Problems we solve · Stock

Stop finding out on installation day that the material is not there.

The crew reaches the site and the inverter is still in the other branch. The books say forty panels, the shelf has thirty-two. Unused cable never comes back. Stock mismatch delays installations, inflates costs and makes every month-end count painful.

Book a demo See the signs

What is a stock mismatch? A gap between the quantity recorded and the quantity actually held, usually because issues, returns, transfers and losses are not recorded as they happen. A movement ledger by warehouse and project closes the gap.

Signs you have it

Where stock goes missing.

Surprises on site

Missing items discovered when the crew arrives.

Month-end counts

Physical counts that never match the sheet.

Unreturned material

Leftovers that never reach the store again.

Branch confusion

Nobody knows which branch or vehicle holds what.

How HelioLattice fixes it

Every movement recorded, every number explained.

One catalogue

Items, brands, units and specifications are defined once and used by quotations and the store.

Catalogue→Brand→Unit

Record receipts

Purchases and opening stock go into a named warehouse with their cost.

Purchase→Receipt→Warehouse

Transfer and issue

Move stock between stores and vehicles, issue to a project and take returns, each as a recorded movement.

Transfer→Issue→Return

Read availability

See on-hand, reserved and available quantity, with an alert when stock reaches the reorder level.

On hand→Reserved→Available

What changes

A store you can trust.

Multiple warehouses

Main store, branch, site, vehicle and temporary locations each hold their own stock.

  • Paired transfers
  • Warehouse types

A full ledger

Ten movement types, each with quantity, cost and reference, explain every change.

  • Purchase, issue, return
  • Damage and loss with reason

Reservations

Hold stock for an upcoming job so another job cannot take it.

  • Reserved quantity
  • Release when not needed

Low stock alerts

Users see an alert when available stock falls to the reorder level.

  • Reorder level per item
  • In-app notification

Keep exploring

Connected pages.

Materials and stock →

The module behind this fix.

Survey and quotation →

Same catalogue for quotes.

Payments and expenses →

Stock value reaches accounts.

Questions

Common questions.

How do we keep stock accurate across branches?
Create a warehouse for each location and move stock with transfers. Each transfer records a movement out and a movement in, so both sides stay accurate.
Can we see what was issued to a project?
Yes. Issues and returns are recorded against the project, so the material that went into a job is visible.
Can we hold stock for a job before issuing it?
Yes. Reservations reduce available quantity so another job cannot take the same items.
Does damaged stock get recorded?
Yes. Damage and loss are recorded as movements with a reason.

See your stock explained, movement by movement.

Bring your item list and we will set up a catalogue and a warehouse in the demo.

Book a demo The materials module