Use the Vendor Product Selection screen to generate the vendor product selections for your menu food items (aka buying preferences). If you are a parent account you can generate the vendor production selections of your child accounts (including DC review unit accounts).
The results can then be exported to an Excel® file for a variety of uses such as sharing with your vendor to make product recommendations or for import as an ordering template in the associated vendor ordering websites. To generate and export a vendor product selection list:
- From the left navigation pane, select Procurement > Buying Preferences. By default, the Vendor Product Selection tab is selected, which displays the Vendor Product Selection screen (screenshot below; right-click to open and expand in new tab).
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Click Filters at the top menu to open the Filters section.
- Depending if you are a corporate parent account or a facility child account, the following options are available:
- If you are a facility account looking to generate your vendor product selection list for one or more of your facility menus, select the My Menus filter, and from the drop-down, select your menus.
- If you are a corporate account looking to generate a vendor product selection list for one or more or your corporate menus, select the My Menus filter, and from the drop-down, select your menus.
- If you are a corporate parent account looking to generate a vendor product selection list for one or more menus used by your child accounts, select the Master Menus filter, and from the drop-down, select the applicable child account menus (note that the Master Menus option shows menus owned by your parent account hierarchy and also shows menus owned by your child accounts).
- The following filters are available to narrow down the items to display from the selected menu(s):
- Menu Week - select the weeks of the menu cycles from which to populate the screen with items.
- Menu Day - select the days of the week from which to populate the screen with items.
- Meal - select the meal periods (breakfast, lunch, dinner) and snack times (snack am, snack pm, snack hs) from which to populate the screen with items.
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Diet/Texture - displays the Diet/Texture Combination pop-up for you to select the diet/texture combinations from which to populate the screen with items.
- Recipe - select the recipes of the menus from which to populate the screen with items.
- Recipe Box - select any recipe boxes of the recipes to filter items that populate onscreen.
- Food Category - select any food categories to filter items that populate onscreen.
- Stock Item Category - select any stock item categories to filter items that populate onscreen.
- Items Without Vendor Product Only - select this check box to display items not linked to a vendor product.
- Include Personal Menu Item - select this check box to display personal items from personal menus.
- After selecting the desired filters, click GO to refresh the screen with items that match the filter criteria.
- The Item column displays the item, and the Generated Products column displays the vendor product selected for the item (screenshot below; right click image to open and expand in new tab).
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If you are a corporate parent account, then you can select the child accounts (including DC review unit accounts) to display their vendor product selections. To do so:
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Click the View As button (first screenshot below). The View As pop-up appears (second screenshot below).
- Click your account name to expand the section with a list of your child accounts.
- Select the check box of each child account you want to view.
- Click the Save button to apply your changes.
- You are returned to the Vendor Product Selection screen (screenshot below). For each food item, the selected vendor products across your accounts (including yours) are listed. Ensure to add the following columns to obtain relevant information of the products selected across your accounts.
- The Available In column shows the distribution centers (DC's) carrying the vendor products.
- The Not Available In column shows the DC's that do not carry the product.
- The Pack Price columns shows the price range from lowest-priced product to highest-priced product.
- The Cost/Serving column shows the cost/serving range of the lowest-priced product to the highest-priced product.
(Right-click image to open and expand in new tab)
- As a parent account, you can select the specific vendor product you want your child accounts to use by adding the vendor product to a DC-specific approved purchasing list (APL). To do so, see Using an Approved Purchasing List (APL) to Select Vendor Products for Food Items.
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- Your next steps are to export the vendor product selection list to an Excel file. Note that any columns can be added/removed as needed, which is reflected in the Excel file (see Setting Preferred Columns on Vendor Product Selection Screen). Click the Export button. The following message appears:
- Click OK. The following message appears when the file is processed.
- Click the Download button to download the file.