TidyAcademy

How to add quantity breaks

In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.

How to migrate stock from Xero to Tidy

When you migrate stock from Xero to Tidy, you don’t need to maintain stock levels in Xero. Tidy tracks and manages inventory and uses Xero for financial accounting. When a Sale or a Purchase is created in Tidy, the new Current Asset account called Stock on Hand balance will be updated in Xero.

How to disable and delete materials

If there is no purchase or sale history against a specific material item, you can delete it. This feature can be used to ensure material items that are no longer used or that are obsolete can be removed from the material item list, reducing the complexity as well as load times within your Tidy account.

How to add components to an assembly

In this module, learn how to add components to assemblies.

How to clone a material and assembly

In this module, learn how to clone a material and assembly.

Managed and unmanaged items

A material item may be Managed or Unmanaged.

How to use barcodes

Some Material items may require barcodes. Use this guide to learn how to add a barcode, search for a barcode, and add items to sales using a barcode.

How to make material conversions

If you buy in stock or materials in one form of unit (e,g. roll, sheet, bag, weight, etc.) and sell or consume in another type of the same or different unit of measure (square area, linear length, smaller bag size, volume, etc.), then this feature will help you.

How to un-assemble

Currently Tidy does not have a single function to undo the Assemble of an assembly item. To effect such an undo/unassemble action, individual adjustments are needed to the Assembly Item and its component items.

How to complete a stock adjustment

In this module, learn how to add stock adjustments. These adjustments can be used to document 'variations' in material items that occur after the item has been created.

How to create an assembly

In this module, learn how to create an assembly. Assemblies are managed items, by definition. They cannot be unmanaged.

How to use catalogue pricing

The Catalogue Price feature allows you to enter a price from your supplier that will be used when creating a Purchase Order.

How to transfer materials between locations

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

Inventory