Review proposed stock and supplier changes
For the authorised stock or purchasing reviewer. Open Review changes from
the relevant scanned supplier document or suggestion. Confirm the business,
location where relevant, supplier, document, and every scanned page. Extraction
is a proposal, not verified supplier or kitchen information.
Review each proposed change
Compare the proposed name, current/new value, unit, pack and price with the
original document and existing catalogue. Use Previous page / Next page
where the scan has several pages. Read Check this one notices and untick
anything incorrect before applying.
| Proposed change | Check before accepting |
|---|
| New supplier, contact or terms | Actual supplier identity and authorised account/contact information |
| New category, unit, item or pack | Existing matches, correct unit and pack conversion; no accidental duplicate |
| Supplier price or price change | Correct pack, net cost, old/new values and effective supplier document |
| Match a document line to stock | Actual product and pack; investigate any document-versus-saved pack warning |
| Match a credit note to a claim | Correct supplier, claim and amount; accepting records credit received and allocated |
Credit receipt/allocation is an accounting record, not proof of a bank payment
or physical stock receipt. Review Supplier credits.
Some changes depend on another proposed record. Read the dependency count before
unticking a parent. Nothing to attach this to now means the dependent change
is skipped, not applied. Do not create an unrelated item to force it through.
Apply and verify
- Check the selected count and every intended change. Resolve the missing
permissions notice with an authorised reviewer; reviewing is not permission
to apply.
- Use Apply … changes once for the reviewed selection.
- Wait for the result and reopen the same set. Inspect Applied, Already
existed, Failed, and skipped rows rather than relying only on a toast.
- Verify the actual saved supplier, item, pack, price or credit record.
- For a delivery document, complete its separate
invoice approval or receipt only after
checking whether those goods were already received.
Applying does not receive stock. Saved catalogue changes and stock movement
are separate outcomes. Applying is also not a supplier order or message.
Some changes did not apply
The partial-result notice preserves successful changes. Read each failure and
its dependencies, repair the cause with the authorised stock lead, then use the
offered Retry … changes on that same set. Reopen and verify every remaining
row afterwards. Escalate a skipped or failed row that has no supported recovery;
do not scan/create a second set to conceal the partial result.
If another reviewer changed the set or it is already being applied, reload and
review the latest result before another action. A timeout does not establish
that nothing changed. Check existing records and the original set first.
Discard a bad draft
Discard is for an unapplied set based on the wrong or unusable scan. Check
that no changes were already applied before using it; then rescan the correct
document when needed. A partially applied or applied set cannot be discarded as
an undo. Preserve its history and use the supported record correction with the
responsible reviewer.
Escalate with document/set reference, affected row, intended value, observed
status, unit/pack, successful changes and exact error. Share supplier documents
and account details only through authorised channels.