How to Create an Article in OfficeGest

Evidence Summary

Route: /stocks/artigos
Page title: OG - Articles
Workflow run: create-article-20260519T021105Z
Created article: AI-DEMO-20260519-021105
Verification: DT_Select_ArtigosIVA returned recordsFiltered: 1
Duplicate validation: article-duplicate-validation-20260519T090211Z returned T:AI Demo Article 20260519T021105Z
Evidence file: raw/playwright/workflows/latest-create-article.json

Create article workflow diagram

When to Use This

Use this workflow when a user needs a new stock/service article available for sales documents, purchasing documents, stock views, or article lookups. The article starts with zero stock in warehouses unless a separate stock movement is created later.

Step-by-Step

Open Stocks and then Articles, or navigate directly to /stocks/artigos.
Click Create New Article. OfficeGest opens the article modal and loads it through action=loadForm&form=artigo&id=novoartigo.
Fill Article ID. This is the unique code users will search for later. During the verified run, OfficeGest called SearchIfExistCodArtigo for the entered ID.
If the Article ID already exists, OfficeGest clears the typed value after the duplicate lookup. Choose a different Article ID before continuing.
Fill Description. This is the human-readable item name shown in lists and document lines.
Keep or change Article Type. The observed default for a normal stock item is N, displayed as Standard.
Optionally fill Brand, Family, Sub-Family, Sub-Sub-Family, Bar Code, and Unit.
Fill required pricing fields: Purchasing Price, Selling Price, and VAT. OfficeGest recalculates related margin and selling-price-with-VAT values in the modal.
If needed, enable Use Serial N., Uses Lots, complementary article options, or tire-specific fields before saving.
Click Save. Use Save and New only when creating several articles in sequence.
Return to the Articles list and use the global search or the Article ID column search to confirm the new article appears.

Fields Observed in the Create Modal

Group	Fields and behavior
Identity	Article ID, Description, Article Type, Brand, Family, Sub-Family, Sub-Sub-Family, Bar Code, Unit.
Required	Article ID, Description, Purchasing Price, Selling Price, VAT.
Stock tracking	Use Serial N. and Uses Lots checkboxes are available at creation time.
Pricing	Purchasing Price, Profit Margin %, Selling Price, Selling Price w/VAT, VAT, and exemption reason.
Composition	Complementary article toggle, complementary article selector, extra designation, quantity, complementary price, multiply by quantity, and required flag.
Tire article	It is tire?, EPREL Code, Measure, Type Tire, Season, Load Index, Speed index, Energy efficiency, Security, Noise outside, Width, Height, Diameter.
Footer actions	Undo, Save and New, Save.

Backend and API Notes

Action	Observed purpose	Evidence
`loadForm`	Fetches the HTML modal for `form=artigo` and `id=novoartigo`.	Triggered immediately after clicking Create New Article.
`SearchIfExistCodArtigo`	Checks whether the entered Article ID already exists.	During creation, payload included `id1=AI-DEMO-20260519-021105`. During the duplicate negative test, the existing code returned `T:AI Demo Article 20260519T021105Z` and the visible input value was cleared.
`createNovoArtigo`	Creates the article with identity, unit, pricing, VAT, complementary article, and tire fields.	Payload included `CodArtigo`, `Designacao`, `PrecoCusto`, `PrecoVenda`, `PVP`, and `CodIva`.
`dt_list_recalc_stock_articles_lojas`	Loads warehouse stock rows for the created article.	Returned rows for warehouses such as Armazem de Entradas with zero stock.
`DT_Select_ArtigosIVA`	Lists and searches articles in the DataTables grid.	Search for the created article returned `recordsTotal: 1911` and `recordsFiltered: 1`.

The create endpoint response itself was observed as a terse F:/blank response, so the reliable success proof is the follow-up article table lookup and stock-by-warehouse lookup.

Verification Artifacts

assets/screenshots/create-article-20260519T021105Z-01-articles-list.png - starting article list.
assets/screenshots/create-article-20260519T021105Z-02-create-modal-empty.png - empty create modal.
assets/screenshots/create-article-20260519T021105Z-03-create-modal-filled.png - required fields filled.
assets/screenshots/create-article-20260519T021105Z-04-after-save.png - post-save article context.
assets/screenshots/create-article-20260519T021105Z-05-search-result.png - verified search result.
raw/playwright/workflows/create-article-20260519T021105Z.json - raw request, response, console, and step evidence.
raw/playwright/workflows/article-duplicate-validation-20260519T090211Z.json - duplicate Article ID validation evidence.
assets/screenshots/article-duplicate-validation-20260519T090211Z-03-duplicate-warning.png - create modal after the duplicate code lookup.

Known Gaps

Duplicate Article ID validation is verified for an existing normal stock article. The lookup returned T:AI Demo Article 20260519T021105Z and the modal cleared the duplicate code field.
Stock quantity changes are separate from article creation and remain documented in How to Update Stock.
Save and New was observed as an available action but has not been executed yet.