Adaco Mobile: Managing Market Lists in the Ordering app

Overview

The Fourth Ordering app has the capability to manage Market Lists independently or via load/one-way sync from templates in Purchasing & Inventory (P&I - formerly known as Adaco).

For more information on publishing templates in P&I as Market Lists in Mobile Ordering, please see: Adaco Mobile: Ordering App

Key Notes

For products and/or recipes to be visible in the Ordering app, they must be assigned to a Segment/Category/SubCategory within the core P&I application.

Once a template is published to mobile ordering it will be visible as a Market List. Any items added to the template in P&I will be reflected in mobile ordering. However, the synchronization is one-way so changes made to the Market List in mobile ordering will not be reflected in P&I.

As a Market List can be used to create both PRs and ORs, for each product both the inventory and purchase units will be sent to the mobile ordering service. For example, if the published PR template in P&I has Coca Cola by the case of 24 and the inventory unit for this product is 1 can x 330ml, then the Market List will contain both the case of 24 x 330ml and 1 each x 330ml.

Creating a new Market List

• Use the left-side menu and select Market Lists > Manage Market Lists
• Select New market list

Fig.1 – Manage market lists > New market list

• Enter a List Name for the Market List
• Choose to Share the list with other users at the Location if required (these users will then be able to modify the Market List)
• Use the Add Label feature to create sections of items, if desired
• Add the required Items (overall, or to each label)

Please note: Items added to Market Lists will be sequenced bottom-to-top, so if referencing an existing order guide, be sure to begin from the end

Fig.2 – Creating a new Market List

• Re-sequence the items and/or labels as required
• Add Default Quantities to each item, if desired
• Save the Market List

Fig.3 – Resequencing Items and/or Labels and adding Default quantities

Managing Market Lists

• Use the left-side menu and select Market Lists > Manage Market Lists

A list of all the market lists that the user has access to will appear in the side menu

• Select Copy to copy a Market List
• Select Delete to delete a Market List completely
• Select Edit to see all products associated with it

Fig.4 – Copy, Edit, Delete options when managing a Market List

• Update the List Name, if necessary
• Delete items that should be removed
• Use the Add Label feature to create sections of items, if desired
• Add the required Items (overall, or to each label)

Please note: Items added to Market Lists will be sequenced bottom-to-top, so if referencing an existing order guide, be sure to begin from the end

• Re-sequence the list as required
• Add Default Quantities to each item, if desired
• Save the Market List

Fig.5 – Edit an existing Market List

Copying Market Lists

• Use the left side menu and select Market Lists > Manage Market Lists

A list of all the market lists a user has access to will appear in the side menu

• Select Copy to create a copy of the Market List
• Update the List Name and make any further changes necessary, e.g. items, labels, sequencing, and/or default quantities*
• Save the Market List

*This may be particularly useful to create Market Lists for different days based on the default par ordering quantities, e.g. “Produce Order Sun-Wed” vs. “Produce Order Thu-Sat” where the “Thu-Sun” version has higher default quantities based on standard forecasted higher business levels.

Fig.6 – A copied  and edited existing Market List (for higher weekend orders)

For more information on placing orders using Market Lists, please see: Purchasing & Inventory - Ordering app