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Using the platform

Managing Suppliers and Inventory

The Supply Chain module covers suppliers, products and inventory, purchase orders, and warehouses. This guide ties them together end to end.

Add suppliers

  • Open the Supply Chain module and go to Suppliers.
  • Click New supplier and complete the record, including contact and terms.
  • Save to make the supplier selectable on purchase orders.

Manage products and inventory

  • Open Products & Inventory.
  • Add products with SKUs and stock levels.
  • Track on-hand quantities per warehouse.

Raise a purchase order

  • Go to Purchase Orders and click New PO.
  • Pick a supplier and add the products and quantities you need.
  • Send the PO and track it from draft to received.

Warehouses

Warehouses let you track stock by location.

Concept What it does
Supplier Who you buy from
Product What you stock
Purchase order A request to buy
Warehouse Where stock is held

Tips

  • Define warehouses before adding inventory so stock has a home.
  • Reuse the shared Product table across Supply Chain and Sales.