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Locations

Locations in Supply’d manage stores, warehouses, and delivery points, with multiple warehouses per location for inventory storage.

When joining Supply'd you will have entered an address in the sign-up process. This address will automatically be set as your first location within Supply'd. If you have multiple locations, or would like to edit an existing location, you can follow the instructions below.

This document will guide you through:


The Locations Page

Clicking on your company name in the top right, then selecting Settings will open the Settings page.

Scroll down and select Locations from the Settings menu.

The Locations page will open, listing any locations you have entered under the Locations tab.

Selecting a location will bring up all the details for that location under the About tab. The Warehouses tab lists warehouses located within the location. These warehouses allow you to separate inventory within a single shipping location.

The Departments tab displays all business units in a location and controls what users can access. A Department is an optional way to organise and group operations, teams, or functional areas within that location, helping manage internal processes more efficiently. See Departments below for more details.


Locations vs Warehouses

Locations and Warehouses serve different purposes in Supply’d, though they both help organise your operations.

Locations:

  • Represent your main business sites (eg. retail stores, production kitchens, offices).

  • Are more permanent and used for core operations.

  • You can send purchase orders and other deliveries directly to locations.

  • Can be linked to departments, users, products, and workflows.

  • Can include one or more warehouses.

Warehouses:

  • Represent storage spaces within a location.

  • Can be temporary or flexible, like a pop-up or overflow storage.

  • You can’t send purchase orders directly to a warehouse, only to a location.

  • Mainly used for inventory tracking and stock transfers.

In short:

  • Locations = permanent operational hubs

  • Warehouses = storage areas tied to those locations


Adding a Location

1

Go to the Locations Page

Go to the Locations page as described above in The Locations Page ie.

  1. Click on your company name in the top right, then select Settings.

  2. Scroll down and select Locations from the Settings menu.


2

Click Add+

To add a new location click Add+ in the top right corner of the Locations page.

The Add Location form will open.

Complete the fields as per the guidelines below:


3

Location Details

Location Name* [required field]

Defines the name of the location for internal reference. Often this would be the suburb that the store is located in.

Location Type

Whether or not this address is used for billing and/or shipping. If you select "Shipping" only the first billing location in your location list will be used as the billing address. Select from the drop-down menu.

Address* [required field]

The street address of the location. This address should include any shop, unit, level and/or building numbers.

Suburb* [required field]

The suburb of the location.

State/Province* [required field]

The state of the location.

Postcode* [required field]

The postcode for the location.

Country* [required field]

The country of the location.


4

Operating Hours

The operating hours for this location when a delivery can be made. This is used to let your suppliers know when deliveries can be made to your premises. If not added, it will default to 9am-5pm Mon-Fri.


5

Location Settings

The settings for this location.

Swatch Colour

A colour to be used as a reference swatch when receiving and transferring orders.

Manage Stock

Whether or not to manage stock at this location. Select Yes or No from the drop-down menu.

Enable Refill

Whether or not locations can refill stock from this location's main warehouse. This will allow stores to place transfer orders for stock at this warehouse. Select Yes or No from the drop-down menu.

Refill Locations

When Yes is selected in the Enable Refills field, an additional field, Refill Locations* [required field], will appear.

Support Contact

An optional contact for purchase orders sent from this location. Leave blank to use account default.

Support Email

An optional reply-to email address for purchase orders sent from this location. Leave blank to use account default.


6

Advanced

Advanced settings for this location. Gives the Longitude, Latitude and a map of the location. If the map is available and the pin on the map is in the wrong location, you can move the pin to the correct location.


7

Save

Click the button to add the location.


Additional Options for Locations

Selecting a location then clicking on the 3 dots in the top right corner will bring up a menu.

Edit Location

Opens the Edit Location form. Edit any details required, as per the guidelines for Adding a Location .


Advanced

Preload Batches This action will assign a batch using the average purchase price for each product. This is useful when you've just created a new location and need to assign product batches to your products there. By preloading batches, you ensure that when you perform your first stocktake at that location, you don’t have to manually assign batches and quantities for each product. Instead, you only need to verify the quantities during the stocktake, making the process faster and more efficient.

Reset Inventory This action will permanently remove all inventory stored within this warehouse.


Remove Location

Will remove the location. You will be asked to confirm.


Adding a Warehouse

If a warehouse is linked to a Location, or you want to edit an existing warehouse, you can follow the steps below. This is optional, as a warehouse isn’t always required; the location can serve as the main warehouse.

1

Go to the Locations Page

Go to the Locations page as described above in The Locations Page.

  1. Click on your company name in the top right, then select Settings.

  2. Scroll down and select Locations from the Settings menu.


2

Select the Location

Select the location from the list. The location details will open.


3

Open the Warehouses Tab

Go to the Warehouses tab. The Warehouse tab lists any warehouses that are linked to this location.


4

Click Add+

To add a new warehouse, select the location from the Locations list. Under the Warehouse tab, click Add+ in the top right-hand corner.

The Add Warehouse form will open.

Complete the fields as follows:


5

Complete the Form

Complete the fields as follows:

Warehouse Name* [required field]

A name to reference the warehouse, e.g. Warehouse 1.

Swatch Colour

A colour to be used as a reference swatch when receiving and transferring orders.

Enable Refill

Whether or not locations can refill stock from this warehouse. This will allow stores to place transfer orders for stock at this warehouse. Select Yes or No from the drop-down menu.

Refill Locations* [required field]

Select the location(s) that can be refilled from this warehouse from the drop-down menu.


6

Click Save

Click the button to add the warehouse.


Additional Options for Warehouses

Editing a Warehouse

Selecting a location, then a warehouse under the Warehouses tab, the Edit Warehouse form will appear. Edit any details required, as per the guidelines for Adding a Warehouse above.

Click the button to apply the changes.


Additional Options when Editing a Warehouse

Clicking on the 3 dots in the top right corner of the Edit Warehouse form will open a menu.

Preload Batches

This action will assign a batch using the average purchase price for each product.

This is useful when you've just created a new location and need to assign product batches to your products there. By preloading batches, you ensure that when you perform your first stocktake at that location, you don’t have to manually assign batches and quantities for each product. Instead, you only need to verify the quantities during the stocktake, making the process faster and more efficient.

Reset Inventory

This action will permanently remove all inventory stored within this warehouse.

Remove Warehouse

Will remove the warehouse. You will be asked to confirm.


Departments

A Department within a Location is an optional way to organise and group operations, teams, or areas within that location. It helps you manage internal processes more efficiently by allowing you to:

  • Create internal departments and assign users to them.

  • Restrict product visibility and ordering to specific departments.

  • Limit production runs to only the stages a department needs to see.

  • Send POs independently from each department - with replies going to the right internal contact.

For example, if you have a warehouse within a location, you might create departments for different zones or functions within that warehouse. This adds a layer of structure without needing to create entirely separate locations.

You can assign one or more departments to different areas, such as:


Adding a Department

1

Go to the Locations Page

Go to the Locations page as described above in The Locations Page.

  1. Click on your company name in the top right, then select Settings.

  2. Scroll down and select Locations from the Settings menu.


2

Open the Departments Tab

Go to the Departments tab.


3

Click Add+

click on either button (only visible when no departments have been added yet) or Add + in the top right corner.

The Add Department form will open.

Complete the sections as follows:


4

Department Details

Department Name* [required field]

A name for reference this department, eg. Warehouse, Deli, Front of House etc.


5

Order Contacts

Override the contact information that Supply'd uses in specific scenarios based on the department assigned to an order.

Purchase Order Reply Email

Enter or select the email address where purchase order replies for this department should be sent.


6

Xero Settings

Select the appropriate accounts from the drop-down menus.


7

Click Save

Click to add this department.

8

Repeat

Repeat steps 3 to 7 for any additional departments you wish to add.


Editing a Department

Departments can be edited by clicking on a department to open the Edit Department form. You can then update the fields as described above in Adding a Department.


Removing a Department

Departments can be removed by selecting a department to open the Edit Department form, clicking the three dots in the top right, and choosing Remove Department.

You will be asked to confirm.

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