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Operations

Every number in your stock has a record.

A quantity is never written over another quantity. It is built from recorded movements: receipt, sale, transfer and stocktake. The assistant knows where an item is available without revealing its quantity.

See it work

Quantities built from recorded movements.

At a glance

  • 8 types of movement

  • Batches and expiry dates

  • Branches and transfers

What it does

Stock, in detail.

  • A record that cannot be erased

    Every change is a recorded movement: opening balance, purchase receipt, sale, transfer, customer return, adjustment and stocktake correction.

  • Items, options and batches

    Options for each item, batches with expiry dates, and a barcode that prevents duplicate items.

  • Branches and transfers

    The quantity of each branch on its own, and a transfer records the exit from one branch and the entry into another.

  • Organised stocktake

    Open the stocktake, count, then approve. Every difference becomes a correction movement with its reason: damaged, expired, missing or other.

  • Alerts that suggest the next step

    Low, out, nearing expiry, a late purchase order, and a cost increase. Each alert comes with a one-tap action, such as adding to a purchase order or transferring from another branch.

  • What customers ask for and you do not sell

    The demand report gathers what customers asked about, in the words they wrote, including what you do not sell at all.

How it works

From setup to your first customer.

  1. Add your products

    By hand or from a CSV file, and the main branch is created automatically.

  2. Add your branches and suppliers

    And the opening quantities for each branch.

  3. Record the movements

    Receipt, sale, transfer and stocktake, each movement with its date.

  4. The assistant answers customers

    Available, limited or out of stock, with the branch name.

The full list

Everything in Stock.

27 features available today, in 7 groups.

Movements

4 features
  • 8 types: opening balance, purchase receipt, sale, adjustment, transfer out and in, customer return and stocktake correction
  • 6 adjustment reasons: damaged, expired, missing, found, correction and gift
  • A free-text note on every movement
  • An item's history is never deleted, only archived

Items

4 features
  • Options for each item, with a special price for an option
  • Batches with expiry dates
  • A barcode that prevents duplicate items
  • Import products and quantities from CSV

Branches and stocktake

4 features
  • A main branch created automatically
  • The quantity of each branch on its own
  • Transfers between branches
  • Stocktake: open, count, approve, and every difference is a correction movement

Purchasing

3 features
  • Suppliers and purchase orders
  • A purchase order goes from draft to ordered to received, with partial receipt
  • Print the purchase order and goods-received note in a design you choose

Alerts

3 features
  • Low, out, nearing expiry, a late purchase order, and a cost increase
  • An expiry alert 90 days ahead, which becomes critical at 30
  • 5 one-tap actions: add to a purchase order, highlight the item, close the remainder, update the price, and transfer from another branch

With the assistant and customers

6 features
  • Available, limited or out of stock, with a threshold you choose (3 by default)
  • The name of the branch where the item is available, without the quantity
  • Hold an item for the customer for 24 hours, expiring automatically
  • Alternatives that only you specify
  • A report of what customers ask for, including what you do not sell
  • Cost never reaches the customer

Reports

3 features
  • Stock value at cost or selling price
  • CSV export and printing
  • A source for every number

Clear limits

What it never does.

Rules written into the platform itself.

  • No

    The assistant never tells the customer the quantity.

  • No

    A quantity is never written over another quantity.

  • No

    Cost never reaches the customer.

  • No

    The assistant never suggests an alternative you have not specified.

  • No

    An item's history is never deleted, only archived.

Questions

About Stock

How does the assistant decide a quantity is limited?

By a threshold you choose in the stock settings, which is 3 by default. At or below this threshold it says “limited”, and when it runs out it says “out of stock”. It never states the number.

Do orders deduct from stock automatically?

Not at the moment. A sale records a stock movement, and orders are followed in the orders service.

Can the assistant hold an item for a customer?

Yes, one item for 24 hours by default after confirmation, and the hold expires automatically.

Can I import my products?

Yes, from a CSV file, and the imported quantities are recorded as movements in the main branch.

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