Tidystock and Xero Integration

Overview

TidyStock is an inventory management software that offers clients with up-to-date tools for better management of stocks using best practices of accounting and perpetual stock method. With the software’s integration with Xero Accounting Software, it offers ease sharing of stocks related to inventory transactions in a timely manner. This add-on gives maximum flexibility in managing stock items and completely eliminates manual entries to a simple but more efficient computerized system that is beneficial to companies’ growth. This web-based add-on is a simple and easy to use management system to reduce or eliminate discrepancies during stock movements.

TidyStock is an affiliate system of TidyWork Enterprise which brings important advantages to firms requiring a full range of operative functionality from job costing to project management to-full inventory management for businesses without the need for multiple add-ons. Firms that grow their functional needs can start with either TidyWork or TidyStock and seamlessly upgrade to the combined TidyWork Enterprise solutions at any time.

 

Benefits

  • Helps track unmanaged stocks quickly
  • Unlimited Material items and categories depending on the subscription
  • Ability to import and export bulk data
  • Creation and management of purchase orders including split receipts
  • Efficient management of stock in multiple locations including transfers
  • Creation of packing slips and sales quotes
  • Automatic upload of invoices to Xero accounting software
  • Set-up of price tiers, quantity and specific customer pricing, bill of materials or product assemblies.
  • Ability to adjust stock levels manually
  • API developer.

 

Interface

In addition to TidyStock features, its dashboard offers comprehensible alerts like reorder warning, stock turns, average margin, days of sales in inventory and other necessary information.

 

Integrations

Xero

TidyStock integrates with Xero Accounting Software to seamlessly share stock related transactions and information in real time. Just like TidyStock, Xero is also web-based which makes it easier to import and export transactions like invoices and purchase orders.

  • TidyStock shares customer information with Xero.
  • TidyStock shares supplier information with Xero.
  • Purchase orders go to Xero accounts payable.
  • Sale amounts go to Xero accounts receivable.
  • TidyStock transactions adjust stock on hand and cost of goods sold in Xero.

TidyWork Enterprise

This is a powerful project and inventory management tool which is widely used by industrial, manucfature, distributors and multi-divisional businesses. Upgrading to TidyWork Enterprise gives all of the features found in TidyStock as well as job management software in one seamless package.

BigCommerce

TidyStock can link with online store software, Bigcommerce and this enables automatic adjustment of stock in TidyStock and stock levels can sync back to Bigcommerce.

Pricing

Free trial for 14 days is available but paid subscriptions pricing are listed below.

Lite Plan                    $34 per month billed annually*

Inclusions:

1 User

500 Product (SKUs)

1 Location

1 Currency

Unlimited Suppliers

Unlimited Customers

Unlimited Purchase Orders

Unlimited Sales

Unlimited Reports

Online Help Support

Ticket Support

 

Professional Plan   $79 per month billed annually*

Inclusions:

3 Users

10,000 Product (SKUs)

3 Location

Multi Currency

Unlimited Suppliers

Unlimited Customers

Unlimited Purchase Orders

Unlimited Sales

Unlimited Reports

Online Help Support

Ticket Support

 

Business Plan         $169 per month billed annually*

Inclusions:

5 Users

25,000 Product (SKUs)

5 Location

Multi Currency

Unlimited Suppliers

Unlimited Customers

Unlimited Purchase Orders

Unlimited Sales

Unlimited Reports

Online Help Support

Ticket Support

 

Enterprise Plan       From $142 per month*

This plan is being automatically upgraded to Tidy Work which is a powerful inventory and job management in one seamless package which includes but not limited to the following:

Unlimited Users

Unlimited Product (SKUs)

Unlimited Location

Multi Currency

Unlimited Suppliers

Unlimited Customers

Unlimited Purchase Orders

Unlimited Sales

Unlimited Reports

Online Help Support

Ticket Support

Refer to this link for more details regarding TidyWork pricing: http://tidywork.com/Enterprise/Pricing

 

*Prices excludes sales tax 

 

Training and Support

TidyStock offers paid online trainings quoted at $99 and professional service support for $180 per hour, schedules and topics covered are available on their website and this training is approximately one hour. They also offer on-site trainings which can be requested via email and TidyStock will send a quote and all necessary details for approval between the two parties. In addition to trainings provided, they also offer an interactive online workshop which is valued at $99 which can be attended by new or existing users.

For questions or general inquiries, email can be sent directly through their sales representative or through their website.

 

Partner Program

TidyStock collaborates with various training and advisory professionals to help users get the most out of the product. With the following partners of TidyStock, it is now easier to seek help or advice regarding the add-on issues.

Other partners include AccountSource LLC, The Dog Ate My Books, BTS Financial, IntrapriseTechKnowlogies LLC, My Virtual Bookkeepers, LLC, Ace Bookkeeping Services.

 

Conclusion

Tidystock’s greatest advantage is the simplicity of the software making it more user-friendly compared to other complex systems yet it is very much efficient to use in inventory management. In addition, this add-on offers reasonable pricing scheme that caters to the same inventory management system needs offered by different software solutions.

Although many small businesses are pleased with the TidyStock features, bigger companies are not happy about the limited integration it offers. As there have been multiple needs for software integration for most companies nowadays, collaborations are better off to be more extensive to cater for continued business growth.

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