Skip to main content

Importing Plate IQ Invoices

  • Updated

Use this process to import invoices from Plate IQ into reciProfity. Before you begin, complete the following setup steps to ensure accurate matching.

1. Match Vendor Names

Make sure the Vendor Name in reciProfity matches the Vendor ID in Plate IQ.

To find the Vendor ID in Plate IQ:

  • Select your unit.
  • Locate the vendor in the left-hand column.
  • Click the vendor name and find the Vendor ID.
  • Use this Vendor ID as the Vendor Name in reciProfity.

If you’ve already entered vendors in reciProfity and the names don’t match, do not add a new vendor. Instead, update the existing vendor name in reciProfity. This change will automatically apply to all associated ingredients.

 

2. Load Inventory First

Upload your inventory (typically via order guides) before importing invoices. reciProfity matches items using both the vendor name and the item code.

 

Running the Plate IQ Invoice Import

Once you've completed the setup, you can run the import. 

  1. From the Main Menu, click Manage Inventory > Invoices.

     
  2. Click Plate IQ > Import.

 

When the import completes, you’ll see a confirmation message.

To view results:

  • Click Plate IQ > Import Results.

     
  • You’ll see how many invoices were imported.

 

Error Messages

  • Missing Item Codes: If items don’t have matching item codes, you’ll see an error message.
  • Vendor Name Mismatch: If vendor names don’t match, you’ll see a message showing the Plate IQ Vendor name. Update the vendor name in reciProfity to match this Plate IQ Vendor Name.

 

Viewing and Editing Imported Invoices

To see invoice details or make edits:

  • Click Cancel to return to the list of imported invoices.
  • Open any invoice to view or edit its contents.

 

 

 

Related articles