How-to · Running the day

Receive a distributor's invoice

Put a whole delivery on the shelf at once, in cases or units, and record what each product cost.

When a distributor's delivery arrives, enter its invoice once and every product on it goes on the shelf. Use Receive an invoice at the bottom of Stock.

1. Under Distributor, choose who it came from. The first time, choose Add a distributor…, type the name under Distributor's name and tap Add distributor. Your locations share one list.
2. Type the Invoice number and Invoice date from the paper. Both are optional, but they let you find the invoice later.
3. For each product on the invoice, scan it into Scan or type a barcode and tap Add line, or pick it under Or choose a product.
4. On each line, type the Cases and any loose Units. Cases show only for a product with a case size, set under Case of on its Stock row.
5. Managers and the owner also type the Cost: per case for a product with a case size, otherwise each. Check the Invoice total against the paper.
6. Tap Receive invoice.

Each cost becomes the product's cost, so your margin follows your latest price. A case's cost is split into a cost per bottle, rounded up to the cent.

Cashiers can receive an invoice too. They type cases and units only; costs are for managers and the owner.

If something was entered wrong, count the shelf under Count a shelf. A received invoice is never edited.

Managers and the owner see past invoices under Deliveries, with their totals.