Importing products into bexio does not require a specific template, as you can both create new products and update existing ones. All you need for the import is an Excel file, the first row of which must contain column headings so that the data can be mapped to the fields in bexio. The only mandatory field is the product name, although...
Product groups help you organize your product lineup. You can create main groups and subgroups to clearly categorize your products.
With the product units in bexio, you lay the foundation for clear and precise invoicing. Whether you bill services by the hour, sell merchandise in pieces, or use special billing methods like daily rates – individual units ensure that your quotes, orders, and invoices are always clearly structured and transparent for your customers.
To manage inventory movements, an order is required. Products on invoices do not trigger inventory movements. Goods outflows include the reservation of products when an order is created, picking when a delivery note is generated, and posting out when the goods are delivered. Goods inflows include allocation upon order receipt and posting...