To configure a new retail product as Supplied stock, head to Product Management > Products and select [New Back Office Product].

In the New Back Office Product page, enter: 

• Long Product Name: Enter the full reporting name for the product. 
• Short Product Name: Enter a short customer-facing name for the product. (Or copy long, if not required.)
• Code: Enter the supplier code for this product.
• Master Group: Select the retail master group that the product will report to.
• Group: Select the group that the product will report to.
• Stock Type: For retail groups, this will automatically populate as Supplied. 

Then, enter the supplier details: 

• Supplier: Select the supplier from the list. 
• Supplier Cost: Enter the cost of the main pack received from this supplier.
• Supplier Pack Size: Enter the quantity of units in the main pack received from this supplier.

Once entered, to create select either: 

• [Create & Exit] to exit the page.
• [Create & Add More Detail] to update the product with more details per the section below.
• [Create & Add Another Product] to repeat these steps for another product. 

For information on editing product details not specific to Inventory configuration, Click Here.  

If required, the following can be updated within the Product Sizing section of the Product Detail tab: 

• Receiving Unit Name: Rename the receiving unit size.
• Receiving Units: Ensure that this reflects the number of Base Units in a Receiving Unit.
• Display Unit: Select which sizing unit to use for throughout inventory reporting.

If adjusting any product sizing, review the Product Sizing Sanity Check to check that the product sizing makes sense and there are no errors. 

You can link multiple supplier packs against the Supplied stock item to represent the different packs available when placing orders for this product across various suppliers.   

To link a supplier product, within the Suppliers tab select [ADD SUPPLIER]. 

Then, enter the following:: 

• Supplier: Select the Supplier from the list.
• Included In Auto Orders: Select whether to include this supplier pack when creating orders using the Valid Products option. (Recommended for frequently ordered products.)
• Supplier Product Name: Enter the suppliers product name which the supplier will see.
• Supplier Product Code: Enter the suppliers product code which the supplier will see.
• Pack Name: Enter a description of the pack size which the supplier will see.
• Pack Size In Base: Enter the number of product Base Units in the Pack Name.
• Supplier Price: Enter the net cost of the product from the supplier.
• Contracted: Select whether or not the cost is contracted. (If contracted, costs can only be updated in this page. If not contacted, costs can be updated within each order.).
• Tax Rate: Select the product tax rate.
• Cost Base: For reference only, the cost per product Base Unit is shown.
• Cost Stocking: For reference only, the cost per product Stocking Unit is shown.
• Enabled: Select this if the product can be ordered from the supplier. (The "Show Enabled Products Only" toggle is available to toggle between seeing all products, or just those which are currently enabled.)
• Split/Case: Select if the product is a split or a case. (For selected EDI-enabled suppliers only.)

(Note that if a supplier catalogue is enabled for the supplier, then when linking the supplier product to the supplied product, you will be restricted to supplier product settings as per the supplier catalogue. For more information, Click Here.)  

Against a Supplied type item you can update existing supplier packs attached to it.

The following can be updated: 

• Included In Auto Orders: Select whether to include this supplier pack when creating orders using the Valid Products option. (Recommended for frequently ordered products.)
• Supplier Product Name: Enter the suppliers product name which the supplier will see.
• Supplier Product Code: Enter the suppliers product code which the supplier will see.
• Pack Name: Enter a description of the pack size which the supplier will see.
• Pack Size In Base: Enter the number of product Base Units in the Pack Name.
• Supplier Price: Enter the net cost of the product from the supplier.
• Contracted: Select whether or not the cost is contracted. (If contracted, costs can only be updated in this page. If not contacted, costs can be updated within each order.).
• Tax Rate: Select the product tax rate.
• Enabled: Select this if the product can be ordered from the supplier. (The "Show Enabled Products Only" toggle is available to toggle between seeing all products, or just those which are currently enabled.)
• Split/Case: Select if the product is a split or a case. (For selected EDI-enabled suppliers only.)

(Note that if a supplier catalogue is enabled for the supplier, you will be restricted to supplier product settings as per the supplier catalogue. For more information, Click Here.)

A supplier  pack cannot be removed from a Supplied stock item, however, it can be marked as disabled to  prevent any future orders from being placed against it. 

To do so, within the Suppliers tab:

• Locate the supplier product within the list.
• Deselect the Enabled checkbox. 

Once the product is saved, it will no longer be possible to order that product from the supplier. 

You can use the [Show Enabled Products Only] toggle at the top of the page to toggle between seeing supplier packs that are enabled or all supplier packs. 

To access the supplied product: 

• Head to Product Management > Products
• Locate the required product and select [EDIT] then [PRODUCT]. 

The first step is to check that no recipes are using the supplied product as an ingredient.

Within the product:

• Select the Used By Recipes tab.
• If any products show in this list, access the product(s) and remove the current supplied product as a recipe component from those product(s). 

Once the supplied product is removed as an ingredient from all recipes, return to the supplied product.

The next step is to disable any active supplier products that are linked to the supplied product:

• Select the Supplied tab.
• Against all supplier products linked to the supplied product, untick the Enabled checkbox. 

If you need to untick any, select [SAVE & REMAIN]. 

The next step is to change the product stock type, so that it is no longer an inventory product: 

• Access the Product Detailed tab.
• Change the Stock Type to Other. 

Select [SAVE & REMAIN]. 

The product is now no longer considered as an inventory product. 

If required, you can mark the also product as deleted. Marking a product as deleted is simply a way of archiving it. The product isn't truly deleted; it is simply hidden away in the background. This allows you to keep a clean product database containing only active products, whilst retaining the relationship between historical data and old products.  

To delete the product, whilst still within the product:

• Select [DELETE].
• Confirm the deletion.

The product is now marked as deleted. 

This is a soft delete, so the product can be Recovered if required.