This guide is your step-by-step roadmap to fully activate and benefit from GelatoConnect Procurement — helping you manage purchasing, inventory, and warehousing more efficiently. Each step provides a clear explanation and a link to detailed instructions.
Let's get you fully set up for success!
Benefits of GelatoConnect Procurement
Purchasing: Manage all your suppliers from one place, with streamlined ordering, tracking, and insights across desktop and mobile.
Inventory Management: Prevent stockouts with automated stock level monitoring, smart replenishment, and real-time updates.
Warehousing: Boost productivity by tracking inventory movements within your warehouse and automating restocking when supplies run low.
You can start with just one area or implement all three for maximum impact.
GCP Onboarding Checklist
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Step-by-Step Overview
1. Order from GelatoConnect Suppliers
Goal: Quickly start ordering materials from pre-approved suppliers with negotiated rates.
What You'll Do: You'll browse a catalog of pre-integrated suppliers, choose the products you need, and place orders in just a few clicks. Think of it like online shopping, but optimized for your production needs. Your onboarding manager can help recommend suppliers based on your region and needs.
2. Add and Order from Your Own Suppliers
Goal: Bring your existing suppliers into GelatoConnect for easier ordering and tracking.
What You'll Do: You'll import your supplier contacts, products, and pricing into the platform. Once set up, you can place and track orders easily through the mobile app or desktop. Orders are sent via email directly to your suppliers.
3. Train Your Team to Track, Follow-up, and Receive Orders
Goal: Ensure orders are properly managed from purchase to delivery.
What You'll Do: You'll train your team to monitor order status, confirm receipt of goods, and update inventory records. GelatoConnect automates status updates for many suppliers, but manual confirmation keeps data accurate.
4. Import Your Inventory SKUs into the System
Goal: Set up your inventory catalog for tracking and replenishment.
What You'll Do: You'll import your existing SKUs into GelatoConnect, linking products you purchase to products you stock. This ensures that ordering and inventory management are synchronized.
5. Set Up Attributes and Current Stock Quantities for SKUs
Goal: Configure inventory rules and starting quantities.
What You'll Do: You'll define minimum and maximum stock levels, set default suppliers for each SKU, and record your initial quantities. This setup activates real-time inventory management and future restocking alerts.
6. Train Your Team to Maintain Inventory Updates
Goal: Keep your inventory data accurate at all times.
What You'll Do: You'll teach your team to update the system when receiving new stock, transferring inventory between areas, and completing monthly stocktakes. Keeping inventory records up-to-date is key to avoiding shortages or overstock.
7. Switch to Automated Inventory Replenishment
Goal: Save time and prevent stockouts with automatic restocking.
What You'll Do: Once SKUs, stock levels, and suppliers are set, you can activate auto-replenishment. GelatoConnect will recommend replenishment orders based on live stock levels, making reordering almost effortless.
8. Create Your Warehouses and Inventory Locations
Goal: Organize your warehouse for smarter inventory tracking.
What You'll Do: You'll map your storage and production locations within GelatoConnect, categorizing spaces by use. This structure is the foundation for accurate stock management and inventory transfers.
9. Assign Locations to Your Inventory SKUs
Goal: Place every SKU in its correct physical location.
What You'll Do: You'll assign each SKU to the appropriate warehouse location, moving it from the "Unassigned" default. This keeps your inventory organized and speeds up fulfillment processes.
10. Assign Barcodes and Train on Location Updates
Goal: Simplify inventory movement and tracking with barcodes.
What You'll Do: You'll attach barcodes to SKUs and train your team to scan items when moving or updating inventory. Using the GelatoConnect mobile app, updates are quick, reducing human error and improving accuracy.
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