Stock
Status: the Stock screen works. Open it from the More menu.
What you get
- What to order, how many and by when, grouped by supplier.
- How much money sits in unsold stock, and a sale in one click.
- A check against your supplier's file before anything changes.
What you need
- A store with stock levels.
- Cost prices. See Money.
- Full calculations, sales and suppliers are on the Growth plan and up.
Steps
- Open More → Stock.
- You see: three numbers on top. Click one to jump to its section.
- In What to order check the quantity and the date. Click Download Excel, Download CSV or Text for e-mail and send it to your supplier.
- Once you order, enter the quantity and click Ordered.
- You see: on order N pcs. These are not suggested again.
- In Unsold stock enter a discount. Click Make a sale.
- You see: a draft under Sales with the expected result. Prices are not touched yet.
- Click Start. Click Stop when you want it to end.
- In Suppliers enter a name, the file address if there is one, and delivery days. Click Add.
- Click Check or Upload file.
- You see: how many rows matched and what would change.
- Click Apply. Click Undo if you made a mistake.
If something goes wrong
| What you see | What to do |
|---|---|
| The first numbers arrive by tomorrow | Wait one night. A big store is calculated at night. |
| Still learning from sales | The numbers are rough at first. They get more exact with time. |
| no cost price | Fill it in from Forecast or Money. Without it the amount is lower than the real one. |
| We stopped reading | Nothing was touched. See the reason and upload the right file. |
| We only compare | Your store cannot take stock from here. Change it from the list. |
| Prices do not change on their own | Change them in your store from the list under the note. |
Questions
Who can start a sale? Only the owner. The accountant and staff with money access can only look.
Can a sale make me lose money? Products that would lose money stay out. If any still appear, Rastezh Suite asks before starting.
Are the numbers certain? They are an estimate from your sales. They do not promise a result.