Kerf
On Hand Report
In stock first, out of stock lastLast 4 weeks
Monday to SundayRecent activity
Select a day
Order material
On order
Confirm arrivals under ReceivingCatalog and stock on hand
Awaiting delivery
Nothing reaches on-hand until it is confirmed hereReceived without an order
Walk-in pickups and anything bought off the booksReceiving history
Top sellers
Build a report
How to use this form
The order to do things inOrder the material
Go to Inventory → Order material. Search the item, pick the vendor, enter how many and what you are paying per panel. Tick Add edge banding if you need rolls with it. Press Place order. Different vendors on one draft become separate orders automatically.
Confirm it when the truck arrives
Go to Receiving → Awaiting delivery and type what actually came off the truck. If 22 of 30 arrive, type 22 — the other 8 stay on order. Nothing is on the shelf until you confirm it here.
Log the day's jobs
Open Job Calendar. Pick the job type, type the customer, then add each material with the quantity used and what you are charging. Press Save job and the panels come off the shelf. Pick a date on the calendar below to work on a different day.
Check the Dashboard each morning
On Hand Report lists everything you have. Anything at zero sits at the bottom with an Order button that takes you straight back to step 1 with that item loaded.
Pull your numbers
Reports gives you two: Sales Report for what you paid, charged and made, and Inventory Report for every movement in and out. Pick a date range, then Print or Export CSV. Ranks shows your top 8 sellers by week, month, quarter and year.
Keep a copy
The Saved pill at the top right should read green. It saves by itself as you work, and everyone on your team sees the same numbers. Once a month press Download backup below and keep the file somewhere safe.
- Prices remember themselves. The first cost you type for an item becomes its default. Type a different one any time and that becomes the new default.
- 35 or more triggers bundle pricing. The cost box clears itself and stamps red so you enter the discounted price instead of the single-panel one.
- Ordered is not on hand. Material on order shows in green but cannot be cut until it is received.
- Red always means act. Out of stock, a late delivery, a short shipment, or money lost on a job.