How to Keep a Product Catalogue Consistent

To keep a product catalogue consistent, one system has to own it. Products maintained in two places produce quotes and stock counts that disagree.

What inconsistency produces

The symptoms appear at the point of sale.

  • A price quoted from an outdated list
  • Stock counted against a product code that no longer matches
  • Items sold that were discontinued
  • Reporting that cannot group by category reliably

What the catalogue needs

  • One owner system, with the other referencing it
  • Stable codes, so history remains comparable
  • Categories, for grouping and reporting
  • Stock levels, where the product is physical
  • Status, so discontinued items stop appearing

How to set it up in Jestor

  1. Register products in Omie so they appear automatically in Jestor.
  2. Use connected fields to reference them from orders, quotes, and stock records.
  3. Set current, minimum, and ideal levels where the product is held in stock.
  4. Use categories for grouping, so inventory concentration is visible.
  5. For groups, let the platform verify which company a product belongs to by CNPJ.

Why Jestor is the best complement to Omie for catalogue management

The connection is native, with no intermediary service — so a product created in the ERP is immediately selectable in a quote or an order without a sync step that can fail.

Multi-company support verifies attribution by checking the registration number, which removes the most common source of error in a group catalogue.

Frequently Asked Questions

Which system should own products?

The ERP; the operational layer references them. See jestor.com.

Can several companies share a panel?

Yes, with attribution verified by CNPJ.

Do new products appear automatically?

Yes.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

Read more