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Delivery Details and Supplier Set Up

Written by Sophie Rattray

  1. Before Setting Up Your Stock

  2. Delivery Details and Supplier Set Up

    1. Add Delivery Details

    2. How to Add a Supplier

    3. Tips and Tricks

  3. How Units Work in Loaded

  4. Stock Items and Variants

  5. Build Your Recipes

  6. Link Items and Recipes to your POS

  7. Create and Cost your Menus

Now that you have read about How Stock Item Variants Work and The Importance Unit Consistency , let’s walk through step-by-step how to set up your stock for the best outcome.

🔐 What You’ll Need

🔑 Stock Permissions

If you’re unable to view or edit any of the following areas, ask someone with Manager permissions to update your access.

Add Delivery Details

  1. Go to Stock → Manage → Delivery Details in Loaded.

  2. Enter your venue’s contact details

    1. Venue Name

    2. Phone Number

    3. Email Address

    4. Address

    5. Extra Delivery Instructions/Details

      1. Anything added here will appear on ALL purchase orders and credit requests

  3. To add a logo, click Select and upload an image file from your computer.

  4. When all information is entered, click Save.

How to Add a Supplier

Loaded provides a Preferred Suppliers list you can use to quickly add some known suppliers. If the supplier you need isn’t listed, you can create a Custom Supplier and include contact and ordering details.

To begin creating a supplier:

  1. Go to Stock → Manage → Suppliers → Add Supplier

  2. Check if your Supplier is on the Preferred Suppliers list

    1. Do this by simply starting to type the name in the “Search Supplier Here” box

  3. If not, enter Supplier Details

    1. Supplier Name – The business you purchase stock from

    2. Contact Details – Email, phone number, and address

  4. Click the ‘Ordering’ tab at the top

    1. Check Email or Fax to determine how you receive invoices

  5. Click Save

  6. The supplier will now appear in your Suppliers list

    1. You can edit or update the supplier details at any time

Tips & Tricks

  • Anything added in “Extra Delivery Instructions/Details” will appear on ALL purchase orders and credit requests

  • You can edit the details of a Preferred Supplier once added, but you cannot change the name of a Preferred Supplier

  • You can view your Deleted Suppliers, as well as merge suppliers that may be the same company listed under different names

  • Merge suppliers that may be the same company listed under different names

What’s Next?

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