> 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-lite/navigating-supplyd-lite.md).

# Navigating Supply'd Lite

Supply’d Lite is a simple and efficient way to manage your suppliers, products, and orders in one place. It’s designed to make ordering easier by helping you quickly find what you need, place purchase orders, track your spending, and stay on top of supplier relationships. Whether you’re managing everyday orders or repeat purchases, Supply’d Lite keeps everything organised so you can save time and reduce manual work.

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:

<br>

* [Logging In](#logging-in)
* [Home Page](#home-page)
* [Settings Menu](#settings-menu)
* [Main Menu](#main-menu)
  * [#home](#home "mention")
  * [#favourites](#favourites "mention")
  * [#purchases](#purchases "mention")
* [#shopping-cart](#shopping-cart "mention")

***

## Logging In

{% stepper %}
{% step %}

#### Go to Supply'd

Go to <https://supplyd.co/>.<br>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
👉 If you already have a **Supply’d** account, simply head to the **Login** page - <https://app.supplyd.co/>
{% endhint %}

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/6uYRe4bqOpk9BIFeVHvY" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
To create a free **Supply'd Lite** account with limited features, click the **Login** button in the top right, then the <img src="/files/EnWt1LcncamMmVLXidVZ" alt="" data-size="line"> button.

👉 See [Creating Your Supply'd Lite Account](/supplyd-lite/quickstart.md) for more details.
{% endhint %}

<figure><img src="/files/YLA84WH1VQJDGloKiMU7" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Enter Your Login Details

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="https://cdn.filestackcontent.com/shoex7yEQvMqiM5SnOXe" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

1. Enter your email, click <img src="/files/AXEfwTD1imWJRzvrn9Rg" alt="" data-size="line"> and enter your password.&#x20;

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

2. If Two-Factor Authentication is enabled, you may need to enter a code from your authenticator app or SMS.&#x20;

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

![](https://cdn.filestackcontent.com/UTpKrY5Qlm9BtilyIdW5)

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Check the box to remember your device for 30 days and avoid entering a code each time you log in.&#x20;
{% endhint %}

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

3. Click <img src="/files/170rDXWjluqez3mz2rzO" alt="" data-size="line">.&#x20;

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

\ <br>

{% endstep %}
{% endstepper %}

***

## Home Page

The **Home** page shows the customers you have added or connected with.

![](/files/yXnKGCllC7gUMlDrsBhE)

{% hint style="success" %}
**Location**

If you have multiple locations on your account you will see a location in the top right. Click the location next to your name in the top right to switch between available locations.\ <br>

<p align="center"><img src="/files/CF4Xs0bbDva6kDOVFbZH" alt="" data-size="original"></p>

<br>

{% hint style="info" %}
This option will only show if you have multiple locations to your account.&#x20;

&#x20;👉 See the [Locations (Supply'd Lite)](/supplyd-lite/settings/locations-supplyd-lite.md) doc for details on how to add an additional **Location**.
{% endhint %}

{% endhint %}

***

#### Upgrade Tab

The **Upgrade** tab contains links where you can learn more or book a demo to see what the full version of **Supply’d ERP** can offer your business.

<figure><img src="/files/mwXiebk6364pGRFW38v3" alt=""><figcaption></figcaption></figure>

***

## Settings Menu

Click your name in the top right corner to open the menu and access all your **Settings**.

<figure><img src="/files/0uhyZj4zOukVTXTZLZjC" alt="" width="175"><figcaption></figcaption></figure>

***

### **My Account**

**My Account** allows you to modify your personal account details, set up two-factor authentication and notifications.

<figure><img src="/files/e7F0seizZbNGKUyz5F5L" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}

{% hint style="info" %}
Many of the notifications listed in the **Notifications** section relate to the full version of Supply’d and are not available in **Supply’d Lite**.
{% endhint %}

👉 See the [Account Settings (Supply'd Hub)](/supplyd-hub/settings/account-settings-supplyd-hub.md) for more details on this page.

***

### **Settings**

This is where you can manage your settings for Supply'd.

<figure><img src="/files/2xo7qDJXObU4EaUpaFXS" alt=""><figcaption></figcaption></figure>

For full details see the relevant docs:

👉 [Billing Settings (Supply'd Lite)](/supplyd-lite/settings/billing-settings-supplyd-lite.md)

👉 [Company Settings (Supply'd Lite)](/supplyd-lite/settings/company-settings-supplyd-lite.md)

👉 [Locations (Supply'd Lite)](/supplyd-lite/settings/locations-supplyd-lite.md)

👉 [Users (Supply'd Lite)](/supplyd-lite/settings/users-supplyd-lite.md)

***

### Users

Supply’d Hub allows one additional user to be added to the account. Adding a user lets you give a team member access to help manage orders, products, and customers. You can control what the user can view and manage, helping your team collaborate while keeping sensitive information secure.

👉 [Users (Supply'd Lite)](/supplyd-lite/settings/users-supplyd-lite.md)

***

### Help

Takes you to **Supply’d Help**, where you can search for answers or browse help docs.

***

### Report Bug

If you experience any issues with Supply'd, you can report them by clicking here to open the **Report a Bug** form.

<figure><img src="/files/9XPfgkCimJPbKuIDHAVM" alt="" width="563"><figcaption></figcaption></figure>

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.\
   \ <br>

   <figure><img src="/files/0fbB7P7aANWPpEswYcoB" alt="" width="563"><figcaption></figcaption></figure>

* **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 <img src="/files/KPq3EVQW05nhgLYfxtzs" alt="" data-size="line"> to select the files from your device.
5. Click <img src="/files/Tf7H1fUnwih8xx6kskT0" alt="" data-size="line">.

***

## Main Menu

On the left-hand side you will see the main menu.&#x20;

<figure><img src="/files/VGRaapZBoUCCRpMR4h6V" alt="" width="375"><figcaption></figcaption></figure>

***

### **Home**

The **Home** page list your suppliers, as [#home-page](#home-page "mention") above.

<figure><img src="/files/N5vhcFthy8DhBN681aoL" alt=""><figcaption></figcaption></figure>

***

### **Suppliers**&#x20;

The **Suppliers** page lets you add, view, and manage all your suppliers in one place.

<figure><img src="/files/bbsEMwhonPEKQ3VQFnpo" alt=""><figcaption></figcaption></figure>

You will see 3 tabs:

* **Suppliers -** View and manage your suppliers, including contact details, products, and order history.
* **Connect -** Displays all suppliers available on Supply’d that you can connect with. Selecting a supplier lets you view their profile and details.
* **Requests -** Shows incoming supplier connection requests. You can choose to approve or decline these requests to manage who you trade with on Supply’d.

👉 Refer to the [Suppliers](/supplyd-lite/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, sales, and customers.

<br>

<p align="center"><img src="/files/MPxGTcUlYMcEkw6soDAW" alt=""><br><br></p>
{% endhint %}

***

### **Favourites**&#x20;

Lists your favourite products, organised by supplier, so you can quickly access your most used items and suppliers, making ordering faster and easier.

<figure><img src="/files/a3HLRzjHYhwwVUM0VjYc" alt=""><figcaption></figcaption></figure>

\
👉 See the [Favourites (Supply'd Lite)](/supplyd-lite/favourites-supplyd-lite.md) doc for more information.

{% hint style="success" %}
The 3 dots in the top right of a page opens a menu with options for that page.
{% endhint %}

***

### Purchases

The Purchases page shows all your orders in one place. You can view order details, track what you’ve bought, and keep a record of your spending on Supply’d Lite.

<figure><img src="/files/F6hwH1yBMR49o8kyqlOo" alt=""><figcaption></figcaption></figure>

* **Purchases Tab -** Shows all purchase orders you’ve placed with suppliers and lets you manage them.
* **Standing Tab -** Shows standing purchase orders that are set up to run on a regular schedule.
* **Postponed Tab -** Shows orders that have been postponed for completion at a later date, so you can track their updated timelines.

👉 See the [Purchases](/supplyd-lite/purchases.md) docs for more details.

{% hint style="success" %}
You will notice that on most pages there are colour-coded statuses beside products, suppliers, and other items for easy identification of their status at a glance.
{% endhint %}

***

## Shopping Cart

When your cart has items, a **Checkout** button - <img src="/files/P3dgfX8768oepBb8ssxC" alt="" data-size="line"> - will show at the bottom right of each page.&#x20;

<figure><img src="/files/Fi0boSxDguq0c8pVS4zU" alt=""><figcaption></figcaption></figure>

When you hover over the button, it expands to show "**Checkout**".

<figure><img src="/files/UcbKgAGCNxt1fgFc7pQs" alt="" width="375"><figcaption></figcaption></figure>

Clicking the **Checkout** button opens the **Review Order** page, where you can see all items in your cart grouped by supplier.

👉 See the [Purchases](/supplyd-lite/purchases.md) docs for more details.


---

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