Making a Mixed Vendor
You have the ability to designate which platform(s) a Vendor will be active under. This is helpful in situations where you receive both beverage and food items from a single vendor and would need to separate line items on the invoice.
Refer to the steps below on how to make a Vendor active in both platforms (mixed):
Checking Vendor Platform Status
- Click Items & Vendors > Vendors from the navigation menu.
- Locate the desired Vendor and make note of their platform status to the far right. A green check mark will be listed under each platform name to indicate if they are active.
Making a Bevager Vendor active in Foodager
- Click Items & Vendors > Vendors from the navigation menu.
- Click Bevager from the Platform drop down menu.
- Locate the desired Vendor and click directly on their name.
- From the Vendor details panel click the Foodager Enabled toggle button.
- Click Update Vendor.
- From the Vendors page click the Platform drop down to Mixed. You will now see the Vendor is active in both Bevager and Foodager.
Making a Foodager Vendor active in Bevager
- Click Items & Vendors > Vendors from the navigation menu.
- Click Foodager from the Platform drop down menu.
- Locate the desired Vendor and click directly on their name.
- From the Vendor details panel click the Bevager Enabled toggle button.
- Click Update Vendor.
- From the Vendors page click the Platform drop down to Mixed. You will now see the Vendor is active in both Bevager and Foodager.
Some things to keep in mind
- If you have Electronic Invoicing enabled, you will need to select a default platform for your Mixed Vendors.
- If a Vendor has been made active in one platform by mistake and has a PU set up, the PU will need to be deleted before the Vendor can be made inactive.
- When making a Vendor active in the other platform (Foodager Vendor active in Bevager or Bevager Vendor active in Foodager), start the process in the platform where the Vendor is not yet active. Then follow the process outlined above.
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Comments
2 comments
It doesn't make sense why I would have to designate a product that comes in from an invoice as only food or only beverage. Many items are used in recipes for both the bar and the kitchen. Mint, for example, goes in many drinks and many kitchen recipes. The inventory for both beverager and foodager should be shared for these situations.
Hello Chad. That's a great point.
We do allow customers to split inventory of an item that will be used on multiple platforms. Feel free to take a look at the article https://craftable.zendesk.com/hc/en-us/articles/360012045533-Separating-an-Invoice-between-Platforms which should cover the concern you are talking about.
Best regards,
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