Running your business on SnapLedger · Furniture & Fit-out · Lesson 9 of 10
Stock you can trust
2:31 · Captions: English, Arabic, French and Chinese.
A stock figure is only worth something if someone checks it against the shelf. In this lesson, the workshop counts and signs off — and the showroom shows the light way to run stock.
What you'll learn
- Count the shelf and have it signed off
- Run a showroom's stock the light way — in from a bill, out on an invoice
- Keep the stock tied to the books
Step by step
- The workshop's count — Once a month, Omar counts the workshop's shelf and types in what he finds: eight oak sheets, where the books say nine. Saving changes nothing in the books yet: the difference waits for someone with the right to post it.
- Signed off — That's Yusuf, as head of operations. He reviews the difference — one sheet short — and posts it. And the stock in My Inventory ties to the books, line for line.
- The showroom's stock — The showroom doesn't need gates or count sheets. It buys finished pieces and sells them — so it runs its stock the light way. First, My Inventory asks whether the business holds stock. For the showroom, Yusuf says yes.
- In from the bill — The chairs' bill is already in the books, so Yusuf takes them in from it. The quantity and the price come from the bill — nothing to type. Six chairs, on the shelf at the bill's price.
- Out on an invoice — A customer buys two chairs from the shop floor. On the invoice, the line names the chair — so issuing it takes two off the shelf and books what they cost. No separate stock entry. He had already paid by bank transfer — so the moment Yusuf issues the invoice, it's paid. In the invoice list it reads Paid — and on the shelf, four chairs are left.
- A count when you look — And whenever Yusuf looks at the shelf, he counts what's there. Any difference goes straight to the books.
Next, the last lesson: closing the month, and seeing the whole business.