Supplier invoice Known-only automation checks

Overview

• Known-only Supplier invoice automation requires a matched Store and Supplier, a valid invoice date, and at least one extracted actionable line.
• Every non-ignored line must already be MAPPED to both a known Supplier Product and Ingredient and have a purchase price.
• Any line-level warning stops automatic processing.
• Every actionable line must already have an established previous Supplier Product price; a first-ever price is not auto-applied.
• MiniTill compares each invoice price with the latest known Supplier Product price and stops if the absolute percentage change is above the configured auto-price-change limit.
• Only after all checks pass does it use the same safe invoice Apply workflow used by manual review.

When to use this

• Use Known only for recurring invoices where product codes/mappings and normal price ranges are already established.

Step-by-step

1. Manually map new Supplier Products first.
2. Let at least one established Supplier price exist.
3. Set a conservative automatic price-change limit.
4. Enable Known suppliers/products only.
5. Review Automation notes for stopped invoices.
6. Manually review invoices with new products, warnings, missing dates, or price jumps.

Common mistakes

• Do not expect the first invoice for a newly mapped product to auto-apply without established price history.
• Do not assume a 25% line warning threshold is the same as the automation limit; the configurable automation limit can be much lower (default 10%).
• Do not ignore lines simply to make automation pass unless those lines genuinely should not affect purchasing data.

Troubleshooting

• If automation says a mapping is unknown, finish the line mapping manually first.
• If it says a price change exceeds the limit, verify pack size and invoice unit price before deciding whether to apply manually.