StockUnify can help your business
Sell products and/or services
- Raise and send invoices
Manage operations
- Maintain suppliers or partners contacts details
- Maintain client contact details
Manage accounts, cash flow and finance
- Receive invoices or bills
Tasks for Accountants and Bookkeepers
- Inventory management
Overview
Unlock the power of efficient inventory management and drive your business forward with StockUnify. Here’s what you can expect:
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Real-time inventory tracking: Gain complete visibility into your inventory performance with our BI dashboards and customizable reports.
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Streamlined Invoicing Generate invoices/packing slips effortlessly, complete with batch and serial numbers, directly from your sales orders.
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Purchase Order management: Streamline your purchasing process, easily split orders, and replenish low stock products with ease.
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Project inventory tracking: Track inventory for each project, giving you full visibility into ordered quantities and remaining stock.
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Serial and batch management: Maintain total control over batch and serial numbers to minimize the risk of expired or obsolete stock.
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Custom Pricing: Tailor pricing for different customer segments to maximize profitability and competitiveness.
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Customizable PDF Templates: Create professional documents like invoices, packing slips, and purchase orders with your unique design, logo, and layout.
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Role-based system: Ensure data security with role-specific access, so your team members only see what they need.
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Insightful reports: Generate detailed reports to monitor performance, identify trends, and track stock movements.
Grow Your Business with StockUnify Today. Discover how a smart inventory system can transform your daily operations and drive business growth. Start now and experience the magic of StockUnify!
StockUnify + Xero
StockUnify integrates seamlessly with Xero to simplify your workflow. Every transaction in StockUnify is automatically and securely updated in Xero in real-time.
Once integrated with Xero, here's what you can achieve:
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Invoicing: When a sales order is created in StockUnify, it instantly syncs with Xero to generate an invoice.
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Billing: After processing a purchase order in StockUnify, a payable bill is automatically created in Xero.
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Stock Adjustment: Any stock adjustment made in StockUnify will send a stock adjustment journal directly to Xero.
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Items: StockUnify can import items from Xero and sync new items created in StockUnify to Xero seamlessly.
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Customers/Suppliers: Import customers and suppliers from Xero directly into StockUnify, and any new entries created in StockUnify will sync back to Xero.
Additionally, StockUnify provides detailed sync logs, offering full transparency over data transfers between the two systems.
Getting started
Syncing your Xero account with StockUnify is a quick and easy process. Follow the steps below for a step-by-step guide on how to do this in just minutes.
If you have not yet signed up for a StockUnify account:
Sign up for an account at StockUnify using your Xero account. This will establish an immediate connection. If you have already signed up for a StockUnify account:
Log in to your StockUnify account. Navigate to the 'Integration' tab in the side menu. Select the 'Xero' section and click on "Connect." A screen will appear with a button labelled 'Connect to Xero.' Clicking the button will open a new browser window, where you will be prompted to authenticate with Xero. Simply follow the prompts provided. After the authentication process, your Xero account will be successfully connected.
