Inventory
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How to use the bulk stock adjustment tool. This can be used to complete stock adjustments in bulk if you have done a stock take and need to update a list of stock levels for material items.Posted: Friday 11 August 2023
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When setting up material items, you can choose to make them “managed” or “unmanaged.” This module explains the difference between the two, the benefits of each, and when they are most appropriate to use.Posted: Wednesday 14 December 2022
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The Stock Level Warnings screen displays current stock levels, sales and purchases on order, and calculates recommended reorder levels for you. Purchase orders can be quickly created from here, which simplifies reordering and prevents stock shortages.Posted: Tuesday 13 December 2022
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In this module, learn how to complete a stock adjustment. Stock adjustments are done to manually modify the stock level or value of managed items.Posted: Monday 12 December 2022
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If you store stock in more than one location, you may need to move material items between them for sales. In this module, learn how to transfer materials between locations.Posted: Sunday 11 December 2022
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In this module, learn how to disable, archive, and delete material items. If you are no longer selling or keeping stock of certain items, you can choose to archive or disable them. If there is no sales or purchase history against a specific item, you can also delete it.Posted: Saturday 10 December 2022
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Material categories are used to group and help identify material items. In this module, learn how to set them up and use them to track materials.Posted: Friday 9 December 2022
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In this module, learn how to complete a material conversion. Material conversions are used when you sell or consume items in a different form or unit, to which you purchased it in.Posted: Thursday 8 December 2022
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An assembly is a top-level finished product comprised of individual material item components. They can also be referred to as a "bill of materials." In this module, learn how to set up an assembly, how to use them, and what wastage in an assembly is.Posted: Wednesday 7 December 2022
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When you create a purchase order for a managed item, the price you pay to suppliers may differ from the current unit cost. The catalogue price feature allows you to use the current price at the time of purchase.Posted: Tuesday 6 December 2022
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Batches are groups of items created from the same production run. The batch function in Tidy enables you to assign batch numbers against material items, assign batch numbers when receiving items, and sell items with a batch number.Posted: Monday 5 December 2022
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Barcodes are used in TidyStock to quickly search for and identify material items. In this module, learn how to add items by scanning the barcode, search for items using their barcode, and add items to sales using barcodes.Posted: Sunday 4 December 2022
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Stock on hand reports show you the stock levels of your material items. They show a breakdown and total cost value of current stock on hand.Posted: Saturday 3 December 2022
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Service expenses are third-party landing costs which are allocated to purchase orders and distributed across the items within those purchase orders. These costs are added to the items' unit cost. They also affect the asset value, stock on hand in Xero.Posted: Thursday 1 December 2022
