Pricelist & Inventory
Items, vendors, warehouses, stock adjustments.
How a piece of equipment moves through its life in your system: received into inventory, assigned to a job or installed at a customer site, serviced over time, billed for, and eventually retired — with full history retai...
The price list is the catalog every estimate, job, and invoice pulls from. Building it carefully — clear names, right tax categories, sensible categorization — pays off forever; building it sloppily creates mess everywhe...
When you're bringing in 100+ items from a previous system, hand-entry isn't practical. Suprata's CSV import handles bulk loads, but the parsing rules and tax-category mapping have a learning curve. Here's the safe patter...
Your sellable price list is what customers see. Vendor price books are what you pay. Keeping them separate but linked is what makes margin tracking work — and it's what gives you a real answer when a vendor raises their...
Warehouses and stock tracking are powerful but optional. Most service businesses don't need them; some can't function without them. Here's the decision framework and the setup mechanics.