04Departments · Operations

Order.
Stock.
Ship.

Operations software that tracks the physical side of the business. Stock, suppliers, deliveries and projects all kept in step with the books and the customers, so nothing has to be reconciled later.

02What it does
03Stock at a glance
04How it flows
05Features
06A procurement cycle
07Where it stops

What you have, what you need, what's moving.

Operations software keeps the physical side of the business in step with the records. Stock levels, supplier orders, deliveries, project work. What is where, what is running low, what is on the way.

I
What you stock
Every product, part or material has a record. Prices, suppliers and where to find it, all in one place.
II
What's moving
Receipts, sales, transfers, builds. Every change is recorded as it happens, not added up at month end.
III
What it cost you
The system follows the cost of each item through to the books. No separate spreadsheet to keep things straight.

What's where, in real time.

On-hand quantities by warehouse, with reorder thresholds set per item and per location. Low-stock surfaces where the shortage actually sits, not as a generic warning. Pending orders sit alongside, so you can see what's already on the way before raising a new one.

  • Click an item to open its bin, supplier and movement history
  • Filter by warehouse, state or reorder need
  • On-order quantities visible alongside on-hand
Stock by warehouse · live
1,284 SKUs · 3 warehouses
All · 1284Low stock · 18On order · 362JNBCPTDBN
CodeItemWHOn handReorderState
ITM-2042Coupling · 3/4 brassJNB · CPT · DBN42 · 86 · 12Min 20 · Max 200OK
ITM-2041Pipe · 32mm steel · 6mJNB · CPT112 · 0Min 50 · Max 400Low · CPT
ITM-2040Valve · 1in ball brassJNB · DBN8 · 14Min 24 · Max 120Low · JNB
ITM-2039Fittings · pack 50JNB240Min 100 · Max 600OK
ITM-2038Elbow · 90deg · 32mmCPT · DBN62 · 4Min 30 · Max 180Low · DBN

One purchase, six steps.

The order, the goods received and the supplier bill all sit on the same record. If they do not agree, the issue surfaces before payment, not after the audit.

01NEED
Need identified
Stock low or new requirement raised
02RFQ
Quotes requested
Suppliers compared, choice made
03ORDER
Order placed
Confirmed with expected delivery date
04RECV
Goods received
Stock and value update on the spot
05CHECK
Inspection
Accept, reject or accept in part
06BILL
Bill matched
Order, receipt and bill line up

What the platform does for operations.

The capabilities that sit on top of stock and procurement, configured to your business and ready from day one.

Multi-warehouse stock

Stock levels broken down by location, with movements between warehouses tracked as events. No more guessing where to send a customer order.

Automatic reorder

When an item hits its minimum, a purchase request drafts itself in the buyer's queue, with supplier suggestions already populated.

Three-way match

The order, the goods received and the supplier bill all sit on the same record. If they don't agree, the exception surfaces before payment.

Approval chains

Purchase orders route through the approver chain you have set. By value, category or entity. Approvers see only what is theirs to sign.

Project profitability

Time, materials and overhead allocated to each project so you can see what is profitable and what is eating margin. Live, not at month end.

Manufacturing (where relevant)

Bills of materials, work orders and yield variance for businesses that build things. Everything posts back to stock and the books automatically.

One reorder, six moments.

Scroll through a normal procurement cycle. The platform handles the paperwork. Your buyer handles the supplier.

01Day 0

Stock hits reorder

A product runs low and a purchase request drafts itself.

The platform watches reorder levels per warehouse. When stock dips below the minimum, a draft purchase request appears in the buyer's queue with the quantity and supplier already suggested.

REQUEST DRAFTED
02Day 1

Quotes go out to suppliers

Three suppliers, same brief, responses tracked in one place.

Requests go out by email with your standard terms attached. Replies come back on the same record. A comparison view shows price, lead time and past performance side by side.

QUOTES COMPARED
03Day 2

Approval and order placed

The right person signs off, the order goes to the supplier.

The approval chain is set up to your rules. By value, category or entity. Once signed off, the order goes out with quantity, price, delivery and terms. The supplier's confirmation lands back automatically.

APPROVED AND CONFIRMED
04Day 9

Goods received

The warehouse books the delivery and stock updates on the spot.

Receipt is recorded against the order. Quantity received updates the stock level, and the value posts to the books. Short deliveries or wrong items surface for the buyer immediately.

STOCK UPDATED
05Day 12

Inspection

Quality check accepts or rejects, with a return if needed.

Where you want it, a quality check happens on receipt. Accept moves stock to be sold. Reject queues a return with a credit note expected from the supplier.

ACCEPTED
06Day 30

Bill matches itself

Supplier bill captured and matched against the order and receipt.

Quantity and price agree across the order, the receipt and the bill. The bill posts. If anything is off, the issue surfaces before payment, not after the audit.

BILL POSTED

Five capabilities built into the platform.

The things you get when operations runs on the same system as the rest of the business.

Bill captured
PO-2842 · 6 lines parsed
3-way match · queued
Posts to AP on match
IOn top

Bill matching

Supplier bills captured automatically and matched against the order.

Hover for detail
IDetailBill matching

The bill, the order and the delivery line up before payment.

  • ·Bills read from email or PDF automatically
  • ·Order, delivery and bill compared on the same record
  • ·Issues surface before payment, not after the audit
Reads the item master
CPT · low
ITM-2041 · qty 0
↓ Auto-draft
PR · drafted
Order qty 120 from S-42
IIOn top

Automatic reorder

Low stock raises a purchase request on its own.

Hover for detail
IIDetailAutomatic reorder

Stock asks for itself.

  • ·Minimum and maximum levels per warehouse
  • ·Suggested supplier and quantity already filled in
  • ·Routes through your approval chain
Reads the item master
Project · live
BudgetR 1.84m
SpentR 1.12m
Margin · live
21.8% · on track
IIIOn top

Project profitability

See cost versus budget on each project as the work happens.

Hover for detail
IIIDetailProject profitability

Margin you can see, not margin you discover later.

  • ·Time, materials and overhead allocated to the project
  • ·Budget versus actual updates live
  • ·Manager view shows margin per project at any time
Reads the item master
Work order · WO-621
BOM12 components
Yield98.4%
VarianceR 1 240 over
IVOn top

Manufacturing

Production tracked with the same records as everything else.

Hover for detail
IVDetailManufacturing

Production with the same audit trail as the rest of the business.

  • ·Bills of materials, work orders and quality checks
  • ·Yield and variance against your standard cost
  • ·Stock and cost update as consumption happens
Reads the item master
Demand · 8 weeks
Per item · per warehouse
VOn top

AI demand forecast

A forecast of what you will need over the coming weeks.

Hover for detail
VDetailAI demand forecast

Forecast surfaced, buying decisions stay with you.

  • ·Reads sales history, seasonality and open orders
  • ·Outlook per product and per warehouse
  • ·Lands as a suggestion, never an automatic order
Reads the item master

What sits with operations, and what does not.

The operations side connects to every other department. Because the data is shared, work flows between teams without anyone retyping.

01 · This module

Operations handles

  • Products and warehouses
  • Suppliers and purchase orders
  • Stock movements and value
  • Projects and production
  • Reorder rules and lead times
02 · Hands off to

Accounting

  • Postings from stock movements
  • Supplier bills after matching
  • Cost of goods on sale
  • Stock value on the balance sheet
Same books, same audit trail
03 · Hands off to

Sales & CRM

  • Customer records and orders
  • Stock reserved when orders are placed
  • Delivery notes and invoices
  • Pricing rules
Same products, same orders
04 · Hands off to

Customer Service

  • Returns and replacements
  • Stock holds on disputes
  • Delivery performance reporting
  • Tickets linked to products
Same customer, same record

What you get at each tier.

Full stock and procurement light up on Growth. Manufacturing and custom workflows on Full.

Workflow Fix

One operations task, scoped and shipped.

  • Pick the bottleneck slowing operations down
  • Built end to end on the platform
  • Handed back to your team with a guide

Essential

Light setup, single warehouse.

  • Products loaded, single warehouse
  • Sales orders feed stock movements
  • Full operations lights up on Growth
Most chosen

Growth

The full operations module, live.

  • Stock at full depth across multiple warehouses
  • Procurement with approval chains and bill matching
  • Projects with live profitability

Full

Operations, fully embedded.

  • Everything in Growth, plus:
  • Manufacturing with bills of materials
  • AI demand forecast and custom workflows

What operations leads usually want to know.

Yes, on Growth and Full. Stock levels are tracked per warehouse with transfers, deliveries, receipts and batch or serial tracking. Essential includes a single warehouse setup for businesses that just need a basic record.
On Growth, the full procurement cycle is built in. Request a quote, compare suppliers, place the order, receive the goods, match the bill. Approvals can be set by value or category. On Full, capital expenditure approvals can be built to your exact rules.
Yes. From Growth, you can set up projects for each engagement or job, with templates that pre fill the tasks. Time, materials and overhead post to the project so you see the margin live.
The platform includes bills of materials, work orders, workstations and quality checks, switched on for clients who make things. On Full, we can build production yield tracking and predictive maintenance for your assets.
On Full, we can integrate with third party freight platforms so deliveries, receipts and stock movements all flow into the same record as everything else.
Basic stock is available on Essential where it matters. Full operations, with multiple warehouses, procurement and projects, lights up on Growth. Manufacturing and any custom operational workflows are on the Full plan.
Talk to us

See your operations on the platform.

A 45 minute call. We walk through your warehouses, your procurement chain and what running operations on one platform with the rest of the business looks like.