Parts inventory on a ledger nobody rewrites.

The balance is a result, not an input

Every part has a ledger, and the stock balance is its sum since the opening balance. No entry is edited once written: a wrong receipt is corrected with an adjustment, and the ledger shows both — the mistake and the fix.

That is what lets you answer, months later, why a bearing's balance is not what you expected: read the ledger in order, with the date, author and origin of every movement.

• Receipt — a purchase from a supplier or in-house production.
• Issue — a sale, a rental, a loss or internal use outside a work order.
• Adjustment — a return, an inventory count or a balance correction.
• Reservation and release — stock committed to an approved quote, and its return.

Every movement has a reason — and only reasons that make sense

Type and reason travel together, and the database refuses combinations that mean nothing, such as an issue by purchase. A purchase can record the supplier and the amounts paid; a sale, the customer and the amounts charged; a rental, the customer who has the part.

For an inventory count you enter the total counted and the system works out the difference. For a return you enter how much came back and point at the original issue, and the return inherits its customer — so the customer's history shows the sale and the return.

A purchase does not wait for the supplier to be registered: the receipt can be posted from the delivery note as soon as the goods arrive, and the supplier linked once it exists.

Wired into work orders and quotes

When a technician logs a part on a work order — in the app, over WhatsApp or through the web link — the issue movement is created automatically, with the work order as its origin. Nobody has to book it out of the storeroom afterwards.

When a quote is approved, its parts are reserved: still on the shelf, but no longer free to promise to another customer. What sales sees as available is the balance minus reservations. If the quote is cancelled or converted into a work order, the reservation is released.

A parts catalog the field can actually use

Each part has an internal code, brand, purchase price, selling price, unit of measure and custom fields, organized into categories and subcategories. Amounts are stored as whole cents, so no rounding error builds up.

The unit of measure travels to the work order, so a part sold by the litre is never counted in pieces. Over WhatsApp, the name the technician types is matched against the catalog and the match is confirmed before anything is written.

Suppliers linked to purchases

The supplier register holds tax ID, contact, phone, WhatsApp, email and address. Every purchase receipt can point at its supplier, building a history of who sold what and at what price.

Revenue, cost and profit by period