Frequently Asked Questions

Find answers to common questions about Xera Stock's inventory management features and get help with using the platform.

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Getting Started

Frequently Asked Questions

Common questions about our services

How do I set up my first inventory items?

Setting up inventory items is simple. Navigate to the Items section, click 'Add Item', and enter details like name, prices, and initial stock. You can also bulk import items using our CSV template.

Can I import my existing inventory data?

Yes! We provide easy-to-use import tools that work with Excel/CSV files. Our support team can also help migrate data from other inventory systems during onboarding.

How long does it take to get started?

Most businesses are up and running within 24-48 hours. Our onboarding team will guide you through setup, data import, and initial configuration.

Do I need special hardware or software?

Xera Stock is cloud-based and works with any modern web browser. For barcode scanning, you can use smartphone cameras or dedicated USB barcode scanners.

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Inventory Management

Frequently Asked Questions

Common questions about our services

How does low stock alerting work?

You can set minimum stock levels for each item. When inventory falls below the set threshold, you'll receive an email notification and see a clear visual alert within the system..

Can I track items across multiple locations?

Yes, Professional and Enterprise plans support multi-location inventory tracking. You can see stock levels, transfer items between locations, and get location-specific reports.

How do I handle returned items?

Use our return processing feature to add items back to inventory. You can track return reasons, process refunds, and update customer records automatically.

Can I track product expiry dates?

Absolutely! Enter expiry dates for perishable items and receive alerts before products expire. This helps minimize waste and ensures compliance.

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Orders & Sales

Frequently Asked Questions

Common questions about our services

How do I process customer orders?

Create orders by selecting items, quantities, and customer information. The system automatically calculates totals, updates inventory, and tracks order status through delivery.

How do I handle partial payments?

Record partial payments against orders and track remaining balances. The system maintains complete payment history and can generate payment reminders.

Can I process refunds?

Yes, you can process full or partial refunds directly in the system. Refunds automatically update customer balances and can trigger inventory adjustments for returned items.

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Financial Management

Frequently Asked Questions

Common questions about our services

Which currencies do you support?

Xera Stock supports USD and IQD with automatic currency conversion. Historical exchange rates are maintained for accurate financial reporting.

How do I track business expenses?

Use the Expenses section to categorize and track all business costs. Create custom expense categories, attach receipts, and generate expense reports for tax purposes.

Can I see profit margins per item?

Yes! The system calculates profit margins based on buy and sell prices. View profitability reports to identify your most and least profitable products.

How do I handle supplier payments?

Track supplier balances, record payments, and maintain complete payment history. Generate aging reports to manage payables effectively.

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Reports & Analytics

Frequently Asked Questions

Common questions about our services

What reports are available?

Generate sales reports, inventory reports, profit analysis, customer reports, supplier reports, and financial summaries. All reports can be filtered by date ranges and exported.

Can I schedule automatic reports?

Professional and Enterprise plans include scheduled reporting. Set up daily, weekly, or monthly reports to be automatically emailed to your team.

How do I track inventory turnover?

Our analytics dashboard shows inventory turnover rates, identifying fast and slow-moving items. This helps optimize purchasing and reduce carrying costs.

Can I create custom dashboards?

Our team can help you create custom dashboards tailored to your needs, displaying the specific metrics that matter most to your business.

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Technical Support

Frequently Asked Questions

Common questions about our services

What support options are available?

We offer email support (all plans), priority support (Professional), and 24/7 phone support (Enterprise). All plans include access to our knowledge base and video tutorials.

Is my data secure?

Yes! We use enterprise-grade encryption, regular security audits, automated backups, and comply with international data protection standards.

Can I integrate with other software?

Yes, we offer API access and pre-built integrations with popular accounting software, e-commerce platforms, and shipping providers. Contact us for specific integration needs.

What happens if I need to cancel?

You can cancel anytime. We provide full data export capabilities so you can take your information with you. No long-term contracts or cancellation fees.

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Need More Help?

Additional resources to help you get the most out of Xera Stock

Live Chat Support

Get instant help from our support team via WhatsApp or email

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Knowledge Base

Detailed guides and tutorials for all Xera Stock features

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Video Tutorials

Step-by-step video guides for setting up and using features

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Our inventory management experts are here to help you succeed with Xera Stock