For the store

A store where every item has a place and a reason.

As storekeeper you are asked where things are, what is left and who took them. HelioLattice gives you a catalogue, warehouses, a movement ledger and project issues, so you can answer in seconds and prove it.

Book a demo What the store sees

What does the storekeeper get? A material catalogue with brands and specifications, stock across several warehouses, a ledger of every receipt, transfer, issue, return and loss, reservations, low stock alerts and supplier purchase records.

Store
Main store
Catalogue of 220 items
5 low stock
  1. Receive purchase
    Into the main store
    Store
  2. Transfer to vehicle
    Paired movement recorded
    Store
  3. Issue to project
    Recorded against the job
    Store
  4. Return from project
    Added back to stock
    Store
Reorder alertsLedger for every item
Example with illustrative data.

A day in the store

Receive, move, issue, return.

Receive

Record purchases and opening stock into a warehouse with cost, and capture serial numbers where you hold them.

Purchase→Receipt→Serial

Move

Transfer between the main store, branches and vehicles with a paired record.

Out→In→Ledger

Issue

Issue material to a project and keep a clear record of who received what.

Project→Issue→Record

Reconcile

Record returns, damage and loss with reasons, and check availability against the reorder level.

Return→Loss→Alert

What the store sees

Everything the store needs, in one place.

Catalogue

Seventeen product types, brands, specifications, units, GST and reorder levels.

  • Price history
  • Vendor per item

Warehouses

Main, branch, site, vehicle and temporary locations.

  • Transfers
  • Stock by location

Ledger

Ten movement types with quantity, cost and reference.

  • Filter by item or project
  • Reasons recorded

Availability

On-hand, reserved and available quantities for every item.

  • Reservations
  • Low stock alerts

Purchase records

Supplier quotes, purchase orders and tax invoices with GST by line.

  • Receive into stock
  • Preferred vendor

Access you control

Roles define who can issue, adjust or only view stock.

  • Stock accountant role
  • Audit trail

Keep exploring

Connected pages.

Materials and stock →

The module in detail.

Stock mismatch →

The problem it solves.

Operations head view →

Who asks the store for material.

Questions

Common questions.

Can I see what is in each vehicle?
Yes. A vehicle can be a warehouse, so stock transferred to it is visible and its movements are recorded.
Do returns get recorded?
Yes. Returns from a project are recorded as movements and added back to the warehouse.
Will I know when stock is low?
Yes. Each item has a reorder level, and users see an alert when available stock reaches it.

See your store as a ledger.

Bring your item list and a recent issue and we will record it in the demo.

Book a demo The materials module