During the review phase of a cart or open PO, you may want to replace an item's vendor product. To do so, complete the following steps:
- Select Procurement > Purchase Orders and click on the desired cart or open PO to open it.
- If needed, use the search and filter tools to locate the item whose vendor product you want to change.
- For the item whose vendor product you want to change, click its gear icon and select Change Vendor Product (first screenshot below). The Change Vendor Product screen appears (second screenshot below). Note the following:
- The currently-selected vendor product for the item is displayed in bold. The other vendor products that appear for the item are ones that have been verified for that item, meaning the vendor products match the food item. For more information on verified vendor products and the selected vendor product for a food item, see Verified Vendor Products and the Selected Product for a Food Item.
- The currently-selected vendor product for the item is displayed in bold. The other vendor products that appear for the item are ones that have been verified for that item, meaning the vendor products match the food item. For more information on verified vendor products and the selected vendor product for a food item, see Verified Vendor Products and the Selected Product for a Food Item.
- Select the desired vendor product. If the desired vendor product is not listed, see Selecting a Non-Verified Product below for more information.
- You have the following two options:
- Save as Favorite Product - this option not only changes the vendor product in the cart or PO, but also changes the currently-selected product for the food item within your account. This option is the same as favouring a vendor product via the Vendor Product Selection screen.
- Apply to This Cart Only - this option only changes the vendor product in the cart or PO, and not throughout your account.
- Upon clicking one of the above buttons, the pop-up disappears and you are returned to the PO screen where the newly-changed vendor product is listed for the item.
Selecting a Non-Verified Product
In step 4 above, if an existing verified product is not what is desired for an item in your cart or PO, then you have the option of selecting a non-verified product. For example, assume the recipe calls for frozen green beans; however green beans are currently in season and as such you would like to use fresh green beans. Therefore, instead of changing the recipe, you can just change the vendor product to fresh green beans on the cart or open PO. To do so, complete the following steps:
- In the Change Vendor Product pop-up, click the More Vendor Products button. The Change Vendor Product slide-out panel appears (screenshot below).
- Select a search option and utilize its associated filters as needed:
-
Food & Non-Food Items - searches for foods, prepared foods, and non-food items.
- Food type - filter by food, prepared food, and non-food item.
- Categories - filter by by food category.
- Storage type - filter by storage type.
- Stock item category - filter by stock item category.
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Vendor Products - searches for a specific vendor product (either by the product description or the ID):
- Vendors - for a cart, you can filter by vendors. For an open PO, this field is pre-populated to the associated vendor of the PO.
- 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.
-
Food & Non-Food Items - searches for foods, prepared foods, and non-food items.
- In the Search field, enter the item or vendor product you are searching for and click Go. The Search Result section returns items that match your search and filter criteria.
- If searching by an item, click the + icon of the item you want to add, and the Swap [Vendor Product] section refreshes with the vendor products verified for that item.
Or, if searching by a vendor product, click the + icon of the product you want to add, and the Swap [Vendor Product] section refreshes with the added vendor product.
- Click the Swap icon (
) of the vendor product you want to select, and then click OK to the confirmation message.
- You are returned to the PO screen, where the newly-changed vendor product is now listed for the item.