Providers, measures and delivery notes

Create a provider

Open Reports › Consumptions and click Providers. Click Create provider and fill in the Name (required), an internal Reference, the Email and the Phone.

Click a provider in the list to see its details. From there you can edit it, view its invoices or delete it. A provider with measures cannot be deleted: delete its measures first.

A provider's measures

A measure describes how a provider sells to you, for example a box of 6 units or a pallet. On the Providers screen, open a provider and, under Measures, click Add measure. Enter the Name (Box, Pallet, Bag…), Quantity, Unit, Price and Currency.

Measures turn what you buy (boxes) into what your recipes consume (grams or units), so your costs are calculated correctly.

Record a reception with a delivery note

When goods arrive, click Upload delivery note. You will find it on the Providers and Stock screens, and in each provider's invoices.

1. Select a photo of the delivery note as JPG or PNG, up to 10 MB, and click Analyze. The analysis can take up to a minute.
2. Review the result: pick or create the provider and check the Delivery note #, which is filled in for you.
3. For each item, check the consumable, quantity, price and measure. Unmatched items need you to pick a consumable; otherwise they are skipped. You are warned when a price differs from the one already known.
4. Click Confirm reception.

A delivery note with the same number cannot be recorded twice.

See a provider's invoices

On the Providers screen, open a provider and click View invoices. You will see its delivery notes and files with the Date, Status, Delivery note number, Files and Total.

Filter by the last 7, 30 or 90 days, select several rows and click Download selected to get the files.