Review a Supplier invoice

Overview

• Supplier invoice review extracts the invoice header and individual purchase lines, then tries to match the Supplier and known Store supplier products.
• The Store comes from the receiving inbox; Supplier matching uses extracted vendor information and existing Supplier records.
• Saving/changing Store and Supplier triggers a rematch of known invoice lines.
• A line can ultimately be MAPPED, IGNORED, or APPLIED; unresolved lines remain UNMAPPED.
• An invoice cannot be applied while any line remains UNMAPPED.

When to use this

• Use Supplier invoice review before updating Costing purchase prices from a supplier invoice.

Step-by-step

1. Verify Store and Supplier first.
2. Check invoice number and invoice date.
3. Compare totals with the original document.
4. Review every extracted line.
5. Map valid purchase lines to Ingredients/Supplier Products or Ignore lines that should not update purchasing data.
6. Resolve warnings such as pack-size uncertainty or large price changes.
7. Apply only when every actionable line is mapped and priced.

Common mistakes

• Do not map lines before confirming the correct Store and Supplier.
• Do not Ignore a real purchased Ingredient simply to make the Apply button available.
• Do not assume invoice total alone is enough; Costing updates are driven by the mapped line purchase prices.

Troubleshooting

• If known items did not rematch, check Supplier, supplier product code/name, and existing Ingredient purchase-option mapping.
• If Apply is blocked, look for UNMAPPED lines or mapped lines with missing purchase price.