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Managing Products

Managing products effectively is essential for keeping your inventory organised and running smoothly. Supply'd makes managing your products simple.

Managing products in Supply’d helps you keep your product list accurate, organised, and up to date. From the Products page, you can view, edit, and update product details, manage pricing, stock levels, and packaging, and control how products appear in your marketplace. Efficient product management ensures that your listings are consistent, inventory is accurate, and customers always have the correct information when ordering.

The Adding Products document describes how to add a product to Supply'd. This document describes how to manage the products in your product list, including:

The Products Page

The Products page in Supply’d shows a list of all the products you buy, sell, or produce. From this page, you can view product details like name, SKU, supplier, price, and stock levels. You can also add new products, edit existing ones, or manage stock and pricing. It’s the main place to keep your product information up to date and organised.

You will see colour-coded product types beside each product for easy identification.

- The most common product type. It is a single product with no advanced traits.

- A bundle of multiple products within one parent product.

- A product that is made up of a number ingredients produced at the time of sale, eg. a burger at a restaurant.

- A shipping carton that can be used at the packing stage.

- A gift note/card that can be configured to be automatically generated and printed.

- A product that can be manufactured using the production module. When "Production" is selected, additional sections will appear.

- A product that can be broken down within the production module to make other products.

Clicking on a product will show that product's page with all the information on that product.

👉 See Product Details below.

Pricing Tab

Under the Pricing tab, the Pricing Schedule displays all of your products with upcoming price changes.

👉 See the Product Price Changes document for more information.

Offers Tab

The Offers tab lists any product offers you've received from suppliers.

👉 See the Accepting Offers from Suppliers document for details.

In the Offers tab, retailers can review offers. From there, they can range the product (which creates their own ranged version of the product), request samples, or reject the offer. All updates are reflected on the product page. Once a retailer ranges a product, they can begin purchasing it through Supply’d.

Additional Options

Clicking on the 3 dots in the top right of the Products page will open a menu with additional options.

Import

Allows you to upload product information into Supply’d Hub using a CSV file. This is useful for adding new products or updating multiple products at once instead of editing them individually.

  • Products: Import all your product information, including product details, descriptions, and other product settings.

  • Sales Channels: Import product sales channel assignments to control which products are available in specific stores, channels, or marketplaces.

  • Pricing: Import product pricing information, making it easy to create or update prices across multiple products and customers.

  • Production Stages: Import production workflow stages used to track products through different steps of the manufacturing or preparation process.

  • Production Items: Import the items, ingredients, or components used in production, helping maintain accurate production and inventory records.

Export

Lets you download your product data into a spreadsheet file. This is helpful for reviewing your product list, making offline changes, or keeping a backup of your product information.

  • Products: Export your product list, including product details and settings, for reporting, review, or bulk updates.

  • Pricing: Export product pricing information, including customer-specific pricing, for analysis, updates, or record-keeping.

  • Production Stages: Export your production workflow stages to review or manage the steps used in your production processes.

  • Production Items: Export production items, ingredients, or components used in production for reporting, planning, or inventory management.

Arrange Categories

This option lets you rearrange your product categories. Simply click and drag the 3 lines next to a category to move it into your preferred position.

Product Details

Clicking on a product will open its page, displaying all the details about that product.

On the left you have :

Product Photo

A photo of the product.

Locations

A drop down box where you can select the location you would like to see the product information for.

Choose from 1 location or choose All Locations.

Your Stock (Available)

The number of that product that you have.

On Order (Units)

The number of units of that product that you currently have on order.

Predicted Sales (14 Days)

Predicted sales for the product based on past sales figures.

Suggested Order (Units)

The suggested number of units of the products to order to fulfil the predicted sales.

Actual Sales (14 Days)

The number of the product you have sold in the last 14 days.

Rate of Sale (Actual)

How many on average you sell per day at the current time.

Rate of Sale (Predicted)

How many on average the system forecasts you will actually sell per day.

Yellow Rectangle

How much and when you last ordered the product.

On the right:

Product Name

The product brand, name and size.

Purchasing (If you purchase this product)

Name of the supplier(s) you purchase this product from as well as the names and stock levels of your other locations that you can it transfer.

Expanding the details on a supplier by hovering over it, will show additional information:

  • SKU

  • Unit Cost

  • Unit Sell Price

  • Unit Margin

Clicking the - 0 + allows you easily add this product to your order list.

Pricing (If product is sold)

The pricing for this item on the various selling platforms you may use, such as Supply'd, Shopify etc., as well as the margins for the pricing on these platforms.

Ranging

If you have selected "Yes" in the Place Product Offers To Customers field in the Company Setting section of your Company Settings, you will see a Ranging section which displays all customers the product has been offered to, along with the prices set for each customer and the status of each offer.

Clicking on a customer will open the details of that offer. The button allows you to offer the product to customers.

👉 See the Offers doc for more details.

Offer statuses are colour-coded for easy identification:

  • - The offer has been sent and is waiting for the customer to review and respond.

  • - The customer has requested additional information or feedback before deciding whether to range the product.

  • - The customer has requested product samples for evaluation.

  • - The customer has accepted the product and added it to their product range, making it available for ordering.

  • - The customer has decided not to range the product at this time.

  • - The offer has been withdrawn and is no longer active or available for the customer to respond to.

Details

Details for the product that were entered when adding the product, such as, Category, Tags, SKU, Barcode, etc.

Clicking the arrow (^) to the right of the "Details" will show/hide these details.

Production Items

If this is a production item, any items allocated to this production.

Labelling

If you have added the ingredients, nutrition etc. to a product, this section will show the ingredients, allergens and nutritional information associated to this product.

This section may say Bundled, if this is a bundled item, and will list the contents of the bundle. If this is a bundled item and you have entered the ingredients, then there will be both a Bundled section and an Ingredients and Nutrition section. The same applies to Recipe and Production items.

👉 For more details on product types, please refer to the Product Types Overview types document.

If you have set any custom fields in your Product Settings, you will also have a Custom Fields section.

Additional Options

Clicking on the 3 dots in the top right corner, brings up a menu with the following options.

This may vary slightly, or have less options, depending on your account type and other variables.

Edit Product

Opens the Edit Product form.

To edit the product, update any fields as needed, following the guidelines in the Adding Products document.

Duplicate Product

This will create a duplicate of the product in order to create a new product. This is very useful and time-saving if you want to create a similar product, using some of the same information, such as, the same product but in a different size or flavour.

Simply click on Duplicate Product to open a copy of the product and change any fields required for the new product, such as, names, barcodes (must be unique), descriptions, pricing etc.

👉 See the Creating Products Using the Duplicate Products Function section of the Adding Products document for more details on using this function.

Manage Stock

This is where you can record stock numbers, locations, use by dates, batches etc.

👉 This is fully described in the Managing Inventory document.

Download

Download > Label

Opens the Print Label page, where you can generate labels for the product.

Template* [required field]

Select the template to use for generating the label, either a Custom Label (if you have created any label templates) or a System Label.

👉 See the Templates document for details on creating custom label templates.

Batch

Select the batch code to print on the labels. Leave at "None" to not include the code.

Copies* [required field]

Enter the number of copies to print.

Customisation:

Complete this section if you would to include extra details on the label. If left blank, only the product name and barcode will be printed. For price labels, the product name, price, and barcode will be included by default.

Font* [required field]

Select the desired font from the drop-down menu.

Barcode

Select the barcode type to use in the label. Leave at "None" to not print a barcode on the label.

Logo

Select the label logo to use on the label. Leave at "None" to not include a logo on the label.

Only applies to templates which utilise the logo_image.

Custom Text

Add any custom text you would like to include on the label. Maximum of 20 characters.

Only applies to templates which utilise custom text.

Click to generate your label for printing.

Download > Spec Sheet

This option allows you to download the product’s Spec Sheet, providing detailed information about the item for reference or printing.

Template* [required field]

Select the template to use to generate the Spec Sheet.

Customisation:

Font* [required field]

Select the font to use when generating this spec sheet.

Logo

Select the logo to use on the spec sheet for printing.

Only applies to templates that utilise the {{logo_image}} tag.

Click to generate the Spec Sheet.

Actions

Actions > Attach File

Allows you to attach a file to the product.

File Type

Choose the file type you want to attach to this product.

Upload File

To attach a file to this product, click on and select the file you wish to upload from your device.

Any files attached to the product will appear under Attachments on the product page.

The Attachments section will only be visible if there are files attached to the product.

Actions > Recalculate Sales

If the sales data on the left becomes inaccurate or out of sync, clicking this will refresh and recalculate it.

You will be asked to confirm.

Actions > Discontinue Product

This option lets you mark a product as discontinued, keeping it in the system for history and reference. Once discontinued, the product will no longer be available for orders in Supply’d, helping prevent accidental reordering.

You will be asked to confirm.

View

The available options in the menu will vary depending on whether the product is purchased, sold, used in production, or has a pricing schedule.

View > Pricing Schedule

Opens the Pricing Schedule page where you can view and manage all pricing information for a product in Supply’d.

  • Status: Select whether to view Future or Past pricing.

  • Sales Channel: Choose whether to view pricing from All Sales Channels or from a specific individual channel.

View > Recent Sales

This displays a list of recent sales orders for this product.

Fulfilment Status

Allows you to choose whether to view orders by their status - All, Unfulfilled or Fulfilled.

Pick Location

Lets you choose to view orders grouped by their Pick Location.

Clicking on an order will open its details.

Refer to the Managing Sales Orders document for guidance on managing these orders.

View > Recent Purchases

This option will display a list of recent purchase orders for the product.

Fulfilment Status

Allows you to choose whether to view orders by their status - All, On Order or Received.

Location

Lets you choose to view orders grouped by their Location.

Clicking on an order will open its details.

For instructions on managing purchase orders, see the Managing Purchase Orders document.

View > Stock Feed

Opens the Stockfeed page for this product, where you can view stock levels, inventory updates, and related activity.

View > Related Recipes

Displays a list of recipes or bundles that include this product.

This option will only show if the product is used in any related recipes.

In the example above, the Pink Chocolate Unicorn is included in the 3-Pack Chocolate Unicorns bundle. Clicking on the product will open its details page.

View > Stats

Selecting this will open the Product Stats page, providing a detailed overview of the product’s pricing, stock levels, and sales performance.

View > Changelog

This option will open a log of any changes made to the product.

Hover over a change to open a table showing the details of the update.

Remove Product

Will remove the product. You will be asked to confirm.

If the product is used in any recipes or bundles, a warning will appear: Removing this product will also remove it from those recipes.

Bulk Actions

Clicking the button on the Products page allows you to make changes and perform certain actions singularly or in bulk.

Selecting one or more products from the list, then clicking the button will open a menu with the options for those products.

This button stays greyed out and inactive until at least one product is selected. After selecting products, the button turns green and becomes clickable.

Or, if you have selected "Yes" in the Place Product Offers To Customers field in the Company Setting section of your Company Settings, you will also have a Create Offer option.

Ticking the square beside the button will select all products on the list.

The button stays grey and inactive until at least one product is selected. After selecting products, it turns green and becomes clickable.

Use the Filter Products form to narrow the list by specific criteria if you want to perform actions on matching products.

Bulk

Bulk > Edit

This will open the Bulk Edit Products form which is a very useful feature if you need to update multiple products with the same changes - such as price, supplier, category, availability etc. This allows you to apply consistent changes across a range of items all at once, saving time and reducing the chance of errors.

👉 For full details see the Bulk Editing Products document.

Bulk > Assign Tags

Lets you apply one or more tags to multiple products at the same time. This saves time by allowing you to categorise and organise products in bulk, rather than updating each product individually. Tags can then be used to help filter, group, and manage products more efficiently.

Tags

Select the department(s) you would like to add or replace existing ones with.

Actions

Choose how the tags are applied to the selected products.

  • Add: The selected tags are added to the products, leaving any existing product tags still there.

  • Replace: The product tags will be replaced with what's selected here.

Click to apply your selections.

Bulk > Assign Departments

This will apply or update departments for multiple products at the same time. This helps you quickly organise your product list into the correct departments without needing to edit each product individually, making it easier to filter, manage, and structure your catalogue.

Departments

Select the department(s) you would like to add or replace existing ones with.

  • Add: The selected departments are added to the products, leaving any existing product tags still there.

  • Replace: The product departments will be replaced with what has been selected here.

Click to apply your selections.

Create Offer

If you have a large number of products that you would like to offer to customers, you can use Create Offer to create offers for multiple products at once.

This option will only appear if you have selected "Yes" in the Place Product Offers To Customers field in the Company Setting section of your Company Settings.

Export Products

This allows you to export the details of the selected products to a spreadsheet on your computer.

Select the fields you would like to include and click .

Download

Download > Product Label

Opens the Print Label page, where you can print labels for the selected products.

To remove an item from the list, simply click the "x" to the right of the product.

Template

Select the label template you want to use, either a custom label or a system label.

Customisation

Allows you to select the font, choose whether to include the product’s barcode, add your logo, and include any custom text on the label.

Click to generate the labels.

Download > Print Shelf Tickets

Opens the Print Product Tickets form, allowing you to print shelf tickets for the selected items.

Click to generate the labels.

👉 See the Templating document for information on creating templates for labels.

Remove Products

Will remove the selected product(s). You will be asked to confirm.

Click .

If any of these products are used in any recipes or bundles, a warning will appear: Removing these product will also remove it from those recipes.

Filtering or Searching the Products List

On the Products page, the 3 lines next to the 3 dots in the top right let you filter the product list, while the magnifying glass allows you to search for specific items.

Clicking on the magnifying glass, you can search the products list by product name or word.

Clicking the 3 lines opens the Filter Products form, giving you access to all available filtering options.

Brand

Select the brand or brands that you would like to filter the list by.

Category

Choose the category or categories that you would like to filter the list by.

Tags

Select the tag or tags that you would like to filter the list by from the drop-down menu, eg. gluten-free, vegan etc.

Name

Enter a name to search for in your product list.

SKU

Enter a SKU to search for in your product list.

Barcode

Enter a barcode to search for in your product list.

Buy/Sell Status

Filter your products by Buy for products you buy, or Sell for products you sell.

Sale Status

Filter products based on whether they have a sale price active.

Product Type

Filter your products by their type, such as, Standard, Recipe, Gift Card etc.

Sales Channel

Select the sales channel that you would like to filter the list by, eg. your Supply'd Store, Square, Shopify etc.

Product Status

Select the Status that you would like to filter the list by.

Click to apply your selections and filter the Products list.

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