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Products & inventory

A product is something a supplier sells: a name, a Product ID (SKU), a price, a cost and a count on the shelf. The Products page is where suppliers add products, keep them in stock, pause or hide them, and read each product's stock history.

Who uses it​

  • Supplier staff add and edit products, move stock in and out by hand, and read the stock history. Anyone with read access can look; full access is needed to change anything.
  • Restaurants see the products a supplier shows them, at the price their catalog gives them. They never see cost or stock counts, unless the supplier turns on Show available stock to customers in the mobile app on a catalog.

A product's life at a glance​

StateWhat the supplier didWhat customers see
ActiveAdded the productIt is listed and can be ordered
PausedPressed Pause SellingNot available for ordering until the supplier resumes it
HiddenPressed Hide ProductNot shown to customers
ArchivedPressed Archive ProductGone from customers and from ordering. Restorable any time

Stock moves on its own as orders are confirmed, returned and canceled, and as purchase orders are delivered. Suppliers can also adjust it by hand.

In this section​

PageWhat it covers
Product listColumns, search, filters and sorting
Add & edit a productEvery field, catch-weight products and Bulk Upload
Pause, hide & archiveTaking a product off sale, and bringing it back
Shelves & categoriesGrouping products to find them
Stock in & outAdjusting stock by hand and how cost is averaged
Stock historyThe tiles, the inventory log, its filters and sorting
Stock from ordersHow returns of goods an order never sold move the shelf

Where it shows up​

  • Supplier app: Products, Archived Products, a product's Stock History page, the product picker on orders, and catalogs.
  • Restaurant app: the supplier's product list and its order screens.
  • Documents: product names, sizes and units print on invoices and packing slips.

Permissions​

ActionNeeds
See Products, Archived Products and Stock HistoryProducts: read access
Add, edit, pause, hide, archive, restore, adjust stock, Bulk UploadProducts: full access
Create or delete a shelf, assign a categoryProducts: full access

Decisions​

  • Archiving is not deleting. An archived product keeps its history and orders, and comes back with Restore.
  • Stock is read-only on the product form. It changes only through a recorded movement, so the history always explains the count.

Specs​

stock-from-orders.feature
# prefix: SAR
Feature: Stock from order returns
When a supplier records a return of a product the order never sold, the shelf follows
the supplier's choice: reshelved goods go back on the shelf, discarded goods do not.
A catch-weight product re-weighed on a confirmed order moves its weight in the right direction.

Rule: Stock moves only while the order holds stock

Scenario: SAR-001 reshelving an additional return puts it back on the shelf
Given a delivered order that sold 5 of product A
When the supplier returns 2 of product B, which the order never sold, and reshelves them
Then product B's stock rises by 2
And the stock history shows 2 of product B coming in as a return

Scenario: SAR-002 discarding an additional return moves no stock
Given a delivered order that sold 5 of product A
When the supplier returns 2 of product B and discards them
Then product B's stock is unchanged
And no stock history entry is written

Scenario: SAR-003 a returned catch-weight product brings its weight back
Given a delivered order that sold 5 of product A
When the supplier returns 2 boxes of catch-weight product B weighing 4.5 LB and reshelves them
Then product B's stock rises by 2 and its weight on hand rises by 4.5 LB

Scenario: SAR-004 editing or removing an additional return reverses the difference
Given a reshelved additional return of 2 of product B
When the supplier changes the quantity to 1
Then 1 of product B goes back out
When the supplier changes the return to discard
Then the remaining 1 of product B goes back out
When the supplier removes the return
Then product B's stock does not move again

Scenario: SAR-005 a product that is also a sold line nets into one movement
Given a delivered order that sold 5 of product A
When the supplier reshelves an additional return of 1 of product A while also editing its line
Then the stock history shows one entry for product A with the net difference

Scenario: SAR-006 an order that does not hold stock moves nothing until it does
Given a placed order with an additional return of 2 of product B
Then product B's stock is unchanged
When the supplier confirms the order
Then the shelf reflects the order once, including the return

Scenario: SAR-007 a canceled order keeps or drops the return by where it was canceled from
Given an order with a reshelved additional return
When it is canceled after it was confirmed
Then the returned goods stay counted
When it is canceled while still placed
Then nothing is counted

Rule: A catch-weight re-weigh moves weight in the right direction

Scenario: SAR-008 re-weighing a line lighter puts the difference back, heavier takes it off
Given a confirmed order with a catch-weight line of 5 boxes weighing 50 LB
When the supplier re-weighs the line to 48 LB with the count unchanged
Then 2 LB come back on the shelf
When the supplier re-weighs the line to 53 LB with the count unchanged
Then 5 LB go off the shelf

Scenario: SAR-010 count-only and same-direction changes write one entry, opposite directions write two
Given a confirmed order with a catch-weight line
When the supplier changes only the count, or the count and weight in the same direction
Then one stock history entry is written with that count and weight
When the count and weight move in opposite directions
Then the count and the weight are written as two entries
stock-history-sort.feature
# prefix: SHS
Feature: Stock history sorting
Every sortable column of a product's stock history orders the rows that have a value.
Rows with nothing in that column never decide the order: they always come last.

Rule: Empty values sort last in both directions

Scenario: SHS-001 a row with no note sorts last
Given a product whose stock history has two rows with notes and one without
When the supplier sorts the Note column ascending
Then the row without a note is last
When the supplier sorts the Note column descending
Then the row without a note is still last

Scenario: SHS-002 a blank note counts as no note
Given a stock history row whose note is only spaces
When the supplier sorts the Note column in either direction
Then that row is last

Scenario: SHS-003 a row with no weight sorts after every weighed row, and a weight of 0 is a weight
Given a stock history with weighed rows, a row weighing 0 and a row with no weight
When the supplier sorts the weight column in either direction
Then the row with no weight is last
And the row weighing 0 sorts among the weighed rows

Rule: Ties keep the newest movement first

Scenario: SHS-004 rows with equal or empty values are ordered newest first
Given several stock history rows with the same quantity, and several with none
When the supplier sorts the quantity column in either direction
Then within each group the most recent row comes first

Known limitations​

  • Bulk Upload is a request, not an instant import: the product list is populated by Clipp's team after you upload the file.
  • A product has one price. Different prices for different customers come from catalogs, not from the product.

FAQ​

Where do I add 200 products at once? Use Bulk Upload from the arrow beside Add Product. See Add & edit a product.

A product vanished from my list. It may be archived. Open the ⋮ menu and choose View Archived Products, then press Restore.

Why can't I type the stock on the product? Stock is read-only. Use Manage Stock → Stock In or Stock Out so the change shows in the stock history.