> ## Documentation Index
> Fetch the complete documentation index at: https://docs.maska.co.in/llms.txt
> Use this file to discover all available pages before exploring further.

# Bulk onboarding with Basanti

> Let Basanti read your invoices, rate cards, and recipes and draft master records for you to review.

Setting up a new business means entering a lot of masters — items, vendors,
supplier rates, opening stock, recipes. **Basanti** does the typing for you: upload
the documents you already have, and she reads them, drafts the records, and shows
them to you for review before anything is saved.

<Note>
  Basanti is available to **owners and managers** (anyone who can add items). You'll
  find it on the **bulk-add screen** — choose the **Ask Basanti** tab instead of the
  spreadsheet tab.
</Note>

## What she can read

* **Vendor invoices** (photos or PDFs) → items, vendors, and the rates you paid.
* **Rate cards / price lists** → supplier catalog rates.
* **Spreadsheets** (CSV / XLSX) → items and rate cards, read deterministically.
* **Recipe sheets** → recipes with their ingredients.

## How it works

<Steps>
  <Step title="Upload your documents">
    Add one or more files to a session — invoices, rate cards, a recipe list. A
    plain master spreadsheet is read directly; photos and PDFs are read by AI.
  </Step>

  <Step title="Basanti extracts">
    She turns each document into draft records — items, vendors, supplier rates,
    opening balances, and recipes.
  </Step>

  <Step title="Review">
    Everything lands in a review surface, grouped by type. Basanti flags which
    records **already exist** in your masters (so a re-upload updates rather than
    duplicates) and which are **new**. Where two documents disagree on a price, she
    asks you to pick the rate to keep (latest invoice wins by default).
  </Step>

  <Step title="Save to masters">
    Confirm, and the reviewed records are written into your items, vendors, rate
    cards, opening stock, and recipes. Saving is **idempotent** — running it again
    updates the same records instead of creating duplicates, so it's safe to retry.
  </Step>
</Steps>

## Good to know

<CardGroup cols={2}>
  <Card title="It's review-first">
    Nothing is saved until you confirm. Skip anything you don't want, and edit a
    field before saving it.
  </Card>

  <Card title="Spreadsheets are free">
    A clean CSV / XLSX upload is read deterministically — no AI, no cost. Only
    invoices and recipe photos use the AI allowance.
  </Card>

  <Card title="Monthly AI allowance">
    AI reading draws on your tenant's monthly allowance. If it's used up, Basanti
    pauses the AI steps until it resets — spreadsheet import still works.
  </Card>

  <Card title="Pick up where you left off">
    Sessions are resumable — if an upload is interrupted, re-running continues
    cleanly without double-writing.
  </Card>
</CardGroup>

<Note>
  AI reading needs the assistant to be enabled for your workspace. If it isn't, the
  **Ask Basanti** option is unavailable and you can still use the spreadsheet tab.
</Note>