Pricelist & Inventory
Items, vendors, warehouses, stock adjustments.
How a piece of equipment moves through its life in your system: received into inventory, assigned to a job or installed at a customer site, serviced over time, billed for, and eventually retired — with full history retai...
The price list is the catalog every estimate, job, and invoice pulls from. Building it carefully — clear names, right tax categories, sensible categorization — pays off forever; building it sloppily creates mess everywhe...
Categories can now nest — Auto Glass › NAGS Glass, HVAC › Filters › Pleated — and be reordered, renamed, merged and retired without breaking anything already sold. How to design a category tree your team will actually us...
When you're bringing in 100+ items from a previous system, hand-entry isn't practical. Suprata's CSV import handles bulk loads, but the parsing rules and tax-category mapping have a learning curve. Here's the safe patter...
Your sellable price list is what customers see. Vendor price books are what you pay. Keeping them separate but linked is what makes margin tracking work — and it's what gives you a real answer when a vendor raises their...
Warehouses and stock tracking are powerful but optional. Here's the decision framework, how the Inventory screens fit together, and the habits (adjustments with reasons, transfers, counts) that keep the numbers true.
How parts get ordered in Suprata: requests from jobs and restocking, one purchase order per vendor, sending it by email or print, receiving into stock or straight to the job that's waiting, and returning what's wrong.
Stock levels tell you what's on the shelf now. The stock movement report tells you why: every part received, used on a job, returned or adjusted, with a link to the job, invoice or purchase order behind it.