Lefori

Quick actions

Work queue

Ranked actions for the next things to do.

Today’s service commitments

Scheduled client deliveries for today.

Recent activity

Supplier balances

Up to five suppliers, highest outstanding balance first.

Action required

Pending approvals

Review requests assigned to you. Approve or reject without opening each module.

Client Setup

Clients

Locations

Delivery Locations

Contract Actions

Create or Update

Client Client Name Contact Person Phone Email Address

Delivery location Location Name Contact Person Phone Address Delivery Notes

Start Date End Date Payment Terms Delivery Type Price per Meal / Unit Expected Service Units Notes

Billing Cycle

Daily Contract

Select the weekdays when service repeats. This keeps daily contracts fast to enter without repeating rows.

Mon Tue Wed Thu Fri Sat Sun

Delivery Time

Custom Dates

Add each exact contract date here when the billing cycle is set to Custom.

Custom Contract Dates

Create a product here first, then pick it from the Contract Items dropdown below.

Contract Items

Create

Purchase Requisition

Request Date Purchase Type Notes

How to raise a purchase requisition

Choose the request date and whether the purchase is daily or weekly.
Add each ingredient or supply, the quantity needed, and the estimated cost.
Save the requisition. It starts as a draft that you can review.
Submit it for approval. An authorised procurement approver will approve, return, or reject it.
After approval, use Create PO to place the supplier order.

Requisition Items

Approvals

Requisition Actions

Orders & Receipts

Create Purchase Order

Finance

Receive, Invoice, Settle

Catalog

Products

Adjustments

Stock Actions

Visibility

Alerts and Movements

Requests

Create Requisition

Workflow

Submit and Approve

Issue Control

Issue Stock to Kitchen

Batching

Create Production Batch

Closeout

Complete and Waste

Returns

Unused Stock

Overview

Consumption Trend

Most Consumed

Variance

Expected vs Actual

Periods

Daily, Weekly, Monthly

Supplier Directory

Add Supplier

Vendor Context

Supplier-Linked Products

Configuration Context

Workspace Guidance

Audit Trail

Recent Configuration Changes

Matrix Context

Approval Boundaries

Audit Trail

Matrix Changes

Documents

Business branding

Logo appears at the top of the sidebar and on PDF and Excel exports. PNG or JPEG works best for Excel.

Business name Phone Location Owner email Business type

Logo

No logo

PNG, JPEG, WebP, or SVG. Keep under 2 MB.

Authentication

Users

Security

Users and Roles

Audit Trail

Sign in

Operations overview

Work queue

Today’s service commitments

Recent activity

Supplier balances

Pending approvals

Clients

Delivery Locations

Create or Update

Daily Contract

Weekly Contract

Monthly Contract

Custom Contract

Custom Dates

Purchase Requisition

Requisition Actions

Create Purchase Order

Receive, Invoice, Settle

Products

Stock Actions

Alerts and Movements

Create Requisition

Submit and Approve

Issue Stock to Kitchen

Create Production Batch

Complete and Waste

Unused Stock

Consumption Trend

Most Consumed

Expected vs Actual

Daily, Weekly, Monthly

Add Supplier

Supplier-Linked Products

Workspace Guidance

Recent Configuration Changes

Approval Boundaries

Matrix Changes

Business branding

Users

Users and Roles

Transaction History