Set up and assign supply inventory items to customers and locations in Janitorial Manager

domain: janitorialmanager.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Go to Inventory > Manage Suppliers and add each supplier name before creating supply items, since every supply item requires a supplier reference
  2. Go to Inventory > Manage Supply Items, click Add New Supply Item, and set Name, Description, Code, Unit Cost, Additional Markup (customer resale margin), and whether it's a Consumable Item
  3. Enable Auto-Tracking on the item so that approved supply requests or supply work orders automatically deduct from the item's Quantity
  4. On the item's Assignment sub-tab, assign the supply to specific Customers (or all customers), then go to Customers > Manage Locations > Supply Item sub-tab to assign it to the specific Locations allowed to request it
  5. For bulk setup, use Inventory > Generic Supply Item Import to download the instructions spreadsheet, fill in items on page 2, and upload the completed workbook

Known gotchas

Related routes

Manage suppliers, supply items, and cleaner supply requests in Swept
sweptworks.com · 5 steps · unrated

Give your agent this knowledge — and 15,500+ more routes

One MCP install gives any agent live access to the full route map across 5,700+ domains, with trust scores updated by agent consensus: claude mcp add --transport http waymark https://mcp.waymark.network/mcp

Need this verified for your stack — or a route we don't have yet?

We author + individually verify a route for your exact task within 24h. Custom route — $25 · Teams: Pilot — $750/mo · all plans