How do I add supplies to a location?

Build a company-wide supplies catalog and then assign specific items to each location. This ensures your cleaners only see the supplies relevant to their location when making requests.

Step 1: Add supplies to your company catalog

Go to Supplies in the left-hand menu and select Manage Supplies.
Click the Add Supply button in the top-right corner.
Fill in the description and any other relevant fields. You can also add an image to the supply.

Think of this as your master catalog, add every supply your company uses across all locations, regardless of whether your company or the customer purchases them.

Step 2: Assign supplies to locations

Once your catalog is set up, you can assign supplies to locations in two ways:

Batch assignment (from the catalog):

In Manage Supplies, click the Actions button next to a supply and select Batch Supply Assignment.
You'll see which locations already have that supply assigned and which don't. Add or remove locations as needed. You can also use Add all or Remove all to make changes in bulk.

Assign from the location:

Go to Manage Locations and open the location you want to update.
In the left-hand menu, go to Supplies.
Click the Manage Supplies button and select the items from your company catalog that apply to this location.

Setting up supply request routing

For each supply, you can designate whether it is purchased by your company or by the customer. When a cleaner submits a supply request, Clean Smarts will automatically route it to the right person.

To configure who receives these requests, click the Supply Manager button at the top of the location's supplies page and select the appropriate users or customers.