Inventory management, stock control and purchase orders
Stock is updated together with the documents: it goes down when a delivery note is delivered and up when goods are received. You follow which product is running low and which order is on its way on the same screen.
- Stock based on movements
- Minimum stock list
- Partial goods receipt
Stock movements
Every movement in and out is recorded: goods receipt, delivery, count, adjustment, opening stock. The balance of a product is the sum of these movements; you can look back and see which document moved how much in or out.
- A delivered delivery note reduces stock
- A cancelled document restores stock
- For bundles, stock is deducted from the components
- Opening stock and import
Minimum stock and stock counts
A minimum stock level is entered on the product record. Products that fall below the level can be filtered separately in the list. When you enter the result of a count, the difference is recorded as an adjustment movement.
- Products below the minimum level
- Count and adjustment movements
- The stock list can be downloaded as Excel and CSV
Purchase orders and goods receipt
The purchase order is sent to the supplier by email as a PDF. When the goods arrive, the receipt is entered in part or in full and stock increases. If you wish, the purchase price of the product is updated during the receipt.
- Suppliers have the same structure as customer records
- Quantity ordered and quantity received
- Option to update the purchase price
- Internal team conversation about the purchase order
Frequently asked questions
Can I define more than one warehouse?
No. At present each product has a single stock balance; stock is not kept separately for each warehouse or shelf.
Is there serial number or batch tracking?
No. Stock is tracked as a quantity for each product.
Which plan includes stock?
Stock tracking and purchasing are in plan L.
Related features
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Product and service records, bundles, translations, price groups and price rules.
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Orders from quotes, partial deliveries, delivery notes and conversion to invoices.
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Orders, delivery notes, invoices, stock, purchasing, expenses and reports in one system.
Learn moreReports
Sales, expenses and profit, receivables ageing, quote pipeline, product and customer reports.
Learn moreTry it with your own data
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