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Setup

4 articles Julia By Julia

Setup

1. Get started & verify your business

Welcome to Suplery! You can start using Inventory and External orders the moment you sign up. To buy from suppliers on the marketplace, there's one quick step first: verifying your business. Suplery is a marketplace for professionals, so brands need to know you're a real, licensed beauty business before they sell to you. The good news โ€” when your details are in order, verification usually takes under 5 minutes, and your progress saves automatically as you go. Create your account Sign up on Suplery with your email and a password. That's your personal login: you'll use it to verify and run this business, and the same login works for any other businesses you join later. ๐Ÿ’ฌ Already use Suplery for another business? Sign in with the same email and password. When you're asked whether to create a new business or log in, choose Create. See Your account & your businesses. What you can do right away Even before you're verified, you can: - Inventory โ€” add products, adjust stock, and run stocktakes. - External orders โ€” record purchases you make outside Suplery so your stock stays accurate. The first time you open Inventory or Orders, a short guided tour walks you through the basics. You'll know your account isn't verified yet when product cards show an Unlock wholesale price button instead of Add to cart. Completing the steps below unlocks wholesale buying, supplier connections, and Suplery orders. Step 1: Verify your email Confirming your email activates your account and makes sure you receive order and verification updates. We send a confirmation email right after you sign up โ€” open it and click the link. That's it. ๐Ÿ’ฌ Didn't get the confirmation email? Check your spam folder first. If it's still not there, click Resend confirmation link on the Setup page and we'll send a new one. Step 2: Open the setup form There are two ways to start: - Click Unlock wholesale price on any product, or - Open the Setup tab in the navigation bar. ๐Ÿ’ก Your answers save automatically โ€” you'll see "Data has been saved" as you go. Close the page and come back anytime without losing your progress. Step 3: Fill in your business details First, choose your Business type. The form then shows only what your kind of business needs: - Beauty business โ€” a company that provides beauty services (salon, spa, barbershop, and so on). - Licensed professional โ€” an individual licensed professional. Your details Everyone fills in: - Company name โ€” the name suppliers will see. This is your display name on orders and connection requests. If you chose Beauty business, you'll also add: - Legal name โ€” your officially registered business name. It must match your U.S. government records. - EIN โ€” your business's nine-digit federal tax ID from the IRS, entered as 00-0000000. Your licenses and certificate For each license or certificate, you only upload a photo or file โ€” Suplery reads the details (state, number, and dates) for you. There's nothing else to type. - Professional license โ€” required to buy on Suplery. A valid one unlocks the whole catalog, not just professional-only products. (Beauty business and Licensed professional.) - Business license โ€” confirms you're a real beauty business. (Beauty business only.) - Exemption certificate (optional) โ€” if your business is tax-exempt on products you resell, add it so you're not charged sales tax on eligible items. โš ๏ธ To be verified, you'll need at least one valid license โ€” a business license if you're a beauty business, or a professional license if you're a licensed professional. ๐Ÿ’ฌ Can I add more than one professional license? Yes โ€” add one for each licensed professional. You can manage them later in Settings; see Account & settings. ๐Ÿ’ฌ Do I have to add an exemption certificate now? No. You can skip it and add it anytime later in Settings. For the full rules on licenses and tax โ€” matching states, expiry dates, and what counts as exempt โ€” see Account & settings. Step 4: Submit and get verified When your details are in, click Submit application. If everything's filled in correctly, you're usually verified in under 5 minutes โ€” wholesale prices unlock and you can start buying right away. If your application needs a closer look, you'll see an Under review message. We may need a little more information, and we'll get in touch within 2 business days. ๐Ÿ’ฌ Need to change something while you wait? Click Check sent data, make your edits, and click Update data. What the result means You're verified. The Setup tab disappears and the full marketplace opens up. Head to the Shop and place your first order (see Order from the Shop). From now on, you update your company details in Settings(see Account & settings). โš ๏ธ Your verification was declined. This is common and easy to fix. You'll get a message explaining exactly what to correct โ€” for example, an EIN that didn't match government records. Update the details and click Resubmit application. While your application is declined, you can keep using Inventory and External orders โ€” you just can't buy from the Shop until it's sorted out. ๐Ÿšซ Your account is blocked. When an account is blocked, everyone on it loses access. To make any changes to your data, please contact support. FAQ ๐Ÿ’ฌ Can I start buying before I'm verified? Not yet โ€” wholesale prices unlock only after your business is verified. But you don't have to wait to get started: Inventory and External orders work the moment you sign up. ๐Ÿ’ฌ I'm a solo licensed professional without an EIN โ€” what do I enter? Choose Licensed professionalas your business type. That path doesn't ask for a Legal name or EIN โ€” you verify with your professional license instead. ๐Ÿ’ฌ My license is from a different state โ€” can I still verify? Yes. Upload the license you hold; Suplery reads the state and dates from it. For how states and expiry dates are matched, see Account & settings. ๐Ÿ’ฌ My EIN didn't match and my application was declined โ€” what now? This is common and easy to fix. Open the decline message to see exactly what to correct, update your EIN so it matches your IRS records (entered as 00-0000000), and click Resubmit application. ๐Ÿ’ฌ Can Suplery block my account? Yes, in cases of serious violations of our Terms of Use. We recommend reviewing the Terms of Use so everything goes smoothly. Related articles - Account & settings - Your account & your businesses - Users & permissions - Order from the Shop

2. Account & settings

Your Settings hold everything about your business on Suplery โ€” your company details, licenses, payment cards, tax exemption, and where your orders are delivered. Open Settings from your avatar in the top-right corner. You'll see four tabs: Company, Licenses, Payments and Taxes, and Delivery. This article walks through each one. If you get stuck anywhere, there's a Contact support link at the bottom of every tab. ๐Ÿ’ฌ Looking for your own name, email, or password? Those live in your personal account, not here โ€” open the avatar menu and choose Your account. See Your account & your businesses. How saving works Each tab saves on its own. When you change a field, a Save [tab] settings bar appears and stays in view as you scroll. Click it to save โ€” you'll see a "Settings successfully saved" message. ๐Ÿ’ฌ Leaving a tab with unsaved changes? Suplery will ask whether to save or discard them before you move on. If you leave without saving, those changes won't be carried over โ€” they're lost. โš ๏ธ Some company details are re-checked for security before they take effect โ€” your legal name, EIN, company name, services, photos, social links, description, licenses, and exemption certificate. After you save one of these, you'll see "will be updated soon after a little checking," and you'll get a notification once it's applied (all, some, or none of the changes), along with any note from our team. If you change a field and then set it back to its original value, the re-check is cancelled. Company tab Legal company information (Beauty business only) - Legal name โ€” your officially registered business name. It must match your U.S. government records. - EIN โ€” your business's nine-digit federal tax ID from the IRS. Company profile These details are shown to the suppliers you order from, so it's worth filling in as much as you can โ€” a complete profile helps brands trust you. - Company name โ€” your display name on orders and connection requests. - What services do you provide? โ€” the services your business offers. - Photos of your establishment โ€” show off your space. - Instagram and Facebook โ€” links to your profiles. - Company description โ€” tell brands your story and what you stand for. ๐Ÿ’ฌ Want to change which products you see in the Shop? Your services here shape your recommendations, but you can fine-tune what appears on your Shop homepage separately โ€” and that change doesn't need a re-check. See Personalize your Shop. Licenses tab This is where you keep your business and professional licenses up to date. - Business licenses (Beauty business only) โ€” a business license is the state-issued permit that lets your company legally operate, and it confirms to Suplery that you're a real beauty business. Some states don't issue one at all โ€” if yours doesn't, you won't be asked to add it. - Professional licenses โ€” required to buy on Suplery. A valid professional license unlocks the whole catalog, not just professional-only products. Add one for each licensed professional. For any license, you only upload a photo or file โ€” Suplery reads the state, number, and dates for you. There's nothing else to type. โš ๏ธ Keep your licenses current. If one expires, you'll see a red badge on the Licenses tab, and you may lose access to some products until you upload a valid one. ๐Ÿ’ฌ Can I edit or delete a license? You can remove a license only while it's still being verified. Once it's verified, upload a new file to replace it. Payments and Taxes tab This tab holds your payment cards and your sales tax exemption certificate. Payment methods - Add a payment method โ€” Suplery accepts US-issued cards only (Visa, Mastercard, Discover, or American Express), added securely through Stripe. Your first card becomes your default. - Manage any card from the "โ€ฆ" menu: Make default, Disable or Enable for future orders, or Delete. โš ๏ธ A few rules when removing a card: - To delete your default card, make another card the default first. - You can't delete a card tied to an order that's still in progress โ€” wait until that order is canceled or paid. - To delete your only card, contact support. - Expired cards are flagged and can be removed anytime. ๐Ÿ’ฌ Who can see my cards? Any teammate with access to Settings can manage payment methods (see Users & permissions). Card details are always masked, though โ€” only the card identifier is shown, never the full number. ๐Ÿ’ฌ Why can't I add my card? It's most likely not a Visa, Mastercard, Discover, or American Express card, or it was issued by a non-US bank. If neither is the case, contact support and we'll help you sort it out โ€” and please never share your full card number with anyone. โš ๏ธ You can add payment methods once your business is verified. Before that, adding is limited. Exemption certificate A sales tax exemption certificate is an official document, issued by your state, that lets your business buy products for resale without paying sales tax on them. If you have one, add it here so eligible resale products aren't taxed. To add it, just upload a photo or file โ€” Suplery reads the number, state, and dates for you. You can add more than one if you're exempt in several states. ๐Ÿ’ก Not sure whether you have one, or which form you need? Ask your accountant, or check your state revenue service's official website for the correct form and its requirements. โš ๏ธ Suplery only accepts certificates that meet your state's rules. Please don't upload any other type of document as an exemption certificate. ๐Ÿ’ฌ Why am I still charged tax even with a certificate? Exemption applies to products you resell. Products marked Professional (for use in your services, not for resale) are always taxed. Delivery tab Default delivery address Set the address your orders ship to. You can add, change, or delete it anytime. - Address - Suite / Floor / Unit - Delivery instructions โ€” e.g., "Leave at the back door." - Contact phone โš ๏ธ Your delivery address must be in a state where you hold a valid license (business or professional โ€” even an expired one). If it isn't, you'll see "Delivery is possible only in the state where you have verified licenses." This is the same rule that applies at checkout; see Order from the Shop. ๐Ÿ’ฌ Your delivery details are shared with the delivery service to fulfill your orders, in line with our Privacy Policy and Terms of Use. The phone number you provide is used only to reach you about an order or a delivery issue. Delivery signature Turn on Delivery signature is required if someone must physically sign for your deliveries. If no one's available at the address, the carrier may reattempt delivery โ€” surcharges may apply. Danger zone โ€” delete your company account ๐Ÿšซ Delete company account removes your entire company from Suplery. It's permanent and can't be undone: only the account owner can do it (your password is required), and all users lose access. Other team members see this option disabled. ๐Ÿ’ฌ I only want to delete my own user account. Contact support. The owner's account can be deleted only together with the whole company โ€” so if you want to keep the company running, transfer ownership first (see Users & permissions). FAQ ๐Ÿ’ฌ Why did my change say it's being checked? Some company details are re-verified for security. You'll get a notification once they're applied. ๐Ÿ’ฌ How long does deleting my account take? Usually up to 10 business days. For exactly what gets permanently removed, see our Privacy Policy. Related articles - Your account & your businesses - Order from the Shop - Personalize your Shop - Users & permissions - Privacy Policy

Company settings

Your Settings hold everything about your business on Suplery โ€” your company details, licenses, payment cards, tax exemption, and where your orders are delivered. Open Settings from your avatar in the top-right corner. You'll see four tabs: Company, Licenses, Payments and Taxes, and Delivery. This article walks through each one. If you get stuck anywhere, there's a Contact support link at the bottom of every tab. ๐Ÿ’ฌ Looking for your own name, email, or password? Those live in your personal account, not here โ€” open the avatar menu and choose Your account. See Your account & your businesses. How saving works Each tab saves on its own. When you change a field, a Save [tab] settings bar appears and stays in view as you scroll. Click it to save โ€” you'll see a "Settings successfully saved" message. ๐Ÿ’ฌ Leaving a tab with unsaved changes? Suplery will ask whether to save or discard them before you move on. If you leave without saving, those changes won't be carried over โ€” they're lost. โš ๏ธ Some company details are re-checked for security before they take effect โ€” your legal name, EIN, company name, services, photos, social links, description, licenses, and exemption certificate. After you save one of these, you'll see "will be updated soon after a little checking," and you'll get a notification once it's applied (all, some, or none of the changes), along with any note from our team. If you change a field and then set it back to its original value, the re-check is cancelled. Company tab Legal company information (Beauty business only) - Legal name โ€” your officially registered business name. It must match your U.S. government records. - EIN โ€” your business's nine-digit federal tax ID from the IRS. Company profile These details are shown to the suppliers you order from, so it's worth filling in as much as you can โ€” a complete profile helps brands trust you. - Company name โ€” your display name on orders and connection requests. - What services do you provide? โ€” the services your business offers. - Photos of your establishment โ€” show off your space. - Instagram and Facebook โ€” links to your profiles. - Company description โ€” tell brands your story and what you stand for. ๐Ÿ’ฌ Want to change which products you see in the Shop? Your services here shape your recommendations, but you can fine-tune what appears on your Shop homepage separately โ€” and that change doesn't need a re-check. See Personalize your Shop. Licenses tab This is where you keep your business and professional licenses up to date. - Business licenses (Beauty business only) โ€” a business license is the state-issued permit that lets your company legally operate, and it confirms to Suplery that you're a real beauty business. Some states don't issue one at all โ€” if yours doesn't, you won't be asked to add it. - Professional licenses โ€” required to buy on Suplery. A valid professional license unlocks the whole catalog, not just professional-only products. Add one for each licensed professional. For any license, you only upload a photo or file โ€” Suplery reads the state, number, and dates for you. There's nothing else to type. โš ๏ธ Keep your licenses current. If one expires, you'll see a red badge on the Licenses tab, and you may lose access to some products until you upload a valid one. ๐Ÿ’ฌ Can I edit or delete a license? You can remove a license only while it's still being verified. Once it's verified, upload a new file to replace it. Payments and Taxes tab This tab holds your payment cards and your sales tax exemption certificate. Payment methods - Add a payment method โ€” Suplery accepts US-issued cards only (Visa, Mastercard, Discover, or American Express), added securely through Stripe. Your first card becomes your default. - Manage any card from the "โ€ฆ" menu: Make default, Disable or Enable for future orders, or Delete. โš ๏ธ A few rules when removing a card: - To delete your default card, make another card the default first. - You can't delete a card tied to an order that's still in progress โ€” wait until that order is canceled or paid. - To delete your only card, contact support. - Expired cards are flagged and can be removed anytime. ๐Ÿ’ฌ Who can see my cards? Any teammate with access to Settings can manage payment methods (see Users & permissions). Card details are always masked, though โ€” only the card identifier is shown, never the full number. ๐Ÿ’ฌ Why can't I add my card? It's most likely not a Visa, Mastercard, Discover, or American Express card, or it was issued by a non-US bank. If neither is the case, contact support and we'll help you sort it out โ€” and please never share your full card number with anyone. โš ๏ธ You can add payment methods once your business is verified. Before that, adding is limited. Exemption certificate A sales tax exemption certificate is an official document, issued by your state, that lets your business buy products for resale without paying sales tax on them. If you have one, add it here so eligible resale products aren't taxed. To add it, just upload a photo or file โ€” Suplery reads the number, state, and dates for you. You can add more than one if you're exempt in several states. ๐Ÿ’ก Not sure whether you have one, or which form you need? Ask your accountant, or check your state revenue service's official website for the correct form and its requirements. โš ๏ธ Suplery only accepts certificates that meet your state's rules. Please don't upload any other type of document as an exemption certificate. ๐Ÿ’ฌ Why am I still charged tax even with a certificate? Exemption applies to products you resell. Products marked Professional (for use in your services, not for resale) are always taxed. Delivery tab Default delivery address Set the address your orders ship to. You can add, change, or delete it anytime. - Address - Suite / Floor / Unit - Delivery instructions โ€” e.g., "Leave at the back door." - Contact phone โš ๏ธ Your delivery address must be in a state where you hold a valid license (business or professional โ€” even an expired one). If it isn't, you'll see "Delivery is possible only in the state where you have verified licenses." This is the same rule that applies at checkout; see Order from the Shop. ๐Ÿ’ฌ Your delivery details are shared with the delivery service to fulfill your orders, in line with our Privacy Policy and Terms of Use. The phone number you provide is used only to reach you about an order or a delivery issue. Delivery signature Turn on Delivery signature is required if someone must physically sign for your deliveries. If no one's available at the address, the carrier may reattempt delivery โ€” surcharges may apply. Danger zone โ€” delete your company account ๐Ÿšซ Delete company account removes your entire company from Suplery. It's permanent and can't be undone: only the account owner can do it (your password is required), and all users lose access. Other team members see this option disabled. ๐Ÿ’ฌ I only want to delete my own user account. Contact support. The owner's account can be deleted only together with the whole company โ€” so if you want to keep the company running, transfer ownership first (see Users & permissions). FAQ ๐Ÿ’ฌ Why did my change say it's being checked? Some company details are re-verified for security. You'll get a notification once they're applied. ๐Ÿ’ฌ How long does deleting my account take? Usually up to 10 business days. For exactly what gets permanently removed, see our Privacy Policy. Related articles - Your account & your businesses - Order from the Shop - Personalize your Shop - Users & permissions - Privacy Policy

Get started with Suplery and fill in the company data

At Suplery, we value trust and security. The Suplery Marketplace is a platform for business clients, and it connects brands and suppliers to beauty product retailers and beauty businesses like beauty salons, cosmetology clinics, barbershops, SPAs, and others. To ensure everyone has a positive experience, we ask businesses to confirm they are authorized before joining the marketplace. Getting started is easy! The setup itself just involves confirming legal company information to ensure everyone on the marketplace is verified. Once we confirm your information, the setup page will disappear, and you'll be good to go! You can still manage your inventory and users even without completing the setup process. Email verification Ready to verify your business? First, confirm your email address. This ensures you receive important notifications from us. We automatically send a confirmation email right after registration. Look for it in your inbox and follow the instructions to activate your account. Once you click the link, you'll see a confirmation message, and you'll be ready to fill out the verification form! Didn't get the confirmation email? Please, check your spam folder first. If it's not there, simply click Resend confirmation link on the setup page. We'll send you a new one! How to fill in legal company information To start ordering and connect with suppliers, fill out some legal information about your company. This helps us create the best connections between verified suppliers and beauty businesses like yours. No need to rush! We automatically save your progress as you fill out the form. So even if you close the page or accidentally reload, your data will be there waiting for you. Legal name and Doing business as First, fill in the required fields for Legal name and Doing business as (DBA). Note: - Legal name should exactly match the name on your official government registration documents. - If your customers know you by a different name, enter it here. This is optional, but required if you have a confirmed DBA. If you leave it blank, your display name will match your legal name. You can find your DBA name on official business documents. Employer identification number Fill in your Employer identification number (EIN). This is also known as your Federal Tax Identification Number. It's a unique nine-digit number assigned by the IRS to businesses in the United States. Company registration state Please select your company's registration state from the dropdown menu. Knowing your business registration state helps us: - Identify any required licenses for your business. - Ensure we follow the correct sales tax regulations for your purchases. - Streamline the shipping process. Business license To ensure a safe and secure environment for everyone on marketplace, we need to verify your business license. This helps us confirm you're a legitimate beauty business. How to add a business license: 1. Click Add business license. A new window will appear. 2. Choose your state from the drop-down menu. 3. Enter your license number and end date (or tick Perpetual if it doesn't expire). 4. Upload a clear photo or scan of your license. Make sure all the data is readable. 5. Click Save license. The state of company registration and the state of the active business license must match. Please make sure the states match before proceeding. Professional licenses For some beauty products, safety and regulations require verification of a professional license. This ensures qualified professionals have access to the products they need, while keeping everyone safe. Do you have a professional license related to beauty services (e.g., barber, cosmetologist)? If so, you can add it here for a smoother experience. This allows you to purchase products that may require a license. 1. Click Add professional license. 2. Choose your state from the drop-down menu. 3. Enter your license number, expiration date, and the name of the licensed professional. 4. Upload a clear photo or scan of your license. Make sure all data is readable. 5. Click Save license. Can I add multiple professional licenses? If the company employs several professionals with licenses, you can add them. Just click Add professional license again. Exemption certificate If your business is exempt from sales tax, you can upload your exemption certificate here. This ensures you comply with local tax laws and avoid unnecessary charges. In order to receive it, you must be registered with the state as a sales taxpayer. If you do not have a certificate confirming this, contact your local revenue office. 1. Click Add exemption certificate. A new window will open. 2. Select the state, number, date of start, and expiration of the license. 3. Upload a photo or scan of the exemption certificate. Please make sure that all the text on the photo can be easily read. 4. Click Save license. Can I continue without an exemption certificate? Yes, you can continue setting up your account now and upload the certificate later in your settings. How to fill in company profile When you place an order, suppliers take a peek at your business profile. By providing a few key details, you can connect with brands that are a perfect fit for your business. Why it matters: many professional suppliers care about their reputation and work with businesses that share their values. A well-crafted profile shows you're a serious player and helps attract suppliers who can provide the products you need to succeed. Provided services Choose the services you offer from the provided list. This helps both us and suppliers understand your business and recommend the most relevant products. Think of it this way: if you specialize in manicures, wouldn't you prefer recommendations for new nail polishes instead of beard trimming products? Selecting your services ensures suppliers suggest the perfect products for your needs. Simply choose all the services that apply to your salon from the drop-down list. I can't find the service I provide If you can't find the specific service you provide in the list, simply click Couldn't find service type. This will open a window where you can easily send us a suggestion. We're always happy to hear from you and will do our best to add new services as needed. Photos of your establishment Showcase your salon's style and equipment to attract the perfect suppliers for your needs. Upload up to 10 photos to give suppliers a glimpse of your amazing space. Click Upload to select them from your computer. Photo tips: - Include a mix of close-up shots to show details and wider shots to capture the overall atmosphere. - Use clear, well-lit photos with minimal edits. - File size: max 7MB each - Allowed extensions: .jpeg, .jpg, .png If you've uploaded a photo you don't like โ€” just hover over it and click the delete icon. Links to Instagram and Facebook profile Simply paste the URLs from your social media profiles in the designated fields. Company description Your company description is a powerful tool for attracting suppliers who share your vision and values. Many suppliers, particularly those in the eco-conscious beauty space, prioritize working with businesses that align with their mission. Here are some tips to keep in mind when writing your company description: - Highlight your unique selling proposition (USP) and the benefits suppliers will gain from partnering with you. Do you have a loyal clientele or a focus on innovation? Let them know! - Clearly state your company's mission statement. This will give suppliers a clear picture of your purpose and core values. - Do you have any awards, recognitions, or positive client reviews that showcase your success? Including this information adds credibility and social proof to your description. - Add images, headings of different nesting levels, bold, italic text, and numbered and unnumbered lists to make text easier to read. What happens after company information is sent? Once you've filled in all your details, click Submit application. We'll carefully review your information and get back to you soon. Here's what to expect next: - If everything looks good, we'll send you a confirmation message letting you know you're all set! - If we have any questions or need a bit more information, you'll also see a message on your screen. How do I change the data after I have submitted it? You can update the information while it is under review. To do this, click Check sent data, enter the necessary details, and click Update data. Company verification failed If there are any discrepancies in the information you provided, your application will show a Company verification failed status. Don't worry, this status will include a detailed explanation from our team outlining the specific data missing or any errors found. To resolve these issues and complete your verification, simply make the necessary changes as outlined in the explanation and click Resubmit application. Successful company verification Congratulations! Your setup is complete. Now you can unlock the full potential of Suplery! Head over to the marketplace and place your first order. FAQ ## Can Suplery block my account? Please be aware that we may restrict your account access in case of severe violations of our Terms of Use. For your reference, you can find the detailed Terms of Use here. We recommend reviewing them to ensure a smooth and successful experience on Suplery.