Stop juggling spreadsheets and separate tools. Invoice Master Inventory Management is invoicing and inventory software that brings real‑time, multi‑location stock control into the same place you create quotes and invoices—so counts stay accurate and cash keeps moving.
Why invoicing and inventory software matters
When sales, purchasing, and stock all live in separate apps, businesses lose time reconciling numbers and chasing down answers. Centralizing them inside one invoicing and inventory software stack means you always quote based on real availability, you invoice faster, and you see cash flow impacts as stock moves.
- Unified record keeping: Sales and operations share the same product catalog and pricing rules. No more version conflicts or manual copy-paste.
- Better promise dates: Everyone sees the same stock table as soon as you log movements, so customer commitments stay realistic across locations.
- Simpler reporting: Finance, warehouse, and leadership review the same dashboards, making it easier to spot margin creep or aging inventory.
Invoice Master keeps quotes, invoices, payments, and stock activity in one place to provide that end-to-end view. If you are upgrading from spreadsheets, start by importing your core products and your last physical count so your baseline is trustworthy.
What you can do (at a glance)
- Multi‑location inventory: Track stock by warehouse, store, van, or shelf; see totals consolidated and per location.
- Real‑time stock levels: Instantly view on‑hand counts when you quote or invoice.
- Movement history: Log additions, disposals, transfers, and corrections with timestamps and reasons.
- Quick adjust actions: Add, transfer, correct, or dispose stock with guided forms.
- Manual stock checks: Review on‑hand quantities before you create documents.
- Simple catalog: Manage products in one list that feeds both inventory and invoices.
- Clean UI: Sortable tables, quick filters, and clear totals—no training required.
Working on retainers or bundles? Pair with One‑Click Quote→Invoice to convert accepted quotes and update stock instantly.
How inventory fits your invoicing workflow
These steps keep the invoicing and inventory software experience simple for both admins and frontline staff.
- Add locations (warehouse, store, truck).
- Create products with the right SKU, price, and tax details in the catalog.
- Log opening stock: Use Add Inventory to enter counts for each location.
- Check availability before quoting: Review on-hand quantities from the inventory screen.
- Record movements promptly: Use transfer, dispose, or correct flows whenever stock changes.
- Audit history: Use the movement log to reconcile cycle counts and adjustments.
Related: Dashboard Deep‑Dive for revenue, costs, and overdue invoices at a glance.
Feature details
| Feature | What it does | Why it matters | |---|---|---| | Multi‑location control | Add unlimited sites; view per‑location and global stock. | Know exactly where items are before promising delivery. | | Movement log | Every add, transfer, disposal, or correction is tracked. | Full audit trail and easy reconciliation. | | Live stock table | View on-hand quantities by product and location. | Quote and invoice with confidence after quick checks. | | Guided stock actions | Add, transfer, correct, or dispose stock with purpose-built forms. | Keeps updates consistent every time. | | Product catalog tie-in | Inventory pulls from the same product list as quotes and invoices. | Maintain one source of truth for pricing and SKUs. |
Set up in 5 minutes
Follow this quick-start checklist to launch your invoicing and inventory software rollout without derailing the rest of your day.
- Open: Inventory → Locations → Add Location.
- Create products: Products → New Product for every SKU you sell.
- Log opening stock: From a location, choose Add Inventory and enter current counts.
- Update after sales: When items ship or return, use dispose, transfer, or correct flows to reflect reality.
- Review stock & history: Check the stock table and movement log before quoting or invoicing.
Need to capture costs and receipts too? See Zero‑Stress Expense Tracking.
Who benefits
- Product sellers & wholesalers: Keep counts straight across multiple sites.
- Trades & field services: Track parts in vans and restock from the warehouse.
- Rental & events: Log out‑and‑back movements for equipment and kits.
- Agencies with merch: Manage small runs and avoid rush reprints.
Best‑practice tips
- Name locations clearly: e.g., “WH‑East”, “Store‑Downtown”, “Van‑A”.
- Document adjustments: Always add a reason (damage, count variance, demo).
- Schedule a cycle count: Spot‑check top SKUs weekly to keep truth on track.
- Use product bundles on quotes: Faster quoting; consistent line items on invoices.
- Export monthly: Back up CSV/PDFs with Own Your Data.
FAQ
Does it support multiple locations?
Yes—add as many as you need and view per‑location or consolidated stock.
When does stock change—on quote or invoice?
Inventory updates when you log a movement—add, transfer, dispose, or correct. Quotes and invoices themselves do not change stock automatically.
Can I import my existing catalog and counts?
You can add products and opening balances through the UI today. Bulk CSV import is on the roadmap, so plan for a quick manual setup or reach out to our team for migration support.
Can I track transfers between locations?
Yes—use Transfer movements to move stock with a clear audit trail.
What about write‑offs and corrections?
Record Disposal or Correction with a reason to keep history clean.
How do I stay ahead of low stock?
Check the stock table regularly or schedule recurring cycle counts. Notifications aren’t automated yet, so many teams review the movement log weekly.
Ready to streamline stock and billing?
Keep inventory, quotes, invoices, and payments in one place. Start with Inventory Management—the invoicing and inventory software built into Invoice Master—today.
