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Quick start guide

Go from empty workspace to tracked stock in under 15 minutes: locations, units, products, and your first inbound receipt.

Understanding your dashboard

A tour of the Operations Center - KPI band, the order pipeline funnel, orders requiring attention, and stock alerts.

Inviting your team & assigning roles

Add colleagues under Settings → Team Members, assign a role, and control exactly what each person can see and do.

Importing your starting inventory

Migrate existing stock in bulk from a CSV/Excel file - products, quantities, lot numbers, and expiry dates.

Connecting your Shopify store

Install the IEMSuite Shopify app, authorize the connection, and start syncing orders and inventory both ways.

Product types explained

Raw material, semi-finished, finished good, packaging, consumable, service, non-stock - what each type does and when to use it.

Creating a product

Add a SKU with its type, unit of measure, default cost, shelf life, expiry-alert threshold, and low-stock threshold.

Setting up units of measure

Define the units (kg, L, units, cases…) products are counted in, and how they flow through receiving, production, and orders.

Low-stock thresholds & reorder alerts

Set a low-stock threshold per product so IEMSuite flags it on the dashboard and Inventory Analytics before you run out.

Receiving inbound stock

Log an inbound receipt for supplier orders or raw materials, assign lot numbers and expiry, and land it in a location.

Stock movement types explained

Inbound, consume, produce, ship-out, adjustment, transfer, wastage, return - the eight movement types and what each records.

FIFO vs FEFO allocation

How IEMSuite decides which lot to consume - oldest first (FIFO) or soonest-to-expire first (FEFO) for dated products.

Lot & expiry tracking

Track stock by lot with expiry dates, set a per-product expiry-alert threshold, and watch expiring lots on Inventory Analytics.

Making a stock adjustment

Correct a discrepancy found during a count. Every adjustment is written to the stock ledger with a reason and timestamp.

Transferring stock between locations

Move inventory between warehouses, zones, or bins with a transfer that keeps lot identity and the full audit trail.

Lot genealogy: tracing a batch both ways

How a finished lot resolves back to every component lot it consumed, and forward to every order it shipped in.

Setting up warehouses, zones, racks & bins

Model your physical storage as a hierarchy - warehouse → aisle → rack → bin - plus dedicated quarantine zones.

Building a recipe / Bill of Materials

Define the finished good, its ingredients and quantities, and standard wastage so production consumes stock automatically.

Running a production batch

Start a batch from a recipe, consume raw materials by FIFO/FEFO, and record the finished-good output as a new lot.

Tracking wastage & yield

Record material losses on a batch, compare actual vs expected yield, and analyze where value is being lost.

How production cost is calculated

How IEMSuite rolls material, labor, and overhead into a true per-batch and per-unit cost you can trust for pricing.

Recording production downtime

Log downtime against a production line with a reason code so you can see what’s really stealing capacity.

Logging EHS & safety on the floor

Capture environment, health & safety events on the production floor so nothing gets lost between shifts.

Backflushing vs recording consumption

Deducting components automatically when a batch completes, and when that convenience hides a problem you needed to see.

Work order vs production batch

One is the instruction to make something. The other is the physical output that carries a lot number. Confusing them breaks traceability.

Running a QC inspection

Inspect an incoming, in-process, or finished lot against test parameters and record a pass or fail result.

Raising a Non-Conformance Report (NCR)

Document a quality failure, set its severity, quarantine the lot, and track corrective action to closure.

Holding, quarantining & releasing stock

Put suspect lots on hold so they can’t be consumed or shipped, then release them once they clear inspection.

Creating a sales order

Enter a B2B or B2C order, add products and quantities, allocate stock, and move it along the fulfillment pipeline.

Preparing & tracking a shipment

Prepare a shipment from an order, choose lots and quantities, add packages and a delivery address, then confirm.

Fulfilling a Shopify order

When a Shopify order syncs in, how to allocate stock, pick, pack, ship, and push fulfillment back to Shopify.

Managing customers & delivery addresses

Create customer records, add one or more delivery addresses, and reuse them when raising orders and shipments.

How Shopify inventory sync works

The two-way sync: when IEMSuite pushes stock levels to Shopify and when Shopify order events flow back in.

Shopify webhooks explained

Which Shopify webhooks IEMSuite registers, what each one does, and how to reconnect if events stop arriving.

Cost analysis: purchasing vs production

Read the Cost analysis screen - purchasing (what you paid suppliers) and production (what it costs to make).

Roles & permissions explained

How IEMSuite’s Entity:Action permissions work, and how to build roles that fit your operators, managers, and admins.

Password & account security

Change your password, follow good password practice, and understand how sessions and workspace access are protected.

Bulk importing via CSV / Excel

Import products, customers, and stock in bulk from a spreadsheet, using the built-in column templates.

Exporting your data & closing your account

Export your operational data any time, and understand the grace period that applies if you request account deletion.

Changing your plan

Upgrade or downgrade from Settings → Billing, and what happens to your data and access when you do.

Billing FAQ

Common questions about invoices, payment methods, cancellation, and what happens to your data afterwards.