Inventory | Restaurants: Assigning Suppliers to Sites

Overview

This article covers the steps required to assign suppliers to sites in Inventory, along with the possible additional options that might be available depending on your configuration.

New suppliers are requested via the Support Team. Their assignment to sites is managed by the customer.

Process

Assigning a Supplier to a Site

• To assign a supplier, navigate to Inventory > Setup > All Options > Browse Suppliers

Fig.1 - Browse Suppliers

• Select the required Supplier and then go to the Where Used tab

A list of sites that the supplier is currently assigned to will be displayed.

• Select Add Supplier to Site/Change Depot

Fig.2 - Where Used > Add Supplier to Site/Change Depot

• Expand the hierarchy to select the required site(s)

Any sites already assigned will show a green tick in place of the checkbox (see Fig.3)

• Where multiple depots exist, select the required depot - these are often email or FTP (EDI), or customer-specific email options

Where enabled, site-specific email overrides may be available.

Any email address entered here will override the organisation's email configured against the selected depot. When left blank, the default will be used. To enable this option, please contact your nominated Fourth representative.

• Select Next

Fig.3 - Depot & site-specific email

The next screen will provide some additional options (detailed below) that can be utilised depending on the specific configuration.

If these are required, your Fourth representative will have confirmed this during implementation. Otherwise, simply select Save.

• Site-level Nominal Code
  • This is the Nominal Code (held at site level) to be utilised in Financial Exports - more information can be found here: Inventory | Restaurants: Nominal Code Entry
    
• Supplier Site Code
  • Where required for EDI integrations, the Supplier Site Account code can be entered here
• Vendor Full Catalogue Access
  • Assigning Full Catalogue Access will make the supplier's full catalogue available to the selected sites in the Ordering App only. more information can be found here: Inventory Release Note: Full Access to Vendor Catalogue in Ordering app
  • To enable this option, please contact your nominated Fourth representative
    
    
• If required, enter any specific values at this stage and then select Save

Fig.4 - Site-specific Nominal Code, Supplier Site Code & Full Catalogue Access

Updates to Already Assigned Suppliers

The following updates can be completed as part of the Add Supplier to Site/Change Depot workflow:

• Supplier Depot assignment
• Site-specific email overrides

The following updates can be completed as part of the Update Nominal Code to Sites workflow:

• Site-level Nominal Code
• Supplier Site Code
• Vendor Full Catalogue Access

Fig.5 - Update Nominal Code to Sites

Related Articles

Inventory | Restaurants: Nominal Code Entry

Inventory | Restaurants: Supplier Delivery Logic

Inventory Release Note: Full Access to Vendor Catalogue in Ordering app