Adding vendors

Please note: only users with the "Edit Vendors" permission can add vendors.

Each vendor created on opsi can contain its associated catalog of vendor items. These are the products that you order directly from your vendors, and use to associate to items for the purposes of recipe costing and inventory.

In order to add vendor items to your opsi account you must first create vendors. If you are using invoice processing with opsi, your vendors will automatically get created, otherwise they must manually be created.

The following fields are presented during the vendor creation process:

Name: The name of the vendor

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

Customer #: Your customer number for that vendor

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

Phone #: The primary contact number for the vendor

Address: The address for the vendor

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

Additional Contacts: Any contacts you wish to add that for that vendor. 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.

Vendor Schedule: Ability to set the availability of the vendor

To create a new vendor:

Desktop steps

1. First click to the "Items" tab.

2. Click "View" in the sub-navigation and choose the "Vendors" option.

3. In the vendors view, click the green "+" icon.

4. Click "New Vendor".

5. Fill in the details about the vendor. Only Name is a required field. Once done, click "Next".

6. 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 vendor's schedule. Neither of these steps are required. Once done, click "Save".

7. Your new vendor has been created and you can begin adding vendor items to its catalog.

Mobile steps

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

2. Tap the down arrow next to Items to switch views.

3. Tap "Vendors".

4. Tap the context menu (three dots) in the top right and select "New Vendor".

5. Fill in the details about your vendor. Only Name is a required field. Once done, tap "Next".

6. 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 vendor's schedule. Neither of these steps are required. Once done, tap "Save" at the top right.