Step 1
Head to the Sales & Purchases tab and click on New Sale.
Step 2
First, select the customer that you are selling stock to. You can either type their name or use the search icon to find them.
Step 3
Below, you can see that the delivery address has been automatically filled in.
This was entered into the customer information when we set up the customer earlier.
Step 4
Select a customer contact for this sales order over here.
Step 5
Click More Settings to expand this section. Here, you can choose the currency you’re selling in and the pricing level.
Step 6
Select the invoice template under Branding, as well as the packing slip and sales quote templates. If you haven’t already, setup these templates by following the Document Setup modules.
Step 7
To add an item to this order, type in the item code or item name, or click the search icon.
Step 8
If you click the search icon, you can narrow down your search by filtering by material category or typing in part of the item’s code or name.
Step 9
Next, enter the quantity needed.
Click New Item to add more line items to the order.
Step 10
After you’ve finished adding material items, save the order. Let’s save it as a draft for now. As a draft, the order can be modified or deleted before being sent to the customer.
Step 11
Now, in Sales, you can see the draft sales order we’ve just created.
Click on the orange pen icon to make any edits.
Step 12
Let’s now save this order as a quote.
Step 13
In your Sales list, these icons have now appeared by the order. You can download a copy of the sales quote or email it to the customer.
Step 14
Once the customer accepts the quote, we can change the sales order status. You can Save as Order or Save and Invoice.
Save as Order might be used for backorders or sales that need to be approved or converted at a later date.
Save and Invoice commits the sale and sends an invoice through to Xero.
Step 15
Once the sale has been invoiced, stock levels are reduced for the material items. A stock adjustment journal will also be sent to Xero for the Managed items on the sale.
See the module on Invoicing without Dispatching Stock to see how you can invoice without changing stock levels immediately.
Want to learn more? Check out these related guides.
If your business trades internationally, it's helpful to set different tax rates to fulfil regional requirements. In this module, learn how to add sales tax rates, to your TidyStock account. Please note that the multiple tax rates option is only available under certain plans.
Users are the people in your organisation who will be using TidyStock. In this module, learn how to set up their logins and permissions. Also learn how to act on behalf of other users.
When setting up your users, you must select which roles and permissions they have. In this module, learn about different users roles and what areas they can view or edit in TidyStock.
In TidyStock, stock items are referred to as Material Items. Sometimes, they're simply called "materials" or "items". In this module, learn how to set up and add material items to your TidyStock account. You'll use them to make sales, purchases, create assemblies, and more.
In this module, learn how to add suppliers to your TidyStock account. These are the people or organisation's that you purchase stock from.
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.
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.
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.
In this module, learn how to add customers to your TidyStock account. These are the individuals or companies who purchase stock from you.
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.
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.
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.
When you migrate stock from Xero to Tidy, you no longer need to maintain stock levels in Xero. Tidy tracks and manages inventory and uses Xero for financial accounting but does not integrate its inventory with Xero's inventory.
Learn how to update your payment card information with us.
Previously, we learnt how to add suppliers to your account manually. However, this can be very time consuming if you have a lot of data to enter. In this module, learn how to import suppliers to your TidyStock account in bulk.
Previously, we learnt how to add customers to your TidyStock account, manually. However, this can be very time consuming if you have a lot of data to enter. In this module, learn how to import customers to your TidyStock account in bulk.
Previously, we learnt how to add pricing to your account manually. However, this can be very time consuming if you have a lot of data to enter. In this module, learn how to import material prices to your TidyStock account in bulk.
Previously, we learnt how to add material items to your account manually. However, this can be very time consuming if you have a lot of stock and data to enter. In this module, learn how to import materials to your Tidy account in bulk.
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.
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.
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.
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.
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.
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.
Barcodes are used in TidyStock to quickly search for and identify material items. In this module, learn how to add items by scanning the barcode, search for items using their barcode, and add items to sales using barcodes.
In this module, learn how to disable, archive, and delete material items. If you are no longer selling or keeping stock of certain items, you can choose to archive or disable them. If there is no sales or purchase history against a specific item, you can also delete it.
Stock on hand reports show you the stock levels of your material items. They show a breakdown and total cost value of current stock on hand.
An assembly is a top-level finished product compromised of individual material item components. They can also be referred to as a "bill of materials". In this module, learn how to set up an assembly, how to use them, and what wastage in an assembly is.
In this module, learn how to complete a stock adjustment. Stock adjustments are done to manually modify the stock level or value of managed items.
Service expenses are third-party landing costs which are allocated to purchase orders and distributed across the items within those purchase orders. These costs are added to the items' unit cost. They also affect the value of stock on hand in Xero.
In this module, learn how to complete a material conversion. Material conversions are used when you sell or consume items in a different form or unit, to which you purchased it in.
When setting up material items, you can choose to make them "managed" or "unmanaged". This module explains the difference between the two, the benefits of each, and when they are most appropriate to use.
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.
In this module, learn how to send an invoice without dispatching stock. You will be able to send an invoice and take payment from the customer first, then order the goods in and dispatch the stock to the customer later.
In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund
Backorders are created when you want to enter a sale, but not invoice the customer at this stage. You can also create backorders to just get the sale into the system for further details to be added later.
Sale orders are created when you want to sell stock to a customer. In this module, learn how to create a new sales order and what different sales order statuses mean.
In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material items' details
In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.
Learn how to create a backorder when you have insufficient available items in stock. You'll be able to sell available stock in the order while putting the rest on backorder.
Previously, we created and sent a purchase order to a supplier. In this module, learn how to receive the items on the purchase order when stock has arrived. Once the items have been received, a bill payable is created in your connected Xero account.
You can credit/refund Purchase Orders that have been receipted. This takes the goods out of stock and returns them to the supplier. A Supplier Credit Note is also created in Xero to that Supplier.
Purchase orders are created when you want to purchase stock from a supplier. In this module, learn how to create a new purchase order and what different purchase order statuses mean.
If you want to purchase components to create an assembly, the "Purchase Order from Assembly" feature in Tidy makes it easy to ensure you order all of the material items required. In this module, learn how to create and receive purchase orders from an assembly.
