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+ Stock & Inventory

From goods receipt to year-end count, prepared by the assistant.

Hegyon books incoming goods, runs stock by FIFO or weighted average, suggests reorders and prepares the inventory count, you give the green light. Swiss inventory, without spreadsheets.

01 · The problem

Stock isn't a number, it's a story.

One item comes in, another goes out, a third is returned. Every movement has to land in inventory, in the accounting system, in the valuation, and at year-end in the inventory value on the balance sheet. With 500 articles across three locations the result is usually a spreadsheet that doesn't quite reconcile, and an annual count that ties up two people for three days in the week before New Year. Where inventory and accounting drift apart, that's where corrections, and GeBüV questions, begin.

02 · Under the hood

What Swiss inventory really requires.

Behind the simple stock figure sits a full inventory engine with Swiss balance-sheet requirements, these five points are the foundation.

  • FIFO or moving average, Valuation method per item or per item group, even mixed within the same client.
  • Multiple warehouses and stock locations, Main warehouse, branches, external storage, consignment, every movement with source and target.
  • Mobile count via barcode, Count on a phone, barcode scanner and variance list, no paper, no spreadsheets.
  • Automatic stock movement on invoicing, An invoice triggers an outflow. A credit note triggers an inflow. One posting, two effects.
  • GeBüV-compliant inventory trail, Every movement, every correction, every count closing is hashed against the previous entry, audit-proof.
03 · What you get back

500 articles, 3 warehouses, one annual count, how much time you save.

An average Swiss SME with 500 articles across three locations traditionally spends around 10 hours a month on stock maintenance, corrections, reorders and reconciliation against accounting, plus around 50 hours for the annual count, split across two people. With the assistant the monthly load drops to around 2 hours, because movements post automatically and reorder suggestions are already prepared. The annual count drops to around 12 hours, because it runs mobile via barcode with a variance list. That's 134 hours a year, at a Swiss hourly rate of CHF 50 that's recovered capacity of CHF 6'700 per year. The most valuable effect: no more surprises at the fiduciary when the inventory value hits the balance sheet.

04 · Who it is for

Which warehouses this is built for.

This is built for Swiss SMEs that physically handle goods: distribution with products that need explaining, trades with a store of materials and spare parts, small-scale manufacturing, technical services with service vehicles as mobile warehouses. Typically a few hundred to a few thousand articles, one to five locations, and a fiduciary who wants to see a defensible stock value at year-end. Anyone running one Excel file per site today and adding them up at month-end is the typical case.

It fits best where a manageable range of articles moves every day: trades with material on the truck, technical service with spare parts, distribution with a few hundred items. What decides there is not the depth of the system, but whether the number still holds on Friday afternoon.

05 · Switching

The move starts with an article list and a cut-off date.

You export your articles as a CSV, from Excel, the till or your current system: description, unit, cost price, quantity per location, and article number and barcode where you have them. hegyon maps the columns, assigns the missing article numbers and shows you, before the import, what it believes to be the same article under two spellings. Nothing is merged automatically. The opening quantities post as an opening entry on a cut-off date that you set, so that every later movement has a beginning.

What follows is little: no labelling campaign before you start, no bin-location coding, no project stretching over a quarter. It makes sense to begin with the articles that generate revenue or go out regularly, and to pick up the rest at the first count. And whatever you do not need to bring along, you leave behind: dead records that have not moved in years, and the grown formula world of the old spreadsheet whose logic nobody can explain any more.

06 · The platform

Stock & inventory is one module — here is the rest.

07 · Frequently asked

What managing directors and warehouse managers ask first.

We keep stock in Excel today. At what point is that no longer enough?

As long as one person posts and one location counts, Excel is enough. It breaks when sales promises a quantity that the fitter already took with them that morning. What that costs can be worked out: if an express order carries a CHF 120 surcharge and that happens three times a month, that is the price of a number that is wrong. On top of it comes the appointment you have to move.

Do we have to take over the opening stock exactly as at a cut-off date?

Yes, and that is the only work that genuinely comes before the start. You pick a cut-off date, record the quantities per location and the cost price you last paid. From that date on, every change is a movement with a reason, a person and a timestamp. Without a clean beginning there is no clean carry-forward either, and that is the first question later at valuation.

What happens if the supplier delivers less than ordered?

The goods receipt is set against the purchase order. Delivered, outstanding and over-delivered stand side by side before you post. The quantity actually delivered is booked in, the remainder stays open and reappears with the next delivery. If the cost price differs from the order, the difference is shown rather than carried silently into the stock value.

What will our fiduciary say about the valuation?

The method is set per article and then stays put, because the consistency principle does not take kindly to a change mid-year. A valuation list can be pulled for any cut-off date: quantity, cost price, value and the movements the value came from. Your fiduciary does not get a single figure for the balance sheet, but the path to it.

Can we count without closing the business?

Yes. The count runs to a cut-off date, movements after it are kept separate and netted off. Counting happens section by section, shelf by shelf or location by location, over several days if need be. At the end there is a variance list: what is missing, what is in excess, what deviates conspicuously often. Every correction needs a reason, no variance disappears by being overwritten.

Where is our inventory data, and what of it does an external AI model see?

Your data is hosted in Switzerland. Before anything is sent to an external AI model, our Sensitive Data Guard masks or blocks personal, contract and financial data, only the released, non-identifying content is forwarded, under no-training agreements. For inventory that means, concretely: cost prices and supplier terms are financial data and belong to what gets filtered.

Who may correct stock, and is it visible afterwards?

Corrections may be made by whoever holds the role for it, and only with a reason: breakage, shrinkage, counting error, return. The correction does not replace the old value, it is added as a movement of its own. In the audit chain every entry carries a person and a timestamp and is linked to the one before, so that smoothing things over after the fact stands out instead of disappearing.

What happens to goods that come back?

The return hangs on the credit note and is posted as a movement of its own with its own reason, not as a silent increase in stock. Whether the goods are saleable again is your decision and not the system's: you release them, write them off as scrap or set them aside for inspection. The article history keeps it visible that this piece has already been out once.

See your inventory in the assistant, in 30 minutes.

We'll show you current stock with movements, an automatic reorder suggestion from minimum levels, and a mobile count that captures 100 articles in ten minutes. No contract, no preparation.