Business areas
What Sales, Purchases and Inventory do, who can use them, and what is not available yet.
Three sections in the sidebar
Sales, purchases and stock share one catalogue and one stock ledger, so they sit side by side in the sidebar:
- Sales: quotes, sales orders and delivery notes. A quote becomes an order when the customer accepts it, and every delivery you record on an order produces its delivery note.
- Purchases: purchase orders, receipts and suppliers. Order from a supplier, receive what arrives, and keep what each supplier sells you and at what price.
- Inventory: the catalogue, stock in one or more warehouses, movements, stock counts, and lots and expiry dates.
Customers and suppliers come from Contacts, as a person or a company, so nobody is typed in twice. A contact’s Documents tab lists the quotes, orders, delivery notes and purchase orders made for them.
Included in every plan
Sales, Purchases and Inventory are included in Starter, Growth, Pro and Enterprise, and each one is activated separately in each workspace. If you do not see them in your sidebar, ask an owner or admin of the workspace to switch them on in Settings → Modules.
Who can do what
| Role | See lists and documents | Create, edit, cancel and delete |
|---|---|---|
| Owner, Admin, Member | Yes | Yes |
| Viewer | Yes | No |
Creating covers quotes, orders, delivery notes, purchase orders, receipts, stock movements, counts and catalogue imports. Owners and admins also get notifications in the bell for supplier price changes, items below their reorder point and lots about to expire.
Your company details
Owners and admins fill in the company details in Settings → Company details (also reachable from the bank icon when you create a delivery note): legal name, tax ID, registered address, logo and document design. They are printed on the quotes, orders and delivery notes you view, print or send from Komplian, and copied into each document when it is created, so a later edit does not rewrite a document you already sent.
Invoicing is coming soon
Komplian does not keep your accounts, reconcile bank transactions or file taxes.
Hospitality and human resources
Hospitality (orders, tables, kitchen, menus and restaurant reports) works on top of Inventory and Purchases. Human resources (employees, shifts and time records) is a separate area. Both are activated on request and are not part of any plan yet: contact us if you would like them for your workspace.