Add SOTF
To add a Supplier on the Fly, gather the following preliminary required information
- Official Company Name (ex: Mountain Milk)
- Contact Phone number
- Email Address to send PO
- Primary Address, City, State, ZIP
Add Order Guide
Creating Order Guides
- Click the Create OG button on the Order Guide Tab
- Type the Order Guide Name and Click OK
- Remember If you type an Asterisk (*) before the Order Guide name, it will be shared to the entire hotel. Others can order from it, but only the creator can delete/add items, or delete the Order Guide.
- To Add Items via Import to an Order Guide Download the Template
- Click Exp Template to download and save file (save as .csv file type)
- Send template to vendor to complete last 6-12 months order history or copy/paste from a spreadsheet
- Don't delete, rename, or modify the first three rows of the template
- Don’t add any formatting
- The default file type is a .csv file and should not be saved as an Excel file
- Make sure there are no blank rows in the template otherwise any items past that row will not upload
- Make sure there are no spaces in the file name
- The second row will indicate which fields are required
- The Unit Price column indicates it's not required, but this information should be included for accurate ordering
- Provide the Unit of Measure CODE instead of the term (i.e. Case = CS)
- Complete one template per supplier
- To Upload the Completed Template Click on Imp Template and follow prompts to select supplier, the template, and the Order Guide (or choose to create new Order Guide)
- **The imported items will be available within an hour (process runs at half past each hour)