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 + 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.
Getting started
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Start a free trial of TidyStock
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In the “Global Settings” section of TidyStock, click on “Xero” and then “Connect to Xero”
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Set up your integration by specifying which Xero accounts TidyStock should be mapped to.
You’re now connected with Xero! TidyStock will send orders, invoices, and more through to your Xero account.
