Adding purveyors | opsi Help Center

Please note: only users with the "Edit Products" permission can add purveyors.

Each purveyor created on opsi can contain its associated catalog of products. These are the products that you order directly from your purveyors, and/or use to associate to ingredients for the purposes of recipe costing.

In order to add products to your opsi account you must first create purveyors. If you are using an invoice processing integration with opsi, your purveyors will automatically get created, otherwise they must manually be created.

The following fields are presented during the purveyor creation process:

Name*: The name of the purveyor

Ordering Email*: The primary email to which orders will be sent to

Customer #: Your customer number for that purveyor

Minimum Order: The dollar amount for a minimum order the purveyor may have

Phone #*: The primary contact number for the purveyor

Address: The address for the purveyor

Default Purveyor Note: A note or special instructions to this purveyor which will be included in every order.

Additional Contacts: Any contacts you wish to add that for that purveyor. There is also a "Receive orders" option for each additional contact if you want them to receive the order emails in addition to the primary email.

Purveyor Schedule: Ability to set the availability of the purveyor

*required fields

To create a new purveyor:

Desktop steps

1. First, ensure you are on the "Products" tab.

2. Click the green "+" icon.

3. Click "New Purveyor".

4. Fill in the details about your purveyor. Only Name and Ordering Email are required fields. Once done, click "Next".

5. This next step allows you to add additional contacts (check "Receive Orders?" if you want them to receive the order emails) and also set the purveyor schedule. Neither of these steps are required. Once done, click "Save".

6. Your new purveyor has been created and you can now start adding products.

Mobile steps

1. First, ensure you are on the Products tab.

2. Tap the "Add" button.

3. Fill in the details about your purveyor. Only Name, Ordering Email and Phone # are required fields. Once done, tap "Next".

4. This next step allows you to add additional contacts (check "Receive Orders?" if you want them to receive the order emails) and also set the purveyor schedule. Neither of these steps are required. Once done, tap "Save" at the top right.