Inventory, orders & stocktake

Workshop stock, suppliers, purchase orders, receiving, stocktakes, and stock analytics.

Inventory covers the tyres and related items you stock, along with the operational tools that keep stock accurate over time. For many workshops, this area is the difference between controlled purchasing and constant manual correction.

Catalogue & stock

  • Add or edit items, track on-hand quantity, and adjust stock when corrections are needed.
  • Stock movements show what changed, when it changed, and why the quantity moved.
  • Stock analytics helps managers see what is tying up shelf space, what is selling while running low, what keeps getting ordered in for jobs, and which lines earn the most. Export any section as CSV.

Suppliers & purchase orders

Maintain supplier records, build purchase orders, email orders, receive goods against an order, and print receiving sheets when useful. You can link order lines to inventory items or create new catalogue lines while ordering. This creates a cleaner chain from intention to purchase to receipt instead of relying on disconnected emails and handwritten notes.

Stocktake

Start a stocktake, count lines, print a count sheet if that suits your process, and close the stocktake to post adjustments. Larger counts often save incrementally so staff do not lose work while moving through the list.

Settings

Inventory categories, price bands, and defaults are under Settings → Inventory settings. When QuickBooks is connected, catalogue items can link to QuickBooks products — account mapping for that push is configured on the finance settings page.

Good inventory habits

  • Use stock movements and stocktake adjustments intentionally so future staff can understand why a number changed.
  • Receive goods against purchase orders where possible instead of making bulk manual quantity edits.
  • Keep product naming and categories consistent so searches, supplier ordering, and reporting stay usable over time.
  • Review Stock analytics on a schedule (for example monthly) before changing reorder points or clearing dead stock.