📄️ Purchase Overview
CulinarySuite’s Purchase module supports the ability to order products based on the planned menus. This user guide
📄️ Tips & Tricks
- Requests to add or remove items to/from the Order Guide must be approved by Procurement via Order Guide Change Request transaction in Culinary Suite.
📄️ View The Order Guide
A word about Canceling Purchase Orders:
📄️ Order Guide Template
guide template helps you create go-to lists for your order guides so that you do not need to constantly put orders back into the order guide each time you want to create an order guide list. Creating order guides makes it much easier to place orders in the order guide and will allow you to store this information for later use.
📄️ View Product Spec Sheets
You can pull spec sheets directly from the Order Guide function.
📄️ Print A Vendor Order Guide
A printable Order Guide by Vendor is available.
📄️ Create An Order Guide Change Request To Add Or Remove Items
Procurement has set up the order guides and assigned the order guides to the respective accounts.
📄️ Access Purchase Order History
The user will create a purchase order to place orders from their account’s Order Guide in CulinarySuite. To view the Vendor Order Summary Screen
📄️ Create A Purchase Order
From the Vendor Order summary screen, a user can create a purchase order.
📄️ Working with the Cutoff Times for Delivery
Each location within an account has a cutoff time identified for each vendor. For an order to be considered for delivery, the order must be submitted (not just saved). In other words, if you create an order and save the order but never click the Submit button, the order will not be placed. You can only submit the order if you are within the allotted time frame.
📄️ Cancel a Vendor Order
You can cancel orders only up until whatever cancellation date/time is defined in CulinarySuite as part of the vendor setup. If the cutoff day/time has not passed, you may see an option to delete the order if you see you a garbage can icon next to the order. If the cutoff date/time has passed, you won’t see an option to remove the order. A ticket to IT should be created by either callnig the Help Desk at 631-750-4300 or creating a ticket through the portal.
📄️ Copy a Previous Order
One of the time saving functions in Culinary Suite is the Copy function. It
📄️ Purchase by Invoice (PBI)
PBI is used for all system-ordered purchases that will be entered into
📄️ Reconcile an Invoice
CulinarySuite has been designed to do much of the heavy lifting for you in regards to reconciling.
🗃️ Reports
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📄️ Vendor Feedback
The Vendor Feedback module holds all the issues, concerns, problems, and notes about a shipment from a vendor and codes them by issue number. You can keep this information stored here for safe-keeping and so that you have a full record of the issue statements if something was wrong with the shipment from the vendor. You can also use this tool to send thank you notes.