Invoices, Smart Pricing, Cost Changes & Vendor Management Training

Welcome to Your Smart Pricing Training!

This session is all about saving you time and giving you a powerful way to manage your costs. We'll show you how to upload vendor invoices directly into Vori to automatically update your product costs, add new items to your catalog, and make smart pricing decisions based on your margins.

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✅ Your Pre-Training Checklist

Please complete these tasks before our session.

[ ] Gather Your Invoices: To make this training hands-on, please do the following:
- [ ] For a Head Start: Try uploading one recent invoice on your own before our call.
- [ ] For Our Live Practice: Please also have 1-2 different paper invoices handy for us to scan together.
- [ ] For Digital Vendors: If you use UNFI or Supervalu, please have your login credentials ready so we can walk through the download process.
[ ] Think About Your Margins: No need to have final answers, but start thinking about your desired profit margin for different departments. This will help when we get to the "smart pricing" suggestions during the training.

For Virtual Sessions:

[ ] Device & Tech Check: Just a reminder to join our call from a computer or tablet and test Google Meet beforehand so we can screen-share effectively.

🚂 Our Training Agenda

We'll walk through the entire workflow from scanning a paper invoice to printing a new shelf tag.

Step 1: Getting Your Invoices into Vori

A. Setting up Email Auto-Feed and discussing EDI (KeHE, JFC, C&S Wholesale Grocers, Good Stuff).
B. Uploading Digital Invoices: For UNFI/Supervalu spreadsheets or PDFs.
C. Scanning Physical Invoices: Scan paper invoices using a document scanner or phone app (**Google Drive App, iPhone Notes App, or CamScanner)** and manually upload the files to the Back Office Invoice tool.
Upload Instructions:
1. Click New Invoice in the top left corner of the page.
2. Select Bulk Upload or Import via Spreadsheet.
3. Drag your invoice files into the upload window or click to select them from your computer.
4. After adding your files, click Upload File.

🛑 A Note on Processing: The minute you upload an invoice, it enters our processing queue. Please do not upload the same invoice multiple times. If you do, it creates duplicate work that can slow down the system for everyone. If an invoice seems stuck, contact Vori support and they will check the queue.

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📚 Resources:
- https://help.vori.com/articles/10238551-uploading-new-invoices
- https://help.vori.com/common-invoice-issues

✅ Your Pre-Training Checklist

🚂 Our Training Agenda

Step 1: Getting Your Invoices into Vori

Step 2: Processing Your Invoices