les articles individuels, saisissez le nom, le SKU, l'unité et la catégorie.
- Associez les produits ou services qui composent le produit composite et configurez sa quantité. Un produit d'un composite existant peut faire partie d'un nouveau produit composite.
- Saisissez les autres détails demandés tels que les informations sur les ventes et les achats.
- Activez "Suivi du stock avancé", saisissez les détails entrepôts et enregistrez.
Bon à savoir
- La définition d'un niveau de réapprovisionnement vous aide à réapprovisionner les articles avant qu'ils ne soient épuisés.
- Le stock d'ouverture désigne la quantité que vous avez en main avant de commencer à suivre l'inventaire de l'article.
- Vous pouvez également ajouter des numéros de série aux articles composites.
- Le champ SKU servira d'identifiant unique pour un article. Vous pouvez y stocker les informations relatives au code-barres de votre article, afin de pouvoir le scanner et le récupérer lors de la création de transactions.
Merci
L'équipe Zoho France
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