Before you start the import there are two things you will need to do:
1. Make sure the vendor name in reciProfity matches The vendor ID in Plate IQ .
Where to find the vendor ID in Plate IQ:
In Plate IQ find your unit, then find the vendor in the left hand column. Click on the vendor name and look for Vendor ID. Use this Vendor ID in reciProfity as the Vendor Name.
If you have already entered your vendors in reciProfity and it doesn't match the Plate IQ Vendor ID DON'T add a new vendor name. Just change the vendor name in reciProfity and that will ripple through all of those vendor's ingredients!
2. Load your inventory in reciProfity (usually through uploading order guides) BEFORE you import your invoices. In addition to matching by vendor name reciProfity looks to match the item code for that vendor's items.
To run the Plate IQ Invoice Import.
From the Main Menu click Manage Inventory/ Invoices:
Click Plate IQ/ Import
When the import is done you will see this message:
To see the results click Plate IQ/ Import Results:
You will see how many invoices were imported.
If there were items with no matching item codes you will see this message:
If the vendor names don't match you'll see this message. Rename your reciProfity vendor to match this Plate IQ Vendor name.
For more details, to see the invoice as it was imported or to edit an invoice click on Cancel. This will take you back to the list of imported invoices where you can open and edit: