Commissary Kitchens: Vendor Settings

Once a MarginEdge employee has activated your Commissary Vendor, there are few settings you need to adjust to control some aspects of this feature. 

EMAIL ADDRESS - Edit in each location

This field is used to designate the email address you wish to use to receive the order confirmation emails. 

While you are logged into your Commissary location, go to Vendors > Vendors and click to open your Commissary Vendor.

Then look for the "Edit Vendor" button and click top open this: 

Once you are on the Edit Vendor page, please scroll down to the "Ordering Configuration" Section. 

You can add any number of contacts here if you want certain email address to be notified of any Commissary orders via email. Please be sure to put the main contact in the Preferred Order Method section and then if you have any additional CC requests, please click the green "Add Contact" button to add more names and email addresses.  

Note: this field should NOT contain your @meinvoices.com email address. 

When does an email automatically go out? 

1. When a restaurant places an order (CSV of order is attached)
2. When a restaurant re-sends an order (CSV of order is attached)
3. When a restaurant deletes a sent order
4. When the Commissary ships an order
5. When the Commissary deletes an order
6. When a restaurant closes an order

Next step is to complete this part in each of your receiving locations. At least one email address is required to complete the set up and allow for ordering within our platform. 

If you want someone in the receiving unit to receive email confirmations #4 and #5 from the Commissary, please be sure to add their email address to the vendor settings field in the Commissary location as well. If they are only listed in the receiving unit vendor's settings, they will only receive the emails pertaining to the activity in their location (#1, #2, #3 & #6).

PRICE UPDATES

In the "Ordering Configuration" section, there is an option to allow the Vendor Items you create for the Commissary to either update their prices automatically based on recent purchase price, or to require any price changes to be done manually. The default setting is "manual". 

PAYMENT ACCOUNTS - Edit in Commissary location only

Also on the Edit Vendor page, you can configure the Payment Account under "Accounting Configuration". While you can choose to set this up in any number of ways, for Commissaries, we recommend setting up a separate clearing account that can be used for these transfers. 

You also have the option to set different payment accounts for different locations. Learn more about these options here: Setting Up Payment Accounts for Commissary and Internal Transfers

ADDITIONAL SETTINGS - Order Restrictions

There are additional settings that can give you some control over the ordering process. Below is the description of each. There are some sample scenarios following the descriptions. 

#1 and #2 must be adjusted in each location as desired, #3 can only be adjusted in the commissary location itself. 

1. Allow Decimal Quantities: Unless you check this box, your receiving locations will be forced to order only whole number quantities of something. If you check this box, they can, for example, order 1.5 of something. 
2. Allow Order Updates: When this box is checked, the receiving locations can continue to make edits to their orders up until the time the Commissary marks the order as "In Process". These updates will show up in real time for the Commissary itself. Once the order is "In Process" the receiving locations cannot make changes to the order, only the Commissary can. 
3. Allow Modifications to Shipped Orders: Checking this box gives receiving locations the power to edit an order after it has been shipped. In other words, the Commissary would mark the order as "Shipped" and then the receiving unit would be the only ones with the ability to make any final changes before it closes. 
   • For example, if an item is damaged in transit and the receiving unit refuses to accept it, they would have the power to click on the order and edit it to reflect the error before closing it. The Commissary location would not be able to make this edit. 

Settings #2 and #3 as listed above can be used to create any of the scenarios outlined below, given the combination of check boxes used. How you want to use them gives you full flexibility for your own personal preferences regarding work flow. Remember that "Allow Order Updates" must be enabled in each location, while "Allow Modifications..." only has to be enabled in the commissary location.

Option #1, both boxes are checked: Allow Order Updates and Allow Order Modifications to Shipped Orders

Option #2, Allow Order Updates but do NOT Allow Order Modifications to Shipped Orders

Option #3, Do NOT Allow Order Updates but do Allow Order Modifications to Shipped Orders

Advanced Vendor Configuration Options

To adjust things like where to book the extra fees, there's more information on these advanced settings in this article: Using Advanced Vendor Configuration Options