Track a credit note invoice
During a receipt, it is possible that a credit request has been generated. In this case, a credit note invoice with Pending status is automatically created for this credit request.…
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- Validate or refuse maintenance intervention requestsConfigure notifications and the authorized validation limit for quote managementReject or accept a quote submitted on a work orderStatus options for an intervention sheetView projected and actual intervention costs and add final billingAdd a quote to the intervention recordAdd and complete an interventionGenerate an intervention record
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- Manage allergens for products in recipesAdd product labelsModify product information: units, labels, origins, VAT, etc.Add a pre-order delay on a supplier productManage products within Product Administration V2Manage the yield rates of food resourcesUnderstand product billing, ordering, storage and production unitsLink a data sheet to a productThe concepts of ingredient, industrial product, and supplier product
- Manage allergens for products in recipesAdd product labelsTracking purchase progress against purchase commitmentsUnderstand why it is suddenly not possible to order for the week, month or next yearWhy can't I indicate a quantity with decimals?Why can't I order my product after it has been created in the price list?Modify product information: units, labels, origins, VAT, etc.Managing non-food product stockCreate a specific price list on the parent siteApply a price to finished products from the price listAdd a pre-order delay on a supplier productManage the yield rates of food resourcesManage cases of promotion, animations, or product substitutionsDuplicate a price listWhy doesn't the import of new price list or new products work?Delete a price listCreate a copy of an existing product from another supplierDelete a supplier productCustomize an inherited productForce the update of a new product to make it immediately orderableUnderstand product billing, ordering, storage and production unitsLink a data sheet to a productThe concepts of ingredient, industrial product, and supplier productAttach a product to a purchase genericManage purchase genericsCreate a price listHow to manage AGRIMER productsCreate a productCreate a family of food or non-food ingredientsAttach a generic ingredient to productsModify the price of productsModify the supplier, product family and/or the validity period of a price listMerge two price lists
- Detach a supplier record administered by a parent siteThe referencing periodUnderstand reception 'Pending' status for the EDI delivery noteOrder deadline and cutoff timeSet delivery daysManage the delivery and consumption delay in a smart delivery ruleUnderstand why it is suddenly not possible to order for the week, month or next yearUnderstand all parameters of the supplier formElements inherited from parent site to child siteLocate supplier files that no longer appear in the listEnable the ability to send pre-orders to a supplierAssociate the "PARENT SITE NAME" supplier on child sitesDisplay a clickable confirmation link in the order emailMethods of sending purchase orders to suppliersMerge supplier recordsPre-order functionalityDelete a supplier recordModify an existing supplier recordCreate a supplier groupAssociate a supplier sheet managed by a parent siteUnderstand why an order remains in 'pending' statusCreate a new supplier record
- Manage allergens for products in recipesRecipe components tagAdd progression to a recipeDuplicate a recipeOptimize Smart Grammage rules using recipe categoriesCreate, modify or delete a recipe category or subcategoryCreate, modify or delete a production workshopManaging tap water in recipesCreate a specific price list on the parent siteManage recipes as finished products to store them and/or make them orderable and deliverable (lab flow)Reactivate a recipeSimulate a recipe to verify its proper valuationManage the yield rates of food resourcesMake recipes mass storableBet on recipe component tags to optimize productionAdd components to a recipeModify a recipeDelete a recipeTransfer a recipe from one site to its parent siteWhy doesn't the recipe valuation simulation work?Mass configure recipe files, add elements and/or replace an ingredientDecline a recipe to have different versions compatible with different segments, textures, andor specific dietsCreate a recipeUnderstand the purpose of the different tabs in a recipe card
- Manage allergens for products in recipesComplete the projected and/or actual forecasting of a menuUsing guest orders with production sitesAdd a non-compliant meal to a meal planAdminister the list of meal items and servicesSubstitute recipes in your menusUsing business metrics on menu templatesDisable a menu templateDeactivate a menu templateModify the settings of a menu frameManage the sales prices of recipesDuplicate menusCreate a menu
- Order to APPROLOCAL from EasilysUnderstand why it is suddenly not possible to order for the week, month or next yearWhy can't I indicate a quantity with decimals?Cancel a pre-order with a supplierQuickly create a missing supplier product to add to an orderManage bread receptions in schoolsValidate an order as a managerMerge ordersPrint a purchase orderManage an order placed by phone on EasilysCreate, modify and delete order modelsUse the order comparisonDelete or cancel an orderPrepare and send an order
- Find a supplier order that isn't visible in the Receptions screenManage a goods returnDelete a credit note request in a receptionManage a free item in the delivery noteManage non-conformity criteriaPrint a receptionCreate a product from a receptionMass printing of multiple exit vouchers or control on receptionValidate a goods received noteReplace a product with another in a receptionDelete a receptionModify a claim or credit request in a delivery noteManage a case of re-delivery of missing productsModify the delivery date on a delivery noteManage batches and their expiration or use-by datesManage taxes other than VATGenerate a delivery note without an orderMerge receptionsManage bread receptions in schoolsRecord a claim and/or credit request related to a receptionReopen a completed receptionAdd a product after sending an order
- Track a credit note invoiceLink an ITR (Invoice to receive) with an SI (Supplier invoice)Invalidate an invoiceTrack payment status after invoice validation (partially paid / paid)Merge ITR (invoice to receive)Cancel an invoice by automatically generating a credit noteRecording types available in the "Recorded by" filterManually enter an invoice to be received (FAR)Export supplier invoicesManage a disputed invoiceEnter a Supplier Invoice (FF) manuallyUnlink a FAR and an FF previously linked by mistakeSupplier invoicesMass validate invoices in "Ready to pay" statusReconcile a FAR and an FF to identify potential anomaliesCustomise the invoice tableAutomatically generate a SI (Supplier Invoice) upon reception validationCancel a purchase invoice or credit note
- Manually add finished products to stockFifo - stock valuationManage the storage areas from the stockWhy do I have old versions of products in stock?Managing non-food product stockManaging additional and/or exceptional costsManaging goods entries in stockCreate your initial stock to startIdentify known losses and markdowns behind a stock movementIdentify the sales responsible for a stock withdrawalManage stock removalsSet a minimum stock level for a supplier productAdd or remove products from stock, based on packaging typeFind a product that doesn't appear in stockObtain a document listing the state of stock at a given dateConsult stock movement detailsView stock excluding tax or including taxCancel an erroneous stock movementReports available on the Stock screen
- Ensuring food cost price is consistentView the food cost price for a day or a periodPrint the consumption sheet to have a summary of the food cost price on paperModify the rule for calculating the food cost price to exclude or partially include certain servicesWhy does the detail of the food cost price by service not appear
Supplier Invoices
18 articlesTrack and manage supplier invoices for accurate financial reporting
Link an ITR (Invoice to receive) with an SI (Supplier invoice)
You may need to link an ITR to a SI because they were generated separately. In this situation, you can associate the two invoices together. This will then allow you…
Invalidate an invoice
Invalidate an invoice to remove it from the current list of invoices to be paid if it is not relevant or accurate. An invoice with "Validated" or "In dispute" status…
Track payment status after invoice validation (partially paid / paid)
Once the invoice is validated, you have the option to track its payment status using the Partially paid and Paid statuses. This guide will assist you in this process.
Merge ITR (invoice to receive)
As a restaurant manager, you may want to merge several invoices to receive (ITR). This guide will help you through this process.
Cancel an invoice by automatically generating a credit note
From within an invoice, it is possible to generate a credit note that will completely cancel it. You can then modify the credit note (as long as it doesn't completely…
Recording types available in the "Recorded by" filter
As a restaurant manager, you want to display the flows that generated the invoices in the Supplier Invoices screen in order to effectively track your invoicing. This guide supports you…
Manually enter an invoice to be received (FAR)
As a restaurant manager, you want to manually create an Invoice to be Received (FAR). This guide supports you through the process.
Export supplier invoices
As a restaurant manager, you may need to export invoices from the "Supplier invoices" screen for external analysis or to share with stakeholders.
Manage a disputed invoice
As a restaurant manager, you need to manage a disputed invoice to resolve financial conflicts or discrepancies with suppliers. This guide will assist you in this process.
Enter a Supplier Invoice (FF) manually
As a restaurant manager, you may need to manually enter a Supplier Invoice (FF) when it does not result directly from a validated reception or is not sent into Easilys…
Unlink a FAR and an FF previously linked by mistake
As a restaurant manager, you need to unlink a FAR (Invoice to be received) and an FF (Supplier Invoice) previously linked by mistake in order to correct your financial records.…
Supplier invoices
This guide provides detailed information on the features and management rules of the SUPPLIER INVOICES screen.
Mass validate invoices in "Ready to pay" status
As a restaurant manager, you may want to change several invoices with the status "To Validate" to the status "Ready to Pay" at once. This guide walks you through how…
Reconcile a FAR and an FF to identify potential anomalies
As a restaurant manager, you want to match an invoice FAR (Invoice to Receive) and a FF (Supplier Invoice) to identify any anomaly or issue in financial transactions. This guide…
Customise the invoice table
As a restaurant manager, you want to customise the invoice table. This guide takes you through the process.
Automatically generate a SI (Supplier Invoice) upon reception validation
As a restaurant manager, you'd like to automatically generate a SI (Supplier Invoice) when you validate a receipt. This guide takes you through the process.
Cancel a purchase invoice or credit note
As a restaurant manager, you can cancel a purchase invoice or credit note to correct errors or reflect changes in your purchases. This guide takes you through the process.Start from…
