Crate SupplyFree spend audits
When you submit an audit, we collect your name, work email, company, industry, purchasing line items, and consent choices. A preview stays in your browser until you submit. We store the parsed purchasing fields and generated report, not the original CSV file. Audits are accessible to Crate Supply platform administrators for review.
Report links and retention
Reports are retained in the audit system for 30 days, after which the audit record and its purchasing lines are removed. Anyone with your private report link can view that report, so share it carefully. Downloaded or emailed copies remain wherever you or your recipients save them. Infrastructure security logs may be handled separately by the hosting provider.
Email and follow-up
Your report request authorizes delivery and necessary communication about that audit. A separate optional checkbox lets you request a savings discussion. It is not required to run an audit. If automatic delivery is unavailable, the report page says so and lets you download your report. You can decline further follow-up by contacting info@cratesupply.ai.
Client workspaces and demos
Real accounts use password hashes, session cookies and workspace memberships. Client workspace records are stored separately from the public demo. Workspace data does not use the audit service’s 30-day expiration; contact us to request removal. The demo uses sample data and browser storage, and does not give access to client workspaces.
Service providers
Cloudflare hosts the website and account/audit storage. When configured, Google Workspace, Resend or Cloudflare Email Service processes report emails. Report email delivery includes your report’s purchasing summary and contact address. Free-audit invoice data is not automatically sent to retailer search providers. Current audit calculations do not use an external AI service.
What not to upload
Do not upload patient or customer records, payment-card details, bank details, passwords or unrelated personal information. This audit intake is for supply purchasing data. It is not a clinical record system.
Corrections, access and deletion
Email info@cratesupply.ai with your report ID or workspace name to request a correction, ask how your data is used, or request deletion. We may need to verify that you are authorized before changing or disclosing records.