Customers & Products
Customers
Every invoice, quote, and statement is linked to a customer. Maintain a clean customer list to make billing smooth.
Customer fields
- Company name — if set, this is displayed everywhere. Personal name is only used if no company name exists.
- First name / Last name — primary contact person.
- Email, phone, address — used for invoice delivery and statements.
- VAT number — appears on invoices for B2B customers.
- Credit limit — optional; used to flag high-exposure customers.
Customer categories
Group customers by type (e.g. Retail, Wholesale, Corporate) from Sales → Categories. Categories drive segmented reporting.
Products and services
Products come in two flavours:
- Stocked products — physical items you track inventory on.
- Services — time-based or intangible items (no stock tracking).
Key fields
- Name, SKU, description
- Unit of measure (each, kg, hour, etc.)
- Selling price and cost price
- Default VAT rate
- Current stock and minimum stock level (stocked products only)
Stock control
For stocked products, Stokly automatically adjusts inventory when:
- An invoice is issued (decrease)
- A credit note is issued for a return (increase)
- A purchase invoice is received (increase)
- You manually record a stock adjustment
The dashboard shows a low-stock widget listing products at or below their minimum level.
Bill of Materials (BOM) and Production
For manufacturers, define a Bill of Materials per product — the ingredients and quantities needed to produce one unit. Issue a Production Order and Stokly automatically:
- Deducts the raw materials from stock
- Creates the finished product in stock
- Records the journal entry at cost
SQLite note: If you sort large product lists by a decimal field (price, stock value), the system materialises the query first. This is transparent but may be slightly slower than indexed sorts.