Xero consultant and inventory expert chooses TidyStock
"It's really a no-brainer," is how Gillian from Jill of All Trades sums up the decision to use TidyStock. Gillian is a cloud integrator and Xero consultant on Australia's Gold Coast who was looking for an inventory management system for her clients. She explains it as a Goldilocks situation, "You don't want it to be too complicated or too simple for your needs." She found TidyStock is the complete package, "TidyStock is fabulous to use and so simple to set up. It's neat and easy."
TidyStock improves owners' lifestyles
Many of Gillian's clients want to be able to travel or operate from a home office and be able to keep their finger on the pulse of the business. She says they can tap into Xero and they need to be able to manage their stock as well. They tend to run pretty lean businesses and buy just in time. "TidyStock enables them to do that and get away from the business."
TidyStock is fabulous to use and so simple to set up. It's neat and easy.
Gillian Rossouw - Jill of all Trades
Gillian recently did an integration for a client who "was blown away with TidyStock, they said it's so cool and easy to use." This was a client who had a very complicated system using Excel and Xero. They particularly liked how TidyStock could be massaged to their own requirements and gave them everything they could possibly need.
Chris Carroll, Manager of Rack'n Stack, was trialling another system and told Gillian he really needed to get inventory sorted. She told him he was wasting his time with anything other than TidyStock and helped get him set up. His staff learnt the system in a few hours and Chris says "It is working great".
TidyStock has helped Gillian's clients by giving them a lot more clarity. It has shown them the true costs of landing stock and helps to identify wastage. They now know what they really have on hand and when they should order. They also like having staff access TidyStock without the security risk of having direct access to Xero.
While Gillian raves about the user friendliness of TidyStock, she also points out how much a consultant can ease the transition. Gillian uses her experience to get clients up and running in two hours. She does the heavy lifting and uses her knowledge of software and accounting to hand over an optimised system.
Many clients have been stuck using an old legacy system and get bogged down with the job of switching over to a modern system. Once the switch is made, they realise how important it is to have features like multi-currency and multi-users where they don’t have to wait for someone else to finish before they use the system.
In the end Gillian is very clear on why she recommends TidyStock, "It works fabulously, does everything it says it does and is very pretty to work with."
Jill of all Trades
TidyStock cloud-based stock control a hit at American Ford Parts
As Director in charge of administration at American Ford Parts in Nelson, New Zealand, Annie Coster was a bit nervous at the thought of using a cloud-based stock control system for a business selling many thousands of parts for classic cars. But, as she was looking through the stock control add-on options on the Xero web site, she reasoned that the company was already using a cloud-based accounts system without problems. What was really needed was a stock control system that interfaced seamlessly with Xero, to reduce possible inventory errors and make things easy for herself and the staff.
I would definitely recommend TidyStock to anyone wanting a simple, effective and well-priced stock control system. In fact, I have already done so!
Annie Coster - USA Ford Parts
So Annie talked to an ex-staff member who is now a Xero trainer, discussed stock control with other businesses in the industry and did a lot of internet research before finally deciding to go with TidyWork’s TidyStock.
“We had been using another accounts system for about twelve years, and their inventory system was cumbersome and time-consuming, not to mention hideously expensive and frustrating” she said. “We had to calculate stock figures manually every year for the annual accounts”.
Asked what she was looking for in a new stock control system, Annie was quite clear. “We needed simplicity, fast friendly support and a system that was safe to let anyone use to check stock, customer details, or to raise a delivery docket, without the risk of errors entering the accounting system. I wanted a dedicated inventory system that was inventory driven, rather than accounting driven” she said.
She added that it was essential that the system was compatible with Windows 8, and that no expensive annual upgrades were required, with their associated costly downtime.
TidyStock offered what she needed
Talking to the team at TidyWork, Annie learned that TidyStock is a simple and easy-to-use online ‘perpetual’ inventory control system that manages stock movements accurately – from purchase, through storage and sale, to your accounts. TidyStock would enable her team to access vital stock data and record transactions wherever they were – with customers, in the warehouse, or anywhere else, via tablet, smartphone or laptop.
Tidystock links directly with Xero and requires no software downloads, no complicated set-up and no professional IT help. Tidystock integrates with Xero to share seamlessly stock-related transactions and information in real time. You can produce packing slips in TidyStock and push invoices through to Xero, recording stock on hand, and the cost of goods sold, directly into Xero.
So how has TidyStock performed?
“I would definitely recommend TidyStock to anyone wanting a simple, effective and well-priced stock control system. In fact, I have already done so!” said Annie Coster. “Our business is in automotive parts resale, and it is ideal for that application. Staff can raise a delivery docket, look up parts or customer details, and correct any errors before saving to Xero. This eliminates any concern about errors affecting the accounting systems, which would be expensive and time-consuming to rectify”.
Asked whether she was still pleased to have decided on TidyStock, Annie was emphatic.
“I count myself fortunate to have chosen TidyStock. On service alone it is outperforming any software that I have encountered in my long working life. I am now able to spend less time ‘nailed’ to the computer and more time on more productive things”.
Classic USA Ford Car Parts
Read Other TidyWork Case Studies
TidyStock+ Developer API
We have had many requests from customers and third-party integrators who wish to harness TidyStock to exchange data with applications that we do not support and some we do not even know about. The answer is our Developer API, where our data and product functions will soon be made available .
Ultimately, we will have a rich set of features covering almost the entire functionality for TidyStock. But to start with, we have concentrated on providing method calls to address the following use types:
- eCommerce: The Materials methods can be used to extract and update stock items, including pricing and stock levels. This allows integration with eCommerce systems.
Some Details about our API
- The Developer API is provided as a RESTful service (a ‘REST API”). This is a very common approach amongst cloud software providers who wish to enable third parties to develop add-ons to their product.
- Authentication is provided using ‘Basic HTTP authentication’. Once the API feature is enabled for your system, you can switch on one or more users to make an API token available. You use this token, and the user’s logon ID, to access our developer API.
- By default, data is passed using the JSON format, which we recommend. XML can be used if your language does not support JSON.
- The only data that can be returned by the API, is the data authorised to be viewed by the user whose token is supplied. In other words, if you wish to retrieve data for specific (or all) projects in your organisation, the user who supplied the token must have permission to access those projects.
- Your add-in connects with TidyStock by accessing a URL derived from your normal customer URL
API documentation is available at TidyStock API help.
Sample Applications and Wrappers
Not yet. Keep an eye out for some sample applications that we will provide as well as a .NET API wrapper library to help you get up and running quickly if you work on the .NET platform.
If you develop a sample or wrapper for our API in any language, we would like to hear about it.
Training & Events
Training is included in TidyBoost. Check what your level of TidyBoost plan entitles you to.
Online Training – Scheduled Webinar
- Training dates / times (please see on the right)
- How our webinar works – LEARN MORE
- Topics covered – LEARN MORE
- Webinar duration – Approximately 1 hour
- Cost USD 99
Online Training – Interactive Custom Webinar
- How the interactive webinar works – LEARN MORE
- You set the number of participants attending the webinar
- Webinar duration – The length of time is up to you and it can be one or more sessions
- Topics covered – LEARN MORE
- Cost – Request a price
On Site Training
The Trainer will come to your business,, on an agreed date and time. You can set the number of participants who will attend the training. The number of sessions and the duration will also be agreed.
We will send you a questionnaire to complete, to enable the Trainer to gain a better understanding of your business and training requirements. We also like to know what type of training facility your business offers.
Interactive Online Workshop with a TidyStock Trainer
How our Interactive Workshop works:
A bespoke interactive workshop caters either for you as an individual, or for your company. It is held on an agreed date and time to suit you and/or your company. It is for your nominated participants only.
You will be sent a questionnaire to complete and return prior to the workshop. On this questionnaire, please list any questions (prioritised) you would like answered and/or areas you would like to gain further knowledge in. An invitation via email, with instructions on how to join the workshop, will be sent also. Once the participants have enabled the webinar connection, you will hear the presenter and view the presenter's screen.
All participants are able to ask questions throughout the 45 minute session.
There will be a check point 15 minutes before the session is due to end, to assess the options once the time is up. Availability permitting, another session could be agreed upon to follow on immediately. Alternatively, another session may be scheduled at another time to ensure the workshop has been completed from your point of view.
Questions can also be typed at any time in the ‘chat’ area. These questions are answered towards the end, depending on time constraints.
Why a Workshop?
A workshop will enable you to be able to talk directly to the trainer and get those more in-depth questions answered, explained in more detail and even demonstrated within a demo company environment.
You know how to use TidyStock but you just want that extra assistance and/or extra knowledge in specific aspects of TidyStock which relate specifically to your organisation.
A workshop is ideal for an individual person or a number of nominated attendees from your organisation.
Who will gain value from the Workshop?
- New Users – gain further understanding and knowledge, get your organisations’ specific questions answered
- Existing long time Users – gain knowledge and understanding of the latest updates / new features available and /or wanting very specialist feature knowledge
- Partners of TidyStock – gain more in-depth knowledge, refresher and cover the latest updates
- Cram Learners – limited time available and want a quick overview and to be able to get questions answered as you learn.
Starting from USD 99
Request a price for an ‘Interactive Workshop’
** A longer session can be arranged in blocks of 45 minutes
An Essential Guide to Managing Your Inventory
Training dates to be announced soon
Customer view on Training
You don't know what you don’t know. If I had to do it again I would have had the training before, it is possibly the most important thing because you pick up on extra things. You will be aware of how things run properly.
I definitely recommend training and I would stress, they did the training early on their journey of transferring over.
Tamsyn Jefferson - Finance Manager, 50 Degrees
Richmond, Surrey | U.K.