Navigating Supply'd
Last updated
Last updated
This article provides a brief overview of how to navigate Supply'd, including:
To go to Supply'd: If you already have a Supply’d account, simply head to the Login page. If you don't have a Supply'd account you can book a demo and see the benefits for yourself.
Clicking on the 3 lines in the top right corner you will have the following options.
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.
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:
Clicking on the location lets you select 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.
Clicking on your name on the top right corner, will bring up the menu to take you to all your Settings.
Your account settings allow you to modify your personal account details, set-up 2-factor authentication and notifications.
This is where you can manage your settings for Supply'd.
Billing - Billing Settings
Customer Settings - Customer Settings
Company Settings - Company Settings
Delivery Settings - Delivery Settings
Expense Settings - Expense Settings
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 articles in the Integrations section.
Locations - Locations
Order Settings - Order Settings
Pick & Pack Settings - Pick & Pack Settings
Printer Set-up - Printers
Product Settings - Product Settings
Production Settings - Production Settings
Report settings - Report Settings
Supplier Settings - Supplier Settings
Shipping Settings - Shipping Zones & Rules
Templates - Templates
Help - Redirects you to Supply’d Help, where you can search for answers or browse the instructional articles.
If you need help with a Supply'd query, the speech bubble on the bottom right will open a search page where you can search the knowledge base or send an email.
On the lefthand side you will see the main menu.
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.
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. Adding Suppliers & Supplier Groups Importing Suppliers Managing Suppliers
Products Tab - Provides a complete list of your products, including pricing, stock levels, and supplier details. You can easily search, update, and reorder items.
Marketplace Tab - Lists all your products that are listed in the Marketplace. Adding & Updating Products Bulk Importing of Products Managing Products Inventory Recalls Product Settings
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. Creating a Production Product Creating & Performing a Production Run
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
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. Managing Inventory Writing Off Stock
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. Placing a Purchase Order Purchase Orders Quotes Receiving Purchase Orders Sales Orders Standing Orders
Up Next Tab - Lists all your deliveries and allows you to set up deliveries, enabling you to track and manage both incoming and outgoing deliveries.
Completed Tab - List all your completed delivery runs. Delivery Settings Delivery Schedules
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. Bulk Importing of Customers Customer Specific Pricing Adding Customers & Customer Groups Managing Customers Customer Settings
Lists and allows you to track and manage all business expenses, 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. Managing Inventory Expense Settings
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. Viewing a Report Report Settings
Allows you to browse and purchase products from a variety of suppliers, offering a convenient platform for sourcing items and expanding your inventory.
If you would to set up a Supply'd account or free Supply'd Lite account ( ) with limited features, you can use the Register button on the top right. To login to your existing account, click Login.
The home page, as .
