Commissary Kitchens: Vendor Settings

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

 

EMAILS - Set in all locations

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: EditVendorButton.png

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

Com-VendorOrdering.png

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.  

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 a commissary ships an order
  5. When a 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).

 

PAYMENT ACCOUNTS - Set in all locations

Com-VendorAccount.png

On this same page, you can also 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. 

This setting will need to be adjusted in each location as well.

There's more information on Vendor Settings available in this article: Using Advanced Vendor Configuration Options

 

ADDITIONAL SETTINGS - In commissary location only

There are additional settings that can give you some control over the ordering process. These settings must be edited by the MarginEdge support team, so please reach out if you think you may want to adjust these.

  • 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. 
  • 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. 
  • 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. 

The various settings that are 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.

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

ORDER STATUS Sent / Open In Process Shipped Closed
Action options for Commissary CAN Edit Order CAN Edit CANNOT Edit CANNOT Edit
Action options for Receiving Units CAN Edit Order CANNOT Edit CAN Edit CANNOT Edit

 

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

ORDER STATUS Sent / Open In Process Shipped Closed
Action options for Commissary CAN Edit Order CAN Edit CAN Edit CANNOT Edit
Action options for Receiving Units CAN Edit Order CANNOT Edit CANNOT Edit CANNOT Edit

 

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

ORDER STATUS Sent / Open In Process Shipped Closed
Action options for Commissary CAN Edit Order CAN Edit CANNOT Edit CANNOT Edit
Action options for Receiving Units CANNOT Edit Order CANNOT Edit CAN Edit CANNOT Edit
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