Navigating Supply'd
This article provides a brief overview of how to navigate Supply'd, including:
Logging In
To go to Supply'd: https://supplyd.co/ If you already have a Supply’d account, simply head to the Login page. https://app.supplyd.co/ If you don't have a Supply'd account you can book a demo and see the benefits for yourself.
To book a demo, simply click either of the Book Demo buttons and complete the form.
If you would to create a Supply'd account, or a free Supply'd Lite account (Creating Your Account) with limited features, click the Login button in the top right, then the 
button.
To login to your existing account, enter your login details.
Enter your email, click Next and enter your password. If Two-Factor Authentication is enabled, you may need to enter a code from your authenticator app or SMS. Check the box to remember your device for 30 days and avoid entering a code each time you log in. Click Login.
Home Page
The Supply’d Home page Today tab displays your sales stats for the current day. The Sales tab shows all sales stats, while the Purchases tab provides an overview of your purchase stats.
Clicking on Gross Sales gives you the choice to display either Gross Sales or Net Sales.
Clicking on Last Year gives you the choice to display a range of comparison time periods, ranging from Yesterday to Last Year.
Clicking on the 3 dots in the top right corner allows you to edit your dashboards. Select Edit Dashboards from the menu.
Choose the dashboards you would like to see on your homepage.
With all options selected, the page would look like this:
Location
Clicking the location next to your name in the top right allows you to choose from your list of available locations. This will only show if you have multiple locations in your account. This setting is used to define what location items added to the cart will be assigned to.
Settings Menu
Clicking on your name on the top right corner, will bring up the menu to take you to all your Settings.
My Account
Your account settings allow you to modify your personal account details, set-up 2-factor authentication and notifications.
Settings
This is where you can manage your settings for Supply'd.
Integrations This section displays any integrations you have, such as Square, Shopify, or Xero. You can also add new integrations here. For details on specific integrations, refer to the relevant docs.
Help
Redirects you to Supply’d Help, where you can search for answers or browse the instructional articles.
Report Bug
If you experience any issues with Supply'd, you can report them by clicking here to open the Report a Bug form.
Main Menu
On the lefthand side you will see the main menu.
Home
The home page, as above.
Favourites
Lists your favourite products and allows you to save and quickly access your most-used products and suppliers, streamlining the ordering process and saving you time. See the Favourites docs for more information.
Suppliers
Suppliers Tab - Lists your suppliers and allows you to manage supplier details, track orders, access contact info, pricing, and transaction history.
Groups Tab - Lets you organise suppliers into categories (groups), making it easier to manage and access related supplier information.
Refer to the Suppliers docs for more details.
Products
Products Tab - Provides a complete list of your products, including pricing, stock levels, and supplier details. You can easily search, update, and reorder items.
Pricing Tab - Enables you to schedule future price changes for your products, such as for an upcoming sale. This tab lists those upcoming price changes.
Marketplace Tab - Lists all your products that are listed in the Marketplace.
See the Products docs.
Production
Up Next Tab - Lists your upcoming and in-progress production runs, tracks product creation, ingredient usage, stock levels and monitors costs.
Completed Tab - Lists your completed production runs.
See the Production docs for more details.
Inventory
Stock Tab - Lists current stock levels for each product and warehouse allowing you to track and manage your stock levels.
Transfers Tab - Lists transfer orders and tracks the movement of stock between locations.
Receives Tab - Lists and tracks incoming stock, allowing you to manage and verify received items against orders.
Write Offs Tab - Lists write-offs and allows you to record and manage inventory losses or damaged goods, ensuring accurate stock levels
Recalls Tab - Lists any recalls made for batches.
Stocktakes Tab - Lists all performed stocktakes and allows you to conduct and track physical inventory counts, ensuring your stock levels align with recorded quantities for accurate management.
Check the Inventory docs for more information.
Orders
Lists all your sales and purchase orders, allowing you to track and manage them with real-time updates on status and history.
Sales Tab - Lists and allows you to manage sales orders customers have placed with you and provides real-time updates on order status and history.
Purchases Tab - Lists and allows you to manage purchase orders you have placed with suppliers.
Quotes Tab - Lists and allows you to create, track, and manage price quotes for customers, streamlining the quoting process before finalising orders.
Standing Tab - List of standing orders which are repeating orders for consistent order schedules. Allows you to set up and manage these regular, repeat purchases for customers.
Postponed Tab - Lists postponed orders for completion at a later date, helping you manage and monitor their new timelines.
See the Orders docs.
Deliveries
Up Next Tab - Lists all your deliveries and allows you to set up deliveries, enabling you to track and manage outgoing deliveries.
Completed Tab - List all your completed delivery runs.
See the Deliveries docs for more information.
Customers
Lists your customers and allows you to manage customer details, track their orders, view their transaction history, set up and manage customer-specific pricing, and set up and manage customer groups.
Customers Tab - Lists all of your customers. You can add and manage all of your customers for your business in Supply'd for sales and marketing.
Groups Tab - List of groups you can use to allocate customers. Customers can be grouped for easy filtering, group pricing, etc.
See the Customers docs.
Expenses
Lists and allows you to track and manage all business purchases, providing insights into costs and helping you maintain better financial control.
Reconcile - List of purchase orders not yet reconciled.
Payments - List of scheduled payments to be made to suppliers.
Completed - List of completed purchase order payments and orders.
Unmatched - List of files that could not be matched to an open purchase order.
See the Expenses docs.
Reports
Allows you to run a multitude of reports, providing detailed insights into sales, purchases, inventory, and financial data, helping you analyse performance and make informed business decisions. Refer to the Reports docs.
Marketplace
Allows you to browse and purchase products from a variety of suppliers, offering a convenient platform for sourcing items and expanding your inventory.
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