Save time and avoid manual entry errors by using AI Assist to automatically match items from a Vendor Invoice to your Thrive catalog.
Thrive can read the invoice, match the products, and assist in updating inventory quantities based on the Cases received—no bundling or complex math required.
Continue reading to discover how to utilize Thrive's AI Assist PO tool to receive cases.
Adding Units per Case Quantity
Once you've accessed the AI Assist Import tool, imported your file, and reviewed vendor information, you can begin the line items and enter Units per Case.
The tool will show Exact and Possible item matches based on the document and the existing products in Thrive.
At this stage, enter the number of units included in each case as shown on the vendor invoice.
Example: If one Case contains 10 Units, enter 10 in the Units per Case field.
Thrive will then automatically calculate:
Total Units (Units per Case x Number of Cases)
Cost per Unit (based on the total Case cost)
Not receiving Cases?
No problem! Just leave the Units per Case field blank. The drafted PO will only reflect the quantity entered in the Quantity field.
Bulk Editing Units per Case Quantity
Bulk update multiple products at once by following these steps:
Check the boxes for relevant products.
Click the 3 vertical dots (...).
Click Set units per case field for selected items.
Set Units per Case in the pop up box.
Select Apply.
Drafting the Purchase Order
After entering the quantities, the single quantity and unit cost will be updated in the drafted Purchase Order.
For Example:
Each Case contains 10 units.
The PO includes 2 Cases for a total of $200.
Thrive will draft a PO with 20 Individual Units at $10 per unit.
Once you've reviewed the drafted Purchase Order, click Create.
Finally, Receive the Purchase Order into your inventory. Receiving a PO will automatically update the inventory quantities in Thrive.
Things to Note:
An alternative way to receive cases and update single quantities is by using Bundles or Assemblies.