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

2. Set up existing inventory

3. Commerce7

4. Using SUPPLY

1. First things first: account setup

Estimated time to complete: < 1 day

• Ensure all bonds and locations 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. 

• For C7 users, set up your Commerce7 integration and let inventory adjustments made in either SUPPLY or C7 reflect in the other system for any linked locations and products.  You will need to install a SUPPLY app onto your Commerce7 platform in order to use the integration.  Find out how to do this here.

• You'll find the SUPPLY app at https://supply.innovint.us/ -it is a different url from MAKE (cellar.innovint.us).   We recommend accessing SUPPLY via your Chrome browser (click here to download it if you don’t have it on your computer), and bookmarking the link: 
• 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.  
  • 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.

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

2. Commerce7 (optional) 

Estimated time to complete: 1-3 days

For users implementing the Commerce7 integration, Support will link all SUPPLY and C7 inventory locations prior to providing access to your account (in Step 1 above).

After receiving account access, you should link your SKUs at SKU creation to each C7 product prior to onboarding/adding inventory in SUPPLY. Linking a SKU and adding inventory at a linked location drives the integration, and allows inventory transactions to flow between SKU.  

After you link your SKUs, be sure to finish 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. Linked SKUs at linked Locations must have inventory added in SUPPLY - the initial inventory will not pull from C7.  

3. Set up your existing inventory 

Estimated time to complete: 1-7 days

Step 1: Add SKUs

• SKUs describe your finished case good unit.  All items under a SKU 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

Step 2: Add starting inventory to your SKUs

• 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!

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 to update your on-order and available for sale quantities for each SKU

• Add newly bottled or transferred inventory 

• Deplete inventory or move it between bonded or taxpaid locations

• Easily reconcile 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 in minutes.