Set up your tax rates

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.

Set up your users

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.

User types and permissions

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.

Set up your material items

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.

Set up your suppliers

In this module, learn how to add suppliers to your TidyStock account. These are the people or organisation's 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 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.