What’s in the video
- The problem: Stock questions on WhatsApp, three versions of the same Excel file, and nobody sure who reordered what.
- Overall Business: The owner’s net-worth view: bank balances, stock at cost per location, supplier payables and uncleared cheques, with a trend line.
- Inventory Insights: What to reorder from suppliers on about three months’ cover, and what to move from the warehouse to the shop before it runs out.
- Quotation to invoice: Every quote tracked from sent and viewed to approved and converted into an invoice.
- Purchase order to payment: Purchase order, goods received, a supplier invoice read by AI OCR and the payment voucher, on one audit trail, with stock pushed to Shopify on receipt.