Samco Inventory System

Recent Movements

Product	Type	Qty	Location	Date

Low Stock Items

Stock by Location

Monthly Sales

Income Statement — Last 6 Months

🛒 Quick Sale

Product Type

Size

Select a product type first

Qty

Reference / Invoice #

Recent Sales

Product	SKU	Qty	Location	Ref	Date

Cost Estimator by Subcategory

All Products

Movement History

Date	Product	Size	SKU	Type	Qty	Location	Reference	Notes

Sales History

Underpriced only

Date	Product	SKU	Qty	# Items	Location	Customer	Unit Price	Total	Profit	Reference	Notes	Sold By	Status

Customer Items in this sale: 0

Walk-in Name (optional)

Location

Date

Reference / Invoice #

Notes

Payment

Paid in Full Term / Credit Partial Payment / Deposit

Items

Set all lines to:

Item	Qty	Price	Subtotal	Custom	Set

Grand Total:

$0.00

Items Needing Reorder

Suggested Reorder Points From recent sales velocity — never applied automatically

Product	SKU	Current reorder point	Suggested

Skips any product that already has a reorder point set

All Purchase Orders

PO #	Supplier	Items	Total Cost	Order Date	Expected	Status

All Suppliers

Name	Contact	Email	Phone	Lead Time	Products

Price List: Viewing your own prices — switch to a supplier to see their cost + markup instead

Subcategory Discounts Change a discount % and click Apply — all products in that subcategory update instantly. Click a subcategory name to see its sizes and prices below.

Product Prices Use "Set Special" to override the discount for one specific product

Apply Markup from Supplier's Price List Pick a supplier, set a markup %, then choose which products to update

Supplier

Markup %

Quotation Details

Customer

Customer Name (optional if not an existing customer)

Reference / Title

Notes

Quotation Items $0.00

Set all lines to:

Product	SKU	Size	Qty	Unit Price	Total	Set

Add Products Prices already reflect your Price List discounts

Quotation History

Date	Quote #	Customer	Items	Total	Created By

Wholesale & Terms Accounts

Name	Type	Contact	Email	Phone	Payment Terms	Pricing

Price List

Default Volume Tiers

Apply to all items from this supplier unless a size has its own tiers

Price List

Apply Price List to Selling Price Sets Cost from this supplier's price list and Price = Cost × (1 + markup%) for every priced product — overwrites on every run, except products marked Fixed Price

Markup %

Supplier *

Expected Delivery

Reference / PO #

Document Type

Notes

Add from Price List

Order Items

Item	Qty	Cost	Subtotal	Flags

0 items · $0.00

This is a filtered view of Purchase Order lines flagged "Special" — check the Special box on any line item when creating or editing a PO to have it show up here.

Customer Special Orders

PO #	Customer	Item	Specs / Size	Notes	Received / Qty	Supplier	Expected	Status

All Bank Accounts Accounts that cheques are deposited into and transfers are received in

Name	Bank	Account #	Currency	Opening Balance	Opening Date	Status

Cheque Books Ranges to draw issued-cheque numbers from when recording a supplier payment by cheque

Name	Bank Account	Range	Next #	Voided	Status

All Payment Methods These are the choices offered on Record Payment — order and wording are yours

Name	Kind	Bank Account	Order	Status

Store & Warehouses Enable, rename, or add warehouses to match your setup

Dead Stock Settings Products with stock but no sales within this period are flagged as dead stock

Flag products with no sales in the last days

Company Profile Shown on printed quotes, invoices, and statements for this company

Warehouse Stock Rules Scale low-stock thresholds for warehouse locations relative to store thresholds

Warehouse low-stock threshold multiplier × store threshold

Margin Settings Sale lines priced under this margin are flagged (a visual warning only — it never blocks a sale)

Flag sale lines under % margin

Underpriced Sale Warning Sale lines priced this far below My Price List are flagged at entry and highlighted in Sales History (a visual warning only — it never blocks a sale)

Flag sale lines % or more below My Price List

Reorder Point Settings Used to suggest a reorder point from recent sales velocity, on the Low Stock Alerts page

Assume a supplier lead time of days

Invoice Header Backfill One-time data maintenance -- safe to run more than once

Sales recorded before this feature shipped don't yet have an invoice header record -- AR still works for them today (it falls back to the old calculation), but running this fills in the missing headers so they get the same fixes as new sales. Only ever fills in what's missing -- never touches an invoice that already has a header, so it's safe to click Apply more than once.

Page Lock Settings Set a PIN on any page — it will prompt before opening

Keep page unlocked:

Login Session Duration Automatically sign everyone out after being logged in this long, regardless of activity

Sign out after hours (0 = disabled)

Packaging Units Units like Box or Sack, used to track how products are packaged. Add more here if your packaging changes.

Filter

Entity Type

User

From

To

History

Date	Entity	Item	Action	Details	By

Rolling Lock

When on, staff can no longer edit or create records dated older than the window below -- the owner can still make changes to a rolling-locked date (logged for the record), but never to a month that has been explicitly closed below.

Enable rolling lock

Lock after (days)

Closed Months

Month	Status	Closed By	Closed At	Note

Roles

Name	Description	Type	Assigned

Items sold using the "custom item" fallback on Record Sale (typed description + price, for when a real catalog product couldn't be found at the counter). Use "Merge into Catalog Item" once the matching product exists in the catalog, to attach this sales history to it going forward.

Custom Items

Name	Size	Times Sold	Total Qty	Total Revenue	Last Sold

Expenses This Period

Location	Category	Type	Amount	Start	End	Notes

Expense Categories

Name	Group	Status

Rent / Lease, Wages / Payroll, Utilities, and Other / Misc are built-in and can't be renamed or removed here.

Recurring Expense Templates

Category	Location	Amount	Day	Auto-Generate	Start	End	Status

Generates one expense entry per due month (e.g. this month's rent), so a specific month can be tied to a specific cheque or payment. The existing Recurring/One-time fields above still work for simpler cases that don't need that.

All Employees

Name	Position	Location	Base Salary	Hire Date	Status

Salary Payments

Employee	Period	Date	Gross	Deductions	Net	Method	Bank Account	Notes

Locations Ranked

Rank	Location	Revenue	Gross Margin %	Net Profit	Turnover (units moved ÷ current stock)

Manage who can access the system and what they can do.

Each company owns its own catalog, sales, and books. Use the switcher in the sidebar to work inside one.

Copy Catalog Between Companies New SKUs land with zero stock in the target; existing SKUs there keep their own cost, price, and stock

From (source)

To (target)

Clear Selling Prices Resets the selling price to $0 on every product in the chosen company. Cost, stock, SKU, name, and every other field are untouched.

Company

Inter-Company Sales Links

When the seller records a sale to the linked customer, a purchase order is automatically created in the buyer's system at the agreed markup.

An executive glance across every company — each company's own Dashboard and Reports remain the source of truth for its detailed numbers.