Products and services

Register the catalog of products and services, control balance and minimum stock, adjust quantities, set NCM and tax treatment and print labels.

The Catalog of Products & Services is the basis of orders, sales and tax invoices: what you sell, the price, the cost and how much you have in stock.

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When to use

Before creating orders or sales with catalog items, and whenever you need to correct price, balance or tax data.

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Before you start

Inventory module in the plan and permission in your role. The menu is at Management > Inventory > Products & Services.

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Register an item

1. Click New Product / Service

   Available at the top of the list.

2. Identification tab

   Fill in Name, Internal Code (SKU) and Barcode (EAN) (unique per company) and Category. You can create a New category on the spot.

3. Type & Unit tab

   Check It is a Service (no stock control) when applicable. Choose the Unit of Measure (Unit, Hour, Day, Month, Km, Kg, m², Liter or Service). Enter NCM (required for product NF-e) and, for services, the Service Code (LC 116). Choose the Default Supplier, if any.

4. Prices tab

   Sale Price (R$) and Cost Price (R$). The cost is updated automatically in goods receipts.

5. Stock tab

   Current Stock changes automatically with receipts, adjustments and orders. Minimum Stock sets the alert point.

6. Description tab

   Detailed Description and Active in catalog. Inactive items do not appear when creating sales.

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Part tax treatment

In Type & Unit, the Part tax treatment field is optional: fill it in only if the item is taxed differently from the others. If in doubt, ask your accountant.

Option	When
ICMS already charged earlier (tax substitution)	Part with ST.
Single-phase PIS/COFINS (already collected by the manufacturer)	Single-phase item.
Tax substitution + single-phase PIS/COFINS	Common in auto parts.
Exempt / non-taxed	No taxation.
Custom (enter the accountant’s codes)	Unlocks ICMS CST/CSOSN, rate, CFOP, PIS and COFINS.

The item’s treatment takes priority over the tax profile at issuance.

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The list

Columns: Active, Type, SKU, Name, Category, Sale, Cost, Stock and Supplier. Filters: Category, Type, Active (on by default) and Low stock.

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Adjust the stock

To correct the balance (physical count, loss, bonus):

1. Open the product

   Click edit and use Adjust Stock at the top.

2. Enter the quantity

   In Quantity (positive = receipt, negative = issue), type the value. The current stock appears as a reference.

3. Write the reason

   Adjustment Reason, for example “Physical count”. Confirm: “Stock adjusted!”.

On the product’s edit page there are also the Movements tabs (history of receipts, issues and adjustments with the balance after each one), Purchase History and Cost analysis (evolution of the purchase cost).

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Labels

In Actions > Label in the list, see the preview and choose Print on Thermal Printer (printer configured in Stock settings) or Download PDF.

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Frequently asked questions

Can the balance go negative?

No. When an issue is larger than the balance, the balance stops at zero, although the movement records the requested quantity.

Does a service control stock?

No. Items marked as a service do not move the balance.

Why does the item not appear in the sale?

Check that Active in catalog is on.

Stock receipts

Stock up the inventory.

Tax profiles

Taxation rules.