For operations teams
Keep stock, orders, vehicles and equipment moving
Stock you can trust, purchase orders that follow your approval rules, orders that reserve what they need, and fleet papers that do not lapse.
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What you get
The parts of Tarleaks an operations team uses most. Each links to the full feature list.
Stock you can trust
On hand per item and location from posted movements, a reorder queue and low-stock alerts.
Purchase orders with approval
Orders approved by amount, goods received line by line, and bills matched to order and receipt.
Orders from confirmation to invoice
Confirming reserves stock, deliveries ship what is ready, and the invoice is drafted when the order is delivered.
Fleet paperwork and handovers
Every vehicle paper in one list, soonest to expire first, and a record of who holds each vehicle.
Assets and maintenance
Check equipment out to people, and move maintenance work orders across a board.
Service desks with targets
A desk for IT, facilities or customer care, each with response and resolution targets.
Your week in Tarleaks
Five tasks. Where a step-by-step guide exists it is linked; the rest link to the feature.
| Task | How often | Step by step |
|---|---|---|
| Check the reorder queue | Daily | InventoryStep-by-step guide coming |
| Scan open orders for shortages | Daily | Sales ordersStep-by-step guide coming |
| Receive goods against the order | When goods arrive | InventoryStep-by-step guide coming |
| See what stops a vehicle working tomorrow | Weekly | The hub: what stops a vehicle working tomorrowFleet manager guide, step 2 |
| Hand a vehicle over to a driver | When needed | Hand a vehicle overDispatcher guide, step 4 |
Apps you will use
Pick the ones your operation runs on; each joins the same records and ledger.
Inventory, Purchasing & Warehousing
Items, warehouses, movements, counts, purchase orders and stock value.
Sales Orders & Fulfilment
Orders, stock cover, deliveries, returns and the invoice draft.
Fleet Management
Vehicles, drivers, handovers, paperwork and reminders.
Asset Management
The asset register, custody, maintenance and renewals.
Helpdesk & Ticketing
Service desks with targets, a knowledge base and customer links.
What drivers, staff and customers see
The people outside your team get their own small view.
Guides
Plain-language guides from our blog, with their official sources, and step-by-step guides for each role.
Step-by-step role guides
Questions
Does stock post to accounting?
Yes, when you also hold Accounting. Each valued movement posts one balanced entry, and the same movement sent twice is never posted twice.
Can a purchase order need approval?
Yes. With Accounting and an approval rule for purchase orders, the order stays a draft until the last approver on its chain approves it, and a chip names who it is waiting for.
Are fleet reminders automatic?
Not on a schedule. Pressing Run the expiry check recalculates every paper and licence and sends one reminder for each that has reached a reminder day; there is no built-in daily run yet.
Do confirmed orders reserve stock?
Yes. Confirming a sales order reserves each linked line's stock, and cancelling releases it.
Not covered yet
- A daily schedule for the fleet expiry check: it runs when someone presses it.
- Step-by-step guides for inventory, sales orders, assets and the helpdesk are coming.
See your own operation in Tarleaks
Tell us what you stock, ship and maintain today, and we will show you the same work in Tarleaks.
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