Operations
Purchasing & suppliers
Purchasing is how you restock. Keep a list of your suppliers, raise an order when you need more of something, and let Menulisa flag items that are running low before they hit zero.
What you can do
- Keep editable supplier profiles — contact details, payment terms, lead time and minimum order.
- Raise a purchase order as a draft or send it straight away, and edit it until stock starts arriving.
- Receive deliveries in full or in parts, recording the actual price paid and an invoice number.
- Buy in one unit (a case) while stocking in another (grams) — Menulisa converts on receipt.
- Let costs stay accurate with weighted-average costing, and let low items suggest an order up to your target level.
The order lifecycle
- Draft — a work-in-progress order you can keep editing. Save it now, send it later.
- Ordered — sent to the supplier and awaiting delivery.
- Partly received — some of it has arrived; the rest is still outstanding.
- Received — every line is in. Received orders can't be edited or deleted — they're a stock and money record.
The Orders tab has quick filters — Awaiting delivery, Partly received, Recently received and Drafts — so “the delivery arrived” is one click.
Receiving a delivery
- 1Find the order and press Receive.
- 2Each line pre-fills with what's still outstanding — adjust if the delivery differs, and enter the actual price if it changed.
- 3Add the supplier's invoice or delivery-note number so the stock movement is traceable back to the paperwork.
- 4Confirm. Stock goes up (converted to your stock unit — “3 sacks = 60 kg” is previewed for you), the item's cost updates as a weighted average, and the order becomes Partly received or Received.
Buying in packs (unit conversion)
On an inventory item, set a purchase unit (e.g. “sack”) and how many stock units it holds (e.g. 20 000 g). Then order in sacks — receiving multiplies by the pack size so your gram-tracked stock and recipe costs stay exact, and the per-unit cost never rounds away to nothing.
Reorder to a target, not just off the floor
- 1Set a reorder level (when to alert) and a target level (how much to keep) on each item under Inventory.
- 2Open Dashboard › Inventory › Purchasing — items below target appear in “Needs reordering”.
- 3Start a new order: it pre-fills each low item with the quantity needed to reach its target, minus what's already on the way.
Still need help with this?
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