Reference guide
Products & client portal
Once your first client is added, two things make the rest of the setup much smoother: getting their product catalog into Storely, and — if they want it — giving them their own login.
Import your products
Open Products (a top-level section, filtered to your selected client) and use Import from file for catalogs of twenty SKUs or more: download the template, fill in one row per SKU, and upload it. For a handful of products, New Product works fine — enter the SKU, name, and barcode by hand.
Either way, fill in the barcode field if you have it. Without it, a scan on the warehouse floor has nothing to match against, and receiving/picking fall back to manual lookup.
Invite your client to the portal (Pro plan)
Each client can get their own Client Portal login, scoped to just their own inventory and orders. From the portal, they can:
- Check inventory and expiry dates in real time.
- Submit Expected Inbounds for incoming shipments.
- Create outbound orders directly.
- Download their monthly invoices.
To invite them, open Clients, select the client, and click Add Portal User on their record. This is different from inviting your own team — staff accounts (Admin, Manager, Warehouse) are managed from Users, but Client Portal accounts live on the client record itself. They'll get a welcome email with login instructions.