Operations
Stock, buying, selling, production and services on one live ledger. 43 guides.
Start here
- Getting startedCreate your account, set up your business, switch on the stages you use, bring in your products and balances, and record your first purchase and sale.
- DashboardSee what needs you now, your cash and bank, key figures, sales trend and stock intelligence on one page, and arrange it the way you and your team work.
Inventory
- Products and inventoryAdd products with variants, units, prices and opening stock, then follow every item's stock, value and history per location in one list.
- Item types and the service catalogueChoose whether each item is stocked, not stocked or a service, and see how that changes counts, picks, production, purchasing and your online store.
- Stock adjustmentsRecord stock you found, damaged, lost or wrote off. Each adjustment waits for approval, then stock and the journal move together at cost.
- Stock movements logEvery change to stock in one list, newest first: receipts, sales, transfers, production, adjustments and counts, with who made it and the document.
- Stock counts and reconciliationRun full counts, cycle counts and spot checks, compare what you found with the system, and approve the differences into stock and the books.
- Stock never below zeroBy default no sale, transfer, production issue or return can take stock on hand below zero. See the three policies, what is exempt and how to fix it.
- Labels, barcodes and scanningPrint barcode and QR labels on sheets or label rolls, and scan with a phone camera or scanner to sell, put away, find and count stock by bin.
Multi-location
Production
- Production demand planningSee which in-house items need making from demand, stock and open orders, turn the shortfall into work orders, and check when a quantity can be ready.
- Bills of materials and recipesDefine what one batch of a product is made from and the work it takes, and let the app roll up its cost per unit for work orders and margins.
- Production work ordersPlan what to make, hold its materials, track it from planned to finished, and see the planned and actual cost of every work order.
- Material and ingredient issuesIssue materials or ingredients to a work order from its location, choose lots and serials, add applied costs, or let the work order backflush them.
- Finished goods receiptsReceive what a work order made into stock with its lot, expiry or serials, at a standard cost of materials and work, and see the variance close out.
- Batches, lots and quality controlTrack lots with expiry, inspect production batches with signed results, release only what passed, and trace any lot back to materials and on to customers.
- Production schedule and shop floorMove work orders across a board, plan when and on which machine each runs, show the floor what to do next, and record operation times on the work sheet.
Purchasing
- Requisitions, RFQs and supplier quotesLet staff ask for what they need, send requests for quotation to suppliers, compare their quotes and award the best into purchase orders.
- Purchase ordersOrder goods from suppliers, route orders for approval by amount, send them to the supplier and follow each one until it is received and billed.
- Receiving goodsReceive goods against approved purchase orders in full or in part, with lots and serial numbers, landed costs and the supplier's bill made for you.
- Bills and accounts payableCheck and approve supplier bills made from goods receipts or entered as expenses, put disputed bills on hold, correct prices and see what you owe.
- Payments made to suppliersPay supplier bills one at a time or many at once, from cash, bank or the supplier's credit with you, with bank charges posted correctly.
- Purchase returns and supplier creditsSend goods back to a supplier, record the credit they give you against the bill, and take a refund for any credit left over.
- Supplier managementKeep each supplier's details, contacts, terms, prices and lead times in one place, and see what you owe, what is on order and what to reorder.
Sales
- Customer managementKeep each customer's details, contacts, terms and credit limit, see what they owe and buy, send statements and set their credit status.
- Sales processesChoose how your sales run from 20 sales processes picked by five questions, with matching purchase processes, so the app fits how you work.
- Sales ordersTake customer orders, approve them by hand, automatically or by advance paid, take deposits, and follow each order through pick, delivery and invoice.
- Picking, packing and deliveryPick approved orders with lots and serials, pack them into packages, record what left the warehouse and when it was delivered, and invoice it.
- Sales invoicingMake invoices from orders, deliveries or directly, approve them into the books, send them with an online pay link, and void or credit them correctly.
- Payments received and receivablesRecord customer payments, control credit, take advances, send payment reminders and write off or provide for dues that cannot be collected.
- Sales returns, credit notes and refundsTake goods back against an invoice, issue the credit note, refund the customer or keep the credit, and credit a price allowance with no goods back.
- Point of sale and cash registerSell at the counter with shifts and cash counts, split payments, returns, customer accounts, parked sales, receipts and an offline till.
- Online store ordersHow orders from connected stores and marketplaces arrive, when they are approved, and how to keep, collect, approve or reopen unpaid web orders.
Shipping & COD
- Couriers and shippingConnect carriers, compare rates, book parcels, print labels, request pickups, follow tracking, cancel bookings and handle parcels that come back.
- Cash on delivery settlementHold cash-on-delivery invoices until the courier reports the parcel, settle them from the cash collected, bill the real courier charge, review the rest.
Services
- Leads, quotations and jobsFollow an enquiry from lead to quotation, job and invoice, with each step linked to the next so nothing is billed twice or lost on the way.
- Service templatesSet out a service's usual lines, prices, taxes and charged costs once, then start every quotation, job or subscription for it in a click.
- Subscriptions and recurring billingBill customers on a schedule: a plan makes an approved invoice each period, spreads income over the period if you choose, and pauses when unpaid.
- Job schedule and dispatchSee every open job on a status board or week calendar, book it for a time and a team, and move it on. The customer is told when it is booked.
Controls
- Approvals centreOne queue for every approval: review each request with its lines and warnings, approve, reject or send back, in bulk, and delegate while you are away.
- Closing, cancelling and reopeningWhen an order, invoice or bill may close, how to cancel and reopen one under the same number, and why every close, cancel or write-off asks a reason.
- Corrections and amendmentsFix a posted order, pick, invoice or bill the auditable way: the original is reversed and entered again under the same number, with from-to history.
- Print studioDesign how each document prints: paper, layout, logo, columns in your order, pictures, totals, stamps and signatures, saved as named layouts.