Create New Vendor Orders:
- You can get more details by clicking the expand icon in the top right.
- You can toggle between Vendor Units and Inventory Units by clicking Filter icon.
- Items are now separated by Storage Location. If you are having trouble finding an item, use the filter option to search the item.
Reconciling a Vendor Order:
- Be sure the Actual Delivery Date is accurate. This impacts inventory if the date is set incorrectly as your inventory values are updated based on the actual delivery date. As a best practice, reconcile your invoices when the order arrives.
- You can get more details by clicking the expand icon in the top right.
- Use the gear icon to change to toggle Company Product Numbers and sorting of the view.
- You can now customize your view on the reconciliation screen. To do this, hover over one of the column headers, click the down arrow, and check the boxes of the columns that you want to see. You can also change the column sequence by dragging and dropping.
- Suggested columns in this order: Product number, product name, order quantity, unit price, invoice quantity, physical quantity, unit, conversion, inventory unit, invoice price, and invoice extended value.
- The conversion and inventory unit columns are a great new “check and balance” tool. You can ensure that the proper conversion is in place for that product so you inventory values are properly updated upon reconciliation.
- Example: Ground beef is ordered by the case but the inventory unit is pound, so you should see a conversion of 20 because there are 20lbs in a case of ground beef. This conversion tells the system to add 20lbs of ground beef to you inventory for every case received. It also updates the price per lb.
- If you see that a conversion is not correct, contact Five Guys CrunchTime Team by opening a ticket via https://fiveguyshelp.zendesk.com/hc/en-us/requests/new so we can review and correct as needed.
- It’s always a good idea to scan and upload the paper copy of the invoice, this way you always have a copy of the paper version associated with your digital record.