Managing Your Supplies Catalog

Supplies are the physical materials you use in your operations — packaging, ingredients, raw materials, cleaning products, tape, labels, and so on. The Supplies catalog lives under Purchasing → Supplies and gives you a searchable, filterable list of everything you stock.

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Adding a supply

1. Go to Purchasing → Supplies
2. Click New Supply
3. Fill in the details:
   • SKU — a unique code for this item (auto-suggested based on your existing SKU sequence; UPCs are ignored for the suggestion — enter those in the Barcode field)
   • Name — what the supply is called
   • Description — optional free-text notes
   • Type — assign a Supply Type to group and filter this item (see below)
   • Unit of measure — how the item is counted: box, roll, unit, etc.
   • Unit cost — cost per unit for reporting
   • Barcode — UPC or other barcode
   • Logistics packaging — check this if the supply is a box, bag, or outer carton used to ship units of a finished product. Checked supplies appear in the Logistics Packaging selector on recipe pages.
4. Click Save

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Supply Details page

Click any supply row to open its detail page. From here you can:

• See and adjust stock levels per warehouse
• Set a bin location for each warehouse — click the bin location text (or the pencil icon that appears on hover) below the stock quantities to edit it inline. Bin locations help warehouse staff find the item quickly.
• View recent stock movements
• Edit all supply fields via the pencil icon in the header

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Supply Types

Supply Types let you group your supplies into categories.

Why use types?

• Organization — filter supplies by category (Boxes, Bags, Tape, Labels…)
• Visual tags — each type has a color that appears as a badge on supply rows

Setting up types

Go to Purchasing → Supply Types to create and manage your types. For each type you can define a Name, Description, and Color.

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Filtering supplies

On the Supplies page:

• Use the Type dropdown to show only supplies of one category
• Use the search box to find by SKU or name
• Click Filter by dimensions to filter on physical measurements — pick Weight, Length, Width, or Height, an operator (=, ≥, ≤), and a value

Example: filter Length ≥ 30 cm to find all supplies at least 30 cm long.

Filters stack — you can combine a type filter with dimension filters at once.

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Duplicating a supply or supply type

Click the Duplicate icon (two overlapping squares) on any supply or supply type row to create a copy. The duplicate gets all the same fields with " (Copy)" added to the name — edit it right away to rename it.

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Importing and exporting supplies

See Importing supplies from CSV for full instructions on bulk-importing supplies via CSV.

To export your current supply list, click Export CSV on the Supplies page.

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Importing and exporting Supply Types

You can bulk-create or update Supply Types using a CSV file.

Exporting types

Click Export CSV on Purchasing → Supply Types to download all your current types.

Importing types

1. Go to Purchasing → Supply Types
2. Click Import CSV
3. Download the Template to get a pre-filled example CSV
4. Edit the file — one row per type:

Column	Required	Notes
name	Yes	Matched to existing types by name; creates new if not found
description	No	Optional notes
color	No	Hex color code, e.g. #3b82f6. Defaults to gray

5. Drag the file into the upload area or click to browse, then click Import

Existing types matched by name are updated; unmatched names create new types.

Only owners and admins can import supply types.