Supply Overview
      Back to home
      1. Swept Support Center
      2. Supplies
      3. Supply Overview

      Manage Suppliers and Supply Requests

      Learn how to manage Suppliers and Supplies from the Web app to enable Supply requests from Managers, Supervisors and Cleaners.

      WARNING: It is important to add Suppliers before adding Supplies in the Web app because, in the process of adding Supplies a supplier is needed.

      Access Supply Reports

      You can access the Supply Report by selecting 'Reports' from the left-hand menu and then choosing the specific Supply Report you wish to review.

      Who can add Suppliers?

      Managers and Supervisors can add suppliers.

      Add, Edit/ Delete Suppliers

      Instruction:

      1. Log in to the Swept Web App
      2. Select Supplies from the left-hand menu and click on Manage Suppliers.
      3. Click the +Supplier green button in the top right corner
      4. Enter the following Supplier information; * is mandatory: Supplier Name, Address, Phone number and Email, and click the blue Save button.
      5. To edit or delete, click on the name of the supply you would like to edit.
      6. To permanently Delete a supplier, click on the small arrow next to the Save button and select Delete

      ⚠️ When you delete a Supplier, all Supplies connected to the Supplier will be deleted.

      Add, Edit/ Delete Supplies

      Instruction:

      1. Log in to the Swept Web App
      2. Select Supplies from the left-hand menu and click on Manage Supplies
      3. Click the + Supply green button in the top right corner
      4. Enter the following Supply information: Supply Name, Brand Name, SKU, Price, Quantity, Supplier, Supplied By, and notes, and click the blue Save button.
      5. To edit, click on the name of the supply you would like to edit.
      6. To permanently Delete a supply, click on the small arrow next to the Save button and select Delete

      ⚠️ NOTE: ONLY Managers and supervisors can complete supply requests.

      Complete Supply Requests 

      Supply requests can be completed one at a time or using a bulk action to complete multiple at a time.

      Instructions:

      • Log in to the Swept Web app and choose the basket icon from the top right-hand corner.
        Monosnap Swept 2024-02-07 10-38-40-1
      • A badge icon appears with a number to indicate how many supply requests are pending.

      Monosnap Supply Requests 2024-02-07 10-44-18

      • In the IN PROGRESS tab, select the checkbox for pending supply requests, click ACTIONS, and choose “Mark selected as completed.”
      • Under the COMPLETED tab, all supply requests that have been completed are shown. 
      • You can download a CSV or PDF report of in-progress requests, which can also be accessed under Reports in the left-hand menu by selecting Supply Requests - Location or Supply Requests - Supplier.
      • The Supply Requests-Supplier report is great for a shopping list of supplies. The Supply Requests—Location report is great to use when you are dropping off the supplies at each location.

       

       

      If you have any questions, contact our technical support team in our chat or email us at support@sweptworks.com.