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Adding & Updating Products

Products within Supply'd can be used to buy, sell or produce. There is a large amount of information and functionality you can set to configure the products to be used for their various purposes.

Products in Supply'd use a "Simple Product" methodology, meaning for each size, colour or flavour of product you would create a new product.

There are 2 ways to add products to Supply'd.

  1. Manually add products Supply'd.

  2. Bulk import products to Supply'd from a CSV template. For instructions on how to do this, see the Bulk Importing of Products document.

This document will guide you through manually adding products to Supply'd, including:


Manually Adding Products

Manually adding products to Supply'd is easy.

To add a product, select Products from the main menu. Click the Add + button in the top right corner.

The Add Product form will appear.

Complete the fields as per the guidelines below:


Product Details

The details about this product such as name, size, images, description etc.

Brand

The brand of this product. If there is no brand name you can put your business name instead. Brand is required when selling on Supply'd. Clicking the field will show a list of options to choose from, or you can type in your own.

In the example of Sungold Full Cream Milk 2L, the brand would be "Sungold." When typing in this field, it will suggest potential brands we already have in Supply'd. If the brand you're typing isn't in the list, simply type it in the field without selecting an auto-select option.

Name* [required]

The name of the product. As the brand and size can be entered in alternative field you would enter it without the extra details.

For example, if you have a Sungold Full Cream Milk 2lt you would simply put the name as "Full Cream Milk".

Category* [required]

Defines the category on your supplier profile that you would like this product to sit under. Supply'd is flexible with categories to allow you to define your own so you can group your products in any way you choose. Clicking or typing in the field will display a list of available options to choose from.

For instance, with our product Sungold Full Cream Milk 2L, if you are a milk distributor, you may opt to have a "Full Cream Milk" category. Alternatively, if you sell many products, not just milk, you might choose the category as simply "Milk."

Size

The weight/size of a single unit. Leave blank to ignore.

For example, with our product, Sungold Full Cream Milk 2L, define the size as "2" and select "Litres" from the drop-down menu. This will be displayed elegantly to the customer during purchase.

Product Image

Allows you to upload a product image to Supply'd. We recommend a square image at least 640 x 640px with a transparent background such as a PNG file. JPG uploads are also supported if transparent images aren't available.

SKU

The SKU of the product. This should be a unique identifier for the product. The same SKU cannot be used on multiple products.

Unit Barcode

The barcode for one individual unit of this product. This should be the barcode of an individual item in the carton. This lets customers scan an item to quickly find it in Supply'd for ordering or reordering.

Carton Barcode

The barcode on the carton of this product (if different to the unit barcode or parent carton barcode).

Description

Allows you to enter a detailed description of the product. This is useful to give customers extra information to assist them with making their purchasing decisions. For example, you may include any allergen information and/or ingredients as well as descriptive details of the product.

Tags

Allows you to choose from a set of predefined tags that describe the product, such as vegan, vegetarian, nut-free, or gluten-free. For example, you can specify if the product is vegan, vegetarian, nut-free, gluten-free, etc. Customers can use tags to find, for example, all vegan products that match a given search query. Clicking on the field will bring up a list of possible tags. Custom tags can also be added in Product Settings.

Dimensions (cm)

The width, height and depth of the carton in centimetres when shipped.

Weight (kg)

The weight of the carton in kilograms when shipped.

For our example product, "Sungold Full Cream Milk 2L", each bottle weighs 2 kg and comes in a crate of 9, so the total weight would be entered as "18". This is used for third-party applications such as Shippit to provide live quoting on products.


Custom Fields

Define the any custom field data for this product.

Custom fields are additional fields you can create for yourself, and they may differ from those in our example above. See the Product Settings document on how to add these.


Product Type

Defines the type of product this is. For example, if it is a Standard product, Bundled or Recipe.

Product Type* [required]

The type of product this is.

  • Standard: The most common product type. It is a single product with no advanced traits.

  • Bundled: A bundle of multiple products within one parent product. An additional section, Bundled Items, will show when this is selected.

  • Recipe: A product that is made up of a number ingredients produced at the time of sale, eg. a burger at a restaurant. An additional section, Recipe Items, will show when this is selected.

  • Production: A product that can be manufactured using the production module. When "Production" is selected, additional sections will appear. For a full description of how to add a Production product see the Creating a Production Product document.

  • Shipping Carton: A shipping carton that can be used at the packing stage.

  • Gift Note/Card: A gift note/card that can be configured to be automatically generated and printed. An additional section, Gift Note/Card Settings, will show when this is selected.

For more details on Product Types, refer to the Product Types document.


Buy Product

Toggle on if you buy this product from a supplier.

Clicking on, or typing in, the field that says "Type Supplier Name" will bring up a list of your suppliers. Click Add. A form will show.

Purchase By* [required]

Whether you buy this item by the unit or as a carton. Select either Unit or Carton from the drop-down menu.

Purchase Carton Quantity* [required]

How many units in a carton when purchasing. This field will only show when "Carton" is selected in the Purchase By field.

Buy Price (ex Tax)* [required]

The wholesale price for a unit or carton, excluding GST, depending on your choice in the Purchase By field.

Buy Tax* [required]

Whether or not GST applies to this product when purchasing. Select either GST or GST Free from the drop-down menu.

Supplier's SKU

The SKU or unique identifier for this product to be used when sending orders to the supplier. Leave blank to use the overall product

Supplier's Barcode

The suppler's barcode for this product used for receiving stock with this barcode. Leave blank to use the overall product barcode.

Supplier's Brand

The brand of the product being bought. Leave blank if the same brand as the product. This is useful if you have the same product where you buy different brands from different suppliers.

Supplier's Size

The weight/size of a single unit. Leave blank to ignore if the same size as the product.

Minimum Order

The minimum order required for this supplier. You will be unable to order less than this quantity of an item. Leave blank for no minimum.

Quantity Multiple

The quantity multiple set for this supplier. Orders can only be placed in multiples of this amount. For example if set to "5" you will only be able to order 5, 10, 15, 20 etc. Leave blank for no order multiple.

If this product is purchased from more than one supplier, additional suppliers can be added by repeating the steps above.


Sell Product

Toggle on if you sell this product.

Price (inc tax)* [required]

The default sale price for a carton/unit of this product. This is used in place of each sales channels price if they are left blank.

Sale Price (inc tax)

If this product is on sale, enter the sale price here. Leave blank for no sale price.

Tax* [required]

Select whether or not GST is applicable to this product when selling. Select GST or GST Free from the drop-down menu.

Pack In Carton

Whether or not this item should be packed in a shipping carton when shipped. Select Yes or No from the drop-down menu. If Yes, the item would be packed in an aggregated shipping carton during packing. If No, the item would ship as is with no additional cartons.


Sell on Supply'd?

Toggle on if you want to sell this product on Supply'd.

Supply'd Price (ex tax)

The price for a carton/unit on Supply'd, excluding GST.

Supply'd Sale Price (ex tax)

If this product is on sale on Supply'd, enter the sale price here, excluding GST. Leave blank if the product is not on sale.

Tax* [required]

Select whether or not GST applies to this product when selling on Supply'd.

Pack In Carton

Whether or not this item should be packed in a shipping carton when sold on Supply'd.

  • Default: The would be packed as per the setting set under "Sell Product" for this product.

  • Yes: The item would be packed in an aggregated shipping carton during packing.

  • No: The item would ship as is with not additional cartons.

Unit RRP (inc tax)

The recommended retail price for a stockist to sell a unit of this product at, inclusive of GST. For example, Sungold Full Cream Milk 2lt retails for $3.50 per bottle so we would simply enter the value as "$3.50". This is used to give guidance to the customer on what to charge for the product, as well as allowing margin calculations for the customer.

Sold on Supply'd As* [required]

Whether you store/sell this product by the unit or as a carton on Supply'd. Select Unit or Carton from the drop-down.

Carton QTY* [required]

How many units in a carton when selling on Supply'd.

This field is only visible when Carton is selected in Sold On Supply'd As.

Minimum Order

The minimum order required for customers when purchasing. Customers will be unable to order less than this quantity of the item. Leave blank for no minimum.

Quantity Multiple

The quantity multiple to apply for customers when purchases. Customers will only be able to order in the specified multiple. For example, if set to "5" customers would only be able to order in 5, 10, 15, 20 etc. Leave blank for not order multiple.

Visibility* [required]

Whether or not the product is available in the marketplace.

In Marketplace

The product will be visible to customers in the marketplace that match a business type in the "Sell To Categories" list.

Out of Stock

The product is visible in the marketplace, but marked as out of stock and cannot be ordered.

Not Visible

The product will not be visible to customers in the marketplace. It can only be used when manually creating a sales order.

Specific Customers

The product will only be visible to the specified customers in the Assign To Customer list.

Assign to Customer

Specify any customers who can see and buy this product. Only customers that you select can order this product. The customer must have already be your customer or have been invited to Supply'd. To find out more about adding a customer, see the Adding Customers & Customer Groups document.

This field is only visible when Specific Customers is selected in Visibility field.

Requires Liquor Licence

Select Yes or No from the drop-down menu. If Yes the customer will be required to provide their liquor licence.

Restrict By Shipping Zones

If this product is only available in certain shipping zones, you can select the available zones here. Leave blank for availability in all zones. Clicking on, or typing in, the field will bring up a list of your Shipping Zones.



Sell on Shopify - Shopify Store?

Toggle on if you would like to sync this product to your Shopify online store. Additional fields will show when this is toggled on.

Shopify Store Price (inc Tax)

If you would like to set a different for your Shopify Store to the product price you can override it here. This price will sync to the Shopify Store only. Leave blank if the Shopify price is the same as the product price from above.

Shopify Store Sale Price (inc tax)

If your product is on sale, you can enter the Shopify Store sale price here. This price will sync to the Shopify Store only. Leave blank if the product is not on sale or Shopify sale price is the same as the sale price from above.

Shopify Store Tax

If you would like to set a different tax for your Shopify Store to the product tax you can override it here. This tax will sync with Shopify Store only.

Pack In Carton

Whether or not this item should be packed in a shipping carton when sold on Shopify Store. Select from the drop-down menu.

  • Default: The item would be packed as per the setting set under "Sell Product" for this product.

  • Yes: The item would be packed in an aggregated shipping carton during packing.

  • No: The item would ship as is with no additional cartons.

Collections

The Collections you would like to feature this product under in your Shopify Store.

Sales Channels

The sales channels you would like this product assigned to in Shopify Store. Leave blank to use the default setting from your Shopify Store integration settings.

Track Inventory

Whether or not to track inventory on this item in Shopify Store. Select Yes or No from the drop-down menu.

Stock Buffer

Set a buffer for this products inventory sent to Shopify. A buffer will reduce the quantity of each products inventory by the buffer amount to help prevent overselling. Leave blank to use the default set in your integration settings.


Sell on Square - Square?

Toggle on if you would like to sync this product to Square.

Square Price (inc Tax)

If you would like to set a different for Square to the product price you can override it here. This price will sync to Square only. Leave blank if the Square price is the same as the product price from above.

Square Sale Price (inc tax)

If your product is on sale, you can enter the Square sale price here. This price will sync to Square only. Leave blank if the product is not on sale or if the Square price is the same as the sale price from above.

Square Tax

If you would like to set a different tax for Square to the product tax you can override it here. This tax will sync with Square only. Select Same As Product to use the default setting for the product, GST or GST Free from the drop-down.

Pack In Carton

Whether or not this item should be packed in a shipping carton when sold on Square. Select from the drop-down menu.

  • Default: The item would be packed as per the setting set under "Sell Product" for this product.

  • Yes: The item would be packed in an aggregated shipping carton during packing.

  • No: The item would ship as is with no additional cartons.

Square Product Name

If you would like to override the default product name synced to Square, you can enter a new name here. Leave blank to sync to the default configured name.

Categories

The categories you would like to feature this product under in Square. Select from the drop-down menu.

Reporting Category

The reporting category for this item in Square. Select from the drop-down menu. Leave blank to use the products Supply'd category.

Sales Unit

How is this item sold. Default is by item, however, if the item is sold by weight or length you can set the appropriate option here. Select from the drop-down.

Track Inventory

Whether or not to you would like to track inventory on this item in Square.Select Yes or No from the drop-down menu.


Quickbooks Settings

If you have QuickBooks integrated with Supply'd and want this product to sync, configure the QuickBooks settings for this product.


MYOB Settings

If you have MYOB integrated with Supply'd and want this product to sync, set up the MYOB settings for this product.


Xero Settings

If you have Xero integrated with Supply'd and want this product to sync, configure the Xero settings for this product.


Advanced

Advanced Settings for this product.

Version Of

The product ID of the product that this item is a version of. This is used to tie a product you buy from a supplier on Supply'd with the same product you have in your products. Providing this allows this product to be matched when receiving the related item.

Enable Picking

Whether or not this item should appear in pick lists. If "No" the item will only show at the packing stage.

Collate Picking

Whether or not to collate this item in picking when multiple are ordered. This is useful for instances where additional meta data may be present for imported orders.


Notes

Add any desired notes about this product, for internal reference only.


Save

Click to finish creating the product.

Save Product is also an option on the top of the form when clicking the three dots on the top right corner.


Editing Products

If you would like to edit a product, simply select Products from the main menu. Click on the product you want to edit. Click on the three dots on the top right corner and select Edit Product. Change any fields as required following the steps above.

This menu is discussed in more detail in the Managing Products document.


Removing Products

If you would like to remove a product, simply select Products from the main menu. Click on the product you want to remove. Click on the three dots on the top right corner and select Remove Product.

You will be asked to confirm.

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