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 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.

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 use barcodes

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.

How to disable, archive, or delete items

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.

How to run a stock on hand report

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.

How to create an assembly

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.

How to complete a stock adjustment

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.

How to allocate service expenses

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.

How to complete a material conversion

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.

Difference between managed and unmanaged items

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.