Operations · Inventory and procurement
Know what is on the shelf, and what each job took.
Every stock movement goes through one ledger: receipts, counts, transfers, issues to a project and returns. Purchasing runs from a request to a quotation round with vendors, a purchase order, the goods receipt and the bill, each checked against the one before.
solset.ai/inventory
Inventory
- Goods receipt · PO-0031Received
- Issue to project · 24 modulesIssued
- Transfer · Main → Site storeMoved
- Stock count · inverterAdjusted
- Average costUpdated on receipt
- Bill against POVariance shown
Illustration of the stock ledger.
How it works
From request to shelf to site
A movement is recorded once, even if the button is pressed twice.
solset.ai/inventory
Request
- Purchase requestFrom design
- RFQCompare quotes
Step 1 of 4 · Request
Purchase requests and RFQs
Raise a purchase request (also straight from a design's short lines), send an RFQ to vendors and compare their quotes.
- Approvals on purchase orders
- Vendor records with their own bills and payments
Inventory and procurement
Inventory details
- Composite itemsKits built from components, with production consumption.
- Zoho Inventory syncTwo-way item and stock sync with Zoho Inventory, started from settings.
- VendorsVendor records, bills, payments and payables ageing.
- Committed stockFree stock after what open projects still need, per item.
- Ledger historyEvery movement with who, when, why and the balance after.
- Solset catalogueAdd panels, inverters and balance-of-system items from the Solset catalogue to your inventory.
Good to know
- Lot, batch and module serial-number tracking is not built.
Related features
- Projects and field workStages with gates, required documents, crews, site updates with photos and a tracking page for the customer.
- Design to quotationA quotation prefilled from the design, the roof plan in the PDF, order readiness and phone bill-to-proposal.
- Job costingContract value, known cost and margin per project, estimate vs actual by category.
Questions
Inventory and procurement: questions
The sun is already up
Put your next job on one record.
Create a free workspace, add one real enquiry and take it as far as a quotation. If that is not faster than how you work today, you have lost nothing.