Learn how to use OmniStock
Short, task-focused guides for every module — from raising your first sales order to tracing a batch across every invoice it shipped on. Pick a category or search for what you need.
30 guides
Quick start: go from empty workspace to first sale
The shortest path from signing in to dispatching your first sales order.
Bulk import products from Excel or Tally
Use the Import Center to move your existing product list in under 5 minutes.
Create and dispatch a sales order
The standard flow from quote to dispatch, with batch-aware picking.
Process a sales return
Take stock back, refund or credit-note, and keep the audit trail clean.
Set up price lists for different customer tiers
Distributor price, retail price, export price — maintained once, applied automatically.
Send a customer statement
A running ledger of invoices, payments, credit notes, and aging.
Sales orders overview
Create, confirm, and track sales orders from draft to dispatch.
Sales quotations
Send a price quote to a prospect before converting it to an order.
Sales invoices
Tax invoices generated on dispatch, with IRN, QR code, and PDF download.
Raise your first purchase order
From supplier pick to GRN-ready PO in a few clicks.
Record a goods receipt (GRN)
Partial receipts, quarantine, and vendor discrepancies, handled cleanly.
Require approval for large POs
Add a spending threshold that routes POs to a manager before sending.
Organize products with categories and custom fields
Keep thousands of SKUs findable and reportable.
Move stock between warehouses
Two-step transfer with in-transit accountability.
Run a cycle count and reconcile variance
Count a shelf, catch mismatches, and either adjust or send for approval.
Avoid expired stock with FEFO picking
Batch + expiry on receipt; first-expiry-first-out on sale.
Trace a batch from GRN to customer
Recall-ready in one click: which invoices shipped the affected batch?
Use reorder levels to stop stockouts
The system watches movement and flags SKUs before they run out.
Run production with a Bill of Materials
Consume components, produce finished goods, and keep the stock ledger honest.
Log damaged or shrinkage stock
Write it off cleanly with a reason code so reports stay accurate.
Record a customer payment
Receive against one or many invoices; allocations update automatically.
Pay a supplier against open bills
AP side of the same flow — disbursements, allocations, aging.
Read the home dashboard
What each KPI means and how it's computed.
Export any report to CSV or PDF
Every report supports the same filter → export flow.
Invite team members and assign roles
Owner, Admin, Manager, Staff — plus module-level toggles.
Read the audit log
Every create, update, delete, and approval, with who and when.
Connect Tally, Shopify, or a bank feed
One-time setup and a daily sync dashboard for every connector.
Customize company details, branding, and terminology
Make the app speak your language — literally.
Create and manage recipes (Bill of Materials)
Define which raw materials go into finished products and how much overhead cost to apply.
Run a production order and update stock
Turn raw materials into finished goods, record actual output, and post to the stock ledger.