Order Lifecycle

How to Streamline Your Inventory Workflow as a Xero User

Xero is a powerful accounting software trusted by small and medium-sized businesses worldwide for its simplicity and efficiency. However, when it comes to inventory management, Xero offers only basic features—leaving many businesses searching for better tools to manage stock, streamline operations, and grow. This is where third-party inventory management systems come in, providing advanced capabilities that integrate seamlessly with Xero. Let’s explore how these systems solve common pain points and enable businesses to thrive.


1. Advanced Inventory Tracking and Control

The Problem: Xero’s inventory management is limited to tracking stock quantities and basic item details. It lacks advanced features like batch tracking, serial number management, and multi-location tracking.

The Solution: Third-party inventory management systems such as DEAR Inventory and Unleashed offer comprehensive tools for tracking and controlling inventory. These systems allow businesses to:

  • Monitor stock levels in real time.
  • Manage batch and lot tracking, essential for industries like food, pharmaceuticals, and manufacturing.
  • Assign serial numbers for product traceability.

These capabilities ensure that businesses maintain precise inventory records, minimise errors, and meet industry compliance requirements.


2. Multi-Warehouse and Location Management

The Problem: Xero doesn’t support managing inventory across multiple warehouses or locations, creating challenges for businesses with distributed stock.

The Solution: Inventory systems like Cin7 Core (formerly DEAR) and Unleashed enable multi-location management. Businesses can:

  • Track inventory across multiple warehouses, retail stores, or distribution centers.
  • Transfer stock between locations seamlessly.
  • Gain visibility into stock levels at each location, enabling better decision-making.

This feature is crucial for scaling businesses and ensures that inventory is distributed efficiently to meet customer demand.


3. Real-Time Updates

The Problem: Inventory updates in Xero often require manual input, leading to delays and potential inaccuracies in stock records.

The Solution: Integrated inventory systems sync data in real time. As sales are made, stock is replenished, or adjustments occur, the inventory system updates Xero automatically. Real-time updates reduce the risk of overselling or stockouts, ensuring accurate records for accounting and reporting.


4. Integration with Sales Channels

The Problem: Xero lacks direct integration with e-commerce platforms like Shopify, Amazon, and WooCommerce, making it difficult to manage inventory across multiple sales channels.

The Solution: Inventory systems like TradeGecko (now QuickBooks Commerce) and A2X act as intermediaries between Xero and e-commerce platforms. These systems:

  • Automatically sync sales orders, payments, and stock levels across all channels.
  • Consolidate data from multiple platforms into Xero, simplifying reconciliation.
  • Provide unified reporting for multi-channel operations.

This seamless integration enables businesses to manage online and offline sales efficiently while maintaining accurate financial records.


5. Demand Forecasting and Reordering

The Problem: Xero does not provide tools for forecasting inventory demand or automating reordering processes.

The Solution: Advanced inventory management systems use historical sales data to predict future demand. They:

  • Generate demand forecasts to help businesses plan their stock levels.
  • Set reorder points and send alerts when stock levels fall below a predefined threshold.
  • Automate purchase orders to restock inventory, saving time and reducing the risk of stockouts.

For businesses, this means improved cash flow and optimised inventory levels.


6. Cost of Goods Sold (COGS) and Margin Analysis

The Problem: Xero’s inventory features don’t dynamically calculate cost of goods sold (COGS) or provide detailed margin analysis.

The Solution: Inventory systems calculate COGS in real time, considering factors such as purchase costs, freight, and landed costs. They also offer:

  • Profit margin analysis at the product level.
  • Insights into the most and least profitable items.

This data helps businesses make informed decisions about pricing, purchasing, and promotions.


7. Batch Tracking and Compliance

The Problem: Industries like food, pharmaceuticals, and manufacturing require batch tracking for compliance, but Xero doesn’t offer this functionality.

The Solution: Systems like DEAR Inventory provide batch tracking and expiry date management. These features allow businesses to:

  • Trace products through their entire lifecycle.
  • Manage recalls effectively if needed.
  • Ensure compliance with industry regulations.

This level of control is critical for maintaining customer trust and meeting regulatory standards.


8. Automating Manual Processes

The Problem: Manually entering inventory transactions in Xero is time-consuming and prone to errors.

The Solution: Third-party systems automate key processes, such as:

  • Stock adjustments.
  • Purchase order creation.
  • Sales order processing.

By eliminating manual tasks, businesses can focus on growth while ensuring accuracy in their records.


9. Enhanced Reporting and Insights

The Problem: Xero’s inventory reporting is basic, offering limited insights into inventory performance.

The Solution: Inventory platforms provide advanced reporting tools that deliver actionable insights, such as:

  • Inventory turnover rates.
  • Stock aging reports.
  • Demand trends and seasonality analysis.

These insights enable businesses to optimize inventory levels, reduce carrying costs, and improve cash flow.


10. Handling Complex Pricing Structures

The Problem: Xero doesn’t support advanced pricing strategies like tiered pricing, customer-specific pricing, or promotional discounts.

The Solution: Inventory systems offer flexible pricing features, allowing businesses to:

  • Set up multiple pricing tiers based on customer segments.
  • Create promotional pricing and discounts.
  • Apply customer-specific pricing rules.

These features improve customer satisfaction and enable businesses to stay competitive.


11. Scalability for Growing Businesses

The Problem: As businesses grow, Xero’s basic inventory tools struggle to meet increasing demands.

The Solution: Scalable inventory systems can handle:

  • Large SKU counts.
  • High transaction volumes.
  • Complex workflows and operations.

By adopting these systems, businesses can grow without worrying about outgrowing their inventory solution.


12. Multi-Currency and Global Trade

The Problem: Managing inventory for international operations is challenging with Xero, especially when dealing with multi-currency transactions and landed cost calculations.

The Solution: Systems like Unleashed and Cin7 Core support:

  • Multi-currency transactions for international purchases and sales.
  • Calculation of landed costs, including freight, duties, and taxes.
  • Compliance with international tax regulations.

These features make it easier for businesses to manage global supply chains and serve international markets.


Conclusion

Third-party inventory management systems provide powerful solutions to the challenges Xero users face. From advanced tracking and multi-location management to real-time updates and seamless integration with sales channels, these tools enhance efficiency and accuracy while enabling businesses to scale. By leveraging these systems, Xero users can overcome limitations, streamline operations, and focus on growth.

Choosing the right inventory management system depends on the specific needs of the business, but with the wide range of options available, there’s a solution for every type of operation. Integrating these systems with Xero creates a comprehensive ecosystem that supports success—from inventory to accounting and beyond.

Better workflows, better business

Are your current systems and processes hindering your business from achieving its next growth milestone? Now there is a smarter way to get work done.