Scan-first stock counts, purchase order edits, supplier returns and selling to businesses

Our biggest release so far. It closes most of the gaps between counting stock, buying it and selling it on to other businesses.

Counting and stock

• Scan to count. Keep scanning with the camera or a handheld scanner, search by name when a label is missing, and keep counting when the internet drops. There is also a count screen on the web. Scans of the same item add up on one line. Stock counts
• Fixed reasons for adjustments, so every stock removal says why (damaged, expired, spoiled, theft, samples and so on), plus a shrinkage report that shows what went missing and what it cost.
• Batches are used up soonest-expiring first. Expiry alerts now count only what is left in a batch. Stock with an expiry date but no batch number now raises alerts too. Batch & Expiry
• Stock value on any past date, with turnover and days of cover, exported to CSV or Excel. Inventory Valuation
• Reorder levels per branch and warehouse. Set them on the product form, in bulk or by import. New stock rows start with no reorder level instead of a made-up default. Rows you already have are unchanged.
• Warehouses can now take stock in, run counts, suggest reorders and keep stock per bin. Warehouses
• Serial and IMEI tracking for phones, appliances and anything else you sell one by one. It covers job-order parts and imports too. Serial Numbers
• Stock you write off or find in a count now goes to your books, from 29 September onwards. Earlier periods don't change.

Purchasing

• Edit, delete and amend purchase orders. An amendment after sending goes for approval when it raises the price or the total past your limits. Purchase Orders
• Send a PO as a PDF, a share link you can revoke later, or by email. Emails now send in the background. There are also PO payment terms and a purchases-by-supplier report.
• A goods receipt for every delivery, whether it lands at a branch or a warehouse. Receiving Purchase Orders
• Supplier returns and credits. Send goods back after receiving them, then settle the credit against a later bill or write it off. A write-off over ₱1,000 by anyone but the owner needs approval. Supplier Returns, Supplier Credits
• Landed cost. Spread freight and other charges over the goods they came with, estimated at ordering and final at receiving. Landed Costs
• Cost and price history for every product, for businesses with Inventory Pro.
• Automatic costing from deliveries (moving average) and recipe-based dish costs are both available in Inventory Settings. Both are off until you turn them on, so your costs stay exactly as you typed them.
• Purchase costs are hidden from staff who aren't allowed to see costs.

Selling to businesses

• Customer price lists with quantity breaks, also on open tabs. Price Lists
• Quotes, and sending quotes, orders and invoices by link, PDF or email.
• Partial deliveries and backorders on sales orders. Voiding a sale made from a sales order puts the quantity back on the order. You can also send monthly statements in one batch. Sales Orders & Invoices

Fixes

• Paying for a job order no longer takes its parts off stock a second time.
• On an open tab, a senior citizen or PWD discount is never counted twice across rounds. A customer attached after the first round now gets it too. It can also apply to selected lines only, for a group with one senior.
• An item removed from an open tab no longer leaves stock, earns commission, or shows on receipts, X/Z readings, the books or reports.
• Managers limited to certain branches now see only those branches' reorder suggestions and approvals.

On phones and desktop

Scan-first counting and receiving reach the Android, iOS and desktop apps with their next update. Everything else above already works on the web today.