How to read this pageEach field explains what it is for, what to enter and an example. If your company does not use a feature, that field may not appear for your profile.
1. What Products and Inventory are for
Products defines what the company sells, buys or uses. Inventory controls physical balances and movements by company.
Product→Purchase / receipt→Inventory→Sale / consumption→Balance
Simple differenceProduct answers “what is it?”. Inventory answers “how much exists in this company/location?”.
2. Product record: field by field
Use this screen to define the commercial, operational and fiscal data of the item.
Products → New product
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Name Required | Main name of the product or service. | Use a description anyone in the company can recognize. | Example: 1 TB SATA SSD. |
| Type Required | Indicates whether the item is a product or a service. | Choose Product for goods and Service for a service offering. | Product / Service. |
| Unit Optional | Basic unit used to quantify the item. | Choose the unit used in sale and control. | Example: EA, KG, BOX. |
| Group Required | Organizes items for search, reports and business rules. | Choose the correct group. | Example: IT > Storage. |
| Brand Optional | Identifies manufacturer or commercial brand. | Select when useful for sales or control. | Example: Kingston. |
| Barcode Optional | Code read by scanner/POS. | Enter the item's commercial barcode. | Do not reuse the same code for different items. |
| Auxiliary code Optional | Second code for search or integration. | Use when the company already works with another internal code. | Example: SSD-001. |
| Industry code Optional | Manufacturer/industry reference code. | Enter when needed for purchasing or integrations. | Use the official reference. |
| DUN-14 Optional | Logistics packaging code. | Enter when used on cartons/logistics packages. | 14 digits when applicable. |
| Sales decimal places Optional | Controls whether fractional quantities can be sold. | Enter a value from 0 to 6. | 0 for whole units; 3 for kg, for example. |
| Active product When applicable | Controls whether the item remains available for normal use. | Keep it active while it can still be used. | Deactivate to preserve history without new operations. |
| Track inventory When applicable | Indicates whether the item needs a physical stock balance. | Mark for goods and controlled materials. | Usually not enabled for services. |
| Scientific name Optional | Additional scientific/technical description. | Use only when the industry requires it. | Example: technical or healthcare item. |
| Tender name Optional | Formal description used in public procurement/tenders. | Use when the company participates in public bids or formal proposals. | It can be more formal than the commercial name. |
| Description Optional | Explains item characteristics. | Use clear, objective text. | Do not place price or stock in this field. |
| NCM Optional | Brazilian fiscal classification of goods. | Enter the correct code according to fiscal guidance. | Do not guess the NCM. |
| CEST Optional | Brazilian tax substitution code when applicable. | Enter according to the product's tax rule. | Validate with the fiscal/tax owner. |
| Goods origin Optional | Fiscal origin classification of the goods. | Choose the correct origin. | It affects taxation. |
| Taxable Optional | Indicates the tax treatment of the item. | Choose according to fiscal configuration. | Validate with the fiscal/tax owner. |
| Internal / external ICMS Optional | ICMS rates used by the configured fiscal treatment. | Enter percentages when the company stores this rule in the product. | Example: 17.00. |
| IPI / PIS / COFINS Optional | Tax rates for the item when applicable. | Enter only from a correct tax source. | Percentage. |
| PIS CST / COFINS CST Optional | Tax situation codes. | Enter the correct codes. | Do not choose a code because it merely looks similar. |
| Tax base reduction / out-of-state Optional | Percentage reduction of the tax base when applicable. | Enter only when a specific tax rule exists. | Percentage. |
| Initial quantity Optional | Opening stock entered at item creation when allowed. | Use only for onboarding or an authorized procedure. | After go-live, prefer inventory movements. |
| Minimum inventory Optional | Quantity below which the item should receive attention. | Enter the replenishment threshold. | Example: 5. |
| Maximum inventory Optional | Reference ceiling for stock/replenishment. | Enter when your policy uses a maximum. | Example: 50. |
3. Inventory adjustment: field by field
Manual adjustment should be used with a reason and permission. Prefer the originating business flow whenever the change comes from purchasing, sales, counting or manufacturing.
Inventory → Item → Adjust
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Physical quantity Optional | Physical balance being adjusted. | Enter the verified correct quantity. | Decimals may be accepted according to the item. |
| Minimum inventory Optional | Replenishment alert point. | Enter the desired minimum. | Example: 10. |
| Maximum inventory Optional | Reference ceiling for inventory. | Enter when used by your purchasing/replenishment policy. | Example: 100. |
| Adjustment reason Optional | Explains why the balance changed. | Describe the fact objectively. | Example: Physical count on 2026-10-06. |
Do not do thisDo not use a manual adjustment to hide a purchasing, sales or receiving error. Correct the originating operation whenever possible.
4. Lots, expiry and traceability
Grocery and other operations can control lot, manufacturing date, expiry, losses and outbound movement by expiry date.
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Product Required | Item to which the lot belongs. | Select the correct product. | The product must exist in the catalog. |
| Lot Required | Identifier printed or assigned to the batch. | Enter it exactly as it will be traced. | Example: LOT-2026-10. |
| Manufacturing date Optional | Date on which the lot was produced. | Enter when known/required. | Date. |
| Expiry date Optional | Last valid date for the lot. | Enter when the item expires. | Used for alerts and FEFO. |
| Quantity Required | Quantity received/moved for the lot. | Enter the physical quantity. | Respect the item's unit. |
| Unit cost Optional | Cost of the item in this receipt. | Enter when the operation tracks cost by lot/receipt. | Unit amount. |
| Loss type When applicable | Classifies non-commercial outbound movement. | Choose Loss, Breakage, Disposal or Return. | Helps reporting and audit. |
| Reason When applicable | Explains the loss/adjustment. | Describe the real event. | Example: damaged packaging. |
5. Apparel grids and variants
Apparel can use a parent product and variants by size, color and collection.
| Field | What it is / why it exists | What to enter | Example / rule |
|---|---|---|---|
| Parent product Required | Main product that groups variants. | Select the base model. | Example: Basic T-shirt. |
| Product / SKU item Required | Actual item represented by the variant. | Select the product for that size/color combination. | Example: Blue T-shirt M. |
| SKU Required | Code of the variant. | Use a unique, searchable code. | Example: TSH-BLU-M. |
| Size Optional | Variant size. | Use the size grid adopted by the store. | Example: M. |
| Color Optional | Commercial color. | Use consistent naming. | Example: Blue. |
| Collection Optional | Groups items by collection/season. | Select when the operation uses collections. | Example: Summer 2027. |
| Barcode Optional | Code read at POS. | Enter when the variant has a barcode label. | Unique per SKU. |
| Price Optional | Variant selling price. | Enter when the variant has its own price. | Money amount. |
| Cost Optional | Variant cost. | Enter when needed for margin. | Money amount. |
| Active variant When applicable | Controls whether this variant can be used. | Turn off when it should no longer be sold. | Keeps history. |