Make it, stock it, send it out.

At a glance

Stock at every location, by lot, on one ledger. Recipes and runs, costed from what was used. Pick, pack and dispatch, with slips and labels. Shortfalls planned as runs or purchase orders.

Stock where it actually is

On hand at each shed, van or bay, and by lot where you track them. Move it between locations or onto hold, and every movement sits on a ledger with why it happened.

Goods In from the docket

Photograph the delivery docket and it is read into a draft and matched to your purchase orders and products. Nothing moves until someone receives it, line by line if need be.

Recipes and production runs

A recipe makes a batch from exact amounts of other products, up to 12 levels deep. A run plans what it needs, moves through its stages and records each batch made.

Costed as it happens

Each batch goes into stock at what it actually took, waste, labour and overhead included, and the run shows its live cost against the recipe estimate.

Orders picked, packed and sent

An order goes out in one consignment or several, with an A4 pick slip and a 100 by 150 mm label for every package, and dispatch takes stock from exactly where it was picked.

Reorder in one go

Everything low is grouped by supplier with a suggested quantity, less what is already on order, and raised as one draft purchase order per supplier.

How an order moves

1. It comes in as a job: A supply order, or a quote the customer accepted, is a job with the products on it. 2. Reserve and plan: Made stock on the shelf is reserved for it, oldest lot first, and anything still short is planned as a production run. 3. Pick and dispatch: Pick it off the slip, pack and label it, and dispatching takes the stock off the shelf and onto the job.

Worth knowing

Nothing posts stock movements or cost of goods to Xero. Stock value stays in StackLyft. Barcode scanning finds a product when you add it to a quote. Stock is counted by hand, and pick slips and labels carry a QR code. Minimum levels and reorder quantities are set per product, not per location, and a draw onto a job takes reserved stock first, then the oldest, rather than a location you pick. Production is off for everyone, owners included, until it is ticked in Controls.

Questions

Can it track stock on each van?

Yes. Each van, shed or bay holds its own count, by lot where you track them, and Move transfers stock between them. A draw onto a job takes reserved stock first, then the oldest, rather than asking which van it came off.

How is a production run costed?

Each batch is costed at what it actually used, at what that stock cost, plus the labour and overhead charged to it, and goes into stock at that cost. The run shows that live cost against the recipe estimate as it goes.

Can I take supply-only orders?

Yes. A supply order is a job with the customer, the delivery address, their order number, the date it is needed and the products, at an agreed price if you set one. It is picked, dispatched and invoiced like any job.

Does stock go through to Xero?

No. Stock value, movements and cost of goods stay in StackLyft. Invoices raised on the job go to Xero as they always do.