Order management

5. Browse & find products

You can stock your business two ways: buy from the brands on the Suplery Shop, or buy from a supplier outsideSuplery and record that purchase yourself. This article is about finding and choosing products in the Shop. To log a purchase made elsewhere, see External orders. The Shop is where you discover products from professional beauty brands and see the full, verified information Suplery keeps on each one — so you can choose on facts, not guesswork. Finding what you need Search by product or brand name, browse by category, and sort or narrow the results until you have what you want. 💬 Prices appear once your business is verified. Until then, a product shows Unlock wholesale price in place of the price — finish verification to reveal it. See Get started & verify your business. Opening a product Click a product to open its drawer — the supplier, the variants, the price and discounts, the full information, and the attached documents all live here. Choosing a variant A product can come in variants — different shades, sizes, or volumes of the same thing. When it does, you'll see an option choice in the drawer; pick the one you need, and the price, photo, and details update to match it. Choosing a supplier Some products are offered by several suppliers. The supplier name at the top of the drawer shows who you're buying from — click it to switch to another supplier, and the price updates to that supplier's offer. Suppliers can differ on price, rating, delivery speed, and the order amount each one sets for free delivery — so it's worth a quick look before you decide. Connecting with or messaging a brand is covered in Suppliers & connection requests; how delivery is charged at checkout is in Order from the Shop. The information behind every product This is where the Shop earns its keep. For each product you get the fullest professional profile Suplery can assemble: - Verified benefits and active ingredients — what the product does, and the actives and evidence behind those claims, not just marketing copy. - A full characteristics chart — every characteristic in one table (volume, SPF, skin or hair type, finish, key ingredients, and more), so you can weigh one product against another at a glance. - Attached documents — the product's Safety Data Sheet (SDS) and its service / treatment protocols are attached right to it. - Plus photos, the full description, and the brand's own story. 💡 The SDS and protocols stay with the product. Add it to your favorites or your inventory, and those documents are always there the moment you need them. Sets Some items are sets — several products sold together. A set's page has the usual product information plus a list of links to each product inside it, so you can see exactly what's included. When a set arrives in your inventory, you can split it into the individual products or keep it as a single item — whichever suits how you work. See Inventory management. How pricing works - You buy at the product sales price — the price every operation in Suplery uses. - Discounts apply on top, including quantity discounts: the more you buy, the less you pay per unit. The tiers are shown on the product — click a discount to see its full terms. - For products recommended for resale, you may also see an MSRP — the recommended resale price to your own clients. It's shown for information only: you set your own resale prices, and Suplery never uses the MSRP for any purchase or calculation. Knowing what's in stock Every product shows its availability. Items that are out of stock or temporarily unavailable stay in the list (sorted toward the end) and show an Expected to be restocked note where there's a date — so you can plan a reorder instead of losing track of them. Keep the products you want close Tap the heart on a product to favorite it, or add it to your inventory to bring the product — and its documents — into your own catalog. Favorites, setting items aside for later, and tailoring what your Shop recommends are all covered in Personalize your Shop. Exploring a brand Every brand has its own page: its story in full, and all of its products gathered in one place — useful when you've found a brand you trust and want to see everything it makes. When you're ready to buy Add the product to your cart from its drawer. Checking out, paying, and delivery are covered in Order from the Shop. FAQ 💬 Why can't I see a price? Prices are wholesale and appear only once your business is verified. Until then you'll see Unlock wholesale price in place of the price — finish verification to reveal it. See Get started & verify your business. 💬 Can I buy without verifying, as a regular customer? No. Suplery is a professional, business-to-business marketplace — buying needs a verified professional business with a valid professional license, and isn't open to ordinary consumers. 💬 How do I switch supplier for a product? A product opens on the supplier you last bought it from. To change, click the supplier name at the top of the product drawer and choose another — you can switch any time, and the price updates to that supplier's offer. 💬 Where do I find a product's SDS and protocols? They're attached to the product, inside its drawer. Add the product to your favorites or inventory and the documents stay within easy reach. 💬 Can I search by product characteristics? Yes — you can find products by their characteristics, not just by name. 💬 What brands does Suplery carry? Browse them from the Brands area in the top menu, or open the Suppliers tab on any collection page to see the suppliers there. Related articles - Personalize your Shop - Suppliers & connection requests - Order from the Shop - Inventory management - Get started & verify your business

6. Personalize your Shop

Your Shop homepage adapts to your business. You can tune what it recommends, favorite the products you like, and set items aside for later — so the Shop surfaces what's relevant to you rather than everything at once. What's on your homepage Your homepage is built from sections tailored to you. The common ones: - From my suppliers — products from brands you're connected with. - Trending this month / Bestsellers / New arrivals — popular and newly added products in your services. - You may be interested — product collections that match your services (shown as category cards). - Discover new suppliers — new brands that match your services. - My favorites — products you've favorited. - My suppliers — the brands you're connected with. - Seen recently — products you've looked at lately. - Latest from the Suplery blog — tips and ideas for beauty businesses. 💡 A section only appears when it has something to show — for example, My favorites stays hidden until you favorite your first product. Connecting with the brands behind From my suppliers and My suppliers is covered in Suppliers & connection requests. Tune your recommendations Suplery recommends products based on the services your business provides — hair, nails, skincare, massage, and so on. A nail studio sees nail products featured; a skin clinic sees skincare. These are set automatically from the services in your company settings. You can change them any time, just for what you see: 1. On the homepage, find "We recommend products based on the services you provide", with your services shown as tags. 2. Click Change. 3. Select or deselect services in the dialog. 4. Click Save changes — the homepage updates immediately. If no services are selected, the tag shows "No recommendations" and the homepage shows all products without filtering. ⚠️ Changing your recommendations does not change your company profile and does not trigger re-verification. It only changes what your homepage shows. Favorites Favoriting products makes the ones you like — or reorder often — easy to find again. - Add a favorite: tap the heart on any product. It appears in My favorites, with the most recently favorited first. - Find your favorites: the My favorites section on your homepage, the Favorites tab at the top of the Shop, or Favorites in your account menu. - Products with variants: favorite a single variant or the whole product. Favoriting from the product card likes its main variant; open the product to favorite specific variants. Removing the like from the product card clears every variant; removing it from one variant leaves the others. - Unavailable favorites stay: if a favorited product goes out of stock or is discontinued, it remains in your favorites marked Unavailable — Expected to be restocked, so you can reorder it when it returns. Set products aside for later When you're not ready to order something yet but don't want to lose it, set it aside from your cart: 1. Open your Shopping cart. 2. Hover the product and click the save icon. 3. It moves from your cart to the Saved for later tab. Move it back to your cart whenever you're ready. Building the cart, checking out, and paying are covered in Order from the Shop. FAQ 💬 Will changing my recommendations affect my verification? No. Your recommendation services are separate from your verified company profile — changing them only changes what your homepage shows, never your verification or company settings. 💬 How do I open the Shop homepage? Click Shop in the top menu on desktop, or in the lower menu on mobile. 💬 I favorited a product that's now unavailable — can I still reorder it? Yes. It stays in your favorites marked Unavailable — Expected to be restocked; once the supplier restocks it, you can order it again. Related articles - Browse & find products - Suppliers & connection requests - Order from the Shop - Account & settings

11. Order from the Shop

Ordering from Suplery suppliers takes three steps: add products to your cart, review it, and check out. Your cart can hold products from several suppliers at once, and each supplier becomes its own order. Need one order that also covers suppliers outside Suplery, or want to build an order from the Orders tab? Use Create an order instead. Add products to your cart When you find something you want, set the quantity and click Add to cart. Keep shopping — you can add products from as many suppliers as you like in one session. The cart icon at the top shows how many items you've added. (For finding and choosing products, see Browse & find products.) Review your cart Click the cart icon to open it. Your cart has three tabs: - Your cart — the products you're ready to order. - Shared product lists — lists handed to you by teammates (see Share product lists). - Saved for later — products you've set aside (see Personalize your Shop). Products are grouped by supplier. Each supplier block shows the supplier name, your connection status, and the subtotal with any discount and shipping. You can: - Change quantities with + / –, or type a number. - Remove a product, or save it for later. - Remove all products from a supplier at once. ⚠️ If a product becomes unavailable (out of stock, discontinued, or no longer sold), it's flagged in red, and you can't check out that supplier until you adjust the quantity or remove it. A supplier that needs a connection request can't be checked out until they approve you — see Suppliers management. Choose which suppliers to check out By default every eligible supplier is selected, and the button reads Review and checkout all. To order from only some, use the checkboxes next to the supplier names; the button updates to Review and checkout selected, $X for your selection. Check out The checkout screen brings it all together: - An order summary for each supplier — products, quantities, discounts, shipping, and estimated tax. - Ship to — your delivery address (switch to another from the dropdown). - Payment method — your saved card (switch from the dropdown). - Signature on delivery required — optional, if you want a signature. At the bottom, Place [N] orders, $[Total] tells you how many separate orders will be created and the total. Click it to finalize. 💬 A few things worth knowing: - Each supplier is a separate order — three suppliers means three orders. - You're charged when the supplier confirms your order, not the moment you place it. - Only US-issued cards are accepted. - You can deliver only to a US state where you hold a valid professional license — to ship to New York, you need a New York license. After you place your order You'll see a "Your orders have been placed" confirmation with a progress bar and your new order numbers. It appears only once — if you close it, all your orders are waiting in the Orders tab. You'll also get notifications as each order is placed and paid. From here, following statuses, adding a tracking number, and receiving deliveries are covered in Manage your orders. Before your first order To check out, make sure you've got three things in place: - A US delivery address (with a contact phone number). - A US-issued credit or debit card. - A professional license in the same state as your delivery address. You can add these during checkout, or set them up ahead of time in Account & settings. Sales tax Suplery calculates sales tax automatically from your delivery address and shows the estimate at checkout. If your business resells products and you've uploaded a verified sales-tax exemption certificate, tax is dropped on eligible resale products — but products marked professional (for use, not resale) are always taxed. Manage this in Account & settings. FAQ 💬 Why did my one cart become several orders? Each supplier fulfils and ships separately, so Suplery creates a separate order per supplier. 💬 When am I charged? When the supplier confirms your order — not the moment you place it. 💬 Why can't I check out a particular supplier? Usually because a product is unavailable (adjust or remove it), or the supplier needs to approve a connection request first. 💬 Can I change an order after placing it? No. If it hasn't shipped yet, cancel it and place a new one — see Manage your orders. 💬 I closed the confirmation screen — where are my orders? In the Orders tab; the confirmation only shows once. Related articles - Manage your orders - Create an order - Browse & find products - Suppliers management - Account & settings - Share product lists

12. Create an order

Building an order in the Orders tab is a different way to work than shopping the Shop: instead of browsing and adding to a cart, you put together one order across any mix of suppliers — Suplery and external — in a single window, then place it or save it as a draft. Whatever you build, Suplery creates one order per supplier when you place it. Prefer to browse and buy from Suplery? That's Order from the Shop. Start a new order Click New order on the Orders tab (also available from Inventory). First, choose how you want to build it: - Manual — add the products and quantities yourself. - Automatic — let Suplery work out the order from how fast you use each product and the demand it expects over a period you choose. The rest of this article covers a manual order; automated orders are summarized at the end. Add products to your order Adding products opens a picker where you filter, search, or scan to find what you need, set a quantity, and add it. Everything you add is appended to whatever's already in your order, so you can keep adding in as many rounds as you like. You can pull products from three places: - Your inventory — reorder what you already carry. - The Suplery shop — products from suppliers on Suplery. - The full catalog ("All") — everything Suplery knows, including products you don't stock yet. 💡 Two quick ways to fill an order: scan your empties with the Barcode scanner to reorder in minutes, or switch the source to "All" to order something new you've never carried before. Your order, grouped by supplier Because each supplier becomes its own order, everything you add is grouped by supplier: - Suplery suppliers — the supplier is chosen for you and the price is filled from the catalog. - External suppliers — Suplery fills in the supplier and price you used last time for that product, so repeat purchases are quick. Change a product's supplier or price Click a product in your order to open its drawer, where you can: - Change the supplier, or remove it — for example, you're buying it from someone else this time. - Change or delete the price for that product. Reassigning the supplier moves the product into that supplier's group. 💡 Carry a product that two of your suppliers sell? Open its drawer and pick whichever one you're ordering from now — the product hops into that supplier's group automatically. Add order details for an external supplier Each external supplier has a summary box on the right of its block. Open Add order detail there to fill in: - The order number (Suplery generates one if you leave it blank) and the order date — today by default, but you can backdate a past purchase or post-date one that's on the way. These two are set together. - A discount, delivery cost, and tax. 💡 Make the total match your receipt. External suppliers don't report shipping, tax, or discounts to Suplery, so add them here — it keeps your recorded spend and your inventory value accurate. (Suplery suppliers handle all of this automatically.) Place your order — or save it as a draft When your order's ready, tick the suppliers you want to place — you don't have to place them all at once. Then, per supplier: - Suplery suppliers — choose a payment method and a delivery address, the same as at checkout. (As with any Suplery order, you'll need a US card and a license in your delivery state — see Order from the Shop.) - External suppliers — you can email the order straight to the supplier. If the supplier has no email yet, click add email in the supplier block's header to open their drawer and add one. Finally, Save draft or Place. Either way, Suplery creates a separate order for each supplier. 💡 Save a draft when you're planning ahead or waiting on approval, then come back to place it when you're ready. Work with a draft Your drafts live in the Orders tab. Open one to keep editing — add or remove products, change quantities, suppliers, prices, or an external supplier's order details — then place it, or delete it if you've changed your mind. After you place Each supplier's order appears in the Orders tab, one per supplier. 💡 A placed order also shows up in each product's stock history, marked Upcoming, so you can see what's on the way before it arrives. More in Inventory management. From here, adding a tracking number (external orders included), receiving a delivery, editing an external order's number or date, and cancelling are all in Manage your orders. Repeat a past order Buy the same things regularly? Rather than building the order again, you can repeat one you've already placed. From a past order in your Orders tab, choose to repeat it, and the builder opens pre-filled with the same products — adjust anything you need (quantities, suppliers, prices), then place it as usual. It's handy for routine restocks you don't keep on a schedule: last month's order becomes this month's in a couple of clicks. Automated orders Rather than adding products by hand, Suplery can build the order for you from how quickly you use each product and the demand it expects over a period you choose. You then review and adjust the suggested order — change quantities, suppliers, or prices — exactly like a manual one before placing. This is part of the planning tools covered in Plan & schedule orders. FAQ 💬 Can one order include both Suplery and external suppliers? Yes — build them together in one window, and it splits into one order per supplier when you place it. 💬 How do I order a product I've never carried? Switch the product source to "All" to search the full catalog. 💬 A product has the wrong supplier or price — how do I fix it? Click the product to open its drawer and change the supplier or price there. 💬 How do I add shipping and tax to an external order? Open Add order detail on that supplier's box and enter a discount, delivery cost, and tax. 💬 My external supplier has no email — can I still send them the order? Add one first: click add emailin the supplier block's header, then send. 💬 What's the difference between a draft and placing? A draft saves your work to finish later; placing creates the actual orders (one per supplier). Related articles - Order from the Shop - Manage your orders - Plan & schedule orders - Barcode scanner - Suppliers management - Inventory management

13. Manage your orders

After you place or record an order, it lives in the Orders tab — one order per supplier, Suplery and external alike, all followed and received the same way. (To build an order, see Order from the Shop or Create an order.) Find your orders Search by order number, name, or brand, and narrow the list with the filters at the top and a date range: - Open — in progress, not yet completed or cancelled (the default view). - Completed — delivered. - Cancelled — cancelled orders. - All — everything, Suplery and external. Each row shows the order number and its status, the brand or supplier, the number of products, the total, and the date placed. External orders are marked "External order," and any drafts you've saved appear here too — open one to finish it in Create an order. 💬 Don't see the Orders tab? If your account can't place orders, the tab is hidden — but you can still build a product list and hand it to whoever does the buying. See Share product lists. Open an order Click any order to see its details, across two tabs: - General — the order date, product total, estimated tax, supplier, delivery address, shipping, payment method, a status progress bar, and the full product list with each line's stock level, price, quantity, and amount. - Messages — a direct line to the supplier about this order (more below). For an external order, the order number, date, and any amount adjustments show here as well, and you can edit them. Follow the status Every order moves along a progress bar: Order placed (New) → Processing → Shipped → Delivered - Order placed (New) — sent to the supplier for review. - Processing — the supplier confirmed it and is preparing it; for a Suplery order, your card is charged at this point. - Shipped — on its way, with tracking available. - Delivered — arrived, and the products are added to your inventory. 💡 Why do my orders show different statuses right after placing? Some suppliers auto-approve orders (they jump to Processing), while others review each one first (they stay in New until confirmed). You'll also see Cancelled orders, and any Draft you built but haven't placed. Track your delivery For Suplery orders, a tracking link appears in the order the moment the supplier ships, and Suplery follows it for you — the status moves to Delivered on its own. For external orders, you can add a tracking number yourself: open the order and enter the number from your supplier's shipping confirmation. It's worth doing — once Suplery has the tracking number, it follows the delivery just like a Suplery order and adds the products to your inventory automatically when they arrive, so you never have to remember to mark it received. You also get to watch where the package is along the way. Each supplier ships on its own, so if one order covered several suppliers, expect a separate delivery from each. Receiving: from "on the way" to "on the shelf" An order lives in two clear stages: placed (the products are on their way) and received (they've arrived and joined your stock). Keeping the two apart is what keeps your inventory honest — products you've ordered don't count as available until they're actually in your hands. - Suplery orders, and external orders with a tracking number, are received automatically on delivery. Suplery adds the products to your inventory and updates your stock history for you. - For an external order without a tracking number, mark it received yourself with Receive order productswhen it turns up. 💡 Until an order is received, it shows in each product's stock history, marked Upcoming — so you always know what's on the way. More in Inventory management. Why two stages are worth it: - Your on-hand numbers stay accurate. A box in transit isn't stock you can use yet, so it doesn't inflate your counts — and you won't promise a client something that hasn't landed. - You can plan around what's coming. Incoming orders are visible as upcoming deliveries, so you know what's about to arrive and when to hold off reordering. - Receiving is a checkpoint. It's your moment to confirm a delivery matches the order before it changes your stock. 💡 Use case. You order a fast-selling toner on Monday and it arrives Thursday. All week your inventory shows what's really on the shelf — not the incoming box — so a Wednesday booking never counts stock you don't have yet. When it lands Thursday, receiving it tops you up. 💡 Use case. A supplier sends nine of the ten items on an external order. Because you receive it by hand, you catch the short delivery as you check the box in — instead of your stock quietly assuming all ten arrived. Cancel, edit, and restore - Cancel. A Suplery order can be cancelled only before it ships (New or Processing); once shipped, wait for delivery and arrange a return with the supplier. An external order can be cancelled anytime — its products are removed from your inventory and the order moves to Cancelled. - Edit. A Suplery order can't be edited — if you need different products or quantities, cancel it (if unshipped) and place a new one. An external order can be edited from Action → Edit external order, including its products, quantities, prices, order number, and date; editing one you've already received adjusts your inventory to match. - Restore. A cancelled external order can be restored. If it had already been received, it returns to Ordered, so you'll receive it again when it arrives. 💡 Need the same order again? You can repeat any order to start a new one pre-filled with its products, then adjust and place it — see Create an order. Message your supplier Every order has a Messages tab — a direct line to that supplier, with the whole conversation kept attached to the order. It's the simplest way to handle anything order-related without hunting through email or looking up a phone number: the supplier can see exactly which order you mean, and so can you when you look back weeks later. Just open the order, go to Messages, and send. 💡 Use case. A delivery's running late — open the order's Messages and ask the supplier for an update, right where the order details are. 💡 Use case. A jar arrived damaged — message the supplier from the order to arrange a replacement, and the whole thread stays tied to that order for reference. Your central Messages inbox and connection requests (approval to order from certain suppliers) are covered in Suppliers management. Notifications You'll be notified as each order is placed, paid, shipped, and delivered, so you can follow progress without living in the Orders tab. FAQ 💬 Do I have to mark orders as received? No — Suplery orders and external orders with a tracking number receive themselves on delivery. You only receive by hand for an external order with no tracking number. 💬 How do I track an external order? Open it and add the tracking number from your supplier; Suplery then tracks it and receives it into inventory automatically on delivery. 💬 Can I change an order after placing it? A Suplery order can't be edited (cancel it before it ships and reorder); an external order can be edited anytime. 💬 My order was delivered — where are the products? They're added to your inventory automatically, and you'll see the change in the product's stock history. 💬 Where do I see an order that hasn't arrived yet? As an upcoming delivery in each product's stock history. Related articles - Order from the Shop - Create an order - Inventory management - Suppliers management - Plan & schedule orders - Share product lists - Reports

14. Plan & schedule orders

Running out of a product costs you a sale or a booking; over-ordering ties up cash on your shelves. Suplery's planning tools keep you in the middle — watching how you use stock and helping you reorder the right things at the right time. Three tools do the work: automated orders, scheduled orders, and urgent orders. How Suplery plans your reorders You don't have to tell Suplery how much you use — it works it out for you. From your stock history, your stocktakes, and even your past ordering, Suplery learns how quickly each product moves, and it adjusts for the patterns your business actually has — busier weekends, holiday rushes, and other ups and downs — instead of assuming every week looks the same. From there it plans for the next period, taking the practical timing of restocking into account: - how often you order, - how long it takes to place an order, and - how long delivery takes. And because real life is unpredictable, Suplery adds a safety amount on top — a small cushion of extra units so you don't run out even if use or sales suddenly climb. The result is planning that's careful about how much and when, and monitoring that's prompt when something changes. 💡 Easy tip: no time for day-to-day tracking? Just take a stocktake every week or two, and Suplery will handle the planning for you. It's the regularity that counts, not the frequency — a steady rhythm tells Suplery far more than the occasional detailed count. See Stocktakes. Let Suplery build the order for you (automated orders) Instead of adding products by hand, you can have Suplery put an order together on demand: 1. Start a new order and choose the automatic option. 2. Choose the period you want to cover. 3. Suplery proposes what to reorder and how much, grouped by supplier. 4. Review and adjust it just like a manual order — change quantities, swap a supplier, edit a price — then place it. Because it's the same builder as a manual order, everything in Create an order applies once Suplery has filled it in. Schedule reorders For the products you buy again and again, let Suplery reorder them on a regular cadence so you don't have to think about it. Use Schedule reorders to set it up. Reorder each brand on its own schedule. You don't have to put everything on the same rhythm — Suplery lets you set a different frequency for each brand. This matters because brands don't behave alike: one might have a high minimum order or slower delivery that suits a monthly reorder, while another you burn through and want weekly. Matching each brand to its own cadence keeps you stocked without over-ordering or paying to ship more often than you need. How a scheduled order works: - On each brand's schedule, Suplery prepares the order for you, working out what to order and how much with your safety amount built in. - The prepared order appears as a scheduled order ahead of its date — nothing is bought behind your back. - Open it to review, adjust anything you like, and place it when you're happy. The order screen looks like a normal order grouped by supplier, with a few extra details and settings — the schedule it's on and the quantities Suplery suggests (safety amount included) — so you can see not just what to reorder but why. 💡 Use case. Put your everyday staples on a monthly schedule and a faster-moving brand on a weekly one — each order is prepared for you on its own cadence, ready to review and place. Urgent orders — when stock runs low or out Between scheduled orders, Suplery keeps watching. If a product will run low or run out before its next scheduled order, you'll get an At risk of running out notification so you can act in time. Before the order is built, Suplery asks how you'd like to handle it — and the best choice depends on how far off the next scheduled order is: - Order only what's needed until the next scheduled order — a top-up to cover the gap. Best when that order is coming up soon. - Include the next scheduled order now — bring your next planned order forward and handle it in one go instead of ordering twice. Best when the next order is still a while off. Once you've chosen, Suplery builds the matching order, and Review order opens it for you to check and place — just like any other order. 💡 Use case. A toner will run out midweek but your monthly order is only three days away — order just enough to cover the gap. If it were three weeks off, you'd include the next scheduled order instead and save yourself a second order. See what's already on the way Any order you've placed or scheduled shows up as an upcoming delivery in each product's stock history. That keeps your planning honest — Suplery counts what's coming, so it won't suggest reordering something that's already on a truck, and you can see at a glance what's due to arrive. More in Inventory management. FAQ 💬 How does Suplery know how much I use? From your stock history, your stocktakes, and your past orders — and the more regularly you take stock, the more accurate it gets. 💬 Can I reorder different brands on different schedules? Yes — set a frequency per brand so each is reordered on the rhythm that suits it. 💬 Does it just order for me automatically? Suplery prepares the order — you review and place it — so you're always in control of what actually gets bought. 💬 Why does it suggest a bit more than I've used? That's the safety amount — a small cushion so a sudden busy spell doesn't leave you empty. 💬 What's an urgent order? A quick reorder Suplery offers when a product will run out before its next scheduled order — you decide whether to order just the gap or bring the next scheduled order forward, then review and place it. 💬 Will it double-order something that's already on the way? No — orders in transit show as upcoming deliveries and are counted in the plan. Related articles - Create an order - Manage your orders - Inventory management - Stocktakes - Order from the Shop - Reports

15. Share product lists

Not everyone on your team needs to place orders — but everyone runs low on things. Shared product lists let a team member who can't place orders pick what they need and hand the list to a colleague who can, so specialists flag their refills and one person places the order. Whether you can place orders is set by your role — see Users & permissions. Do you share, or check out? It comes down to one button in your cart: - If you can place orders, your cart has a checkout button (→ Order from the Shop). - If you can't, that button is replaced by a share button. You'll have one or the other, never both. Share your product list If you don't have permission to place orders: 1. Browse the Shop and add products to your cart as usual — everything about the cart itself is in Order from the Shop. 2. Open your cart and use the checkboxes to choose which suppliers to include. 3. At the bottom, the button reads Share all as product list, $[total] — or Share all with [Name] when there's only one colleague who can order (and Share selected… when you've picked just some suppliers). Click it. 4. In the Share product list window, choose who to Share products list with (a dropdown — it remembers the last person you shared with), add a Comment for [Name] (optional) explaining what you need, and click Share products list with [Name]. 💡 Use case. A lash tech is down to her last few adhesives and pads — she ticks those suppliers, adds a note ("running low, need these this week"), and shares the list with the salon owner. No back-and-forth texts, no forgotten items. 💬 Can I share with more than one person? You share with one colleague at a time. To hand it to someone else instead, reassign it (below). After you share The products leave Your cart and move to the Shared product lists tab, where you'll see your name, your comment, and the same supplier blocks. From there you can keep shopping and share again, or Reassign the list to a different colleague — as the person who created it, you can change both the recipient and the comment, then click Update product list. Receive a shared list If you can place orders and a teammate shares a list with you: 1. You'll get a notification that they've shared a list. 2. Open your cart — the Shared product lists tab shows a badge with how many lists you've received. Each one shows who it's from, their comment, and the products grouped by supplier. 3. Choose what to do: - Add to my cart — the products join your cart so you can review and order them. The button then flips to Exclude from my cart, and you'll see "Products list added to your cart." - Reassign — forward the list to another colleague who can order. As the receiver, you can change the assignee only, not the comment. Click Update product list to confirm. Added a list by mistake? Exclude from my cart takes those products straight back out. Shared products in your cart Once you've added a shared list, its products sit in your cart alongside anything you added yourself, with a couple of helpful cues: - Each product carries a badge showing who added it — your initials and the sender's. - If you both added the same product, you'll see separate quantity columns, one per person, so you decide the final amount to order. You're never locked into the request — change quantities, remove products, or skip suppliers entirely before you order. Ordering closes the list When you place an order that includes shared products, that shared list disappears from both your Shared product lists tab and the sender's — so they know their request has been handled. And when that order is delivered, the person who shared the list is notified that their products have arrived, so whoever asked for the refills knows they're in. A few things worth knowing: - You don't have to order everything on the list — adjust quantities, drop items, or skip suppliers. - Even if you change things after adding them, the list counts as processed once you check out. - The sender simply sees that the list was handled, not a line-by-line breakdown of what you ordered. When something changes before you share or order Suppliers and stock can shift between adding products and sharing or ordering them. Suplery keeps the list accurate and tells you when something's changed: ⚠️ A supplier's status changed — if a supplier now needs a connection request, or has blocked or declined you, you'll see a "[supplier] status has been updated" notice and the cart refreshes. Check it, then carry on. Some items are no longer available — if a supplier has fewer units than you asked for, the Some items are no longer available window appears; set new amounts and click Set a new quantity and continue. Reassigning to someone who can't order — if the colleague lost the ability to place orders or was archived, you'll see "User doesn't have Orders role anymore" or "The user has been archived." Just pick someone else. Both of you can work on a shared list at the same time; if your changes overlap, the most recent one wins. Who can do what | | Can't place orders | Can place orders | | ---------------------- | ------------------ | ---------------- | | Browse the Shop | ✅ | ✅ | | Add to cart | ✅ | ✅ | | Place orders | ❌ | ✅ | | Share a product list | ✅ | ❌ | | Receive a shared list | ❌ | ✅ | | Reassign a shared list | ✅ | ✅ | FAQ 💬 Why do I see a share button instead of checkout? Because your role doesn't include placing orders. You can still build lists and share them — see Users & permissions. 💬 Can I share with several people at once? No — one colleague at a time. Reassign the list to switch recipients. 💬 Do I have to order everything on a shared list? No — change quantities, remove items, or skip suppliers. Once you check out, the list is marked handled. 💬 What happens to the list after I order it? It disappears from both your tab and the sender's, so everyone knows it's done. 💬 The person I want to reassign to isn't in the list. They've either lost the ability to place orders or been archived — pick someone else, or check Users & permissions. Related articles - Order from the Shop - Users & permissions - Browse & find products - Manage your orders