Please note: depending upon which method you use, only users with the "Edit Recipes" or "Edit Vendors" permission can map vendor items to items.
Vendor Items represent the purchases you make from vendors, while Items group those vendor items together. For instance, if you buy red onions from two different vendors, both vendor items will be mapped to a single "Red Onion" item used in recipes and for inventory counts.
Mapping vendor items to items is essential for accurate recipe costing. By linking vendor items - which include all purchasing details - to Items, your recipes can automatically retrieve the necessary cost data, and inventory counts will remain up-to-date. If you're using opsi's invoice processing feature, this mapping happens automatically during invoice processing.
You can map multiple vendor items to a single item, but each vendor item can only be linked to one item. For example, if you order lettuce from two different vendors, both vendor items will be mapped to your one "Lettuce" item that is used in recipes and for inventory tracking.
The following steps must be completed before mapping vendor items to items:
Adding or importing vendor items (item mapping can be done during this step)
There a few methods to manually map your vendor items to items:
Map within the Manage Catalog module
Desktop steps
Desktop steps
1. Click to the "Items" page.
2. Click "View" and switch to the "Vendors" view.
3. Select the vendor you wish to map vendor items for.
3. Click the edit (pencil) icon next to the vendor's name, then choose "Manage Catalog".
4. In the manage catalog view you are able to map items using the "Item" column.
5. Be sure to "Save & Exit" when you are done.
Mobile steps
Mobile steps
1. Tap to the "Items" view.
2. Tap the down arrow next to "Items".
3. Switch to the "Vendors" view.
4. Select the vendor you wish to map vendor items for.
5. Tap the context menu (three dots) at the top right and choose "Manage Catalog".
6. Tap "Edit" next to the vendor item you wish to map.
7. You can map an item using the "Item" field.
8. Be sure to "Save" when you are done.
Map within the Edit Vendor Item module
Desktop steps
Desktop steps
1. Click to the "Items" page.
2. Click "View" and switch to the "Vendors" view.
2. Select a vendor.
3. Click on the vendor item you wish to map an item to.
4. In vendor item details view, click "Edit".
5. Use the "Item" field to search and map an item.
6. Be sure to click "Save" when you are done.
Mobile steps
Mobile steps
1. Tap to the "Items' page.
2. Tap the down arrow next to "Items".
3. Switch to the "Vendors" view.
2. Select the vendor you wish to map items for.
3. Tap the name of the desired vendor item.
4. In vendor item details view, tap the context menu (three dots) and choose "Edit".
5. In the edit view you can map an item using the "Item" field.
6. Be sure to click "Save" when you are done.
Map within the Edit Item module
Desktop steps
Desktop steps
1. Click to the "Items" page.
2. Click on the item you wish to map a vendor item to.
3. In view item details, click "Edit".
4. Under "Purchase Information", use the "Add Vendor Item" button to map vendor item(s) to that ingredient.
5. Be sure to click "Save" when you are done.
Mobile steps
Mobile steps
1. Tap to the "Items" page.
2. Tap on the item you wish to map a vendor item to.
5. In item details view, tap the context menu (three dots) and select "Edit".
6. Under "Purchase Information", use the "Add vendor item" button to associate vendor item(s) to that item.
7. Be sure to tap "Save" when you are done.