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TidyStock

Xero staff picks
By TidyStock
4.64 out of 5 stars
Cloud-based inventory management software that simplifies stock control from quote to order, dispatch to invoice, and everything in between. Effortlessly track, transfer, order, and sell stock while gaining valuable data insights. Trusted by manufacturers, retailers, wholesalers, and more.

Overview

TidyStock streamlines inventory management in a powerful yet delightfully simple way, giving businesses full visibility over their stock levels in real-time. From order placement to stock availability and efficient fulfilment, confidently navigate every step of inventory management with precision and ease.

With TidyStock, discover tools and benefits including:

Smart stock reordering: Reduce stock shortages and minimise time spent on manual reordering with the stock level warnings screen. Set up reorder points and use the smart reordering system to quickly and easily create purchase orders.

Real-time insights: Gain valuable insights into inventory performance, trends, and forecasting. BI dashboards and customisable reports enable informed decision-making, optimised inventory planning, and increased operational efficiency.

Multiple stock locations: Transfer stock between different warehouses or store locations for streamlined inventory management, reduced shipping costs, and improved stock availability.

Backorder ability: Create and manage backorders to secure customer commitments and avoid missed sales opportunities. Allocate incoming stock to existing backorders to maintain an efficient order fulfilment process.

Multiple currencies: Manage inventory across different currencies and mitigate currency-related risks in sales, purchases, and stock valuation.

Custom pricing: Cater to diverse customer needs by tailoring pricing to individual customers or specific market segments with a range of custom pricing options.

Batch management: Track and manage stock by batches or lots. Reduce risks of expired or obsolete inventory and optimise product rotation.

TidyStock
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TidyStock + Xero

TidyStock integrates seamlessly with Xero to simplify your workflow. When transactions are made, they are automatically and securely updated in real-time.

Purchase orders: Once the receipt is confirmed in TidyStock, a supplier bill payable is created in Xero.

Sales orders: Once the sales order is saved and invoiced in TidyStock, a customer invoice is created in Xero.

Stock adjustments: When a stock adjustment is made in TidyStock, a stock adjustment journal is sent through to Xero.

Customers: TidyStock customers are directly mapped to Xero contacts when they are created or edited.

Suppliers: When a supplier invoice is sent from TidyStock to Xero for a contact that doesn't exist in your Xero account, a new supplier contact will be created in Xero. Otherwise, the mapping is done by a match on the supplier name.

Sales tax rates and tracking categories can also be mapped between TidyStock and Xero.

Reviews & ratings

4.6 out of 5 stars
29 Reviews
5 star(86%)
4 star(7%)
3 star(0%)
2 star(0%)
1 star(7%)
MH
Michael Hateley
Posted
5 out of 5 stars

Recommended

As a new UK b2b distribution business TidyStock Jet is proving to be an excellent resource to keep a check on the 5000+ products lines I offer and the 500+ items I keep in stock as well as managing quotes, sales and purchases. The link with Xero is invaluable and the ability (Jet version) to deal with multiple currencies is seamless. It took a little while to get used to and understand it like with any new system but I'm so pleased I chose Tidy over the other systems I had looked at. The pre and after sales support has been excellent. It frees my time to do the most important thing for me which is to sell and interact with customers.
SG
Saurab Gurung
Posted
5 out of 5 stars

Great Stock Management System for SMEs

We have been using TidyStock for a little over a year. The initial set up was a bit tricky and time consuming as we were new to Xero and TidyStock but the customer service as great and we were helped a lot during this process.
TK
Terry K
Posted
5 out of 5 stars

Stock Management & XERO Integration

TidyStock has become and integral part of our business, it makes up an important part of our eco-system. The out of the box integration with XERO is seamless and drives excellent compliance for any warehouse manager and accountant. The API is also well defined and fast, providing unrivalled access to your data for reporting and integration into other software tools. We have been using TidyStock as part of the complete suite of Tidy software for nearly 8 years, this has allowed us to grow whist ensuring our corporate governance and compliance stays up to date.

Additional info

Shared data

Xero
TidyStock
Invoicesshared from TidyStock to Xero
Contactsshared from Xero to TidyStock and from TidyStock to Xero
Accountsshared from Xero to TidyStock
Tracking Categoriesshared from Xero to TidyStock
Tax Ratesshared from Xero to TidyStock
Currenciesshared from Xero to TidyStock
Credit Notesshared from Xero to TidyStock and from TidyStock to Xero
Branding Themesshared from Xero to TidyStock

App details

By TidyStock
Added in 2014

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@tidyint.com

Contact

075710077

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.