Can we set up automatic reordering based on par levels?
Not a fully automatic send-to-supplier order, but predictive ordering calculates what you need based on your most recent stock count versus your set par level and recent sales, with an optional buffer. It produces an order list you can process through Loaded or use manually against your supplier.
Can we keep ordering through our suppliers' own portals instead of through Loaded?
Yes — ordering through the platform is optional. What matters is receiving the invoice into Loaded, which updates your stock on hand and live cost-of-goods pricing regardless of how you placed the order. Plenty of customers order via portal, phone or email and just receive invoices into Loaded; others order through the platform to control what staff can order.
Can I export a stocktake sheet out of Loaded?
Yes — you can enter counts directly in Loaded, print the stocktake sheet, or export it in a format that suits your process.
Why isn't my first stocktake in Loaded showing a variance report?
Your first stocktake after go-live is treated as an opening count, not a variance report, since there's no prior Loaded count to compare against. The recommended approach is to finish your last stocktake in your old system first (for a proper variance report there), then enter that completed count into Loaded as your opening balance — so your next stocktake in Loaded generates a real variance report.
Does the stock unit on an item need to match exactly across invoice, stock item, and recipe?
Yes — the unit you receive an item in (invoice), the stock unit it's held in, and the unit used in the recipe all need to be consistent (weight-to-weight, volume-to-volume, or count-to-count). Mismatches are usually why cost-of-goods figures come out wrong or blank.