> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/publish-your-docs.md).
# Navigating Supply'd ERP
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)
* [#navigating-multiple-supplyd-accounts](#navigating-multiple-supplyd-accounts "mention")
***
## Logging In
{% stepper %}
{% step %}
#### Go to Supply'd
To go to Supply'd -
{% hint style="success" %}
If you already have a **Supply’d** account, click **Login** or head straight to the **Login** page -
{% endhint %}
{% hint style="success" %}
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.
{% endhint %}
{% hint style="success" %}
If you would like to create a free **Supply'd Lite** account with limited features, click the **Login** button in the top right, then the button.
👉 Follow the instructions in the [Broken mention](broken://pages/VWvZFJ9U4QlqcmqpWOnZ) document.
{% endhint %}
***
{% endstep %}
{% step %}
#### Log In
1. Enter your email, click and enter your password.
2. If Two-Factor Authentication is enabled, you may need to enter a code from your authenticator app or SMS.
{% hint style="success" %}
Check the box to remember your device for 30 days and avoid entering a code each time you log in.
{% endhint %}
3. Click .
{% endstep %}
{% endstepper %}
***
## 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.
{% hint style="success" %}
The various tabs display stats, tasks, and activity for the current day based on the sections you choose to show on your dashboard.
👉 See [#home-page-dashboards](#home-page-dashboards "mention") below to see how to edit your dashboards and choose which tabs you would like to display on the **Home** page.
{% endhint %}
{% hint style="success" %}
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**.
When you hover over a point on the graph, a pop-up will display details for that point in time.
{% endhint %}
***
### Home Page Dashboards
Clicking the 3 dots in the top right lets you edit your dashboards and choose which tabs you would like to display on the **Home** page.
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:
***
### Location
Clicking the location next to your name in the top right lets you choose from your available locations. This option only appears if your account has multiple locations. It determines which location items added to your 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.
For full details see the relevant documents:
* [Billing Settings](/supplyd-erp/settings/billing-settings.md)
* [Company Settings](/supplyd-erp/settings/company-settings.md)
* [Customer Settings](/supplyd-erp/settings/customer-settings.md)
* [Delivery Settings](/supplyd-erp/settings/delivery-settings.md)
* [Expense Settings](/supplyd-erp/settings/expense-settings.md)
* [Integrations](/supplyd-erp/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](/supplyd-erp/settings/locations.md)
* [Order Settings](/supplyd-erp/settings/order-settings.md)
* [Pick & Pack Settings](/supplyd-erp/settings/pick-and-pack-settings.md)
* [Printer Set-Up](/supplyd-erp/settings/printer-set-up.md)
* [Product Settings](/supplyd-erp/settings/product-settings.md)
* [Production Settings](/supplyd-erp/settings/production-settings.md)
* [Report Settings](/supplyd-erp/settings/report-settings.md)
* [Supply'd Stores](/supplyd-erp/settings/supplyd-stores.md)
* [Supplier Settings](/supplyd-erp/settings/supplier-settings.md)
* [Shipping Settings](/supplyd-erp/settings/shipping-settings.md)
* [Tax](/supplyd-erp/settings/tax.md)
* [Templates](/supplyd-erp/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.\
\
* **Low:** There is an easy work around.
* **Normal:** The bug is manageable temporarily.
* **High:** It's problematic, but not affecting critical functionality.
* **Urgent:** Critical business 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](/supplyd-erp/settings/users.md) access, account type and additional modules.
{% endhint %}
### Home
The **Home** page displays various stats, tasks, and activity for the current day based on the tabs you choose to show on your dashboard, as [above](#home-page).
{% hint style="success" %}
The 3 dots in the top right of a page opens a menu with options for that page.
{% endhint %}
***
### Products
The **Products** page is where you view, add and manage products in Supply'd.
There are 2 tabs on this page:
* **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](/supplyd-erp/products.md) docs for more information.
{% hint style="success" %}
You will notice that on most pages there are colour-coded statuses beside tasks, names, and other items for easy identification of their status at a glance.
{% endhint %}
***
### **Suppliers**
The **Suppliers** page is where you view, add, connect to and manage your suppliers in Supply'd.
You will see 4 tabs:
* **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](/supplyd-erp/suppliers.md) docs for more details.
{% hint style="success" %}
Many pages include search and filter tools to help you quickly find and sort items such as products, suppliers, and customers.
{% endhint %}
***
### **Favourites**
Lists your favourite products, organised by supplier, and allows you to save and quickly access your most-used products and suppliers, streamlining the ordering process and saving you time.
\
👉 See the [Favourites](/supplyd-erp/favourites.md) docs for more information.
{% hint style="success" %}
Some pages include an button that, when items are selected, allows you to perform bulk actions on multiple items at once.
{% endhint %}
***
### Purchases
The **Purchases** page is where you can view, add, and manage all your purchase orders in Supply’d.
There are 3 tabs on this page:
* **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](/supplyd-erp/purchase-orders.md) docs for more details.
***
### Expenses
Lists and allows you to track and manage all business purchases, providing insights into costs and helping you maintain better financial control.
There are 5 tabs on this page:
* **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](/supplyd-erp/expenses.md) docs.
***
### Production
On the **Production** page you can view, add and manage your production runs.
The 2 tabs on this page are:
* **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](/supplyd-erp/production.md) docs for more details.
***
### Inventory
The **Inventory** page is where you can view and manage your stock in Supply’d. This includes tracking stock levels, handling transfers and receives, and managing write-offs, recalls, and stocktakes.
There are 6 tabs on this page:
* **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](/supplyd-erp/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.
You will see 4 tabs:
* **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](/supplyd-erp/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.
The 3 tabs on this page are:
* **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](/supplyd-erp/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](/supplyd-erp/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.
On this page there are 4 tabs:
* **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](/supplyd-erp/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.
\
👉 Refer to the [Reports](/supplyd-erp/reports.md) docs.
***
## Navigating Multiple Supply'd Accounts
Supply’d supports using one login across multiple accounts, making it easy to manage multiple sites, brands, or entities independently.
{% hint style="success" %}
See the [Creating a Supply'd Account](/quickstart.md#creating-multiple-supplyd-accounts) section of the [Creating a Supply'd Account](/quickstart.md) document for details on creating additional accounts in Supply’d.
{% endhint %}
* [#logging-in-1](#logging-in-1 "mention")
* [#switching-between-accounts](#switching-between-accounts "mention")
***
### Logging In
When you have multiple accounts, you’ll be presented with a list of accounts upon login, allowing you to select which account you would like to access.
Simply select the account you would like to log in to and click .
{% hint style="info" %}
When logging in:
* If a user does not belong to any of the companies, they will see an error page.
* If the user belongs to one company only, they will be taken directly into that account.
* If the user belongs to multiple companies, they will see a list of accounts (as above) to choose from when logging in.
{% endhint %}
***
### Switching Between Accounts
Once the new account has been created, you can easily switch between accounts.
{% stepper %}
{% step %}
Click on your name in the top right and select **Switch Account**.
{% endstep %}
{% step %}
Select the account you would like to switch to.
{% hint style="success" %}
You can also add a new account from this page. Click on the 3 dots in the top right and select **Register New Account**.
{% endhint %}
{% endstep %}
{% step %}
Click .
{% endstep %}
{% endstepper %}
---
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