Confirming an order deducts stock and writes the movement log. Stock can go negative —
that means the shelf held more than the count said, so recount that item.
Photos arrive in a later step — taken on a phone, straight onto the item
Sales by month
Who’s buying
Customer
Orders
Revenue
Share
Recent sales
Order
Customer
Date
Total
Top sellers by revenue
Item
Sold
Revenue
Top sellers by quantity
Item
Sold
Revenue
Crew wear what each crewman has had — confirmed and invoiced orders
Crewman
Boat
Items
Last
Spend
Item & customer analysis whole history — forecast reorder volumes
Sales by customer click a boat to see their product split
Customer
Orders
Revenue
Share
Sales split
Items are grouped by their invoice wording, so slightly different descriptions of the same gear show as separate rows. Pick a boat to see just what they buy each period — that’s the volume you’d adjust orders by if their plans change.
Counts confirmed and invoiced orders only (quotes, drafts and cancelled excluded). Figures are ex-VAT list totals after any order discount — the same basis as the Xero export. Financial year runs 1 Aug – 31 Jul.
What we buy
On order what's with the supplier and not yet arrived
PO
Supplier
Raised
Expected
Lines
Still due
Value
Status
Raise one from the Greenline page — build the order there and send it
as a purchase order instead of copyable text. Receiving against it adds stock and records what you paid.
Price movement items bought more than once — newest price against the first
Item
Buys
First
Latest
Change
Spend
Freight what carriage has cost, invoice by invoice
Date
Invoice
Supplier
Goods
Freight
% of goods
Spend
Period
Supplier
Invoices
Lines
Spend
Prices are landed cost — freight spread across the lines of each invoice. Only deliveries with a recorded price appear; older ones need their invoice running through Backfill old invoice costs on the Stock page.
