Stockpit is an inventory management add-on that works in tandem with your invoicing software, for instance QuickBooks. Stockpit gathers data from your sales documents and uses that data to update your stock levels accordingly, allowing you to have more visibility over your inventory.
Here is the Stockpit dashboard, the main menu from which you can start navigating Stockpit. You can customize it however you want, to showcase from the beginning what really matters to you and your business.
To get started and add your products and clients to Stockpit, you can let the import be made automatically when a sales document is imported from your invoicing software, which will then create the client, supplier and product in Stockpit.
When a document is imported in Stockpit, it creates an order in the software, in which are documented the product and the various quantities that will affect your inventory. You can then take it from there and create your shipping orders to ensure that your stock levels are updated accordingly in time.
Going into "inventory", you can then check the stock levels for each of your products, you can also see how they are spread across your various locations, alongside the option of seeing which quantity is allocated to which order or purchase.
If you wish to reorder some of your products, that can be done directly in Stockpit with the purchases, from which you can create purchase orders containing any product of your existing catalogue.
At every point during your time on Stockpit, the inventory logs help you understand what has happened on the software, what has been impacted, by who and when. It is a large journal keeping check of every single operation taking place on Stockpit, regardless of whether it is coming directly from Stockpit, or from your invoicing software.
With all that in mind, you can now start using Stockpit freely, and discover the many features available to help you manage your inventory.
