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Your catalogue is under Operations → Products: everything you sell or use, each with its price, cost and — for stocked items — what’s on the shelf.

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Three kinds of item

Each item has a Selling price, a Cost basis and, for stocked items, a Reorder at qty — the level at which it counts as low. To add a photo, send one to Tia with “use this as the photo for the Aqara hub”.

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Add and find items

  • In the app — click New item: name, type, SKU, brand, unit, primary supplier, selling price, cost basis and reorder level. Adding a lot at once? Click Upload CSV. Search and filter the list by type, brand and status, and open an item for its Overview, Stock history and Edit. To stop selling something, untick Active on Edit — it can be brought back.
  • With Tia — “do we stock 20mm copper pipe?”, “add item AC filter 30x30, sell 45, cost 22, stocked”, “change the cable price to 50”.

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Stock on hand

Open a stocked item to see how many are on hand and every movement in its Stock history. Ask Tia “how many AC filters do we have left?” for the count, recent movements, supplier and margin in one reply.

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Change the count

1

Record a change

For stock that came in or went out, choose Change by ± and give a reason — “received 30 from Gulf Cables”, “2 damaged in transit”. Or tell Tia: “received 30 bags of cement”.
2

Set an exact count

After a stocktake, choose Set exact count and enter what’s on the shelf. Or tell Tia: “stocktake: 48 AC filters”.
To use stock on a job, issue it to the project instead — from the project’s Financials tab, with Issue materials. That takes it off your stock and puts its cost on the job. See Operations.
Each item on a sale is taken off stock once — whether it goes out on a project, a delivery note or an invoice. Raising both a delivery note and an invoice for the same goods doesn’t take them off twice.

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Low stock

Set Reorder at qty on each stocked item. An item with no reorder level counts as low at 1 or fewer. To see what’s running low, turn on Low stock only on Products, or ask Tia “what’s running low?”. Low stock isn’t pushed to you — check it when you plan an order, then raise a purchase order.

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What your stock is worth

Reports → Inventory shows your Stock value at cost, Retail value at selling prices, Units on hand and how many items are Low stock, broken down by brand. Ask Tia “what’s my stock worth?”.

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What’s next