Inventory

Learn how to store, manage, and do more with stock and material items in Tidy

TidyEnterprise

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TidyStock

How to use the stock level warnings screen

The Stock Level Warnings Screen displays current stock levels, sales and purchases on order, and calculates recommended reorder levels for you. Purchase orders can be quickly created from here, which simplifies reordering and prevents stock shortages.

How to use material categories

Material categories are used to group and help identify material items. In this module, learn how to set them up and use them to track materials. Also learn how material categories are linked to the chart of accounts in your Xero accounting system.

How to use batches

Batches are groups of items created from the same production run. The batch function in Tidy enables you to assign batch numbers against material items, assign batch numbers when receiving items, and sell items with a batch number.

How to use catalogue pricing

When you create a purchase order for a managed item, the price you pay to suppliers may differ from the current unit cost. This allows you to use the current supplier price at the time of purchase. You can also use catalogue pricing to edit the currency when you buy items in foreign currencies.

How to use the bulk stock adjustment tool

Learn how to use the stock adjustment tool. This can be used to complete stock adjustments in bulk if you have done a stock take and need to update a list of stock levels for material items.

How to transfer materials between locations

If you store stock in more than one location, you may need to move material items between them for sales. In this module, learn how to transfer materials between locations.

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TidyAcademy is your one-stop shop for everything you need to know about the variety of products within the Tidy ecosystem. From TidyStock to TidyWork, TidyEnterprise, TidyCommerce, TidyClinic and TidyBuild, everything you need is right here. Whether you prefer written or video documentation, we have content to suit your needs!