inveazy how-to series: Supply chain & store

Part 6 of the inveazy how-to series. How stock moves from buy to ship — and how the public storefront feeds the same fulfillment path.

Series: ← Previous: CRM & projects · Next → Blog, assistant & files

One catalog. One warehouse picture. Desk orders and web orders fulfill the same way.

What you will do

CRM tracks the deal (Post 5). SCM runs the operational documents after you need goods on the shelf or on a truck.

• Map the SCM menus
• Walk a simple PO → receive → SO → ship path
• Turn on and use the public store when ready
• Handle web orders in the staff queue

SCM → Overview

SCM menu map

Open the SCM megamenu (Inventory must be enabled under Integrations → Applications).

• Products & Vendors — products, vendors, customers, categories
• Purchasing & Sales — purchase orders, sales orders, quotes, web orders, shipments
• Warehouse — warehouses, locations (bins), on-hand, receipts, transfers, cycle counts
• Accounting (when enabled) — invoices, vendor bills, and related finance screens

Products are the hinge: PO lines, SO lines, receipts, and shipments all reference the same SKU so quantities stay consistent.

Happy path: buy, receive, sell, ship

A simple path that matches today’s screens:

1. Create vendors and products (and a warehouse with bins if you track locations)
2. Raise a purchase order to a vendor
3. Receive against the PO so on-hand increases
4. Enter a sales order for a customer
5. Create a shipment from the SO and post it so on-hand decreases

Check On-hand inventory after receive and after ship. Incomplete letterhead on My organization (Post 3) will show up on printed POs and packing docs — fix that before go-live.

PO → Receipt → SO → Shipment

Tip: A PO does not put stock on the shelf by itself. Receiving does. An SO does not remove stock by itself. Shipping does.

Public storefront

When Use store is on under Public site branding, guests can open /store (Shop in the public header). Buyers browse the catalog, sign in or check out per your store settings, and pay when Stripe commerce is configured under Integrations → Providers → Payments.

Staff do not retype those orders into a second system. Paid (or submitted) store orders land in SCM → Web orders for the same fulfillment pipeline as desk-entered sales orders.

• Catalog and pricing — products visible online
• Checkout — Stripe for card payments when configured
• Web orders — staff queue after the buyer submits

Remember: Keep real customer and stock data on your live workspace — not on SandBox.

What’s next

Continue with Blog, assistant & files — publishing content and the shared hub tools your team uses every day.

For in-app reference anytime after you sign in, open Help from the hub.