Help & Learn

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

10 min

Quick start: go from empty workspace to first sale

The shortest path from signing in to dispatching your first sales order.

Getting startedRead guide
6 min

Bulk import products from Excel or Tally

Use the Import Center to move your existing product list in under 5 minutes.

Getting startedRead guide
5 min

Create and dispatch a sales order

The standard flow from quote to dispatch, with batch-aware picking.

SalesRead guide
4 min

Process a sales return

Take stock back, refund or credit-note, and keep the audit trail clean.

SalesRead guide
5 min

Set up price lists for different customer tiers

Distributor price, retail price, export price — maintained once, applied automatically.

SalesRead guide
3 min

Send a customer statement

A running ledger of invoices, payments, credit notes, and aging.

SalesRead guide
3 min

Sales orders overview

Create, confirm, and track sales orders from draft to dispatch.

SalesRead guide
3 min

Sales quotations

Send a price quote to a prospect before converting it to an order.

SalesRead guide
3 min

Sales invoices

Tax invoices generated on dispatch, with IRN, QR code, and PDF download.

SalesRead guide
4 min

Raise your first purchase order

From supplier pick to GRN-ready PO in a few clicks.

PurchasesRead guide
5 min

Record a goods receipt (GRN)

Partial receipts, quarantine, and vendor discrepancies, handled cleanly.

PurchasesRead guide
3 min

Require approval for large POs

Add a spending threshold that routes POs to a manager before sending.

PurchasesRead guide
4 min

Organize products with categories and custom fields

Keep thousands of SKUs findable and reportable.

InventoryRead guide
4 min

Move stock between warehouses

Two-step transfer with in-transit accountability.

InventoryRead guide
6 min

Run a cycle count and reconcile variance

Count a shelf, catch mismatches, and either adjust or send for approval.

InventoryRead guide
4 min

Avoid expired stock with FEFO picking

Batch + expiry on receipt; first-expiry-first-out on sale.

InventoryRead guide
3 min

Trace a batch from GRN to customer

Recall-ready in one click: which invoices shipped the affected batch?

InventoryRead guide
4 min

Use reorder levels to stop stockouts

The system watches movement and flags SKUs before they run out.

InventoryRead guide
6 min

Run production with a Bill of Materials

Consume components, produce finished goods, and keep the stock ledger honest.

OperationsRead guide
3 min

Log damaged or shrinkage stock

Write it off cleanly with a reason code so reports stay accurate.

OperationsRead guide
3 min

Record a customer payment

Receive against one or many invoices; allocations update automatically.

FinanceRead guide
3 min

Pay a supplier against open bills

AP side of the same flow — disbursements, allocations, aging.

FinanceRead guide
4 min

Read the home dashboard

What each KPI means and how it's computed.

ReportsRead guide
3 min

Export any report to CSV or PDF

Every report supports the same filter → export flow.

ReportsRead guide
3 min

Invite team members and assign roles

Owner, Admin, Manager, Staff — plus module-level toggles.

AdminRead guide
3 min

Read the audit log

Every create, update, delete, and approval, with who and when.

AdminRead guide
5 min

Connect Tally, Shopify, or a bank feed

One-time setup and a daily sync dashboard for every connector.

AdminRead guide
4 min

Customize company details, branding, and terminology

Make the app speak your language — literally.

AdminRead guide
4 min

Create and manage recipes (Bill of Materials)

Define which raw materials go into finished products and how much overhead cost to apply.

OperationsRead guide
5 min

Run a production order and update stock

Turn raw materials into finished goods, record actual output, and post to the stock ledger.

OperationsRead guide