How to get product reports in Simple ERP?

Now you can get detailed reports on Simple ERP products.

The reports are available in the Analytics module (left menu -> Analytics).

The "Display" field offers 2 additional options: "Product" and "Customer".

When you select one of these two options, two fields appear: "Categories" and "Products".

You can filter by Categories. If you choose one or more categories, the "Product" field contains only the products belonging to the selected categories.

Once the filtering is done, click on "Apply filter".

If you have chosen the "Product" display option, the results are grouped by category, then by product.

If you have chosen the "Product" display option, the results are grouped by customer company.

You can then refine the filter by date period, interaction types,...

Multi-issue companies: consider working in multi-warehouses and/or multi-products

If you work in multiple sender companies, you may want to view the stock and/or goods movement status by sender company one day.

Moreover, in general, a company owns its own stock, but if it has decided to work jointly with another company in the same Simple CRM / ERP.

There are two solutions: either multi-warehouse or multi-product. It is up to you to choose the solution that suits you best.

MULTI ENTREPOT

This is the simplest solution: create one warehouse per company, since warehouse filtering is possible via PRODUCT

MULTI PRODUITS

Another possibility is to create several products, i.e. one per issuing company.

Example: the companies "Papeterie de Paris" and "Papeterie de Lyon" share the same Simple CRM because they are part of the same group.

They will, therefore, create in the PRODUCT category "Bic and Pen", the products

Ballpoint pen - Bic /Paris
Ballpoint pen - Bic /Lyon
Ballpoint pen - Parker /Paris
Ball style - Parker /Lyon


So, to see the stock status of Paris products, just go to PRODUCT and enter /Paris in the Product name and apply the filter.

This solution is to be chosen if companies pool their stocks. 

How to import products into Simple ERP?

Simple ERP, the commercial management module of Simple CRM, allows to import products from a CSV file.
This feature allows you to save time when implementing Simple ERP in your company, or when updating products (rapid price changes for a large number of products for example).

To import products into Simple ERP, follow the steps below.

1) Prerequisites
You must of course have subscribed to the optional Simple ERP module. If you have not already done so, go to this page to know the price of the module.
you must have already configured Simple ERP (see details on this page)
we strongly advise you to use the free LibreOffice software to fill in and save the file

2) Creation of the CSV product file
First download the product import file template.
To do this, go to the Simple ERP module (top menu -> Simple ERP), then click on the "Product" icon in the top menu.

Click on the link in red "file template", then open the file with LibreOffice software.

Now complete the file. Here are the details of the columns:

Column A : reference
This is the unique product reference. This field is required.
If the reference already exists in Simple ERP, the product will be updated with the values from the file line.

Column B : warehouse_code
This is the warehouse code in which the product is stored.
This field is not required. If the cell is empty, the default warehouse will be assigned to the product.

Column C : ref_vendor
This is the reference of this product at your supplier.
This field is not required.

Column D: description
This is the name of the product. This field is required.
This wording will appear in the commercial documents generated with Simple ERP.

Column E : category
This is the name of the product category. This field is required.
If the category does not exist in Simple ERP, it will be created and assigned to the product.

Column F : unit
This is the abbreviation for the product unit. Example : U (unit), H (hour), KG (kilogram)...
This field is not required. If it is empty, the U unit (unit) will be assigned to the product.

Column G : unit_sale_price
This is the unit selling price of the product. This field is required. If the product price is variable, enter 0 in this cell.

Column H: unit_purchase_price
This is the unit purchase price of the product.

Column I : VAT code
This is the VAT code you entered in tax rate management (Simple ERP -> Admin ERP -> 4. Tax management)

Column J : note
This is the detailed product description, which will be applied to the product line commentary in the ERP documents.

Column K : Stock
This is the initial stock of the product. This field is required. If the stock is empty or if you do not manage stock for the product, enter 0 in this cell.

Column L : stock_mini
This is the minimum stock of the product. This field is required. If the stock is empty or if you do not manage stock for the product, enter 0 in this cell.

Column M : maximum_stock
This is the maximum stock of the product. This field is required. If the stock is empty or if you do not manage stock for the product, enter 0 in this cell.

Column N : stock_management
This is the stock management for the product. This field is required. Enter 1 if you want to manage stock for this product, and 0 if you do not want to manage stock.

Column O : code_tva_achat
This is the VAT code for the purchase that you entered in tax rate management (Simple ERP -> Admin ERP -> 4. Tax management)

Columns P to W : PROD_RESERVEX
These columns are reserved for future use in Simple ERP.

Columns X to AU : PROD_CUSTXX
These are the custom fields that you may have created on the product sheets.
See FAQ: http://www.simple-crm-support.com/2016/09/creer-des-champs-personnalises-avec.html