---
title: The SUPPLY Onboarding Checklist
description: "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 existin"
---

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1. [Support Center](https://support.innovint.us/hc/en-us?hsLang=en)
2. [SUPPLY](https://support.innovint.us/hc/en-us/supply?hsLang=en)
3. [Getting Started with SUPPLY](https://support.innovint.us/hc/en-us/supply?hsLang=en#getting-started-with-supply)

# 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 for account setup](https://support.innovint.us/hc/en-us/the-supply-onboarding-checklist#first)

2\. [Add SKUs](https://support.innovint.us/hc/en-us/the-supply-onboarding-checklist#Add_SKUs)

3\. [Set up existing inventory](https://support.innovint.us/hc/en-us/the-supply-onboarding-checklist#inventory)

4\. [Using SUPPLY](https://support.innovint.us/hc/en-us/the-supply-onboarding-checklist#using)

 

#### 1. First things first: account setup

*Estimated time to complete: \< 1 day*

- **Bonds and Locations.** Ensure [all bonds and locations](https://support.innovint.us/hc/en-us/how-to-add-bonds-and-locations?hsLang=en) are provided to Support for account set-up. You will be sent an account setup link that walks you through providing the required information. 
  
  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](https://support.innovint.us/hc/en-us/how-to-add-bonds-and-locations?hsLang=en#how). 
- **For C7 users, get started setting up your [Commerce7 integration.](https://support.innovint.us/hc/en-us/supply-commerce7-integration?hsLang=en)**  Let inventory adjustments made in either SUPPLY or C7 reflect in the other system for any linked locations and products.  You will need to map your SUPPLY locations 1:1 to each C7 Inventory Location and install the SUPPLY app onto your Commerce7 platform in order to use the integration.  Find out how to do this [here](https://support.innovint.us/hc/en-us/supply-commerce7-integration#install_app).

For users implementing the [Commerce7 integration](https://support.innovint.us/hc/en-us/supply-commerce7-integration?hsLang=en), InnoVint Support will link all SUPPLY and C7 inventory locations at account setup - the setup link will walk you through mapping your SUPPLY inventory locations to your C7 inventory locations on a 1:1 basis. 

- **Users.** SUPPLY does not provide member management for controlling user access in the platform. The setup link will also request your user list.  If you need to add additional users after account setup, please contact [Support](mailto:support@innovint.us).   
    - 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 are logged into SUPPLY. Find out more about authentication and accessing your InnoVint account [here](https://support.innovint.us/hc/en-us/accessing-your-innovintaccount?hsLang=en).
- **Activate! **Once you complete the setup link, and we have activated your account, you'll receive your welcome email! 
    - You'll find SUPPLY at **[https://supply.innovint.us](https://supply.innovint.us/)**   We recommend accessing SUPPLY via your Chrome browser ([click here](https://www.google.com/chrome/) to download it if you don’t have it on your computer), and bookmarking the link. NOTE **-** it is a different url from MAKE (cellar.innovint.us).
    - Get to know the basics of navigating SUPPLY [here](https://support.innovint.us/hc/en-us/navigating-supply?hsLang=en). 
    - Need help? Access InnoVint's [Support Center.](https://support.innovint.us/hc/en-us/supply?hsLang=en)

#### 2. Add your SKUs

*Estimated time to complete: 1-7 days*

You'll need to input all SKUs in your account.  There is no SKU import.

A SKU code describes your finished case good unit.  All items under a unique SKU code are considered identical in terms of the wine inside and its format & packaging. Different bottle sizes or packaging types of the same wine should be a unique SKU

Find out to [add SKUs here!](https://support.innovint.us/hc/en-us/how-to-add-skus?hsLang=en)

##### Link SKUs to Commerce7 (for C7 users only) 

For users implementing the [Commerce7 integration](https://support.innovint.us/hc/en-us/supply-commerce7-integration?hsLang=en), InnoVint will link all SUPPLY and C7 inventory *locations* at account setup (in Step 1 above).  When you set up your SKUs, you need to also link each SKUs to the corresponding C7 product prior to onboarding/adding inventory in SUPPLY.

Linking a SKU to a C7 product, and adding inventory to a C7 linked location drives the integration, and allows inventory transactions to flow between SUPPLY and C7.   

After you link your SKUs, be sure to go directly to Step 3 and add inventory! Linked SKUs will immediately start to record depletions from C7, so get your starting inventory into SUPPLY as soon as possible.

#### 3. Set up your existing inventory 

*Estimated time to complete: 1-2 days*

[Onboard your starting on-hand inventory to your SKUs](https://support.innovint.us/hc/en-us/how-to-onboard-inventory-in-supply?hsLang=en). 

- Fill your SKUs with inventory.  Each inventory line item is the quantity of your SKU that resides at a specific location, under that location's tax status. 
- All inventory line items for a SKU total to your on-hand quantity the of the SKU, across all locations!
- For the C7 integration, linked SKUs at linked Locations must have the on-hand starting inventory added in SUPPLY. Starting inventory will not pull from C7.    

#### 4. 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.

- Input your [open orders](https://support.innovint.us/hc/en-us/supply-how-to-create-and-manage-wholesale-orders?hsLang=en) to update [on-order](https://support.innovint.us/hc/en-us/supply-on-order-status?hsLang=en) and available for sale quantities for each SKU
- [Add](https://support.innovint.us/hc/en-us/how-to-add-inventory?hs_preview=ZjUBCfaJ-189573091360&hsLang=en) newly bottled or transferred inventory 
- [Deplete inventory or move it](https://support.innovint.us/hc/en-us/how-to-move-or-deplete-inventory?hsLang=en) between bonded or taxpaid locations
- Easily [reconcile](https://support.innovint.us/hc/en-us/how-to-reconcile-inventory?hsLang=en) at the end of period

#### 5. TTB Compliance (for bonded inventory)

*Estimated time to complete: \<1 day*

If you have bonded inventory, when the time comes to pull your government reports,  run the [TTB export and audit report](https://support.innovint.us/hc/en-us/how-does-supply-populate-the-ttb-report?hsLang=en) in minutes.

If you have any questions, please [submit a ticket](https://support.innovint.us/hc/en-us/kb-tickets/new?hsLang=en) or email InnoVint Customer Success at [support@innovint.us](mailto:support@innovint.us). We're here to help you get the most out of InnoVint! 

 

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