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.

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.

Learn how to update your payment card information with us.

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.

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.

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.

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.

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 customers to your TidyStock account. These are the individuals or companies who purchase stock from you.

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.

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 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.

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.

You cannot remove a user in TidyStock, but you can deactivate them. Resource Administrators have the ability to deactivate users.

If you have deactivated a user, but wish to use it again, you can reactivate their account.

Please note: Users with any activity (e.g sales) cannot be deleted but can be disabled instead. A disabled user will no longer be charged under your account.

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.

Tidy, as an associated application and long-standing partner of Xero takes the online security of our clients’ business seriously. Because of this, Tidy allows its users to sign-in through third-party applications like Microsoft, instead of a standard log-in. These can be easily set up in your Tidy account using this guide.

This guide explains how to bulk export data. Tidy can bulk export data such as customers, suppliers, materials, material prices, batches and users. This can be used to edit data in bulk.

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 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.

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.

This guide walks you through the process of bulk updating “unmanaged” material items to “managed”, helping you maintain a consistent audit trail and ensure all stock movements and unit costs are accurately tracked, both within TidyStock and in your Xero accounting system.

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.

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.

This guide explains how to set tax rates for specific material items. Once it has been set up the correct tax rate will automatically apply to future Sales Orders involving that item.

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.

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.

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.

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.

Batches are groups of items created from the same production run. This guide explains how to disable the batches function for individual material items.

You can set material items to managed without linking your account to Xero, ensuring they are not transferred to your Xero account. To be certain, you can disable the accounting feature in your Company settings by following these steps:

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.

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 stock adjustment. Stock adjustments are done to manually modify the stock level or value of managed items.

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.

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.

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.

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.

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 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.

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.

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.

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 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 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 add customer override pricing. This is used to set custom prices for specific customers.

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..

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.

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.

In many situations, it can be helpful to create a Purchase Order for a project by supplier rather than by task. This module will guide you through the steps to create a new Purchase Order by supplier using the Order Queue.

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.

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.

The following instructions will guide you on how to display the material item reference and code on your Sales Orders or Purchase Orders. You can choose to display these on both documents, or only on one of them. You can also decide whether you want to display both the code and reference, or just one of these fields.