Supply Overview
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      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.

      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
      3. Click on Manage Suppliers
      4. Click the +Supplier green button in the top right corner
      5. Enter the following Supplier information, * is mandatory: Supplier Name, Address, Phone number and email
      6. Click the blue Save button in the top right to save the Supplier
      7. To edit or delete, click on the name of the supply you would like to edit.
      8. 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
      3. Click on Manage Supplies
      4. Click the + Supply green button in the top right corner
      5. Enter the following Supply information: Supply Name, Brand Name, SKU, Price, Quantity, Supplier, Supplied By, Notes
      6. Click the blue Save button
      7. To edit, click on the name of the supply you would like to edit.
      8. 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.

      Import Supplies in Swept

      Prepare your data: 

      Setting up your spreadsheet in preparation for importing your data is key.  

      1. Go to Supplies on the left-hand navigation. 
      2. Admin Managers will see an option to Import Supplies.
      3. Download the import file for Supplies here: Supplies Import File
      4. Save the file as a .CSV file after it has been downloaded.  For instructions on how to save as a .CSV in Excel and Google Sheets click here.
      5. Do NOT edit or remove any cells in this file except the row with the sample data.  All data in the header columns must not be edited. 
      6. Columns with an * are mandatory. If you attempt to import the file without these fields completed, the file import will generate an error "mandatory information missing".

      7. The Supplier field is required and must be entered exactly how it was added to Swept. 

      8. You can add supplies with duplicate names so be careful you are not entering duplicates! If you add a duplicate supply you can manually delete it.  You can only restore a deleted supply by manually adding it back.  

      Instructions:

      • Log in to the Swept Web App.

      • Go to Supplies on the left-hand navigation. 
      • Admin Managers will see an option to Import Supplies. 

      • Click on "Click here to select a file".

      • Browse your computer for your file, and select Open.

      • Click Begin Import to start the import.

      • If your file has no formatting issues you will see a confirmation message to confirm the import. If there were issues you will see the errors appear. Please note if all mandatory fields are not filled out you will only see the mandatory fields error. If you import a file with all mandatory fields filled out but other issues then additional errors will appear.

      Complete Supply Requests 

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

      1. 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
      2. A badge icon appears with a number to indicate how many supply requests are pending.
      3. Under the IN PROGRESS tab you can see and complete the pending supply requests by selecting the checkbox, click on the ACTIONS button and select “Mark selected as completed”
      4. Under the COMPLETED tab all supply requests that have been completed are shown. 
      5. DOWNLOAD REQUESTS AS button allows you to download a PDF report of in-progress requests sorted by supplier or location. This information can also be seen by going to Reports in the left-hand menu and choosing Supply Requests - Location or Supply Requests - Supplier reports.
        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.
        Monosnap Supply Requests 2024-02-07 10-44-18

      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.

       

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