Whether you're managing raw materials, finished goods, or internal transfers, Settle offers flexible tools to match your operational needs. This page will guide you to the right workflow for your business based on how you operate day-to-day.
Start by answering one or more of these questions:
Do you use A2X to post COGS to your accounting software?
You get a daily landed costs calculation to update your COGS within your accounting software.
👉 Follow this workflow: Automating daily COGS posting to QuickBooks Online with A2X + Settle
Do you place Purchase Orders for finished products, and your Co-manufacturer procures the raw ingredients?
You're responsible for ordering the final product, while your co-man handles ingredient sourcing and production.
👉 Follow this workflow: Finished Goods Only – Co-man Procures Ingredients
Do you procure all raw ingredients and ship them to your Co-manufacturer to produce finished goods?
You manage procurement, ship materials to your manufacturer, and receive the finished product.
👉 Follow this workflow: Raw Ingredient Procurement – You Ship to Co-man
Not sure which document to use?
Settle supports several document types that work together to help you track and control your inventory.
Here’s a quick overview:
Document | Use Case | Inventory Impact |
Purchase Order (PO) | Order from vendors | Increases incoming inventory on creation; increases available inventory once received (via GRN) |
Work Order (WO) | Produce goods internally or via a manufacturer | Decreases available component materials when put into an open status, increase available inventory for finished goods once received (via GRN) |
Goods Received Note (GRN) | Confirm receipt of goods from a PO, WO, or TO | Increases inventory at the receiving location |
Sales Order (SO) | Track outbound orders to customers | Decreases inventory once fulfilled |
In summary:
Use POs to buy from suppliers.
Use WOs to track production or kitting.
Use GRNs to confirm inventory receipts.
Use SOs to record customer orders.
Still not sure which flow fits your business best? Reach out to your Settle rep for more information.