Catalogue with category attributes
Products with categories, characteristics defined per category, a short summary for lists and a formatted full description, photos and files. Products you no longer sell can be archived instead of deleted.
ERP & warehouse
Stock, orders and invoices without spreadsheets
OrgLines ERP takes a product from its card to a reserved, shipped and invoiced order, with stock tracked by warehouse, bin, lot and single unit. It shares one database with CRM, finance and logistics, so nobody retypes an order into another system.
Who it is for
- Distributors and wholesalers with several warehouses
- Retail chains that need stores, a till and stock in one system
- Groups of companies that trade with each other
- Businesses selling serialized goods that must be tracked unit by unit
- Companies outgrowing spreadsheets but not ready for a heavy ERP project
The ERP module is built for companies that have outgrown spreadsheets but do not want a year-long ERP project. It covers the product catalogue, several warehouses with their storage locations, sales orders with reservations and shipments, purchase orders to suppliers with goods receipt, stocktakes, and sales and purchase invoices with your own PDF layouts. Each part works on the same records: the product on an order is the product in the warehouse, and the invoice knows which order and which legal entity it belongs to.
The module is strict where it matters. You cannot ship what has not been reserved, and an order line tells you plainly when you ask for more than you have: 'ordered 10, only 6 available'. Receiving goods into stock is a deliberate, irreversible step. A unit that already has movement history cannot be deleted, and a lot's quantity comes only from receipts and transfers, never from typing a new number over it. These rules are what make the stock figure something a manager can rely on.
OrgLines also handles groups of companies. Stock belongs to a legal entity, so a transfer between two of your companies changes the owner and always goes through a two-step shipment and receipt. An intercompany transfer creates an order and an invoice between the two entities. When one sales order contains goods owned by different entities, you can issue one invoice per selling entity. Group consolidation then shows stock and finance across all companies without mixing their books.
From purchase to paid invoice
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01
Set up warehouses and the catalogue
Create warehouses in company settings, add zones, shelves and bins, and bring in products with the import wizard or from Microsoft Business Central.
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02
Buy and receive
Confirm a purchase order to the supplier, then receive the goods into a warehouse. Serial numbers can be entered one per unit or generated automatically.
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03
Take the order and reserve stock
Add lines and prices on the order page. Availability is checked per line, and stock is reserved in the warehouse it will leave from.
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04
Ship in one or several shipments
Create shipments from reserved stock, split them into packages, add the carrier tracking number and mark them as shipped. A cancelled shipment returns its lines to the order's reservation.
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05
Invoice
Issue the invoice from the order, as one document or one per selling legal entity, render the PDF with your template and send it to the customer.
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06
Count and reorder
Run a stocktake to reconcile the system with the shelf, and use the suggested reorder quantity in the inventory list to plan the next purchase.
What you can do
Composite products and margin
A product made of components shows a cost breakdown. Enter the cost price and the product card shows its margin.
Warehouses, bins and transfers
Several warehouses with a tree of storage locations. Stock, movements and transfers are visible per warehouse; a transfer moves in one atomic step or in two steps with goods in transit.
Lots and single units
Lots are company-wide, on-hand quantities are per warehouse. Serialized items are tracked as physical units with their own identity, placement and condition.
Reservations with availability check
Each order line shows how much is available. If no warehouse has free stock for a line, the system says so before anyone promises a delivery date.
Shipments, packages and tracking
Partial and multi-package shipments, carrier tracking numbers and a notification text for the customer. A completed shipment is locked against edits.
Purchase orders and goods receipt
Purchase orders to suppliers are confirmed first and then received into stock, fully or line by line, with serial numbers where needed.
Stocktake
Recount one warehouse and the system corrects stock by the difference, or run a full count that sets quantities absolutely. Adjusting stock requires a permission.
Reorder suggestions
The inventory list shows a recommended quantity to order for each item, so purchasing starts from a number rather than a guess.
Sales and purchase invoices
Issue invoices to customers and record invoices from suppliers. After an invoice is issued the seller is fixed; paid or cancelled invoices can no longer be edited.
Document template designer
Design how invoices and documents look: blocks, brand kits, your own fonts, conditional and repeating sections. Start from the system library, describe a template to the AI, or let the AI rebuild an existing PDF as an editable template.
AI assistant and MCP access
Ask the assistant, or Claude via the MCP server, for stock levels and invoices. Changes that matter come back as a proposal you confirm.
Stock figures you can rely on
Most stock problems start when a number can be changed without a trace. OrgLines builds stock from documents: receipts, transfers, shipments and stocktakes. If something does not add up, the system refuses the step and says why instead of letting the figure drift.
- To ship, stock must first be reserved; the shipment dialog shows what is available.
- An invoice is blocked when there is not enough stock for some lines.
- A transfer cannot exceed available stock in the source warehouse.
- Serialized and unique items move in one step, so a unit is never in two places.
- A cancelled transfer returns stock to its source.
Invoices that look like yours
Invoices are created from an order or on their own. You pick the customer from the directory or add a new one right in the invoice, choose a template and decide whether to show bank transfer details. The tax note is written automatically from the invoice's tax regime, for example reverse charge or the German small-business rule (§19).
The template designer goes further than a logo upload. You can define your own document types with fields, statuses and numbering, assign a template to a specific customer so it is picked automatically, preview a template on a real invoice, restore an earlier version, and compare a template with a reference PDF to see how closely it matches.
Several companies under one roof
Groups often run a trading company, a service company and a few sole proprietors side by side. In OrgLines each legal entity owns its stock and issues its own documents, with document series per legal entity or branch. An inter-entity transfer ships from one owner and lands on the other only when received. An intercompany transfer adds an order and an invoice between the two, with the catalogue price used when you leave the price empty.
Retail tills connected to the ERP
For shops, the OrgLines till sells items that exist in the ERP catalogue. The till's own price list sets the name on the till, the name printed on the receipt and the price; the till sends only the item and quantity, and the server calculates the amount. The price list is checked against the ERP, and items without a match are flagged, because they would be sold without reaching the books.
Till sales are posted to the ERP from a queue that runs every 10 minutes. A posting that cannot go through, most often because the point of sale has no ERP account assigned, is parked with its reason. You fix the mapping and send it back to the queue.
Plans: Invoices come with the Invoice, Site + Invoice and Core plans; orders and inventory/warehouse with the Commerce add-on module. Business Central is an add-on. Compare plans
FAQ
Questions about ERP & warehouse
Didn't find an answer? Write to us and we will get back to you.
Ask a questionCan I import my existing product catalogue?
Yes. Use the import wizard, or connect Microsoft Business Central and bring products from there. Imported products show their source on the product card.
Can one order be shipped in parts?
Yes. An order can have several shipments, each with its own quantities, packages and tracking number. Reserved stock that has not shipped yet stays with the order.
Does it track serial numbers?
Yes. Serialized items are received with one serial number per unit, or with numbers generated automatically, and each physical unit keeps its placement and condition.
Can we design our own invoice layout?
Yes. The template designer lets you build layouts with your brand kit and fonts, or have the AI recreate your current PDF invoice as an editable template.
We have several legal entities. Will their stock get mixed?
No. Stock belongs to a legal entity, transfers between entities change the owner explicitly, and invoices can be split per selling entity. Consolidation shows the group total without merging the books.
Does OrgLines work with Microsoft Business Central?
Yes. The Business Central integration is available as an add-on. Each company in your workspace has its own connection, and imports report their status as notifications.
Can I sell online from the same stock?
Yes. The website builder shows your catalogue publicly and paid online orders arrive as sales orders.
Do we have to replace our current POS?
No. You can use the OrgLines till or keep your system and import receipts from it in bulk.
Guides on this topic
Signs your business has outgrown spreadsheets
You have outgrown spreadsheets when the same data is typed into several files, nobody is sure which version is current, stock or client lists stop matching reality, you cannot see who changed a figure, and the process depends on one person who knows the formulas. At that point a shared system for leads, orders and stock usually costs less than the time spent reconciling files.
What is a goods received note (GRN)?
A goods received note, or GRN, is the document a buyer's warehouse creates when a delivery arrives, recording what was actually received: which items, in what quantity and condition, from which supplier and against which purchase order. It is the moment goods enter your stock, and together with the purchase order and the supplier's invoice it is used to check what you should pay for.
Reserved vs available stock: stop selling what you do not have
Reserved stock is on the shelf but already promised to confirmed orders; available stock is what is left to sell. The usual formula is available = on hand − reserved − blocked, where blocked covers damaged or quarantined goods. Reserve when an order is confirmed, in the warehouse it will ship from, release reservations when orders are cancelled, and promise customers only the available quantity, never the on-hand figure.
What is economic order quantity (EOQ) and how is it calculated?
Economic order quantity (EOQ) is the order size that keeps the combined yearly cost of ordering and holding stock as low as possible. It is calculated as the square root of 2 × annual demand × cost per order ÷ holding cost per unit per year. Ordering more than EOQ ties up money on the shelf, ordering less means paying for too many orders.
RFM analysis for a shop: find loyal customers and those drifting away
RFM analysis ranks a shop's identified customers by three measures: recency (days since the last purchase), frequency (number of purchases in a period) and monetary value (how much they spent). Each measure is scored, usually from 1 to 5, and the combinations form segments: loyal customers who buy often and recently, new ones, and valuable customers who have stopped coming. Each segment then gets its own action.
What is a SKU and how should you name them?
A SKU, or stock keeping unit, is your own internal code for one specific variant of a product that you stock and sell, for example one colour and size of a shirt, so that stock, orders and sales can be counted per variant. Good SKUs are short, unique, built from a few fixed segments in a fixed order, and never reused.
Works together with
All modules share the same data, so they complete each other.
Finance
Track cash, bank and POS accounts, payments and an append-only financial ledger in OrgLines, plan by periods and categories and consolidate several companies.
Logistics
OrgLines logistics: freight orders with statuses and milestones, trips, vehicles, trailers and drivers, carriers and freight rates, trip documents, weight records and a logistics bot.
Website builder & knowledge
Build a website or online store on your OrgLines catalogue, connect your own domain, publish articles, keep a knowledge base and wiki and design your documents.
Bring your business into one place
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