📄️ Products & Services
The reusable price list that powers quote line items and feeds installed equipment records.
📄️ Requests
What open jobs are still waiting on — the store's own worklist, with set aside, order, park and notes on every line.
📄️ Stock
Warehouse, van and technician stock on a full movement ledger — book in, transfer, install to sites, count, and reorder.
📄️ Purchasing
The buy side of the stock ledger — the buying desk, purchase orders, deliveries and receipts, supplier bills, suppliers, and the month-end pack.
📄️ Approvals
One approval ladder for purchase orders, supplier bills, payment runs and supplier changes — the rules that decide who signs, how a document climbs the ladder, who is told and chased, the buying desk's own Approvals tab, the phone, and the report.
📄️ Paying suppliers
Payment runs — approved bills gathered for a pay date, signed on the approval ladder, exported as a bank batch, marked paid, remitted to the supplier and posted to Xero.
📄️ Pricing & price lists
Import a supplier's monthly price list, review exactly what changed before it lands, and price your catalog from markup rules instead of typing numbers.