Operational Suite setup
How sellers go from setup to a complete operating flow
Set up the apps in the same order your business runs: sell in Commerce, count in Inventory, buy in Procurement,
then connect the handoffs. By the end, an order can move from checkout to reorder to supplier delivery without
a separate stock sheet.
01 Commerce Founder or ecommerce lead
Set up the store foundation
Add the store domain, brand, currencies, GST rules, checkout rules, payments, email, shipping and return settings.
Complete when: A test customer can place an order, pay, receive email, and see their order status.
02 Inventory Operations or warehouse lead
Create the stock truth
Create warehouses, add SKUs, set cost price, preferred supplier, reorder point, reorder quantity and opening stock.
Complete when: Every sellable SKU in Commerce has the same SKU in Inventory, with available stock visible to the store.
03 Procurement Purchasing or finance lead
Define buying control
Add vendors, budgets and approval workflows by amount, then decide what agents may draft or approve.
Complete when: A low-stock request can become an approved PO, with the approver and supplier recorded.
04 Inventory Admin or developer
Connect the handoffs
Create API keys, connect Commerce to Inventory and Procurement, then connect Inventory and Procurement to each other.
Complete when: Orders reserve stock, shipped orders reduce stock, low-stock items create requests, and received POs add stock back.
05 Procurement All three leads
Run the first complete cycle
Place a test order, force one SKU below reorder point, approve the request, receive the goods and approve the supplier invoice.
Complete when: The store, stock ledger, PO, delivery and item cost all agree without anyone editing a spreadsheet.