Workflow story

From Invoice to Margin

Follow one ingredient from low-stock signal to invoice match, receiving, menu sale, KDS fire, recipe depletion, and margin review.

Surfaces involved

One story crossing 7 product areas

  1. ForecastAI
  2. PO + invoiceInventory
  3. ReceivingInventory
  4. Stock roomInventory
  5. RecipeMenu
  6. POS orderPOS
  7. KDSKDS
  8. MarginReporting

Forecast signals

14-day par risk before service

Action recommended

Mozzarella below par

Forecast demand: 192 Margherita pizzas over the next 14 days.

12.4 lb short

On hand

12.4 lb

14-day par

25.0 lb

Suggested PO

80 lb

Linked recipe

Margherita pizza

Primary room

Cold Storage

Next step

Create PO #4471

Frame 1OwnerAI

Forecast flags mozzarella below par

The owner sees a low-stock signal before service risk becomes a scramble. The recommendation is framed as a purchase order, not another disconnected alert.

Mozzarella on hand12.4 lb below par
Open inventory signals
Frame 2VendorInventory

Vendor sends the invoice back into the loop

The supplier handoff is part of the same story. A PO, invoice, and received product all stay traceable to the stock item they affect.

PO #4471$1,284.00 invoice received

Story-only frame; no live-demo route is exposed for this off-system step.

Frame 3OwnerInventory

OCR match review catches the exceptions

The operator reviews matched invoice lines, confidence, and exceptions before the cost basis reaches inventory and margin reporting.

OCR match18 of 20 lines matched at 0.94 confidence

Story-only frame; no live-demo route is exposed for this off-system step.

Frame 4Driver / Kitchen managerInventory

Receiving posts product to a stock room

When the driver arrives, receiving updates the exact room balance that recipes, counts, and theoretical usage will read from later.

Cold Storage mozzarella12.4 lb -> 89.6 lb
Open receiving
Frame 5Customer / ServerPOS

A guest orders the menu item

The menu and POS are not separate stories. The sold item carries recipe context forward when the server sends the order.

Ticket #1042Margherita pizza x1
Open POS order pad
Frame 6Line cookKDS

KDS fires the ticket and records depletion

When the line fires the ticket, the same recipe that priced the menu item deducts ingredient usage from the stock item balance.

Mozzarella balance89.6 lb -> 89.2 lb
Open KDS
Frame 7OwnerReporting

Margin review reconciles theory to actuals

At close-out, food cost is not a spreadsheet exercise. The same movement trail explains COGS, contribution margin, and waste variance.

Food cost reviewCOGS 28.3% · Margin 62.8% · Variance -0.2 lb
Open food cost reporting
Forecast flags mozzarella below par. Owner.

Walk us through from invoice to margin for your operation

Tell us what your operation looks like and we will tailor the workflow story around your real handoffs.

No spam, no surprise sales sequence. Just a practical follow-up.