Inventory & Billing

Manage Stock, Generate Invoices Instantly

Keep your inventory accurate and your billing effortless. Workisy tracks stock across warehouses in real time, generates GST-compliant invoices in seconds, and connects your order-to-cash workflow end to end — so nothing falls through the cracks.

Inventory & Billing

Stock levels & invoices

$45,600
+12.4%
2 items below reorder level — Standing Desk Frames, USB-C Docking Stations

Stock Levels

Office Chairs (Ergo Pro)
142/200
Standing Desk FramesLOW
18/100
27" Monitors (4K)
89/150
USB-C Docking StationsLOW
7/80

Recent Invoices

INV-2847Paid

Acme Corp

$12,400
INV-2846Pending

TechStart Inc

$8,750
INV-2845Paid

GlobalFin Ltd

$15,200
INV-2844Overdue

DataFlow AI

$3,280

$45,600

Monthly Revenue

Features

Powerful Capabilities, Built for Scale

Every tool you need to run a world-class operation, from day one to enterprise scale.

Real-Time Inventory Tracking

Monitor stock levels across warehouses, bins, and batches in real time. Automatic reorder-point alerts ensure you never run out of critical items, while excess-stock reports help free up working capital.

GST-Compliant Invoicing

Generate tax invoices, credit notes, debit notes, and delivery challans that comply with GST rules. HSN/SAC codes, place-of-supply logic, and e-invoicing integration are handled automatically.

Multi-Warehouse Management

Manage multiple warehouses, godowns, and storage locations from a single screen. Inter-warehouse transfers, stock adjustments, and location-level inventory reports keep operations lean and accurate.

Barcode & Serial Tracking

Assign barcodes or serial numbers to items for precise tracking. Scan items during receipt, pick, and dispatch to eliminate manual errors and maintain a complete chain-of-custody record.

Demand Forecasting

Historical sales data and seasonal trends power demand forecasts that suggest optimal reorder quantities and timing. Reduce stockouts by up to 40% and cut carrying costs significantly.

Automated Pricing & Discounts

Define price lists by customer group, region, or currency. Stack volume discounts, promotional pricing, and loyalty tiers that apply automatically at invoicing time — no manual overrides needed.

Order-to-Cash Workflow

From sales order to delivery note to invoice to payment receipt — the entire workflow is automated with configurable approval gates, status tracking, and customer notifications at each stage.

Stock & Sales Analytics

Dashboards show inventory turnover, slow-moving items, top-selling products, margin analysis by SKU, and warehouse utilization. Export reports to Excel or schedule automated email delivery.

How It Works

Up and Running in Three Simple Steps

1

Set Up & Stock

Create your product catalog with SKUs, units of measure, tax classifications, and reorder points. Import existing inventory from spreadsheets or connect POS and e-commerce systems for live sync.

2

Sell & Invoice

Create sales orders, generate delivery notes, and produce GST-compliant invoices with a few clicks. Stock levels adjust in real time, and customers receive branded invoices with online payment links.

3

Track & Optimize

Monitor inventory health through real-time dashboards. Use demand forecasts to plan purchases, identify slow movers for clearance, and analyze margins by product, region, or customer segment.

Results That Speak for Themselves

Measurable Impact on Your Business

Up to 40%

Fewer Stockouts

Up to 70%

Faster Invoice Generation

Up to 25%

Lower Carrying Costs

FAQ

Frequently Asked Questions

Ready to See It in Action?

Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.