- About Shopping Lists
- Creating a New Shopping List Record
- Adding a Non-Food Item to a Shopping List
- Adding a Specific Vendor Product to a Shopping List
- Searching for Items in a Shopping List
- Adjusting Order Quantity of Vendor Product in a Shopping List
- Filtering Items in a Shopping List
- Setting Columns on a Shopping List Screen
- Exporting Shopping List to Excel® Spreadsheet
- Removing Items from a Shopping List
- Renaming a Shopping List
- Deleting a Shopping List
- FAQs
About Shopping Lists
A shopping list is a means to add non-food items, such as cleaning supplies, to a shopping cart. The shopping cart in turn is used to create purchase orders (PO's).
Because a shopping cart/PO is populated with food vendor products sourced from a menu, the shopping list is the means to collect the non-food vendor products used throughout your facility.
When an item is on a shopping list, its currently-selected vendor product is also included on the list.
Creating a New Shopping List Record
To create a new shopping list record:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears, displaying any existing lists.
- Click the New List button. The Name Shopping List pop-up appears.
- Enter the name for the shopping list (e.g., cleaning supplies) and click Save. The newly-created shopping list displays on the Shopping List screen.
Adding a Non-Food Item to a Shopping List
To add a non-food item to a shopping list, complete the following steps:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the desired shopping list to open it.
- Click the Add New button. The Add Items to List slide-out panel appears.
- Select the Food & Non-Food Items search option.
- From the Food Type drop-down, select Non Food Item.
- To exclude items already in the shopping list, select the Exclude Items already in the list option.
- In the Search field, enter the description or ID of the item you are searching for and click Go. The Search Results section returns items that match your search and filter criteria.
- For an item you want to add, click its + icon. The item appears in the Food to Add section. Repeat the above steps to add other items.
- In the Quantity field for a vendor product, enter the default quantity to be ordered that will appear on the shopping list (and can be adjusted on the shopping list).
- Click the Add Items(s) To List button. The item and its associated vendor product are added to the shopping list.
Adding a Specific Vendor Product to a Shopping List
To add a specific vendor product to a shopping list, complete the following steps:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the desired shopping list to open it.
- Click the Add New button. The Add Items to List slide-out panel appears.
- Select the Vendor Products search option and utilize the following filters as needed: .
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- Vendors - filter by vendors.
- Product Brand - filter by the product brands associated with the vendor products
- Stock Item Category - filter by the stock item category associated with the vendor product.
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Exclude Items already in the list - the search results will not return a vendor product already in the shopping list.
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- In the Search field, enter the description or ID of the product you are searching for and click Go. The Search Results section returns items that match your search and filter criteria.
- For a product you want to add, click its + icon. The product appears in the Food to Add section. Repeat the above steps to add other products.
- In the Amount field for a vendor product, enter the default quantity to be ordered that will appear on the shopping list (and can be adjusted on the shopping list).
- Click the Add Items(s) To List button. The vendor product and its associated food item are added to the shopping list.
Populating a Shopping List to a Shopping Cart
To populate a shopping list to a shopping cart, see Populating a Shopping Cart from a Shopping List.
Searching for Items in a Shopping List
For shopping list (Procurement > Shopping List > click on shopping list), you can search for a specific item or vendor product via the Search field at the top right of the screen.
The Search field will return results from the following inputs:
- Item description or
- Vendor product description or
- Vendor product number
Filtering Items in a Shopping List
You can use various filters to help you narrow down the onscreen items you see in a shopping list. To use filters, complete the following step:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the desired shopping list to open it.
- Click the Filters tool at the top right corner to expand the screen with the filter options.
- Select the filters as needed, described as follows:
- Food And Non Food Categories - filter by food item and non-food item categories.
- Stock Item Category - filter by the stock item category of the item.
- Vendor - filters by specific vendor(s).
- Storage Location - filter by the storage area of the item.
- Click GO to refresh the screen with results that match the filter criteria.
Adjusting Order Quantity of Vendor Product in a Shopping List
You can adjust the order quantity of an existing vendor product in a shopping list. To do so, complete the following steps:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the desired shopping list to open it.
- If needed, use the search and filter tools to locate the item whose vendor product order quantity you have to adjust.
- In the Order Qty field for the product, enter the new order quantity.
- The new order quantity is automatically saved.
Setting Columns on a Shopping List Screen
You can set the columns to display on a Shopping List screen, along with their sort order. To do so:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the desired shopping list to open it.
- Click the Set Columns button. The Set Columns pop-up appears.
- For the columns you want onscreen drag-and-drop them from the right side of the pop-up to the left side of the pop-up. For the columns you do not want onscreen, drag-and-drop them from the left side of the pop-up to the right side of the pop-up.
- You can determine the sort order of the columns displayed onscreen by clicking, holding, and dragging a column to it desired spot in the column list.
- Click Apply to apply your changes and close the pop-up.
Exporting Shopping List to Excel® Spreadsheet
To export a shopping list to an Excel® spreadsheet, complete the following steps:
- Select Procurement > Shopping Lists and click on the desired shopping list to open it.
- Click the Export button to generate the Excel file.
- A prompt appears when the file is ready to download. Click the Download button to download the file.
Removing Items from a Shopping List
To remove an item or items from a shopping list, complete the following steps:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the desired shopping list to open it.
- If needed, use the search and filter tools to locate the item to be removed. Using a filter is an ideal method to show food items of a certain category that may need to be removed. For example, you can filter by the stock item category of Dry Goods to show all food items within that stock item category.
- For an item to be removed, select its check box and then click the Remove button. Or to remove all items onscreen, click the top check box in the column header and then click the Remove button. A confirmation message appears (second screenshot below).
- Click Remove to remove the item(s).
Renaming a Shopping List
To rename a shopping list:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- Click the name link of the shopping list you want to rename. The specific shopping list screen appears.
- Beside the shopping list name at the top of the screen, click the edit button (first screenshot below(. the Name Shopping List pop-up appears (second screenshot below).
- Enter the new name of the shopping list and click the Save button to apply your changes.
Deleting a Shopping List
To delete a shopping list:
- Select Procurement > Shopping Lists. The Shopping Lists screen appears.
- For the shopping list you want to delete, click its gear icon in the Actions column and select Delete (first screenshot below). A confirmation message appears (second screenshot below).
- Click Delete to delete the shopping list.
FAQs
How can I generate a grocery list / purchasing list?
Click here for instructions on generating a quantified grocery list.
A quantified grocery list contains the food items and quantities you need to procure without the need to manage vendor products. Once a quantified grocery list is generated, you can then use it to go shopping for products or placing orders in vendor site(s).
Can I change the unit of measure for items in a shopping list? For example, grams to ounces?
No. The unit of measure is associated with the vendor product and cannot be changed.