Source, buy, and reconcile materials
Run supplier, purchase order, invoice, shopping-list, and inventory intake workflows without losing traceability or costing accuracy.
Overview
Formuley’s sourcing and purchasing workflow is spread across a few linked routes:
/suppliers/purchase-orders/invoices/shopping-list/ingredients
These routes should be treated as one material-control system, not five separate pages.
Recommended operator flow
- Maintain suppliers and preferred sourcing data in
/suppliers. - Build demand in
/shopping-list. - Issue purchasing instructions from
/purchase-orders. - Intake and review vendor billing in
/invoices. - Confirm ingredient costs and inventory state in
/ingredients.
What must stay tied together
These surfaces should agree on:
- supplier identity
- purchased quantity and units
- unit cost and landed cost assumptions
- received inventory versus expected inventory
- the cost basis used later in reports and pricing
If invoice intake does not match supplier or ingredient cost history, stop and reconcile before using the numbers downstream.
Launch readiness checks
- Confirm supplier records are clean enough to support reordering.
- Confirm purchase order and invoice workflows are not storing contradictory units.
- Confirm ingredient cost fields reflect the latest approved intake.
- Confirm shopping-list demand is not drifting from actual purchasing decisions.
Related routes
/suppliers/purchase-orders/invoices/shopping-list/ingredients
Next docs
Related Docs
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Use reporting routes, audit exports, and traceability views to move from operational monitoring into launch and compliance review.
Costs, pricing, and margin guardrails
Use costs, pricing calculator, and Profit Guardian together so formulation economics and launch pricing stay consistent.
Connect Shopify and monitor sync health
Connect Shopify, map products, and monitor sync behavior so revenue and inventory data can be trusted downstream.
Need support instead?
Use the Help Center for troubleshooting, billing questions, account issues, and product guidance once your setup is already in motion.