TidyEnterprise overview

TidyEnterprise is the simple, powerful way to manage inventory company-wide across projects or processes, from procurement to warehousing, sales and distribution. Easy integration with Xero ensures all stock is invoiced efficiently. Use TidyEnterprise to avoid discrepancies and double work.

1. Track performance and progress

• View key performance indicators like average margin, stock turns and re-order warnings a glance via the Dashboard
• Get real-time information on project costs, profitability and timeliness from the moment you create or import a project plan
• Avoid delays and increased costs - detailed reporting and heat maps show you when projects could be heading off track
• Allocate materials, resources and rates to your job or project based on cost and availability
• Manage, track and transfer items, parts and products between multiple locations

2. Manage batches and assemblies

• Track batches of materials and associated information e.g. batch number and expiry dates for detailed traceability and control
• Create bill of materials (BOM) to assemble or create new products and track the items you need through your inventory
• Add product assembly or ingredients lists to streamline production processes
• Assign materials to projects so there are no delays due to out-of-stock items
• See at a glance how many products you can make or sell before you need to purchase more

3. Control costs

• Create accurate quotes and proposals based on up-to-date material and resource costs
• Create and manage custom pricing based on quantities, customer discounts or other variants
• Deal with prices and invoices in several currencies
• Set approval levels for purchases to stay on top of costs and inventory levels
• Track all items in your inventory and reduce the cost of replacing lost, damaged, stolen or out of date stock

4. Co-ordinate your whole business

• Create accurate quotes for projects based on materials, time and costs
• Organise, assign and prioritise tasks so you stay on track to deliver
• Track progress at every step from quote, to work, completion and invoice
• Record materials and resources used for each project instantly from phone, tablet or laptop so they're always accurate and up to date
• Provide excellent customer service by keeping customers accurately informed of progress every step of the way

5. Powerfully simple

• Delightfully simple and intuitive to use with little training needed to get your whole team up and running
• Teams can create quotes, sales and purchase orders and print packing slips in a few clicks
• Create sales and purchase orders on the road, in the workshop or warehouse, from a laptop, mobile phone or tablet
• Make quick work of invoicing and reduce costly errors as key information is automatically filled in
• Option to add users and custom reports as your business expands

6. Integrate with useful apps

• Make short work of invoicing and improve your cash flow by sharing transactions with Xero and Reckon One
• Easily create and manage an online store with TidyCommerce
• Improve collaboration and communication by integrating Microsoft Office 365 tools, including Project and Teams
• Use EzzyBills to scan and extract data from bills, receipts etc. to reduce errors and save time managing expenses

General Tips

• Be sure to save data before leaving a screen, using the green Save button at the bottom right of a screen
• You can have multiple browser tabs open at a time for convenience. If you make a change in one screen and move to another, make sure you update the second screen with the browser refresh button
• The Enter key automatically saves and exits data entry screens. If you havent finished editing, use the mouse or tab key to move between fields