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Inventory and products

A warehouse that is not a separate application: stock and price are visible right in the deal line.

Part of the chain

  • Capture
  • Sell
  • Deliver
  • Get paid

A product catalogue with a category tree, price lists and barcodes, and beneath it a warehouse with bin locations, production and stocktaking. Stock levels sync with your accounting system every 5–15 minutes during working hours, so the sales person sees the same number as the warehouse keeper.

What it covers

  • A catalogue with a category tree, units, alternatives and kits
  • Price lists, including customer-specific ones, and barcodes
  • Several warehouses and warehouse positions — bin locations
  • Stock levels synced with accounting every 5–15 minutes
  • Internal movements, write-offs and transfers between warehouses
  • Stocktaking with certificates
  • Production from components and order preparation — kitting, packing, transport
  • Suggested purchase orders based on stock levels and demand
  • Slow-moving stock analysis — what is sitting in the warehouse

Who it suits best

Industries for which this area is one of the main reasons to choose the system.

What it connects to

The connectors that change the most for this area. Each one is switched on in the settings.

Rivilė Two-way sync: invoices, customers, products, purchases, payments and debts. Stock levels refresh every 5–15 minutes during working hours. Finvalda Product and customer sync, and document transfer into accounting. Robolabs Invoices, purchases, product import and PDF documents. Two accounts are supported — documents go to different accounting sets depending on the organisation.
All integrations

FAQ

Questions about this area

Did not find your answer? Ask us

How do we see the stock level while selling?

The stock level is shown on the same line where you pick the product into a deal or an invoice. No separate window to open.

How often do stock levels refresh from accounting?

With Rivilė — every 5–15 minutes during working hours. Every sync is visible in the integration log with a timestamp and a result.

Is there production?

Yes: components are written off and the finished product is booked in. Order preparation also works — kitting, packing, transport.

Can we use bin locations?

Yes, warehouse positions let you record the exact location, and stocktaking is done with certificates.

Other areas

Projects and tasks From the deal to the finished work and the invoice for it — with real time and materials. Service and sites Customer emails no longer disappear in a mailbox — they become tickets with an owner. Customer portal Customers see their own invoices, documents and orders — at your address and with your logo. Customers and contacts You type in the name and the company details fill themselves in. Before the deal you can see whether the partner is reliable.
All features

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