Managing Inventory
Supply'd helps you manage & track your stock effectively and keep things running smoothly.
Last updated
Supply'd helps you manage & track your stock effectively and keep things running smoothly.
Last updated
This document explains how to handle and adjust stock for each item you have within Supply'd. It covers important details like where items are stored, whether you want to keep track of how many you have, and how much of each item you currently have in stock. It also covers batch management, which involves tracking different batches of items with specific details like production dates, expiration dates, and quality checks.
To manage stock, select Inventory from the main menu. Choose the product you would like to manage the stock for.
The Manage Stock form will open.
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
Complete the fields as per guidelines below:
Select the location where you would like adjust stock for from the drop-down menu.
Whether or not you would like to manage stock for this item. Select Yes or No from the drop-down menu.
Current stock on hand for this item. This a non-editable field. This can be adjusted in Batches in the Stock On Hand field (see below).
The total number of this item less any that are in unfulfilled customer orders. This is a non-editable field.
The number of this item that are on order from a supplier, or a scheduled production run. This is non-editable field.
The number of this item that need to be picked for an existing customer order. This is non-editable field.
The minimum stock to have on hand at any time. This is used to add a buffer to the predictive algorithm. Leave blank to use the default.
The warehouse location of this item - Aisle, Bay, Shelf and Bin.
Whether or not this product can still be ordered when there is no stock available. Select Yes or No from the drop-down menu.
Batches are the backbone of Supply'd inventory. Batches contain crucial information about each batch of stock you have. This could be as simple as the cost of goods, or more advanced with batch codes, production dates, expiry dates, quality control check, and/or temperature checks. Each batch would hold its own inventory level and be increased and reduced based on inventory being received matching the batch details and batches being sold.
On the Manage Stock form click Add Batch. The Add Batch form will open. Complete the fields as explained below.
An optional batch code reference for this item.
The cost of goods for a unit (or what is defined in your inventory carton qty if not units). This is used for margin calculations when the item is sold. You can press FILL BUY PRICE to pull the current average buy price if it is empty.
The date the product was produced. Select the day, month and year from the calendar.
The expiry date of the batch. Select the day, month and year from the calendar.
The type of expiry either Best Before or Use By, selected from the drop-down menu. If the Expiry Date is not provided this field will be ignored.
Whether or not this product passed the quality control check. Select from the drop-down menu.
This additional field will show if the product requires refrigeration. This is the temperature of the product when it is received, in degrees.
If required, repeat the process for any additional batches.
After selecting Manage Stock from the 3 dot menu in the top right-hand corner on a product information page, clicking on the 3 dots on the right-hand side of a batch gives you the following options:
Opens the Edit Batch form. Edit any fields as required.
View all the details about this batch.
Clicking on the 3 dots on the top right-hand corner on the Batch information page, give you the following options:
Refresh: Refreshes the page.
Print Label: Print the label for the product. You will need to have Templates set up for this.
Export: Export the inventory feed associated with this batch to a CSV.
Toggle Full Screen: Toggle the overlay to show full screen, allowing for the full inventory feed table to show.
Will remove the batch. You will be asked to confirm.
Hovering your cursor over the Batch ID field will give you a quick overview of the batch information.
Click to apply this information to the batch.