Materials and stock

Know what you hold, where it is, and which project took it.

One material catalogue feeds your quotations and your store. Keep stock across main stores, branches, vehicles and sites, move it with transfers, issue it to projects, take returns, and read every movement in a ledger.

Book a demo See what it does

What does the materials module do? It keeps your catalogue of panels, inverters, structures and cables with brands, specifications and price history, tracks stock in several warehouses, and records every receipt, transfer, issue and return in a movement ledger.

Stock
540 Wp mono panel
Main store 120 · Branch 40 · Vehicle 12
Reserved 30
  1. Purchase receipt
    Main store, 200 units
    Store
  2. Transfer to branch
    40 units moved
    Store
  3. Issued to project 1042
    12 units to the vehicle for dispatch
    Store
  4. Reserved for next job
    30 units held
    Sales
Available after reservations shownLow stock alert on reorder level
Example with illustrative data.

How it works

From catalogue to ledger.

Every number the store reports comes from a recorded movement, so stock can be explained, not just counted.

Build the catalogue

Add items with category, brand, specifications, unit, GST rate and reorder level. Vendors can be linked to the materials they supply.

Category→Brand→Specification

Receive stock

Record purchases and opening stock into a warehouse, with the cost of each lot.

Purchase→Receipt→Warehouse

Move and issue

Transfer between warehouses, issue to a project, take returns, and write off damage or loss with a reason.

Transfer→Issue→Return

Read the ledger

Each movement shows type, quantity, cost and reference, so any difference between the books and the shelf has a trail.

Movement→Reference→Balance

What it does

A store that matches the site.

One catalogue for quote and store

Quotations are priced from the same catalogue the store issues from, so item names, specifications and rates stay consistent.

  • Seventeen product types
  • Specifications stored with each item

Price history

Keep purchase, quotation and selling prices over time, and promote a purchase price into your quotation price when you decide to.

  • Three price types
  • A record of every change

Multiple warehouses

Hold stock in a main store, branches, sites, vehicles or temporary locations, and transfer between them with a paired record.

  • Five warehouse types
  • Paired transfer in and out

Stock ledger

Ten movement types cover opening stock, purchase receipt, transfers, project issue and return, reservation, adjustment and damage or loss.

  • Every movement has a reason or reference
  • Filter by material, warehouse or project

Availability and alerts

See on-hand, reserved and available quantity for every item. A low stock alert appears when available stock falls to the reorder level.

  • Reservations reduce availability
  • In-app low stock notification

Suppliers and purchase records

Record supplier quotes, purchase orders and tax invoices with GST by line, and receive the stock into a warehouse.

  • Supplier and preferred vendor per item
  • Serial numbers captured on receipt

On every project

Issue material to the job it belongs to.

Material issued to a project and material returned from it are recorded against that project, so the cost and quantity that went into a job are visible and a returned item goes back to the shelf.

  • Issue to a project from a chosen warehouse
  • Returns recorded and added back to stock
  • Damage and loss recorded with a reason
  • Reserve stock for a job before it is issued

See how costs reach accounts →

Movements for one project
Project issuePanels, main storeIssued
Project issueInverter, main storeIssued
Project returnTwo unused cable drumsReturned
Damage or lossOne panel, reason recordedWritten off

Example entries with illustrative data.

Also included

Detail the store needs.

Brands and categories

Organise the catalogue the way you buy.

Taxes by item

GST rate and tax class on each material.

Stock valuation events

Purchase, issue, return and loss recorded for accounts.

BOM rules

Rules that set quantities when a quotation is built.

Keep exploring

Connected pages.

Survey and quotation →

Quotations priced from this catalogue.

Payments and expenses →

Costs and valuation on the same job.

Problems we solve →

Stock that does not match what is on site.

Questions

Common questions.

Can we keep stock in more than one place?
Yes. Create warehouses for the main store, branches, sites and vehicles, and transfer stock between them. Each transfer is recorded as a movement out and a movement in.
How is material issued to a project?
The store issues a quantity from a chosen warehouse to a project. The movement is recorded in the ledger with the project reference, and returns are recorded the same way.
Do we get a low stock alert?
Yes. Each item has a reorder level, and users see a low stock alert when available quantity falls to that level. Reserved stock is excluded from availability.
Is the quotation linked to the catalogue?
Yes. The quotation bill of materials is built from the same catalogue using quantity rules per item, so prices and item names match what the store holds.
Can we record supplier purchases?
Yes. Supplier quotes, purchase orders and tax invoices can be recorded with GST by line, and received stock goes into the chosen warehouse.

See your stock explained, movement by movement.

Bring your current item list and we will show how it looks in the catalogue and the ledger.

Book a demo Next: payments and expenses