Before you can send purchase orders or track vendor-specific products, you’ll need to set up vendor information in reciProfity. At a minimum, only the vendor name is required to add a vendor product. You can also add vendor names on the fly while entering ingredients or uploading an order guide.
If you plan to use the Purchase Order email feature, make sure to include the vendor’s email address in their profile.
To add, update, or remove vendor details like names and email addresses, follow these steps:
- Click the Gear icon in the upper right corner.
- Select Setup.
- Click Vendors.
- To send purchase orders (PO) by email, the vendor’s name and email address must be entered. While the other fields are optional, it’s a good idea to fill in any relevant contact details so your team can easily access them when needed.
- If you're using the Accounting Interface, enter the vendor code from your accounting system into the Accounting ID field. This code can include letters and numbers but must be no longer than nine characters.