This article 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. Fill the fields as per the guidelines below.
(This can also be accessed from the "Products" page by clicking on the product and selecting "Manage Stock" the three dot menu in the top right-hand corner. If you have never managed stock against the product you will need to access via the product.) 

  • Location - Select the location where you would like adjust stock for.

  • Manage Stock - Whether or not you would like to manage stock for this item.

  • Stock On Hand - 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). 

  • Stock Available - The total number of this item less any that are in unfulfilled customer orders. This is a non-editable field.

  • On Order - The number of this item that are on order from a supplier, or a scheduled production run. This is non-editable field.

  • To Be Picked - The number of this item that need to be picked for an existing customer order. This is non-editable field.

  • Minimum Stock Hold - 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.

  • Bin Location - The warehouse location of this item - Aisle, Bay, Shelf and Bin.

  • Allow Back Ordering - Whether or not this product can still be ordered when there is no stock available.

 

Batches

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. 

 

How to Add a Batch


On the "Manage Stock" form click "Add Batch". The Add Batch  form will open. Complete the fields as explained below.



  • Batch Code (Optional) - An optional batch code reference for this item.

  • Cost of Goods (ex tax) - 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. 

  • Carton Price (ex tax) - The price for 1 carton when ordered (if ordering in units or the same as the inventory carton qty, this should match the COGS [Cost of Goods] field above). Adjusting this price will automatically update the COGS relative to the carton qty. A new price will also update the original purchase order to match the price inputted. 

  • Production Date (Optional) - The date the product was produced. Select the day, month and year from the calendar. 




  • Expiry Date (Optional) - The expiry date of the batch. Select the day, month and year from the calendar.
     



  • Expiry Type - The type of expiry either "Best Before" or "Use By", selected from the drop-down. If the Expiry Date is not provided this field will be ignored.




  • Quality Control  - Whether or not this product passed the quality control check. Select from the dropdown. (Will only show if set in your order settings.)




  • Temperature Check (refrigerated products only) - This additional field will show if the product requires refrigeration. This is the temperature of the product when it is received, in degrees.


Click "SAVE" to apply this information to the batch. 

If required, repeat the process for any additional batches.

 

Managing 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:

  • Edit Batch - Opens the "Edit Batch" form. Edit any fields as required.




  • View Batch - 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 - Refresh the page.
    • Print Label - Print the label for the product. You will need to have a  Template 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. 

  • Remove Batch - Remove the batch. You will be asked to confirm. 

Tip - Hovering your cursor over the Batch ID field will give you a quick overview of the batch information.