Below are the steps you need to follow for invoicing and placing your orders.
As soon as you receive an order, you must upload a picture of the invoice to the image vault.
1. Open up the app on your phone.
2. Choose the platform that the order belongs to (Beverager or Foodager).
3. Select the 3 horizontal lines on the left-hand side.
4. Select Image Vault.
5. Select Upload.
After the image is uploaded to the image vault it then goes off to be mapped by OCR
(Craftable), then to the Director level, and finally back to the store level to then be approved.
This process can take anywhere from 30 minutes to 24 hours.
Approving Invoices:
1. Open the app or go on the website.
2. Choose the platform you are approving for.
3. Select the 3 horizontal lines on the left-hand side.
4. Select Vendor Invoices.
5. Approve the invoice and verify the picture.
Some things to note:
• If the picture of the invoice is too blurry, it will show up under the Vendor Invoice issue tab.
» Select the 3 horizontal lines on the left-hand side.
» Select Invoices.
» Select Vendor Invoice Issues.
• If you don't want to use your phone to upload pictures on the invoices, you have the option
of scanning the invoices and uploading them using a desktop computer.
» Follow the same steps you would as if you were using your phone.
• If an invoice is more than 3 pages, then your only option is to scan and upload using a
desktop computer.
• iPhone vs. Android
» iPhone: You can take the picture of the invoice once already in the app.
» Android: You only have the option to take a picture of the invoice on your camera and
then go into the app and upload the picture of the invoice.
Our goal should always be to order through Craftable and receive orders
through Craftable. You save .65 cents for each invoice that you receive
through Craftable. This means that every time you do upload a picture to the
image vault (because you can't receive the order through Craftable, it costs
you .65 cents. You can only receive the order through Craftable if you placed
the order through Craftable.
Placing an order:
1. Log onto the app or website.
2. Choose the correct platform you are ordering for.
3. On the left-hand side, select Orders.
4. Select Orders .
5. Select "+ New Order".
6. Select your Vendor and the date you want to place the order.
Receiving an order:
1. Select the 3 horizontal lines on the left-hand side.
2. Select Orders.
3. Select Orders.
4. Go to Placed Orders.
5. Click on the invoice you are receiving.
6. If you need to add a delivery fee, tax, etc to the invoice:
» Select the + sign to add a line to the invoice.
7. Review line by line and make any adjustments necessary.
» If you need to adjust the price, click on the actual item NOT the red pen.
To see what you have on-hand in real time (helpful for placing orders):
1. Inventory
2. Inventory
3. Look at the Quantity Column
SHELF TO SHEET
Below you will find the steps to make your Inventory sheets match your shelves to help with quick counting.
1. Log onto Craftable App/ iPad/ Desktop.
2. Click on your name in the top right-hand side.
3. Select Store Settings.
4. Select Inventory Storage.
5. Select "+ Storage".
6. Use the 3 dots to move the location (up/down).
Managing your storage:
1. "Item Manager - Storages".
2. Storage = Location.
3. This lists all items, the items with a check is what is in that location (storage).
4. Click "Bin" to group shelves together.