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Manage stock, receipts, deliveries and purchases.

Supply Chain

Inventory: set up and move stock

The Inventory app follows the quantity of each product in your warehouses, and every movement in or out.

Warehouses and locations

  • Your first warehouse is created automatically. Rename it in Inventory ‣ Configuration ‣ Warehouses.
  • To store products on shelves or in zones, enable Inventory ‣ Settings ‣ Storage Locations, then create the locations in Configuration ‣ Locations.

Set your starting quantities

  1. Go to Inventory ‣ Operations ‣ Physical Inventory.
  2. Click New, choose the product and location, and enter the Counted Quantity.
  3. Click Apply to update the stock.

Receipts and deliveries

Confirmed purchase orders create Receipts, and confirmed sales orders create Deliveries. Open the transfer from the Inventory overview, check the quantities, and click Validate.

Automatic replenishment

  1. Open a product and click the Min / Max smart button (or go to Operations ‣ Replenishment).
  2. Set a minimum and a maximum quantity.
  3. When stock falls below the minimum, iSuite proposes a purchase order to refill up to the maximum.

Purchase: from request to vendor bill

The Purchase app manages what you buy: requests for quotation, purchase orders, receipts and vendor bills.

Create a request for quotation (RFQ)

  1. Open Purchase and click New.
  2. Select the Vendor.
  3. In the product lines, add each product and quantity. The price comes from the vendor price list if one exists.
  4. Click Send by Email to ask the vendor for a price.

Confirm the purchase order

When the vendor confirms, click Confirm Order. The RFQ becomes a purchase order. For stocked products, a Receipt smart button appears.

Receive the products

Click Receipt, check the quantities received, and click Validate. The stock increases immediately.

Record the vendor bill

  1. On the purchase order, click Create Bill.
  2. Check the amounts against the vendor's document and attach the PDF.
  3. Set the bill date and click Confirm.

Bill control policy

In Purchase ‣ Settings, choose whether bills follow Ordered quantities or Received quantities. Received quantities prevent you from paying for goods that have not arrived.

Inventory: set up and move stock

The Inventory app follows the quantity of each product in your warehouses, and every movement in or out.

Warehouses and locations

  • Your first warehouse is created automatically. Rename it in Inventory ‣ Configuration ‣ Warehouses.
  • To store products on shelves or in zones, enable Inventory ‣ Settings ‣ Storage Locations, then create the locations in Configuration ‣ Locations.

Set your starting quantities

  1. Go to Inventory ‣ Operations ‣ Physical Inventory.
  2. Click New, choose the product and location, and enter the Counted Quantity.
  3. Click Apply to update the stock.

Receipts and deliveries

Confirmed purchase orders create Receipts, and confirmed sales orders create Deliveries. Open the transfer from the Inventory overview, check the quantities, and click Validate.

Automatic replenishment

  1. Open a product and click the Min / Max smart button (or go to Operations ‣ Replenishment).
  2. Set a minimum and a maximum quantity.
  3. When stock falls below the minimum, iSuite proposes a purchase order to refill up to the maximum.

Purchase: from request to vendor bill

The Purchase app manages what you buy: requests for quotation, purchase orders, receipts and vendor bills.

Create a request for quotation (RFQ)

  1. Open Purchase and click New.
  2. Select the Vendor.
  3. In the product lines, add each product and quantity. The price comes from the vendor price list if one exists.
  4. Click Send by Email to ask the vendor for a price.

Confirm the purchase order

When the vendor confirms, click Confirm Order. The RFQ becomes a purchase order. For stocked products, a Receipt smart button appears.

Receive the products

Click Receipt, check the quantities received, and click Validate. The stock increases immediately.

Record the vendor bill

  1. On the purchase order, click Create Bill.
  2. Check the amounts against the vendor's document and attach the PDF.
  3. Set the bill date and click Confirm.

Bill control policy

In Purchase ‣ Settings, choose whether bills follow Ordered quantities or Received quantities. Received quantities prevent you from paying for goods that have not arrived.