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CRM · Stock and inventory

Inventory and
stock control

Deliveries from suppliers, balances across warehouses and storage locations, write-offs with an explanation, permissions for every member of staff, and a watchdog that spots suspicious operations before the stocktake does. Here stock is not a separate program but part of a system that also holds sales, clients and the till — which is why the goods and the money reconcile.

24/7
The watchdog monitors stock operations
45–90days
Launch on ready modules
$1,900+
Starting price, fixed in the contract

When the spreadsheet
stops adding up

Stock in a spreadsheet works while the range is small and one person counts it. After that the discrepancies become normal and the reasons become unknowable.

The balances do not match
The system says one thing, the shelf another. Who wrote it off, when and why — nobody can answer.
Several warehouses, several spreadsheets
Shop, warehouse, back office, a van on the road — each has its own file and there is no overall picture.
Deliveries entered by eye
The goods arrive and get entered later. Or get entered with a mistake and corrected later still — with no trace.
Write-offs with no explanation
Damaged, expired, "used in the work" — all on one line, with no control at all.
Everyone has access to everything
Any member of staff can see and change any warehouse. When something goes missing, nobody is responsible.
Stock lives apart from sales
You sold it at the till and the stock did not move. Goods and money live separately and reconcile only in the accounts.

From goods in
to the stocktake

01
Deliveries and suppliers
Goods received with quantity, price and the supplier document. A wrong delivery is not deleted but reversed — with an explanation and a trace in the log.
02
Balances by warehouse and location
Several warehouses with storage locations inside them, and transfers between them. Fractional quantities for goods sold by weight, length or volume.
03
Write-offs with a reason
A write-off document with its reason: damage, expiry, use in the work. Every operation stays in the movement log.
04
Write-offs against a visit
Materials and goods are written off against a specific visit or appointment, linked to the client. You can see how much was spent on whom, and the approximate cost of materials.
05
Permissions by warehouse and by operation
Each member of staff sees only their warehouses and only the actions they need: one receives, another writes off, a third only looks.
06
The stock watchdog
The system checks operations against rules and sends an alert to the people you choose. It does not accuse anyone — it shows where to look.
07
Sales at the till
Selling an item at the system's till reduces the balance immediately — stock and money do not drift apart.
08
Screens for the storekeeper and the owner
Separate working screens: balances, movements over a period, and the operations of each member of staff.

The path of an item —
from delivery to sale

Every step leaves a trace, so a stocktake shows not only the difference but its cause.

Step 01
Goods in
The storekeeper enters the delivery with the supplier document — quantity, price, warehouse, location.
Step 02
Storage
The balance is visible per warehouse and per location at any moment, and only the people you authorised can reach that warehouse.
Step 03
Goods out
The item is sold at the till, written off against a client visit, or written off by document with a reason.
Step 04
Control
The watchdog checks operations against the rules and flags anything odd. The owner sees the movement log and who did what.
Step 05
Reconciliation
Mistakes are corrected by reversal rather than deletion, so the stocktake shows the whole history.

What already works,
and what we configure

Stock control runs every day in healthcare settings: deliveries, write-offs into the work, permissions per warehouse and a watchdog for suspicious operations. For your goods we configure the catalogues, the documents and the integrations.

Already working in the system
  • Deliveries with supplier documents, reversal of incorrect deliveries
  • Several warehouses and storage locations, fractional balances
  • Write-off documents with a reason, a log of every movement
  • Materials written off against a visit, linked to the client, with an indicative cost
  • Selling goods at the till
  • Permissions by warehouse and separately by operation
  • Stock watchdog with alerts
  • Working screens for the storekeeper and the owner
Configured in your project
  • Your product catalogue, units of measure and barcodes — from a spreadsheet or your old software
  • Your documents: delivery notes, write-off acts, stocktake sheets
  • Integration with your accounting system — where it is needed
  • An online store running on the same stock
  • Shipping providers and online payment for sales
  • Migration of balances from your old software
  • Consumption norms per service — written off automatically after a visit

Off-the-shelf stock software
or your own system

A small shop will be fine with an inexpensive stock package — and we will say so. Your own system is needed once there are several warehouses, goods go both into sales and into the work, and discrepancies cost real money.

What we compareOff-the-shelf subscriptionYour own system
What it tracksBalances and salesBalances, sales, write-offs into the work, services and clients in one system
ControlAn operations log, if there is onePermissions by warehouse and operation, a watchdog for suspicious actions, reversal instead of deletion
Connection to everything elseSeparate from the CRM, the website and the tillTill, clients, website and store all run on the same balances
DataWith the software vendorYours, exportable whenever you like
Time to startA dayFrom 45 days, including migration of balances

In short: one location and a simple range — an off-the-shelf package will do. Several warehouses, write-offs into the work, or discrepancies and shrinkage that already hurt — let us talk.

What shrinkage
costs you

Example conditions
  • Stock on hand — $200,000
  • Shortfall at stocktake — 2%
  • Stocktake once a quarter
Shortfall per quarter$4,000
Per year$16,000
If tracked write-offs halve it$8,000 a year

An illustration on indicative figures, not a client case. Give us yours and we will work it out together on the first call. The write-off document with a reason, and the watchdog that alerts you to suspicious operations, already work in the system.

The price follows
the scope

OptionWhat is includedPrice
CRM with stock controlWarehouses, deliveries, write-offs, permissions, watchdog and till on ready modules configured for your goods. Up to 10 users, import of balances, team training. Timeline 45–90 days.from $1,900
Extended systemEverything above plus your own documents, integration with accounting, an online store or shipping, and up to 50 users. Timeline 60–150 days.from $3,100

Hosting, SSL and backups are included in the package, with a 6-month warranty under the contract. There is also a hosted option with no large one-off payment — from $120 a month. If you need manufacturing costing and procurement planning, that is an ERP system rather than stock control.

What the system
does not do

Better to hear "no" now than in week three.

It does not do bookkeeping or tax accounting — it gives your accountant the data and the reports.
It does not print fiscal receipts: cash-register compliance is a separate integration under the rules of your country.
It does not calculate manufacturing cost or plan procurement — that is an ERP task.
It does not abolish the stocktake: the shelves still have to be counted, but there will be fewer discrepancies.
It does not sync with marketplaces out of the box.
It does not appear in an evening: configuring it for your goods and migrating balances takes weeks.

What people
ask most

Will it suit a retail shop? +
Yes, if you need more than stock figures — sales, clients, discounts and reports in one system. For a single small shop a simpler package is enough, and we will say so.
How many warehouses can we run? +
As many as you need: warehouses and storage locations inside them, with separate permissions for every member of staff.
How are mistakes in deliveries corrected? +
Not by deletion but by reversal: the incorrect delivery is reversed with an explanation, and the log shows who did it, when and why.
What is the stock watchdog? +
A set of rules the system uses to look for suspicious operations and send an alert to the people you choose. It does not accuse anyone; it shows where to look.
Can it connect to our accounting system? +
Yes, integration with accounting systems is part of the extended package — once we understand which data has to move and in which direction.
How do we migrate balances from our old software? +
We export the catalogue and the balances, load them into the system and reconcile them with you. It is convenient to make the first day a stocktake day.

Related
solutions

Price up stock control
for your warehouse?

Let us price stock control
for your warehouse

Tell us how many warehouses and points of sale you have, how many items are in the catalogue, and what you use for stock today. That is enough for us to name a price and a timeline. The first conversation is 30 minutes and free.

  • We reply within 2 working hours
  • Fixed price and timeline in the contract
  • No "just checking your budget" sales calls