TidyStock overview

The simple, powerful way to manage inventory from quote to order, sale to despatch, and everything in between.

1. Co-ordinate your whole business

• Manage, track and transfer items, parts and products between multiple locations
• Quickly and easily place purchase and sales orders to restock items and meet customer demand
• Real-time inventory Dashboard shows what you have ready to sell, plus parts and materials available to fulfil orders
• Manage all your supplier and customer details in one place
• Use Tidy at any time, anywhere. Its 100% cloud-based

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 instructions 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
• 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
• 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• Track all items in your inventory and reduce the cost of replacing lost, damaged, stolen or out of date stock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. Streamline processes and improve efficiency

• Create quotes, sales and purchase orders in a click, even print packing slips
• Make quick work of invoicing with key information automatically filled in
• Create sales and purchase orders on the road, in the workshop or warehouse, from your laptop, mobile phone or tablet
• Improve cashflow with regular invoicing

5. Empower your team to deliver superior customer services

• Increase visibility across your organisation with comprehensive reports
• Use Tidy from at any time, anywhere. Its 100% cloud-based
• With your data stored in the cloud, customer information is easily available whenever you need it

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