Quick Start Guide
Set up an approved workspace, receive stock and follow your first order through allocation and shipment.
Before You Begin
This guide walks you through IEMSuite from a blank account to your first fulfilled order. Account approval, quality checks and physical receiving or shipping happen separately from entering records.
Step 1 – Register & Create Your Organization
Apply at iemsuite.com/register
Enter your company and contact details and accept the Terms. Applications are reviewed before a workspace is created.
Sign in at app.iemsuite.com
Once your application is approved you receive your sign-in details by email. Your company becomes the organization (workspace) that everyone you invite shares.
Check your available features
Subscription billing is off during Early Access, but module-specific access and role permissions still apply. Review Plans & billing and contact support if a required tool is unavailable.
Step 2 – Set Up Your Warehouse Location
Every stock lot must live in a location. You need at least one warehouse before you can receive stock.
Go to Inventory → Locations
Click "Add Location" in the top right.
Create a Warehouse
Set Type = WAREHOUSE, give it a name (e.g. "Main Warehouse"), and save.
Add sub-locations (optional)
Inside your warehouse, add Aisles, Racks, or Bins for more granular tracking. Example: Warehouse A → Aisle 1 → Rack 3 → Bin 7.
Step 3 – Add Your Products
Go to Inventory → Products
Click "New Product".
Fill in the product details
Enter SKU, name, unit of measure (kg, pcs, L, etc.), and select the product type.
Set shelf life (optional)
If your product expires, enter the shelf life in days. Enter and verify the lot expiry date when receiving stock; do not assume the product setting fills it in.
Set a low-stock alert threshold (optional)
Enter the minimum quantity you want to keep on hand. You'll be alerted when stock falls below this level.
Save the product
The product is now ready to receive stock against.
Step 4 – Receive Your First Stock (Inbound Log)
Go to Inventory → Inbound and click "Log Inbound Items"
This opens the inbound receiving form.
Select a product and enter the lot number
Use your supplier's lot/batch number, or type any identifier.
Enter quantity and cost
Enter the quantity received and the cost per unit.
Select the destination location
Choose which warehouse the stock should go to.
Save
IEMSuite logs an INBOUND transaction. The lot is AVAILABLE unless the product requires QC, in which case it starts PENDING_QC and needs an inspection.
Step 5 – Create Your First Order
Go to Sales → Orders
Click "Create Order".
Select a customer
Choose an existing customer or create a new one.
Add line items
Select the products you want to include, enter quantities and unit prices.
Submit
A B2C order allocates eligible stock immediately. A B2B order starts as a quote; Confirm Quote, then Confirm PO & Check Stock to allocate by FIFO/FEFO.
Step 6 – Ship the Order
Open the order
Go to Orders and click on your order.
Prepare a shipment
Click "Prepare Shipment" and choose the lots and quantities to send.
Ship it
On the order page, click "Mark Ready" once picking is done, then "Ship Now". This deducts stock from the reserved lots and moves the order to Shipped (or Partially shipped if items remain).
Shopify sync (if connected)
IEMSuite automatically updates the Shopify order's fulfillment status.
Next Steps
- Connect your Shopify store → see Shopify Setup (A→Z)
- Set up manufacturing recipes → see Recipes & Bill of Materials
- Invite team members → see Users & Roles
- Understand your plan → see Plans & Features