Operations

Inventory, manufacturing, projects and time tracking in one app. Manage products and stock, produce goods from bills of materials, run projects with tasks and budgets, and book and bill working time.

In this section · 29 pages

• The Operations app

  What the Operations app contains and how its four modules work together.

• Products list

  Find, filter, scan and manage your products, variants and services.

• Product form and product types

  Every field of the product form, the four product types and tracking options.

• Product page and its tabs

  Overview, variants, prices, suppliers, images, stock and history of one product.

• Categories, units and attributes

  Set up product categories with their accounts, units of measure and variant attributes.

• Warehouses and bins

  Create warehouses and organise them into areas and bins.

• Stock moves

  Post receipts, deliveries, transfers, adjustments and scrap, and reserve stock.

• Stock and lots

  See current stock per bin and lot, and trace lots and serial numbers with expiry dates.

• Stocktaking

  Create a count, print count sheets, enter counted quantities and post the differences.

• Cycle counting

  Count products regularly based on their ABC class instead of one big yearly count.

• Replenishment

  Maintain reorder rules and get purchase suggestions for products that run low.

• Stock valuation

  Value your stock at any date with FIFO or moving average and compare it with the ledger.

• Inventory reports

  Stock on hand, movement history, slow movers, turnover, ABC analysis and the year end inventory list.

• Inventory settings

  Perpetual inventory, default costing method, default accounts and cycle count intervals.

• Bills of materials

  Define which components make a product, explode multi level structures and see costs.

• Manufacturing orders

  Plan production, reserve and consume components, and receive finished goods at production cost.

• Kits and bundles

  Sell and move sets of products that are split into their components automatically.

• Projects list

  Create projects, filter by status, copy them and invoice unbilled time.

• Project overview and profitability

  Revenue, cost, margin, budget and the burn down chart of a project.

• Project tasks and the board

  Plan work on a kanban board with subtasks, checklists, dependencies and estimates.

• Timeline and milestones

  See tasks on a Gantt timeline and invoice milestones when they are reached.

• Project team and documents

  Add people with roles and rates, and link invoices, bills and expenses to the project.

• Project templates

  Save stages, tasks and milestones as a template and start new projects from it.

• Time entries and the timer

  Log working time by hand or with the timer, and filter and export your entries.

• Weekly timesheet

  Enter hours per day for a week and submit the week for approval.

• Timesheet approvals

  Approve or reject the weekly timesheets of your team.

• Time reports

  Analyse hours, revenue, cost and utilization, and export entries.

• Time billing

  Turn unbilled time and rebillable expenses into invoice lines and mark them as billed.

• Time tracking settings

  Activities, tags, hourly rates and rules such as rounding, overlaps and period locks.