Help centre · Step-by-step manual
Suppliers
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
16Suppliers & clients (new in 1.2)
An optional feature, switched on in Settings → General → Enable suppliers & clients lists. When on:
- A Suppliers & clients button appears in the top bar: a page with a Suppliers tab and a Clients tab (add / edit / delete).
- Clients:
name, phone, notes, this month's purchases, credit balance (if they buy on credit) and last activity. Statement opens the credit ledger. Credit customers and clients are the same list. - Suppliers:
name, phone, notes, number and total of deliveries and the last one. Deliveries shows everything received from that supplier (date, product, quantity, cost, expiry, who received it). - On a sale: a “Client: none” button above the cart. Pick or type a client and the receipt is recorded and printed with the
name— cash, card or credit (pressing Credit with a client picked charges that client). Cleared after every receipt. - When receiving stock: a “Supplier: none” button in the Inventory. Pick the supplier once and every receive after it (by scan or “Receive quantity”) is logged to that supplier.
On this screen
Online · Net profit
The range's profit (sales excluding VAT − cost) minus the expenses = net. Plus the supplier invoices and what is owed.
Show · Sales · Receipts · Gross profit · Goods profit · Expenses · Net % · By category · No data for this period · Suppliers · Supplier invoices · Payment · Owed to suppliers · Expenses and supplier invoices
Online · Review the price list
Writes the new costs to the ticked products, and the suggested price where you ticked it. Stock is not changed. The list is recorded as this supplier's latest.
Price list by photo · Suppliers · The price list was set aside. · This photo of the price list was read and applied before. · Open it · The invoice photo · Add the next page · Read this page · As printed · Product · List price · Piece cost · Supplier · No supplier
Online · Suppliers
Online · Purchase order
The order takes the supplier's quantities, prices and date; the prices become the supplier's newest price list, so receiving at them raises no price warning.
The supplier gets a link to this order and answers from the phone: confirm it, change quantities, prices or the date, or decline it — no sign-in. The answer comes back here.
What came now, per line: the pieces, the delivery's cost (empty = the order's), the expiry and the batch reference of the lot. The rest stays outstanding.
Back · Price list by photo · Expected · Name · Ordered · Unit cost · Total · Received · Outstanding · Print · Send to supplier · The supplier's answer · The supplier's photo · You ordered
Online · Purchase orders
An order to a supplier is received in one or more deliveries; what is still to come stays outstanding until it arrives or the order is closed.
Paste the supplier's list: one line per product — barcode, id or exact name; quantity (3p = 3 packs); cost. The lines fill the order form to the left.
Back · Purchasing is off for this shop: turn it on in · Features · Open orders · Outstanding · Print outstanding · Order · Date · Supplier · Status · Lines · Total · Received · No purchase orders yet
Online · Invoices & payments
Back · Owed · Supplier invoices · Payment · On time · Fill rate · Price vs orders · Damaged · Date · Kind · Note · Amount · Running · No data for this period
Online · Price list by photo
Photograph the supplier's price list or pick a PDF. The reader lists every row with its price; you match the rows to your products, see the new cost, the change and the margin, tick what to apply, and the new costs are written. Stock is not touched. Purchase orders to this supplier then start from the list's prices.
Opens the camera on a phone. Flat, bright, the whole page.
Demo reading: photos stay on our server and nothing is sent to any other company.
Suppliers · Not enabled for your shop yet · This photo of the price list was read and applied before. · Open it · Before the first photo · Invoice from a photo · This month's pages are used up. · Take a photo · Opens the camera on a phone. Flat, bright, the whole page. · Choose a file · Read the price list · What is sent and kept · Latest price list · No price list recorded for this supplier yet.
Online · Suppliers · 2
Suppliers: name, phone, deliveries, the last one, what they are owed.
Owed to suppliers · Name · Deliveries · Last delivery · Owed · No data for this period · Account · Price list by photo · may be stale · Delete this supplier? · Delete · Add a supplier · Phone · Note
Desktop · Suppliers
Receiving from which supplier? · New supplier · Or pick from the list · Phone (optional) · OK · No supplier · Cancel · Name is required
Desktop · Supplier account
Date · Details · Invoice · Payment · Balance owed · Supplier invoice · Pay supplier · Print customer statement · Close · Credit note · Owed to supplier · Invoice no. / note · Notes
Desktop · Purchase orders
Order · Date · Supplier · Status · Lines · Total · Received · Outstanding · Expected · Notes · Request · New order · Import a supplier's CSV · Receive delivery
Desktop · New order
Scan or search a product to add… · Name · Stock · Cost · Pack · Packs · Pieces · Total · Notes · Expected · Save order · Remove · Cancel · Supplier
Desktop · Receive delivery
Name · Ordered · Received · Outstanding · Now · Cost · Expiry · Batch / invoice ref. · Type this line · Everything outstanding came · Clear this line · Receive what is listed · Cancel · A supplier invoice for it was booked on the supplier's account.
