<div class="article-nav"><div><a href="/article/inventory_tutorial_user_roles_permissions">User Roles &amp; Permissions</a></div><div><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></div><div></div></div>
<section class="inventory-tutorial">
  <div class="inventory-tutorial-video-frame"><iframe src="https://www.youtube.com/embed/4Jul0ldxUU8" title="Conclusion: Your Everyday Inventory Management Workflow video tutorial" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div>
  <p class="inventory-tutorial-lead">Bring the tutorial series together into a repeatable inventory routine. Accurate stock depends on connecting setup, purchasing, daily movements and regular review rather than using each feature in isolation.</p>
  <div class="inventory-tutorial-banner"><span>INVENTORY VIDEO GUIDE</span><strong>Lesson 26 / 26</strong></div>
  <nav class="inventory-tutorial-jumps" aria-label="On this page"><a href="#understand">Understand the workflow</a><a href="#steps">Step by step</a><a href="#example">Practical example</a><a href="#more">More guidance</a><a href="#check">Final checks</a></nav>
  <section id="understand"><h2>Build a complete operating cycle</h2><p>Start with clear stores and product records, receive stock through purchases, then record sales, dispensing, borrowing or transfers as they happen. Purchase batches preserve cost and expiry details. Activity logs and product timelines explain movements, while stock audits reconcile verified differences. Quotations, suppliers, reports and permissions support the people around that core workflow.</p></section>
  <section id="steps"><h2>Step by step</h2><ol class="inventory-tutorial-steps"><li><h3>Establish the foundations</h3><p>Create stores, add or import products, check opening quantities and configure settings. Assign staff roles that match their responsibilities.</p></li>
<li><h3>Record the everyday work</h3><p>Receive purchases into the correct store and batch. Use the right action for sales, internal use, loans and transfers, and keep product notes and files accessible.</p></li>
<li><h3>Review exceptions regularly</h3><p>Check low-stock and expiry alerts, outstanding borrowed items and unexpected movements. Open source records to investigate before changing quantities.</p></li>
<li><h3>Count, analyse and improve</h3><p>Run physical audits on an agreed schedule, review suppliers and export focused reports. Use the findings to improve ordering and staff routines.</p></li></ol></section>
  <aside id="example" class="inventory-tutorial-example" aria-labelledby="example-title"><span class="inventory-tutorial-label">IN PRACTICE</span><h2 id="example-title">A practical review schedule</h2><div class="inventory-tutorial-table" role="region" aria-label="Example operating rhythm" tabindex="0"><table><caption>Example operating rhythm</caption><thead><tr><th scope="col">When</th><th scope="col">Suggested review</th></tr></thead><tbody><tr><td>Each working day</td><td>Low stock, expiry alerts and unrecorded movements</td></tr><tr><td>Each delivery</td><td>Supplier, received quantity, cost and batch expiry</td></tr><tr><td>At an agreed interval</td><td>Physical counts, supplier history and outstanding loans</td></tr><tr><td>When responsibilities change</td><td>User permissions and default stores</td></tr></tbody></table></div><p>Adjust the frequency to your stock turnover and team. A small shop and a busy warehouse may need different schedules, but both benefit from a clear owner for each review.</p></aside>
  <div class="inventory-tutorial-note"><strong>Remember</strong><p>Choose one complete workflow to practise, such as receiving a delivery and tracing it through a sale and stock review. Then extend the routine to the rest of the team.</p></div>
    <section id="more" class="inventory-tutorial-more" aria-labelledby="more-heading"><span class="inventory-tutorial-label">MORE GUIDANCE</span><h2 id="more-heading">Turn exceptions into assigned follow-up work</h2><p>The inventory workflow sometimes identifies work that cannot be resolved during a transaction: an expiry check, a supplier call or an unexplained count. Record a clear task with an owner, due date and the relevant product or location, then follow it through to completion. A task coordinates the work; the eventual purchase, transfer or audit remains the stock record.</p><p>Customer appointments can help schedule a follow-up visit or collection when that is part of your business process. Keep the booking linked to the right customer and purpose. The appointment itself does not reserve or move inventory, so review stock and record the actual handover separately.</p><ul><li>Example: an expiry alert creates a task for Friday's shelf check. After the check, the team records any verified disposal or adjustment in inventory and closes the task with a short result note.</li></ul></section>
  <section id="check"><h2>Before you move on</h2><ul class="inventory-tutorial-checks"><li>Use the lesson directory to revisit specific workflows.</li><li>Keep quantities and purchase details up to date.</li><li>Use the product documentation and support team when adapting the process to your business.</li></ul></section>
  <section id="lesson-directory" class="inventory-tutorial-directory"><h2>Explore all 26 inventory lessons</h2><p>Follow the complete workflow or jump to the task you need today.</p><ol><li><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></li><li><a href="/article/inventory_tutorial_managing_multiple_stores">Managing Multiple Stores</a></li><li><a href="/article/inventory_tutorial_adding_products_to_your_inventory">Adding Products to Your Inventory</a></li><li><a href="/article/inventory_tutorial_adding_products_from_barcode_database">Adding Products from Barcode Database</a></li><li><a href="/article/inventory_tutorial_importing_products_from_excel_or_csv">Importing Products from Excel or CSV</a></li><li><a href="/article/inventory_tutorial_purchasing_and_restocking">Purchasing and Restocking</a></li><li><a href="/article/inventory_tutorial_reviewing_stock_activity">Reviewing Stock Activity</a></li><li><a href="/article/inventory_tutorial_managing_product_expiry">Managing Product Expiry</a></li><li><a href="/article/inventory_tutorial_inventory_system_setting">Inventory System Settings: Alerts, Currency and Receipts</a></li><li><a href="/article/inventory_tutorial_stock_taking_and_audits">Stock Taking and Audits</a></li><li><a href="/article/inventory_tutorial_quotations_invoices">Quotations &amp; Invoices</a></li><li><a href="/article/inventory_tutorial_dispensing_selling_and_managing_stock_movement">Dispensing, Selling, and Managing Stock Movement</a></li><li><a href="/article/inventory_tutorial_borrowing_and_returning_items">Borrowing and Returning Items</a></li><li><a href="/article/inventory_tutorial_transferring_items_between_stores">Transferring Items Between Stores</a></li><li><a href="/article/inventory_tutorial_managing_product_details">Managing Product Details</a></li><li><a href="/article/inventory_tutorial_managing_inventory_batches">Managing Inventory Batches</a></li><li><a href="/article/inventory_tutorial_product_timeline">Product Timeline</a></li><li><a href="/article/inventory_tutorial_product_comments_and_files">Product Comments and Files</a></li><li><a href="/article/inventory_tutorial_printing_barcodes">Printing Barcodes</a></li><li><a href="/article/inventory_tutorial_adding_adjusting_product_quantities">Adding &amp; Adjusting Product Quantities</a></li><li><a href="/article/inventory_tutorial_product_pricing_and_promotions">Product Pricing and Promotions</a></li><li><a href="/article/inventory_tutorial_managing_suppliers">Managing Suppliers</a></li><li><a href="/article/inventory_tutorial_reporting_and_inventory_data_export">Reporting and Inventory Data Export</a></li><li><a href="/article/inventory_tutorial_deleting_products">Deleting Products</a></li><li><a href="/article/inventory_tutorial_user_roles_permissions">User Roles &amp; Permissions</a></li><li><a href="/article/inventory_tutorial_conclusion">Conclusion: Your Everyday Inventory Management Workflow</a></li></ol></section>
  <nav class="inventory-tutorial-nav" aria-label="Inventory video tutorial series"><a href="/article/inventory_tutorial_user_roles_permissions">Previous: User Roles &amp; Permissions</a><a href="/article/inventory_tutorial_perfect_inventory_management_system#lesson-directory">All 26 lessons</a><a href="/article/inventory_tutorial_perfect_inventory_management_system">Return to Getting Started</a></nav>
  <div class="inventory-tutorial-cta"><h2>Put the workflow into practice</h2><p>Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.</p><a href="https://inventory.sarutech.com">Open Inventory</a><a href="/product/inventory">Explore the product</a></div>
</section>


Conclusion: Your Everyday Inventory Management Workflow

<div class="article-nav"><div><a href="/article/inventory_tutorial_deleting_products">Deleting Products</a></div><div><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></div><div><a href="/article/inventory_tutorial_conclusion">Conclusion: Your Everyday Inventory Management Workflow</a></div></div>
<section class="inventory-tutorial">
  <div class="inventory-tutorial-video-frame"><iframe src="https://www.youtube.com/embed/FeiAAMb5bkQ" title="User Roles &amp; Permissions video tutorial" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div>
  <p class="inventory-tutorial-lead">Give staff the inventory access they need for their responsibilities. Roles and permissions help separate routine operations from sensitive changes such as deleting products or changing prices.</p>
  <div class="inventory-tutorial-banner"><span>INVENTORY VIDEO GUIDE</span><strong>Lesson 25 / 26</strong></div>
  <nav class="inventory-tutorial-jumps" aria-label="On this page"><a href="#understand">Understand the workflow</a><a href="#steps">Step by step</a><a href="#example">Practical example</a><a href="#more">More guidance</a><a href="#check">Final checks</a></nav>
  <section id="understand"><h2>Start with responsibilities, then choose permissions</h2><p>Access should follow the tasks people actually perform. A warehouse colleague may need to dispense items or conduct stock audits, while a manager may also need to review pricing and correct records. Role settings let you allow appropriate operations and restrict others. Default store assignments also help users start in the correct location, but they should be reviewed alongside the actual permissions rather than treated as the whole access policy.</p></section>
  <section id="steps"><h2>Step by step</h2><ol class="inventory-tutorial-steps"><li><h3>List the work each role performs</h3><p>Identify who receives stock, sells, dispenses, transfers, counts and reviews prices. Use real daily tasks as the basis for access decisions.</p></li>
<li><h3>Configure the relevant permissions</h3><p>Allow the operations needed for each role and restrict sensitive actions, including deletion and price changes, to the responsible staff.</p></li>
<li><h3>Review store defaults</h3><p>Set the appropriate default store for staff and check their intended working context, particularly when they serve multiple locations.</p></li>
<li><h3>Check the resulting access</h3><p>Review the experience for the role and confirm that needed actions are available. Revisit permissions when duties change or someone leaves a role.</p></li></ol></section>
  <aside id="example" class="inventory-tutorial-example" aria-labelledby="example-title"><span class="inventory-tutorial-label">IN PRACTICE</span><h2 id="example-title">An example access policy</h2><p>This is a suggested division of responsibilities to adapt to your business, rather than a list of built-in role defaults.</p><div class="inventory-tutorial-table" role="region" aria-label="Illustrative inventory access policy" tabindex="0"><table><caption>Illustrative inventory access policy</caption><thead><tr><th scope="col">Role</th><th scope="col">Typical responsibility</th><th scope="col">Restrict unless needed</th></tr></thead><tbody><tr><td>Warehouse staff</td><td>Dispensing and physical stock counts</td><td>Price changes and product deletion</td></tr><tr><td>Store manager</td><td>Reviewing stock and authorised corrections</td><td>System-wide administration</td></tr><tr><td>Administrator</td><td>Managing roles and approved sensitive changes</td><td>Access beyond assigned responsibilities</td></tr></tbody></table></div></aside>
  <div class="inventory-tutorial-note"><strong>Remember</strong><p>Give each role enough access to do its work, then review sensitive permissions deliberately. Broad access can make accidental changes harder to prevent.</p></div>
    <section id="more" class="inventory-tutorial-more" aria-labelledby="more-heading"><span class="inventory-tutorial-label">MORE GUIDANCE</span><h2 id="more-heading">Review access when people or locations change</h2><p>A role should reflect actual tasks, such as receiving stock, dispensing, counting or approving price changes. Store defaults help staff start in the right place. Review both the location and the permitted actions when a colleague changes branch, joins a new team or takes on a management duty.</p><p>Use a role test or a review with the staff member to confirm that routine work is possible and sensitive functions stay with the responsible people. Revisit the setup periodically; roles copied from an old team arrangement may no longer match the way stock is handled.</p><ul><li>Example: a staff member moves from the shop floor to warehouse receiving. Review their default store and purchase permissions together instead of changing only the store name.</li></ul></section>
  <section id="check"><h2>Before you move on</h2><ul class="inventory-tutorial-checks"><li>Match permissions to actual responsibilities.</li><li>Review deletion and price-change access explicitly.</li><li>Recheck roles and defaults when staff responsibilities change.</li></ul></section>
  
  <nav class="inventory-tutorial-nav" aria-label="Inventory video tutorial series"><a href="/article/inventory_tutorial_deleting_products">Previous: Deleting Products</a><a href="/article/inventory_tutorial_perfect_inventory_management_system#lesson-directory">All 26 lessons</a><a href="/article/inventory_tutorial_conclusion">Next: Conclusion: Your Everyday Inventory Management Workflow</a></nav>
  <div class="inventory-tutorial-cta"><h2>Put the workflow into practice</h2><p>Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.</p><a href="https://inventory.sarutech.com">Open Inventory</a><a href="/product/inventory">Explore the product</a></div>
</section>


User Roles & Permissions

<div class="article-nav"><div><a href="/article/inventory_tutorial_reporting_and_inventory_data_export">Reporting and Inventory Data Export</a></div><div><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></div><div><a href="/article/inventory_tutorial_user_roles_permissions">User Roles &amp; Permissions</a></div></div>
<section class="inventory-tutorial">
  <div class="inventory-tutorial-video-frame"><iframe src="https://www.youtube.com/embed/NxWTdFTZUBE" title="Deleting Products video tutorial" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div>
  <p class="inventory-tutorial-lead">Remove unwanted products from the active inventory catalog using the controlled deletion workflow. Review the selected records carefully and understand how deletion differs from recording a stock movement.</p>
  <div class="inventory-tutorial-banner"><span>INVENTORY VIDEO GUIDE</span><strong>Lesson 24 / 26</strong></div>
  <nav class="inventory-tutorial-jumps" aria-label="On this page"><a href="#understand">Understand the workflow</a><a href="#steps">Step by step</a><a href="#example">Practical example</a><a href="#more">More guidance</a><a href="#check">Final checks</a></nav>
  <section id="understand"><h2>Remove a catalog entry for the right reason</h2><p>Deleting Products is an administrative action. The workflow removes selected products from active inventory and places them in the recycle bin, while historical sales and purchase records are retained. This supports recovery and preserves earlier transaction context. Deletion is not the appropriate way to explain damaged stock, ordinary sales or a physical count discrepancy.</p></section>
  <section id="steps"><h2>Step by step</h2><ol class="inventory-tutorial-steps"><li><h3>Review the product first</h3><p>Confirm the store, product identity and reason for removal. Check for remaining stock or unresolved activity that needs attention through its normal workflow.</p></li>
<li><h3>Select the intended records</h3><p>Use the inventory checkboxes to choose the products. Review the selection rather than relying only on a filter or similar product names.</p></li>
<li><h3>Use Delete Selected</h3><p>Choose the deletion action with an authorised account and read the confirmation before completing it.</p></li>
<li><h3>Verify the result</h3><p>Confirm the products no longer appear in active inventory. Review the recycle bin when recovery is needed and use historical records to inspect earlier sales or purchases.</p></li></ol></section>
  <aside id="example" class="inventory-tutorial-example" aria-labelledby="example-title"><span class="inventory-tutorial-label">IN PRACTICE</span><h2 id="example-title">An unused duplicate record</h2><p>A product was created twice during setup. After confirming which entry is the intended record and reviewing stock and history, an administrator removes the unused duplicate. This is different from deleting a discontinued item that still has stock: the remaining goods need an appropriate operational decision and record first.</p></aside>
  <div class="inventory-tutorial-note"><strong>Remember</strong><p>Use stock workflows to describe what happened to physical goods. Deleting a product should not be used to conceal an unexplained stock difference.</p></div>
    <section id="more" class="inventory-tutorial-more" aria-labelledby="more-heading"><span class="inventory-tutorial-label">MORE GUIDANCE</span><h2 id="more-heading">Choose deletion only for a catalog decision</h2><p>A product list can be printed for counting or review through <a href='/article/inventory_tutorial_reporting_and_inventory_data_export'>Reporting and Inventory Data Export</a>. Deletion serves a different purpose: removing an item from the active catalog after its identity, stock and transaction history have been checked.</p><p>If the problem is an incorrect product name or image, edit its details. If stock is damaged or missing, use a recorded movement or verified adjustment. For a genuinely unused duplicate, an authorised administrator can select that record, confirm deletion and recover it from the recycle bin if needed.</p><ul><li>Check the selected checkboxes immediately before confirming, especially when similarly named products appear together.</li></ul></section>
  <section id="check"><h2>Before you move on</h2><ul class="inventory-tutorial-checks"><li>Check selected products and remaining stock.</li><li>Use an account with the appropriate permission.</li><li>Confirm removal and retain access to relevant history.</li></ul></section>
  
  <nav class="inventory-tutorial-nav" aria-label="Inventory video tutorial series"><a href="/article/inventory_tutorial_reporting_and_inventory_data_export">Previous: Reporting and Inventory Data Export</a><a href="/article/inventory_tutorial_perfect_inventory_management_system#lesson-directory">All 26 lessons</a><a href="/article/inventory_tutorial_user_roles_permissions">Next: User Roles &amp; Permissions</a></nav>
  <div class="inventory-tutorial-cta"><h2>Put the workflow into practice</h2><p>Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.</p><a href="https://inventory.sarutech.com">Open Inventory</a><a href="/product/inventory">Explore the product</a></div>
</section>


Deleting Products

<div class="article-nav"><div><a href="/article/inventory_tutorial_managing_suppliers">Managing Suppliers</a></div><div><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></div><div><a href="/article/inventory_tutorial_deleting_products">Deleting Products</a></div></div>
<section class="inventory-tutorial">
  <div class="inventory-tutorial-video-frame"><iframe src="https://www.youtube.com/embed/09-iAdx_AiE" title="Reporting and Inventory Data Export video tutorial" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div>
  <p class="inventory-tutorial-lead">Export inventory data for spreadsheet analysis or print a focused product list for operational use. Choose the format and scope that match the question you are trying to answer.</p>
  <div class="inventory-tutorial-banner"><span>INVENTORY VIDEO GUIDE</span><strong>Lesson 23 / 26</strong></div>
  <nav class="inventory-tutorial-jumps" aria-label="On this page"><a href="#understand">Understand the workflow</a><a href="#steps">Step by step</a><a href="#example">Practical example</a><a href="#more">More guidance</a><a href="#check">Final checks</a></nav>
  <section id="understand"><h2>Choose the data before choosing the format</h2><p>CSV and Excel exports are useful for working with product information such as prices and quantities in a spreadsheet. A JSON export provides a structured inventory export for the selected store. Print Items produces a readable list of the catalog or a filtered subset. Store selection, filters and selected products determine the scope you should review before exporting.</p></section>
  <section id="steps"><h2>Step by step</h2><ol class="inventory-tutorial-steps"><li><h3>Define the report scope</h3><p>Choose the store and apply the relevant category, supplier or product filters. Select specific products if you only need a subset.</p></li>
<li><h3>Export for spreadsheet work</h3><p>Choose CSV or Excel for tabular analysis. Open the saved file and check the columns, item count and numeric values before using it in a report.</p></li>
<li><h3>Use JSON when structured data is needed</h3><p>Export the complete inventory of the selected store to JSON when that format fits your downstream process. Keep the store and export date clear in the filename.</p></li>
<li><h3>Print a practical stock list</h3><p>Use Print Items for the full catalog or filtered list. Review the print output so it includes the products staff actually need.</p></li></ol></section>
  <aside id="example" class="inventory-tutorial-example" aria-labelledby="example-title"><span class="inventory-tutorial-label">IN PRACTICE</span><h2 id="example-title">A supplier review in Excel</h2><p>Filter the catalog to one supplier and export the relevant products. In your spreadsheet, compare quantities and selling prices and add your own planning notes for the next order. Keep the export date visible: the file represents the data at that point, while live stock can continue changing.</p></aside>
  <div class="inventory-tutorial-note"><strong>Remember</strong><p>An export is a copy of the data, not a live inventory view. Editing a spreadsheet does not by itself change stock in the system, and a JSON export should not be assumed to be a complete backup of every business record.</p></div>
    <section id="more" class="inventory-tutorial-more" aria-labelledby="more-heading"><span class="inventory-tutorial-label">MORE GUIDANCE</span><h2 id="more-heading">Read operational reports beside exported stock data</h2><p>The inventory export answers questions about products and quantities at a particular point in time. Reports and Charts can answer different questions about activity over a period, such as product sales, purchases, dispensing or borrowing. Choose the entity, measure, grouping and date range before drawing a chart; verify the filtered records behind a surprising total.</p><p>A sales chart and a purchase report should not be treated as the same measure. Expenses such as rent or repairs are operational costs, while a stock purchase is an incoming goods transaction. Review them in their own records before combining figures for a finance report. Where a tax report is available, check its period and the underlying tax settings before using it for reconciliation.</p><ul><li>Example: export the current stock list for a supplier meeting, then review monthly purchase totals separately. The export shows what you hold now; the report shows what was recorded during the month.</li></ul></section>
  <section id="check"><h2>Before you move on</h2><ul class="inventory-tutorial-checks"><li>Confirm store, filters and selected products.</li><li>Open the exported file and inspect a sample.</li><li>Label the date and scope so readers understand what the report contains.</li></ul></section>
  
  <nav class="inventory-tutorial-nav" aria-label="Inventory video tutorial series"><a href="/article/inventory_tutorial_managing_suppliers">Previous: Managing Suppliers</a><a href="/article/inventory_tutorial_perfect_inventory_management_system#lesson-directory">All 26 lessons</a><a href="/article/inventory_tutorial_deleting_products">Next: Deleting Products</a></nav>
  <div class="inventory-tutorial-cta"><h2>Put the workflow into practice</h2><p>Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.</p><a href="https://inventory.sarutech.com">Open Inventory</a><a href="/product/inventory">Explore the product</a></div>
</section>


Reporting and Inventory Data Export

<div class="article-nav"><div><a href="/article/inventory_tutorial_product_pricing_and_promotions">Product Pricing and Promotions</a></div><div><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></div><div><a href="/article/inventory_tutorial_reporting_and_inventory_data_export">Reporting and Inventory Data Export</a></div></div>
<section class="inventory-tutorial">
  <div class="inventory-tutorial-video-frame"><iframe src="https://www.youtube.com/embed/ml_VoZGFnDc" title="Managing Suppliers video tutorial" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div>
  <p class="inventory-tutorial-lead">Keep supplier details organised and connect them to purchasing decisions. A reliable supplier record helps staff find contact information, understand agreed terms and review previous orders.</p>
  <div class="inventory-tutorial-banner"><span>INVENTORY VIDEO GUIDE</span><strong>Lesson 22 / 26</strong></div>
  <nav class="inventory-tutorial-jumps" aria-label="On this page"><a href="#understand">Understand the workflow</a><a href="#steps">Step by step</a><a href="#example">Practical example</a><a href="#more">More guidance</a><a href="#check">Final checks</a></nav>
  <section id="understand"><h2>Make supplier information useful at reorder time</h2><p>Supplier records can contain contact details, addresses, payment terms, notes and the products supplied. Filtering products and purchase orders by supplier helps you plan replenishment and investigate earlier purchases. Purchase history provides evidence for reviewing prices and ordering patterns; combine it with your own observations when assessing delivery reliability and product quality.</p></section>
  <section id="steps"><h2>Step by step</h2><ol class="inventory-tutorial-steps"><li><h3>Create or review the supplier</h3><p>Enter the supplier’s name, contact information and address. Use a consistent naming convention so one supplier is not split across duplicate records.</p></li>
<li><h3>Record the working arrangements</h3><p>Add payment terms and useful notes. Keep the details specific enough for another colleague to place or follow up an order.</p></li>
<li><h3>Use supplier filters</h3><p>Review the products and purchase records associated with that supplier when planning restocking or looking for an earlier delivery.</p></li>
<li><h3>Review the relationship over time</h3><p>Compare purchase history and costs. Update contact details and notes when arrangements change so future orders use current information.</p></li></ol></section>
  <aside id="example" class="inventory-tutorial-example" aria-labelledby="example-title"><span class="inventory-tutorial-label">IN PRACTICE</span><h2 id="example-title">Preparing the next order</h2><p>A stationery supplier provides notebooks, pens and folders. Before ordering, filter the products and purchase history by that supplier, check which items need replenishing and compare the latest recorded costs. If the supplier has changed its ordering contact or payment terms, update the record before the next colleague places an order.</p></aside>
  <div class="inventory-tutorial-note"><strong>Remember</strong><p>Purchase history supports a supplier review, but numbers alone may not explain quality or late deliveries. Add clear operational notes where that context matters.</p></div>
    <section id="more" class="inventory-tutorial-more" aria-labelledby="more-heading"><span class="inventory-tutorial-label">MORE GUIDANCE</span><h2 id="more-heading">Use one supplier record throughout the purchase cycle</h2><p>Keep contact details, address, terms and useful notes in the supplier record so a colleague can prepare the next order. Where documents or notes are available, use them for agreements and delivery context rather than relying on someone's memory.</p><p>When comparing suppliers, filter purchase history by the supplier and check dates, quantities and recorded costs. A lower unit price may not be the whole story if deliveries are unreliable or products regularly arrive near expiry; add factual notes to support future decisions.</p><ul><li>Example: a supplier offered a lower price on a batch that arrived with a short shelf life. Record the batch expiry in the purchase and keep the supplier discussion in the appropriate notes.</li></ul></section>
  <section id="check"><h2>Before you move on</h2><ul class="inventory-tutorial-checks"><li>Avoid duplicate supplier names.</li><li>Keep contact details and terms current.</li><li>Review the correct supplier’s history before restocking.</li></ul></section>
  
  <nav class="inventory-tutorial-nav" aria-label="Inventory video tutorial series"><a href="/article/inventory_tutorial_product_pricing_and_promotions">Previous: Product Pricing and Promotions</a><a href="/article/inventory_tutorial_perfect_inventory_management_system#lesson-directory">All 26 lessons</a><a href="/article/inventory_tutorial_reporting_and_inventory_data_export">Next: Reporting and Inventory Data Export</a></nav>
  <div class="inventory-tutorial-cta"><h2>Put the workflow into practice</h2><p>Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.</p><a href="https://inventory.sarutech.com">Open Inventory</a><a href="/product/inventory">Explore the product</a></div>
</section>


Managing Suppliers

<div class="article-nav"><div><a href="/article/inventory_tutorial_adding_adjusting_product_quantities">Adding &amp; Adjusting Product Quantities</a></div><div><a href="/article/inventory_tutorial_perfect_inventory_management_system">Perfect Inventory Management System: Getting Started and Dashboard Overview</a></div><div><a href="/article/inventory_tutorial_managing_suppliers">Managing Suppliers</a></div></div>
<section class="inventory-tutorial">
  <div class="inventory-tutorial-video-frame"><iframe src="https://www.youtube.com/embed/F7UyKvsqBuc" title="Product Pricing and Promotions video tutorial" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe></div>
  <p class="inventory-tutorial-lead">Set appropriate prices for customer groups and create promotions with clear eligibility rules. Price levels support regular arrangements, while promotions handle offers with conditions, dates or codes.</p>
  <div class="inventory-tutorial-banner"><span>INVENTORY VIDEO GUIDE</span><strong>Lesson 21 / 26</strong></div>
  <nav class="inventory-tutorial-jumps" aria-label="On this page"><a href="#understand">Understand the workflow</a><a href="#steps">Step by step</a><a href="#example">Practical example</a><a href="#check">Final checks</a></nav>
  <section id="understand"><h2>Define the offer before configuring it</h2><p>Price levels can support retail, wholesale or other customer pricing. Manage Promos provides automatic offers and coupon codes, with options such as percentage or fixed discounts, special prices and buy/get offers. Eligibility can depend on products, categories, services, stores, customer groups, minimum spend or quantity. Dates, usage limits and combination rules help you control when and how the offer applies.</p></section>
  <section id="steps"><h2>Step by step</h2><ol class="inventory-tutorial-steps"><li><h3>Choose price level or promotion</h3><p>Use a regular price level for an ongoing customer arrangement. Use a promotion for an offer that needs conditions, a validity period or a code.</p></li>
<li><h3>Set the offer and scope</h3><p>In Manage Promos, enter the discount or offer type, dates and eligible items or groups. Review minimum spend or quantity requirements.</p></li>
<li><h3>Review limits and combinations</h3><p>Set the applicable store, customer group, usage and per-bill limits. Decide whether the offer should combine with other promotions.</p></li>
<li><h3>Check the checkout result</h3><p>Review automatic offers or use Apply Promo Code at the POS. Check eligibility messages, discounts and the final bill, then review active or expired offers and usage as needed.</p></li></ol></section>
  <aside id="example" class="inventory-tutorial-example" aria-labelledby="example-title"><span class="inventory-tutorial-label">IN PRACTICE</span><h2 id="example-title">A focused campaign</h2><p>Suppose you offer 10% off eligible notebooks when a customer buys at least 5 during the promotion dates. Five eligible notebooks at 4.00 each total 20.00; the discount is 2.00, leaving 18.00 before applicable tax or other charges. A basket containing only 4 notebooks should not meet that quantity condition.</p><p>Also check a product outside the offer and a customer or store outside its scope. These comparisons show whether the rules match the intended campaign.</p></aside>
  <div class="inventory-tutorial-note"><strong>Remember</strong><p>A discount amount is only one part of an offer. Eligibility, dates and combination rules determine who actually receives it.</p></div>
  <section id="check"><h2>Before you move on</h2><ul class="inventory-tutorial-checks"><li>Confirm the intended products and customer groups.</li><li>Review minimums, dates and usage limits.</li><li>Check both qualifying and non-qualifying baskets.</li></ul></section>
  
  <nav class="inventory-tutorial-nav" aria-label="Inventory video tutorial series"><a href="/article/inventory_tutorial_adding_adjusting_product_quantities">Previous: Adding &amp; Adjusting Product Quantities</a><a href="/article/inventory_tutorial_perfect_inventory_management_system#lesson-directory">All 26 lessons</a><a href="/article/inventory_tutorial_managing_suppliers">Next: Managing Suppliers</a></nav>
  <div class="inventory-tutorial-cta"><h2>Put the workflow into practice</h2><p>Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.</p><a href="https://inventory.sarutech.com">Open Inventory</a><a href="/product/inventory">Explore the product</a></div>
</section>


Find product guides and articles

All knowledge base articles

Conclusion: Your Everyday Inventory Management Workflow

User Roles & Permissions

Deleting Products

Reporting and Inventory Data Export

Managing Suppliers

Product Pricing and Promotions