Setup

Set up your account in the global settings section of Tidy

TidyEnterprise

Set up your suppliers

In this module, learn how to add suppliers to your TidyEnterprise account. These are the people or organisations that you purchase stock from.

Set up your locations

In this module, learn how to add new material locations. Locations are where your material items or stock is stored. These might be distribution centres, warehouses, retail stores, or something else.

Set up your tax rates

If your business trades internationally, it's helpful to set different tax rates to fulfill regional requirements. In this module, learn how to add sales tax rates to your TidyEnterprise account. Please note that the multiple tax rates option is only available under certain plans.

Set up your currencies

When initially signing up for TidyEnterprise, you selected a base currency. This is the currency that you transact and do business in. If you trade internationally, it is useful to set up additional currencies. Please note that this is only available under certain plans.

Set up your countries

When creating a customer or supplier, you can add countries to their information profile. In this module, learn how to set up your countries available for selection.

User roles and permissions

When setting up your users, you must select which roles and permissions they have. In this module, learn about different user roles and what areas they can create, edit, and view.

TidyStock

Set up your locations

In this module, learn how to add new material locations. Locations are where your material items or stock is stored. These might be distribution centres, warehouses, retail stores, or something else.

Set up your company settings

Company settings are general settings that will affect what you see in your TidyStock account. In this module, learn how to set up your organisation settings, understand the sales and purchases settings, and learn about automatic numbering.

Set up your currencies

When initially signing up for TidyStock, you selected a base currency. This is the currency that you transact and do business in. If you trade internationally, it is useful to set up additional currencies. Please note that multiple currencies are only available under certain plans.

Set up your custom templates

Learn how to create custom templates for sales quotes, packing slips, project proposals, project quotes, and purchase orders. Use our template codes to add fields to your document template.

Set up your countries

When creating a customer or supplier, you can add countries to their information profile. In this module, learn how to set up your countries available for selection.

Set up your accounting

Tidy's integration with Xero accounting means that when you make sales, purchases, and adjustments to your stock in Tidy, your Xero financial records are automatically updated. In this module, learn how to set up the connection to Xero from your Tidy account.

TidyStock TidyWork TidyEnterprise TidyCommerce TidyBuild TidyClinic

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!

Setup

TidyEnterprise

Set up your suppliers

Set up your locations

Set up your tax rates

Set up your currencies

Set up your countries

User roles and permissions

TidyStock

Set up your locations

Set up your company settings

Set up your currencies

Set up your custom templates

Set up your countries

Set up your accounting

Products

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