How to create a batched assembly

In this guide, learn how to create a batched assembly in TidyStock

How to create backorders with insufficient stock

This guide explains how to create backorders in TidyStock when there is insufficient stock to fulfill a sales order. Follow these steps to sell available stock, place remaining items on backorder, and manage the process efficiently.

How to add an Extra Note Field to Your Sales Invoices

This guide explains how to add an extra note (description) field to your sales invoices. This can be useful when further description is needed for the invoice..

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 invoice without dispatching stock

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.

How to credit a sale

In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund

How to create a backorder

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.