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Tutorial: In the CashCtrl inventory, items, services and fixed assets are managed and assigned to their own categories. Each item can be managed as a stock item. The articles are imported via CSV or Excel file.
Content
Add articles via Add Import articles and in the appearing dialog either drag and drop the file into the window or upload / select it via Upload file.
CashCtrl recognizes the file and the next step can be executed. The uploaded file is automatically stored in the file manager (PRO) after the import.
Confirm with Next
In the following dialog the columns from the file are mapped to the fields in CashCtrl.
Here it is also possible to configure the custom fields and possibly create new ones.
The next dialog then shows an overview and the confirmation that the articles can be imported.
Any item can be managed as a stock item. This means that the article will have a stock. To create a stock item, the "Stock item" box is checked in the "Stock" tab.
The inventory can be adjusted by purchase and sales invoices, as well as manually. The stock itself, i.e. the inventory, does not have any effect on the accounting yet, only the documents with which stock items are sold.
It is recommended to arrange items and services into categories. Expense and income accounts are assigned to the categories. This way, items and services on an invoice will be automatically settled to these accounts.
The value added tax/sales tax is also settled automatically if the tax rate has been stored in the expense/income account.
By setting a minimum and maximum stock level of an item, the stock level is displayed in green or red in the inventory overview. With the filter "Only articles to restock" red marked articles can be displayed.
In CashCtrl FREE and CashCtrl PRO the stock levels are set differently. Detailed instructions can be found in the forum or the documentation.
By default, the stock level for a sale in CashCtrl PRO is influenced by the "Delivered" status of a delivery note. If the sale is to be made without delivery bills, this can also be set accordingly via a status of the invoice category.
In the reports module of CashCtrl, various evaluation options are available for the sales in real time. These are automatically updated after each sale.
