Invoices received by Craftable for electronic processing, whose vendors are not automatically matched to an existing vendor, will be flagged with a status of 'Unmapped Vendor'.
Click an invoice with the 'Unmapped Vendor' status to be taken to the mapping screen. If there is an image available you can view it by clicking the paperclip icon at the top right. Under the Actions button you can choose to Contact Support.
On the main mapping screen you have the option of Existing (map to an existing vendor), New (add as a new vendor), and Ignore (refuse vendor/invoice altogether).
When selecting Existing you'll want to select one of your pre-existing vendors from the dropdown menu labeled 'Vendor'.
If the vendor does not yet exist select New, enter a name for your new vendor, and select which departments the vendor should be active for using the checkboxes. Review the 'Default OCR/EDI Department' selection and update if necessary. This tells Craftable which department to default any unmapped lines to for your Mixed Vendors.
Select Ignore if you do not want to process invoices for this vendor on Craftable at all.
Keep in mind - if you select Ignore, Craftable will automatically reject ALL future invoices from this vendor. If this is selected by mistake please contact the Craftable Support team for assistance.
FAQs
Where are these invoices coming from?
Depending on your configuration the invoices may be coming from an automated feed such as Fintech or Ottimate (PlateIQ). Alternatively they may be invoice images from vendors that have never been processed for the store.