SCREEN 1

• Once you log into the SupplyNote and from the dashboard, click on the product module (encircled in yellow)
• To add a product, click on the “+” sign on the upper right side of the screen (Encircled in red).

SCREEN 2

• In the item, column fill in the product name, in the above screen its milk.
•  If you want to give a product code for the selected product, you can fill the same in the given column.
• If the product belongs to any brand, the same has to be filled in the brand column.
• The taxes levied on the product has to be filled in the tax column.
• Columns like Cess, HSN, MRP and label price are optional.

SCREEN 3

• From the column, type dropdown box select the options like food packaging, grocery, housekeeping, etc.… in case the choice of product type does not exist in the dropdown, choose others.
• In the unit of measurement, option selects the unit as per the type of product; in the above screen, since the product is milk, the unit will be litres.  

SCREEN 4

• Once you select the category list a select an option from the dropdown list; in this case, the category of milk is dairy.
• If there is no category in the dropdown box, click on the add category as shown on the screen (with a yellow sign) and type the category name.
• All the columns below, like subcategory, category type, description etc are optional.  

SCREEN 5

• Scroll down to the location option and click on the all location option (encircled in yellow).
• All the store locations are selected as the pop-up option appears by default. If you want to unselect any option, untick the blue square on the right-hand side.
• Once all the details are filled, click on the Save button located on the upper right side of the screen. (encircled in red).

SCREEN 6

• To create a supplier, click on the supplier module (encircled in yellow)
• Once you open the module, click on the + sign on the top right.

SCREEN 7

• In the create new supplier dashboard, fill in the legal business name of the vendor in the business name.
• If the vendor deals with a specific product brand, the same can be entered in the brand name.
• Details of the business-like email, the phone number can be filled in the respective column.
• The vendor’s payment terms can be selected from the payment terms dropdown column and the GSTN number in the GSTN column.

SCREEN 8

As you scroll down, fill in the address details, which is mandatory.

SCREEN 9

• Next to the details section is the additional details section (encircled in yellow); add the contact persons contact details in the space.  
• Click on the banking details (encircled in red) to fill in the vendor’s bank details.
• Click on the Save button on the upper right side of the screen.

This brings us to the end of the IMS module -4 … Thank you.