Supply
Supply documents record goods arriving from a provider: you set a document number, provider, lines, quantities, and purchase prices. After acceptance into a chosen storage, ingredient balances increase; optionally the total can post as spending from a wallet.
The screen is on the Pro plan. Seeing Supply in the menu requires the same warehouse / stores access as Storages. Separately you can grant create supplies, edit supplies, and accept supplies.
Why use it
- Draft before goods arrive — build the document, align with the invoice, then accept into stock.
- Clear audit trail — document number, date, provider, and which storage received the goods.
- Optional cash impact — deduct the document total from a wallet when accepting.
How to open it
Under the Products menu group, choose Supply (only when warehouse features are allowed for the user).
Document list
Columns include date, number, provider, and status:
| Status in the list | Meaning |
|---|---|
| In progress | Not yet accepted; can be edited or accepted. |
| Accepted | Accepted into a storage; stock movement is recorded. |
| Cancelled | Cancelled before acceptance (or otherwise removed from active flow). |
The list is paginated; newer documents usually appear first by creation time.
Clicking a row opens the document for viewing or editing depending on status and permissions.
Actions
- Create supply — starts a new document In progress. Requires create supplies.
- Accept — shown only for In progress. Opens the acceptance wizard. Requires accept supplies.
- Edit (pencil) — for In progress documents when edit supplies is enabled.
- Print — opens a simple printable list (items and provider; price layout matches the print template).
Creating and editing a document
The modal title is Supply. For a new document the primary action is Create supply; for an existing one — Save changes.
Provider and lines
The Provider field autocompletes from provider names already used on products.
Important. If you change the selected provider, the line table rebuilds: the app inserts every catalog product with that provider, quantities default to zero, and line prices come from each product card when present. Before changing provider, make sure you will not lose a carefully built list — prefer a new document or copy values elsewhere if needed.
For each line you enter quantity and purchase price per unit. When it applies, a display packaging switch changes how quantities are entered. There is a line subtotal and a document total at the bottom.
Use Add component to pick more products from the catalog. Remove lines with the trash icon.
Create supply stays disabled until at least one line has a non-zero quantity.
For In progress documents, Remove marks the document Cancelled without posting stock.
Prefill from balances
If you arrive here from aggregated balances (Create supply on the All storages tab — see Storages and stock on hand), provider and lines may be prefilled for low-stock products; always review quantities before saving.
Acceptance into storage
For an In progress row, press Accept in the list. (Clicking the row opens the document for editing, not acceptance.)
The wizard title is Accept supply with the document number.
- Date — when the delivery is posted (future dates are usually blocked).
- Storage — select the active storage that receives all lines of this document; you cannot confirm without a storage.
The accordion lists components with quantities and amounts and shows total.
Optional wallet flow:
- Turn on Deduct Product Cost from wallet with the total shown.
- Then choose Deduct from wallet to pick which wallet funds the expense.
After confirmation the document becomes Accepted, balances on the chosen storage increase, and catalog purchase prices may update when line prices differ from the current product card.
After acceptance
When a document is already Accepted, opening it from the list shows an extra Cancel action. That reverses acceptance: it rolls back the stock movement and, when applicable, adjusts the wallet entry and product prices according to how the venue is configured.