Adding a New Vendor
Locate the Food Cost Icon
The Food Cost Configuration icon is represented by the hamburger within the menu bar at the top of the screen. Click on the hamburger icon to open the Food Cost Configuration window.
Adding & Saving the New Vendor
1. Select the Vendors tab at the top left of the window.
2. Click the Add New Vendor button.
3. Type in the Vendor name.
4. This section is optional, meaning you are not required to fill out the information in this section. However, if you have this information readily available, such as their address, contact person, etc., we recommend that you key in the information at this time. *Please note that the Accounting Reference refers to your accounting software system. QSROnline will contact you when this information is needed during your initial setup process.
5. Before closing this window, be sure to click the Save button in order to save your new vendor information.
NOTE: Prior to creating an invoice with a new vendor, at least one vendor item must be added to QSROnline. See Adding a New Vendor Item below.
Editing a Vendor
Editing Vendor Information
Within the Food Cost Configuration window (accessed by clicking on the hamburger icon within the menu bar), you can also edit current vendors.
1. Select the Vendors tab at the top left of the screen.
2. Select or highlight the vendor you are wishing to edit from the vendors list on the left.
3. This is where you will edit the vendor, including the vendor name, address, contact person, website, etc.
4. Once you’ve finished editing the vendor information, click the Save button at the bottom of the window.
Adding a New Vendor Item
How to Add a New Vendor Item
1. Select the Vendor Items tab at the top of your screen.
2. Using the Vendor drop-down menu, select the vendor you need to create a new item for.
3. Once you’ve selected the vendor, click on the Add New Vendor Item button on the right side of the window.
4. Below the Add New Vendor Item button lies the section in which the new vendor item information should be entered. The Vendor Item Reference field holds the unique reference number assigned to each item by the vendor. The Description field should contain the name or a short description of the vendor item. The Invoice Unit of Measure box should contain the labeled unit of measure used by the vendor. Both Pack and Size fields are optional and do not have to be entered at this time. Their purpose is to help better measure and control food costs, offering a more detailed measurement. Therefore, if possible, we recommend filling out the information for the Pack and Size fields, as it will of your benefit.
5. Once you’ve finished keying in the information for your new vendor item, click the Save button at the bottom of your screen.
Editing a Vendor Item
How to Edit a Vendor Item
1. Select the Vendor Items tab at the top of your screen.
2. Select the vendor whose item you are wishing to edit, using the Vendor drop-down tool.
3. Once you’ve selected the correct vendor, you will need to select or highlight the vendor item you are wishing to edit within the vendor items list. The item’s entire row should be highlighted in blue, as shown in the image above.
4. You can edit the Vendor Item within the Edit Vendor Item section on the right hand side of the screen. The Vendor Item Reference field holds the unique reference number assigned to each item by the vendor. The Description field should contain the name or a short description of the vendor item. The Invoice Unit of Measure box should contain the labeled unit of measure used by the vendor. Both Pack and Size fields are optional. However, we do recommend that if possible, this information be entered in order to help better detail food costs. For example, this item (Shredded Cabbage) is purchased in bags from the vendor, and each bag totals 5 pounds in size.
5. Once you’ve completed editing the vendor item, click the Save button at the bottom of the screen to save your work.
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