How to Configure Article Categories and Items in Aurore ERP

To fully use your ERP system, you first need to configure a few essential components. One of the most fundamental configurations is setting up your article families (categories) and items.

Step 1: Create an Article Family (Category)

1. From the ERP dashboard, go to the Structure section.
2. Click on “Families”. This is where you’ll manage the different categories (families) of products or articles.
3. Click “New” to create a new article category.
4. Fill in the required information:
   • Category Name: e.g., Electronics
   • Family Code: e.g., E01
   • Sales Unit: e.g., Piece
   • Stock Tracking: set to CMUP
   • Other fields (like coefficient or type) can be left as default.
5. Click OK to save the category.

✅ You’ve successfully created a category named Electronics with code E01.

Step 2: Create an Article (Item) to Sell

1. Navigate to the Items section from the menu.
2. Click “New” to create a new product.
3. Fill in the item details:
   • Item Name: e.g., Power Bank
   • Family: Select the category you created earlier (Electronics)
   • Purchase Price: e.g., 5,000 FCFA
   • Selling Price: e.g., 10,000 FCFA
   • Sales Unit: e.g., Piece
   • Minimum Sales Price (optional): e.g., 9,500 FCFA
4. IMPORTANT: Set Inventory Tracking to CMUP. Without this, the item will not show up when entering stock quantities.
5. Click OK to save the item.

✅ You’ve now created an item called Power Bank, under the Electronics category, with proper pricing and inventory tracking.

📌 Summary

In this configuration process, you’ve:

• Created an article category (“Electronics”)
• Added a sellable item (“Power Bank”) under that category
• Enabled stock tracking to allow inventory management

These are essential steps before you can manage stock, process sales, or analyze inventory in Aurore ERP.