InsightChef Pro V2.0 DIY Chef
Training 2 of 7: Receive Invoice & First Use

Capture an invoice once, teach new packs once, and post a clean record.

Slide 1: Begin every delivery on Receive Invoice
Use Receive Invoice for every food and beverage delivery. Enter the date, vendor, invoice number or purchase order when available, and the vendor invoice total. Then add each line exactly as it appears on the delivery. The reconciliation bar compares the calculated lines and charges with the invoice total before anything is posted.

Slide 2: Saved profiles make repeat items fast
For an item the operation has received before, choose the ingredient, enter the received quantity, and enter the invoice unit cost. The saved vendor profile supplies the item's purchase unit, pack assumptions, and storage location. Extended cost is based on what was actually received and what the invoice charged.

Slide 3: First Use teaches a new vendor pack once
A new vendor-item combination triggers First Use. Complete the brief prompts once, using the language printed on the case or invoice. Examples include six number-ten cans, four ten-pound logs, six heads, or an average-weight case. The guided questions separate expected pack quantity from actual receipt quantity, price basis, storage, and usable yield.

Slide 4: Approve the new item, then return to the invoice
When a new ingredient requires review, confirm the suggested name and complete the required yellow fields. Approve the item to save the new ingredient and its vendor pack profile. The workflow returns to Receive Invoice so the chef can finish the same delivery without re-entering the completed information.

Slide 5: Post only when the invoice is reconciled
Add freight, fuel, tax, or other charges exactly as shown. Resolve any remaining difference before posting. Post and Start Next Invoice writes the permanent receiving records and prepares a fresh form. Clear Invoice is for an unposted draft and should leave the historical records unchanged.