The SUPPLY Onboarding Checklist

Welcome to SUPPLY!

Getting your case goods inventory management up and running with InnoVint is a straight-forward process. We'll guide you through the steps below. 

This article covers:

1. First steps

2. Set up existing inventory

3. Commerce7

4. Using SUPPLY

1. First things first  

Estimated time to complete: < 1 day

• Ensure all bonds and locations are provided to Support for account set-up. Have a long list? Use our template. 

  • A location refers to a specific physical space where your finished goods inventory is stored (i.e. in the cellar, in an offsite warehouse, taxpaid at the tasting room, etc). Checkout some advice on how to set-up locations here. 

    For the C7 integration, InnoVint Support also sets up the location linkage between SUPPLY taxpaid locations and your C7 inventory locations - please provide your list of SUPPLY taxpaid inventory locations with mapping to C7 inventory locations. 

    For users implementing the Commerce7 integration, we will link all SUPPLY and C7 inventory locations prior to providing access to your account.

    After receiving account access, you should then link your SKUs at SKU creation to each C7 product prior to onboarding/adding inventory in SUPPLY. This allows you to easily update and reconcile inventory between SUPPLY and C7 at the outset.

• Open the Chrome Browser (click here to download it if you don’t have it on your computer) and bookmark the link: https://supply.innovint.us/.
• Currently, SUPPLY does not provide member management for controlling user access in the platform. If you need to add users, please contact Support.  Adding a lot of users? Please fill out our user template under the User tab of the XLSX file.
  • First time InnoVint users will receive an activation email.  Follow the link to verify your email and set your password.
  • If you are already an InnoVint user, use your existing sign-on and password (SUPPLY is single sign on with all InnoVint products - if you are logged into MAKE, you will be logged into SUPPLY). Find out more about authentication and accessing your InnoVint account here.

• Learn the basics of navigating SUPPLY here. 
• Need help? Access InnoVint's Support Center.
  
  

2. Commerce7 (optional) 

Estimated time to complete: 1-3 days

For C7 users, set up your Commerce7 integration and let taxpaid inventory adjustments made in either SUPPLY or C7 reflect in the other system for any linked locations and products. 

For users implementing the Commerce7 integration, we will link all SUPPLY and C7 inventory locations prior to providing access to your account.

After receiving account access, you should then link your SKUs at SKU creation to each C7 product prior to onboarding/adding inventory in SUPPLY. This allows you to easily update and reconcile inventory between SUPPLY and C7 at the outset.

3. Set up your existing inventory 

Estimated time to complete: 1-7 days

Step 1: Add SKUs

Step 2: Add inventory to the SKUs

4. TTB Compliance 

Estimated time to complete: <1 day

When the time comes to pull your government reports,  run the TTB export and audit report in minutes.

5. Start using SUPPLY! 

Estimated time to complete entire onboarding checklist: 1-3 weeks 

Now you're ready to start using SUPPLY to track the location, taxpaid status and quantity of inventory across numerous locations. Add newly bottled or transferred inventory, deplete inventory or move it between bonded or taxpaid locations, and easily reconcile at the end of period.