Inventory and orders
Items and stock at each place, suppliers and their prices, purchase orders, sales orders and parts used on jobs.
8 articles
- How do I add items to my inventory?Turn on Inventory by asking Alori, then go to Inventory › New item, type the code, name and how many you have now, and click Add item.
- How do I add suppliers and their prices?Add each supplier in Suppliers › New supplier. Then, on an item's page, click Add under Suppliers to give that supplier's code, price, currency and tax.
- How do I count, add, take out or move stock?On an item's page, click Count to type what's on the shelf, Add or take out for a change, or Move to send stock to another place. Every change can be undone.
- How do I log parts used on a job?On the job's page, click Add parts under Parts used, pick the item and how many. They come out of your truck's stock.
- How do I make a sales order, ship it and invoice it?In Sales orders, click New order (or Make sales order on an accepted quote), then Ship when it goes out and Invoice to bill it.
- How do I order from a supplier and receive it?In Purchase orders, click Make drafts for what's low (or New order), add lines, click Mark as ordered, then Receive when it arrives.
- How do I set safety stock and see what's running low?On an item's page, click Safety stock and type how many to keep at each place. Items below it show as Low and in Inventory › Low stock.
- How do I set the inventory currency and purchase taxes?In Settings › Inventory, pick the currency costs are kept in and edit the tax codes your suppliers charge. GST + QST is the default to start.