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How to Make The Most of Your FoodRazor Trial

The A to Z on how to utilize FoodRazor to it's full capacity during your free trial.

Mark Epchteine avatar
Written by Mark Epchteine
Updated over 6 months ago

Welcome to your Foodrazor free trial, thanks for giving it a whirl!

We're dedicated to helping restaurants, cafes, and bars like yours stay on top of their costs, invoices, accounting, and procurement processes.

We understand that getting the most out of your free trial is crucial, so we've put together this friendly guide to help you navigate the bells & whistles of Foodrazor and unlock its full potential.

Let's dive in!


Start by Uploading an Invoice

No more piles of paper invoices cluttering up your workspace. Foodrazor allows you to digitize and manage your invoices and orders with ease.

At the top right, you’ll find the “Upload Invoice” button, and you can upload a PNG, JPG, or PDF of your invoice(s). From there, our data extraction engine will scan them, and within 24 hours all the information from the invoice will be digitized.

As you begin to upload invoices over the next few days, we’re automatically creating a database of all your suppliers, the products you’re buying, and the prices you are paying.


Accounting Integrations

Now that invoices are being uploaded, we can move on to the accounting integration, which will become your accountant's best friend.

With Foodrazor, once we digitize all your invoices, our intuitive accounting integrations sync directly with Xero or QuickBooks, and create bills to pay, while mapping all purchases, product groups, and suppliers to the appropriate chart of accounts and contacts

Say goodbye to manual data entry, and hello to efficiency.

You can find the setup guide for Xero here.


Pro Tip: Multiple locations within the same account can be mapped to different (or the same) Xero/Quickbooks organizations.


Product Groups

Want to track all alcohol as one category? No problem. Want to break every bottle of booze down to its type to get the most accurate insights and reporting? Let’s do it!

After we’ve processed the invoices without any keystrokes out of you, it’s time to go ahead and create/label your product groups. If you head over to the All Products tab of Suppliers, you’ll be able to create the product groups you want to track.

On the overview homepage, you’ll find a “New Products” section - where you can click See All to filter to any new products uploaded within the month.

With your groups created & set, we’re at the finish line of setting up FoodRazor.


With the elements of setup complete, it’s time to unlock the true value of FoodRazor

Analytics & Data Reporting

With all your spending digitized automatically, you can strategically take advantage of the instant insights you receive. Negotiate discounts based on your spend with suppliers, have insights on how much you're spending on low margin products, and stay on top of category spending.

Have multiple locations? Compare and contrast profitability with the various metrics we display.

Spending By Product Group


Spending By Product


Spending With Suppliers


and so many more possibilities. All these reports are fully exportable.

Nothing like showing your supplier how much you've spent with them over the last year and asking for a discount.. only to have the purchasing data at the tip of your fingers to back up your ask.


Procurement

With invoices flowing through FoodRazor, we’re building out a database of all your suppliers, the products you’re buying, and what you’re paying. You can now streamline and centralize all your procurement in one spot, and ensure your supplier receives a purchase order via email, WhatsApp, or SMS.

Looking for extra oversight for what orders specific individuals are placing? No problem - we can set up approval workflows, allowing you to delegate procurement while maintaining control.

Set up your supplier contact information? Let's send off some orders!


Time to Stay On Top of Any Price Hikes!

Never be left in the dark about increasing costs again. As soon as an invoice with a price increase is processed, you’ll receive an email notifying you of any price increases, and all items with price increases appear on your home overview tab.

You can also control how much of a % increase triggers these emails and set your threshold product by product, or by product group.


We're curious about how you do things and how FoodRazor can help bring organization and clarity to your operations and help you stay on top of costs and procurement. Have any questions? Find a time to chat and/or demo with the FoodRazor team here!

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