Reading supplier invoices into stock for coffee machines
You upload the invoice, the app reads it, and you check and confirm.
I have a long invoice from a supplier. Do I have to type it all in?
No. In Central stock you tap Receive and upload the invoice, as a PDF or a photo, up to 12 MB. The app pulls out the products, quantities, supplier and date.The Reception screen, from the Demo Co account, in Romanian
Florin M.
What if it reads something wrong?
You see everything it read and correct it first. Nothing enters stock until you tap Confirm receipt. If a pack size does not match, you see “check the packaging”.
Marius P.
My supplier names products differently from me.
You match the name on the invoice to your product once, and the app remembers it for the next invoice.
Florin M.
The boxes have lot numbers and expiry dates. Do I type those too?
Tap Scan label and photograph the box label. The app fills in the product, the lot number and the expiry date.
Marius P.
Does it work for parts?
Yes. First you choose what you are receiving: products, equipment or service parts. The invoice is read the same way, and the PDF of the receipt stays in Documents.
Florin M.
What if it cannot be read?
You add the products by hand. If the app skips lines on the invoice, it tells you how many.
Florin M.
Marius P.