Workshop app — money & settings
Inventory settings
Low-stock defaults, margins, supplier emails, categories, price bands, and label preferences.
Inventory settings control workshop-wide stock defaults: when low-stock alerts fire, how hard minimum margins are enforced, how purchase-order emails look, which categories and customer price bands you use, and what happens when goods are checked in at the printer. Open Settings → Inventory (also linked from the inventory area).
Day-to-day catalogue work, purchase orders, receiving, and stocktakes are covered in Inventory, orders & stocktake. This page is for the defaults those workflows inherit.
Low stock, margins, and supplier emails
- Default low-stock threshold — notify when on-hand quantity is at or below this number, unless an item or category sets its own override.
- Default minimum margin % — a workshop floor so sell price does not drop below cost × (1 + this %). Items and categories can override when a line genuinely needs different treatment.
- Purchase order email — preferred path attaches a PDF purchase order. Set a subject template and optional cover intro using placeholders such as purchase order number, workshop name, and supplier name.
- Simple email without PDF — advanced option that puts line items in the email body. Use only when a formal PDF is not required.
Label printer and stock check-in
If the workshop has a label printer, tick that it is set up and optionally record the printer name as a reminder for staff. Choose which product types (tyres, parts, consumables) should print product labels by default when receiving stock, and whether job parts orders should prompt for job tags (sticker label or paper slip, and one tag per item versus one per job).
Staff still pick the physical printer in the browser print dialog — TreadOS remembers your preferences, not the machine driver itself.
Customer price bands
Price bands let you define account pricing tiers (for example retail, trade, preferred fleet) with quantity breaks. Assign a band on the customer record so counter sales, quotes, and invoices pick up the right sell prices without retyping discounts on every line.
Categories
Categories group the catalogue for search, reporting, and optional accounting overrides. Keep naming consistent so staff can find lines quickly and so finance mapping by category stays understandable. When Xero or QuickBooks is connected, category-level account overrides are configured under Finance settings.
Who should change these
Usually a workshop manager or account owner. Changing thresholds, margins, or price bands affects purchasing alerts and sell prices across the company, so agree the rules before editing them on a busy morning.