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Run Toast Daily Import

Daily import keeps kitchen inventory aligned with what Toast sold and wasted. Prefer it once product and location mappings are verified.

Suggested daily rhythm​

  1. Check inventory health and expiry batches that need action.
  2. Run Toast Integration → Daily import for yesterday's Product Mix.
  3. Optionally attach Item Details for async variance review.
  4. Open Import History for warnings, short-stock skips, or variance approvals.
  5. Run Reconciliation weekly.

Run Daily import​

  1. Go to Toast Integration → Daily import.
  2. Upload the Toast Product Mix CSV (up to 20 MB).
  3. Confirm Qty sold and Waste count columns are present in the export.
  4. Execute — Biznsbook deducts sold and waste using FEFO/FIFO for expiry-tracked items.
  5. Optionally include Item Details for variance compare/approve; results appear under Import History → Variance.

You can also use Import Sales for Product Mix alone, or Import Items for catalog and opening stock (new items only for quantity).

Import History and reversal​

  1. Open Toast Integration → Import History.
  2. Filter by Items, Sales, or Variance runs.
  3. To undo a completed sales import, use Reverse — stock is restored for that run.

:::warning Check mappings first Unmapped Toast items are skipped and may show a sidebar badge. Fix product mappings before relying on daily numbers. :::

Variant stock reminder​

When a Toast variant (pack / ALTERNATE) sells, stock deducts from the master item using the mapping conversion factor:

(Variant qty sold + Waste count) × Conversion factor

Waste posts as Toast waste on the stock ledger. Set factors on Product mappings.

Map Toast products and locations

Fix skips caused by missing links or conversion factors.

Reconcile Toast sales and margins

Compare Toast totals to inventory movements.