Quick Start

This guide walks you through the essential steps to start managing your inventory and procurement with StockrHub. By the end, you will have a supplier configured, products linked with cost prices, and your first purchase order ready to send.

Step 1: Install the App

If you have not already installed StockrHub, head over to the Installation guide and follow the instructions. Once installed, open the app from Apps > StockrHub in your Shopify admin.

Tip

The initial sync runs automatically after install. You can proceed with setup while it completes in the background — your products and inventory will appear within a few minutes.

Step 2: Review Your Dashboard

When you first open StockrHub, the Dashboard gives you an overview of your store:

• Total products synced from Shopify
• Inventory levels across all locations
• Low stock alerts for items below their reorder point
• Recent purchase orders and their status

Take a moment to confirm that your products and locations have synced correctly. If anything looks off, wait a minute and refresh — the initial sync may still be in progress.

Note

The dashboard updates in real time as your Shopify store changes. New orders, inventory adjustments, and product updates are reflected automatically.

Step 3: Add Your First Supplier

Navigate to the Suppliers page and click Add Supplier. Fill in the following details:

• Supplier name — The company name of your vendor
• Contact email — Where purchase orders will be sent
• Lead time — Average number of days from order to delivery (e.g., 7 days)
• Payment terms — Your agreed terms with this supplier (e.g., Net 30)

Click Save to create the supplier.

Tip

You can add multiple suppliers and link different products to each one. This lets StockrHub generate separate purchase orders per supplier when you reorder.

Step 4: Set Up Item Pricing

Now link your products to the supplier you just created. Go to Item Pricing and click Add Item Price:

• Select a supplier from the dropdown
• Select a product/variant to link
• Enter the cost price — what you pay the supplier per unit
• Optionally set a supplier SKU if it differs from your Shopify SKU

Repeat this for each product you source from this supplier.

Note

Cost prices are used to calculate purchase order totals and track your cost of goods. Accurate pricing here means accurate PO values later.

Step 5: Create Your First Purchase Order

Head to the Purchase Orders page and click Create PO:

1. Select a supplier — only suppliers with linked items will appear.
2. Add line items — choose products and enter the quantities you want to order.
3. Review the order — verify items, quantities, and the total cost.
4. Send via email — click Send to email the PO directly to your supplier as a PDF attachment.

Your purchase order is now tracked in StockrHub. You can update its status as it moves through the procurement lifecycle: Draft > Sent > Partially Received > Received > Closed.

Tip

You can also download the PO as a PDF to send manually, or save it as a draft to finalize later.

Step 6: Set Up Reorder Rules (Optional)

To get automatic reorder suggestions, configure reorder rules for your products. Go to a product’s detail view or the Reorder Rules section:

• Reorder point — the stock level at which StockrHub flags the item as low stock (e.g., 10 units)
• Reorder quantity — how many units to suggest ordering when the reorder point is hit (e.g., 50 units)

Once configured, StockrHub will:

• Show low stock alerts on the dashboard when items fall below their reorder point
• Generate reorder suggestions that you can convert into purchase orders with one click

Caution

Reorder rules require sales history to generate accurate suggestions. If you just installed the app, allow a few days of order data to accumulate for the best results.

What’s Next?

You are now up and running with StockrHub. Here are some recommended next steps:

• Configuration — Customize your company details, PO templates, email settings, and alert preferences.
• Multi-location tracking — If you have multiple warehouses or retail locations, StockrHub tracks inventory at each one independently.
• Demand forecasting — As order data accumulates, StockrHub analyzes sales velocity to provide smarter reorder recommendations.
• Email alerts — Set up automated low stock notifications so you never miss a reorder window.