Invoice Review and Apply Workflow
Path: Operations -> Invoice Upload -> 1) Upload -> 2) Run -> 3) Review -> Apply
Upload source files, run parsing, resolve low-confidence rows, then apply approved costs into ingredients and purchase ledger events.
In-depth workflow guides your team can follow without guesswork.
Each guide below uses realistic UI-style screenshots with generic sample data so teams can train safely before touching live records.
Menu Item Editor Costing Workflow
Path: Menu and Costing -> Menu Costing -> Menu Item Editor
Set recipe lines, validate unit and quantity fields, confirm menu price, and review plate cost plus COGS before publishing updates.
Inventory Tracking and Variance Workflow
Path: Operations -> Inventory -> Inventory Tracking tab
Post beginning and actual snapshots, run PMix usage, then compare theoretical on-hand against actual value to isolate variance drivers.
Recommended Weekly Operating Rhythm
Monday-Tuesday: Invoice cleanup and apply
Wednesday-Thursday: Menu/modifier cost validation and action list
Friday-Sunday: Inventory close, variance review, and next-week adjustments
Use this cadence to reduce reactive pricing changes and improve margin stability.
Support FAQ
Answers to common implementation and training questions.
Yes. The screenshots on this page use generic sample data and are designed to be safe for internal onboarding and SOP documentation.
Email support with your current process, your POS stack, and the workflow you want documented. We can map click paths to your deployment state.
Start with Invoice Review and Menu Item Editor guides, then move to inventory tracking once teams are comfortable with cost record quality.
Yes. We provide structured onboarding support sessions for activation and first-cycle review workflows.