If you need to track inventory with certain vendors, such as a co-manufacturer, Settle makes it easy to manage inventory directly at those vendor locations. By creating a manually managed location, you can streamline your tracking of items sent to or from your vendors.
Using Vendors as inventory locations
Here’s how to set up and manage a vendor as an inventory location:
Create or update a vendor
First, add or update the vendor you want to use as a location. You can find instructions on adding and updating vendors here: Adding and Updating Vendors.
Create a purchase order
Once the vendor is set up (or if the vendor already exists), create a Purchase Order (PO) when sending items to them. Here’s a guide on creating and managing Purchase Orders: Creating and Managing Purchase Orders.
Set the Vendor as the delivery destination
In the Delivery section of the PO, under Destination, search for and select your vendor as the location.
You'll be prompted to input baseline inventory numbers for the items being sent. Here, you can select items from your catalog and categorize your inventory under “On Hand,” “Available,” and “Reserved.”
The default inventory update is set to today’s date, but you can update this to reflect inventory numbers from a specific date if needed.
👉 Read more about Managing Locations in Settle.
👉 Read more about Inventory in Settle.