Supplier Management

SHOPLINE’s Smart Inventory Management app enables POS merchants to create detailed supplier profiles. With this feature, you can store and manage product details provided by each supplier, along with purchase prices from different suppliers. This facilitates quick access and application in purchase order management, streamlining your inventory operations.

Adding Suppliers

Entering suppliers’ information in "Smart Inventory Management" enables you to view and manage them efficiently, especially when dealing with multiple stable suppliers that provide goods to you simultaneously. Follow the steps to learn how to add suppliers:

1. From your SHOPLINE admin panel, go to Apps > Smart Inventory Management. Install the app here if you have not already.
   
   
   
2. On the left navigation bar, click Purchase > Supplier management. Tap on Add a supplier.
   
   
   
3. Fill in all the necessary information module by module for the supplier. Note that Supplier name and Supplier ID in the "Basic information" module are required.
   
   
   
4. After completing the form, click Save in the lower right corner.
   

Adding Supply Products

In addition to managing basic supplier information, handling supply products is crucial. It aids in accurately identifying the source of goods during purchases, quickly calculating the total purchase price, and analyzing inventory costs. There are two ways to add supply products.

Adding Individual Products

1. Go to Purchase > Supplier management in your "Smart Inventory Management" app, and select the supplier to which you want to add products.
   
   
   
2. Click the Edit button at the top right corner.
   
   
   
3. Scroll down to the "Supplied product management" module and click Select products.
   
   
   
4. The pop-up window displays the list of all products on the shelf in your SHOPLINE store. Filter the products based on your desired criteria and select those supported by this supplier. Then, click Select.
   
   
   
5. (Optional but recommended) Fill in the purchase information for the selected products. See "Note 1" below for a detailed explanation.
   

• • Minimum Order Quantity (MOQ): The minimum quantity required when purchasing products from this supplier.
  • Standard Packaging Quantity (SPQ): The number of products included in the smallest unit that customers can select when making a purchase.
  • Purchase Unit Price: The price for purchasing one unit of the product from this supplier.
  • Discount: The discount percentage available when purchasing the product from this supplier.
    

    Notes:  When creating a purchase order, the entered product information is automatically filled in and used to calculate the moving average price for inventory cost analysis. Therefore, it is recommended to provide accurate details for optimal results If you fill in the minimum order quantity or standard packaging quantity, the system will validate the purchase quantity against the purchase quantity calculation rules during purchase order creation.

6. After adding all the supply products properly, click Update.
   

Bulk Adding Products

If you need to add a large number of products to a supplier’s management page, you can choose to use the bulk import method. Follow these steps:

1. Go to Purchase > Supplier management in your "Smart Inventory Management" app, and select the supplier to which you want to add products.
   
   
   
2. Click the Edit button at the top right corner.
   
   
   
3. Scroll down to the "Supplied product management" module and click Bulk import.
   
   
   
4. On the pop-up window, click Bulk import templates to download the import template and fill in the product information.
   
   
   
5. Upload the completed file and click Confirm.
   
   
   
6. After adding all the supply products and filling in their purchase information, click Update.