How do I…
What do you need to do?
Quick, step-by-step answers to everyday Supply Lens tasks. Each guide fits on a screen and links to the full course when you want to go deeper.
Getting started
Your account and team
- How do I add a colleague to my organisation?Invite colleagues to your Organisation, and manage invitations and members as your team changes.
- How do I accept an invitation to join an organisation?Join a colleague's Supply Lens Organisation from the invitation they sent you.
- How do I create a Supply Lens account?Register for Supply Lens with an email address or a single sign-on provider and confirm your email.
- How do I create my organisation in Supply Lens?Create your company's Organisation, choose a plan, and keep its details and billing up to date.
Connecting your systems
- How do I add Xero?Connect your Xero organisation to Supply Lens, switch on the records you want to post, route Documents to it and prove the first invoice with your finance team.
- How do I add Unleashed?Connect your Unleashed account to Supply Lens with its API ID and Key, switch on the message types you need, route them with Mappings and prove it with a test order.
- How do I add Shopify?Link your Shopify store to Supply Lens, switch on orders, stock and fulfilments, set up webhooks and Mappings, and prove it with a test order.
- How do I send data from one system to another?Create a Mapping that routes a document type from one Integration to another, and narrow it to particular customers, Locations or tags if you need to.
- How do I connect my 3PL or warehouse system to Supply Lens?Connect any 3PL, WMS or carrier that doesn't have its own guide, from Logiwa and Manhattan to ShipStation and James & James, using the same four warehouse flows.
- How do I make an Integration send or receive a document type?Switch on a document type for an Integration, in the right direction, and start from its default settings.
- How do I connect a marketplace, web shop or till system that doesn't have its own guide?Connect any storefront, marketplace, wholesale portal or point-of-sale system without its own guide, from Mirakl and Etsy to Wix and Epos Now, using the same setup sequence.
- How do I connect a new system to Supply Lens?Create an Integration for any system, set up its tile, add Configurations and Mappings, and run it for the first time.
- How do I connect my BigCommerce store to Supply Lens?Connect a BigCommerce store with its credentials file, then bring orders and product updates in and send stock and shipments back.
- How do I connect Cin7 Core or Cin7 Omni to Supply Lens?Connect Cin7 Core to import its sales, or Cin7 Omni to create orders and bring despatched shipments back.
- How do I connect a warehouse that runs Clarus WMS?Connect a Clarus WMS warehouse so goods outs and goods-in receipts are booked automatically, and shipments, receipts and stock come back to your ERP.
- How do I connect my eBay seller account to Supply Lens?Connect eBay so orders reach your back office with the right customer and tax, and stock levels go back to your listings.
- How do I add Enterpryze?Connect Enterpryze with its API username and password, choose your Business Partner strategy, add Configurations and Mappings, and prove it with a test order.
- How do I connect my Faire brand account to Supply Lens?Connect Faire with an access token so wholesale orders reach your back office with the right tax treatment, and stock goes back to Faire.
- How do I connect my CRM, HubSpot or Pipedrive, to Supply Lens?Turn won HubSpot deals into orders for your back office, or create and update Pipedrive deals from the orders in your back office.
- How do I connect my Magento store to Supply Lens?Connect a Magento (Adobe Commerce) store so web orders and credit memos reach your back office, and stock and despatches go back to the shop.
- How do I connect my Mintsoft 3PL to Supply Lens?Connect your 3PL's Mintsoft account so orders and goods-in notices go to the warehouse, and shipments, receipts and stock come back.
- How do I add WooCommerce?Connect your WooCommerce store with a Read/Write API key, switch on orders, stock and tracking, set up webhooks and Mappings, and prove it with a test order.
- How do I check my product codes match before connecting a system?Compare product codes across your connected systems, fix format mismatches and set up cross-references before you switch an Integration on.
- How do I import my products from Shopify into my back-office system?Use a Product Updates Configuration, a Mapping and a manual receive to load your Shopify catalogue into your ERP or inventory system.
- How do I run an integration straight away?Trigger an immediate send or receive on an Integration, outside its normal schedule.
- How do I make an integration run automatically?Put an Integration on a regular schedule so it sends and receives on its own.
- How do I test my Unleashed integration without touching live data?Connect your Unleashed Sandbox as its own Integration, run test orders through it, then move your Mappings to the live account.
- How do I change the password or API key for an Integration?Correct or replace the credentials an Integration uses, without removing and reconnecting it.
Products and master data
- How do I add a warehouse, store or delivery point?Create a Location with its name, owning Party and address, ready to add the codes each system knows it by.
- How do I add a GLN, warehouse code or depot code to a location?Give a Location the codes each system or partner uses for it, and narrow a code to one Integration or one customer.
- How do I make Supply Lens recognise a customer's own code for my product?Add a trading partner's product code to a Product as an identifier, scoped to that partner, so their orders match the right Product.
- How do I add a customer, supplier or trading partner?Create a Party for a business you exchange data with, ready to add the identifiers that let Supply Lens recognise it.
- How do I add a GLN, VAT number or customer code to a party?Give a Party the codes other systems and partners use for it, such as a GLN or an ERP customer code, and narrow a code to one Integration, state, country or currency if needed.
- How do I add a new product to Supply Lens?Create a Product with its name, default unit, tax code, fulfilment Location and main codes, ready for orders to match against it.
- How do I tell Supply Lens how many items are in a case or pack?Add a conversion to a Product, such as 1 Case = 6 Bag, check it with the Visualise diagram, and optionally set the Product's default unit for one Integration.
- How do I add a price, or a customer-specific price, to a product?Add a default price to a Product, and optionally a price for one customer or for a set period.
- How do I turn on and set up units of measure such as cases and pallets?Switch Units of Measure on for your organisation, add the units you trade in, remove ones you don't, and manage the codes each unit is sent as.
- How do I add or update lots of products at once from a spreadsheet?Export your Products to a CSV file, edit them in Excel, and import the file back to add or update Products, identifiers, prices and conversions in one go.
- How do I set which warehouse a product ships from by default?Choose the Location a Product ships from when an order doesn't say, so orders carry the right warehouse automatically.
Working with Documents
- How do I send a document to a system again?Deliberately send a Document again, for example when the receiving system lost it or you've corrected it, without tripping the duplicate fail-safe.
- How do I cancel a document or target data?Take a Document, source data or target data out of use, and understand what Cancelled means in each case.
- How do I see or download the logs for a document?Open the logs for a Document, source data or target data, filter them to errors, and download them as a spreadsheet for Support.
- How do I change the details on a document?Correct a Document in Supply Lens, check your changes as a patch, and send the corrected version on.
- How do I find an order or other document in Supply Lens?Find any Document quickly by searching for its reference, filtering a list, or pinning the views you use every day.
- How do I see the details of a document?Open a Document and read its status, references, parties and lines, then follow its links to the source data and target data.
- How do I reprocess a failed document?Run a Document through processing again once you've fixed what made it fail, one at a time or in bulk.
Peppol and EDI
- How do I register my business on the Peppol network?Open the Peppol dashboard, run the Peppol Wizard and create your Peppol Participant so other organisations can find you and send you e-invoices.
- How do I add a customer or public body as a Peppol trading partner?Find the organisations you send documents to in the common trading partner list and add them, so they appear as receivers when you create a Peppol message.
- How do I set up an EDI Integration with a retailer or trading partner?Add the VAT, GLN and Customer-Assigned Codes EDI needs, create the EDI Integration, add a Configuration per message, and test it in Test state before going live.
- What do I need to get ready before my EDI retailer integration can be set up?Collect the specification, codes and trading rules from your retailer, and check your own products, identifiers and Locations, so the Supply Lens team can build your EDI integration without delays.
- How do I send an invoice over Peppol?Create an invoice in the Message Editor or upload an existing Peppol UBL file, validate it, and send it to your trading partner over the Peppol network.
- How do I see the Peppol invoices I've sent and received?Find any Peppol message on the Messages screen, read its status and network, open its details, print it as a PDF, and archive or unarchive it.
Fixing problems
- Why hasn't my document arrived in the other system?Four checks, in order, for when a Document is in Supply Lens but hasn't reached your ERP, warehouse or other system.
- Why has my integration stopped connecting?What to check when an Integration stops working because credentials have expired, been revoked or changed.
- Why are changes made to my orders after they're placed missing in Supply Lens?Orders can reach Supply Lens before apps such as bundle tools have finished changing them. Here's how to spot it and fix it with an import delay.
- What does "no conversion to this size could be found" mean?Fix orders that fail because a line's pack size has no matching Unit of Measure conversion on the Product.
- What does "A product with Id '00000000' or code 'ABC' does not exist" mean?Resolve the most common Document error, an unrecognised product code, then reprocess the Documents it stopped.