# Navigating Supply'd
Welcome to **Supply’d**, your all-in-one platform for food and retail businesses, streamlining operations, automating key tasks, and eliminating the hassle of disconnected systems - helping you save time, reduce costly errors, and clearly see what’s working (and what’s not). Supply’d gives you the tools to stay organised and focused.
This guide will walk you through a brief overview of how to navigate the platform, so you can make the most of its features and keep your business running smoothly, including:
* [Logging In](#logging-in)
* [Home Page](#home-page)
* [Location](#location)
* [Settings Menu](#settings-menu)
* [Main Menu](#main-menu)
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## Logging In
To go to Supply'd:\
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If you already have a **Supply’d** account, simply head to the **Login** page.\
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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 buttons and complete the form.
If you would like to create a **Supply'd** account, or a free **Supply'd Lite** account ([Creating Your Account](/getting-started/creating-your-account/quickstart.md)) with limited features, click the **Login** button in the top right, then the button.
To log in 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 allows you to edit your dashboards. Select **Edit Dashboards** from the menu.
Choose the dashboards you would like to see on your homepage.
{% hint style="success" %}
You can easily rearrange the order of dashboards on your homepage by clicking the 3 lines to the right of a dashboard’s name and dragging it to your preferred position.
If you plan to use **Tasks** for staff using Supply'd handheld scanners, it’s recommended to place **Tasks** first so the scanner opens directly to the **Tasks** screen.
{% endhint %}
With all options selected, the page would look like this:
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## 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 your name in 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 two-factor authentication and notifications.
***
### **Settings**
This is where you can manage your settings for Supply'd.
* [Billing Settings](/configuring-supplyd/settings/billing-settings.md)
* [Company Settings](/configuring-supplyd/settings/company-settings.md)
* [Customer Settings](/configuring-supplyd/settings/customer-settings.md)
* [Delivery Settings](/configuring-supplyd/settings/delivery-settings.md)
* [Expense Settings](/configuring-supplyd/settings/expense-settings.md)
* [Integrations](/configuring-supplyd/integrations.md) - 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.
* [Locations](/configuring-supplyd/settings/locations.md)
* [Order Settings](/configuring-supplyd/settings/order-settings.md)
* [Pick & Pack Settings](/configuring-supplyd/settings/pick-and-pack-settings.md)
* [Printer Set-Up](/configuring-supplyd/settings/printer-set-up.md)
* [Product Settings](/configuring-supplyd/settings/product-settings.md)
* [Production Settings](/configuring-supplyd/settings/production-settings.md)
* [Report Settings](/configuring-supplyd/settings/report-settings.md)
* [Supply'd Stores](/configuring-supplyd/settings/supplyd-stores.md)
* [Supplier Settings](/configuring-supplyd/settings/supplier-settings.md)
* [Shipping Settings](/configuring-supplyd/settings/shipping-settings.md)
* [Tax](/configuring-supplyd/settings/tax.md)
* [Templates](/configuring-supplyd/settings/templates.md)
***
### 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.
1. **Issue\* \[required field]:** Tell us the issue you are experiencing.
2. **Step To Replicate\* \[required field]:** Please describe the steps needed to reproduce the issue, step-by-step. Include as much detail as possible, such as what you were doing, what you expected to happen, and what actually happened. The more information you provide, the easier it will be for the team to identify and fix the problem quickly.
3. **Severity:** Select the severity of the issue.\
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* **Low:** There is an easy work around.
* **Normal:** The bug is manageable temporarily.
* **High:** It's problematic, but not affecting critical functionality.
* **Urgent:** Business critical functionality is broken.
4. **Screenshots (optional):** Optionally add any screenshots showing the issue (eg. error messages etc.). Click to select the files from your device.
5. Click .
***
## Main Menu
On the left-hand side you will see the main menu.
{% hint style="info" %}
Options may vary depending on your [Users](/configuring-supplyd/settings/users.md) access and account type.
{% endhint %}
### **Home**
The home page, as [above](#home-page).
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### **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.
👉 See the [Products](/products.md) docs.
***
### **Suppliers**
* **Suppliers Tab -** Lists your suppliers and allows you to manage supplier details, track orders, access contact info, pricing, and transaction history.
* **Connect -** Lists all suppliers available to connect with on Supply’d. Clicking on a supplier allows you to view all their information.
* **Requests -** Lists any supplier connection requests. You can approve or decline suppliers you would like to trade with on Supply'd.
* **Groups Tab -** Lets you organise suppliers into categories (groups), making it easier to manage and access related supplier information.
👉 Refer to the [Suppliers](/suppliers.md) docs for more details.
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### **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.
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👉 See the [Favourites](/favourites.md) docs for more information.
***
### Purchases
* **Purchases Tab -** Lists and allows you to manage purchase orders you have placed with suppliers.
* **Standing Tab -** List of standing purchase orders which are repeating orders for consistent order schedules.
* **Postponed Tab -** Lists postponed orders for completion at a later date, helping you manage and monitor their new timelines.
👉 See the [Purchase Orders](/purchase-orders.md) docs for more details.
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### **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.
* **Invoice Files -** List of invoice files that have been uploaded to Supply'd.
* **Payments -** List of scheduled payments to be made to suppliers.
* **Completed -** List of completed purchase order payments and orders.
* **Statements -** List of statements that have been uploaded to Supply'd.
👉 See the [Expenses](/expenses.md) 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](/production.md) 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](/inventory.md) 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.
* **Leads Tab -** Keep track of potential customers before they convert. Record call dates, add notes, and manage follow-ups - all from one central hub.
* **Requests Tab -** View any pending connection requests from customers on Supply'd.
* **Groups Tab -** List of groups you can use to allocate customers. Customers can be grouped for easy filtering, group pricing, etc.
👉 See the [Customers](/customers.md) docs.
***
### **Sales**
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.
* **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.
👉 See the [Sales Orders](/sales-orders.md) docs.
***
### **Deliveries**
Lists all your upcoming and completed deliveries, and allows you to set up and track new 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](/deliveries.md) docs for more information.
***
### Tasks
Displays all tasks you’ve created and allows you to add and manage tasks while easily seeing what needs attention.
* **Tasks Tab:** Displays all tasks you’ve added, helping you quickly see what needs attention.
* **Scheduled Tab:** Shows tasks in a timeline view, helping you visualise when tasks are planned.
* **Completed Tab:** Lists all tasks that have been completed or are in the process of being finished, providing a record of work done.
* **Groups Tab:** Lists all **Task Groups** that have been created to organise tasks by their assigned categories.
👉 Refer to the [Adding Tasks](/tasks/adding-tasks.md) doc for more details.
***
### **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.
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👉 Refer to the [Reports](/reports.md) docs.
---
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