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TidyStock
Purchasing
Learn all about sending and receiving purchase orders in Tidy
Sales & Pricing
Learn how to create and credit sales, and use different types of custom pricing in Tidy
Inventory
Learn how to store, manage, and do more with stock and material items in Tidy
Bulk Imports
Learn how to import data in bulk to your Tidy account
Setup
Set up your account in the global settings of Tidy
TidyWork
Inventory
Learn how to manage your inventory in your Tidy account
Sales and Pricing
Learn how to manage sales and pricing within your Tidy account
Projects
Learn how to complete projects within your Tidy account
Purchasing
Learn how to complete purchasing tasks within your Tidy account
Bulk Imports
Learn how to import data in bulk to your Tidy account
Setup
Set up your account in the global settings of Tidy
TidyEnterprise
Purchasing
Learn how to purchase in your Tidy account
Bulk Imports
Learn how to import in bulk to your Tidy account
Sales and Pricing
Learn how to set up your sales and pricing within your Tidy account
Inventory
Learn how to set up your inventory within your Tidy account
Setup
Set up your account in the global settings of Tidy
Projects
Learn how to create quotes and projects; enter and approve time and materials; and send and receive purchase orders in Tidy
TidyCatalog
Coming soon
Stay tuned to keep updated!
TidyCRM
Coming soon
Stay tuned to keep updated!
TidyClinic
Calendar
Learn how to manage your calendar within your Tidy account
Finances
Learn how to manage finances within your Tidy account
Patients
Learn how to manage patients within your Tidy account
Setup
Learn how to set up your Tidy account
TidyBuild
Bulk Imports
Learn how to import data in bulk to your Tidy account
Purchasing
Learn how to complete purchasing tasks within your Tidy account
Projects
Learn how to complete projects within your Tidy account
Sales and Pricing
Learn how to manage sales and pricing within your Tidy account
Inventory
Learn how to manage your inventory in your Tidy account
Setup
Set up your account in the global settings of Tidy
Tidy
Work
Guides
Purchasing
Learn how to complete purchasing tasks within your Tidy account
How to invoice items separately
This guide explains how to invoice tasks, times, materials, and expenses on a project separately.
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How to search for a material item by reference
TidyWork allows you to add material items to your Purchase orders or Sale orders, by searching for them using their reference.
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How to view a purchase order
In some cases, you receive partially from a Purchase Order. TidyWork allows you to split Purchase Orders.
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How to split a purchase order
In some cases, you receive partially from a Purchase Order. TidyWork allows you to split Purchase Orders.
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How to receive a purchase order
This guide explains how to receive a purchase order in order to accept the stock into your system.
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How to view the purchase order history
This guide explains how to view purchase order histories.
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How to view the invoice queue
This guide explains how the invoice queue feature in TidyWork works and what it does.
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How to view invoice history
This guide explains how to view an invoice’s history.
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How to edit a purchase order
This guide explains how to make any edits to your purchase orders. You can only edit purchase orders when they are drafts.
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How to create a purchase order
This guide explains how to create a purchase order.
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How to assign a purchase order to a project
This guide take you through the steps to assign a purchase order to a set project.
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