Suppliers and purchasing
Updated July 4, 2026
The Suppliers and Procurement tabs in Inventory turn ordering from memory-and-texts into a paper trail.
Suppliers
Each vendor carries its contacts, how they take orders (email, phone, portal), delivery lead days, and minimums. Link your ingredients to each supplier's actual pack — the case size, the pack price — and your costs stay tied to reality. Mark a preferred supplier per ingredient.
From sheet to received
- A procurement sheet drafts what to order — each line shows current stock, forecasted need, and the suggested quantity with cost.
- Approve the sheet, then hit Generate POs — that's the step that turns it into purchase orders, one per supplier, each tracked from draft through sent, confirmed, and received. (Approving alone doesn't create the orders; the Generate step does.)
- Receive against the PO when the truck arrives — quantities are reconciled and anything invoiced-but-short surfaces as a discrepancy instead of vanishing.
Note: Auto-procurement (a Pro automation) is designed to draft the sheet on your schedule and notify you — never approving, ordering, or sending anything by itself, and respecting a spend cap you set. Note it runs only where your platform has the automation switched on; where it's off, build sheets with the manual Generate flow above (which always works). The robot does the paperwork; you keep the signature.