Below are instructions for a production facility to link a generic ingredient or packaging item to a vendor item so that any production item using that ingredient or packaging can be accurately costed when purchase orders are entered into or sent to Supplyit.

Assumption: The vendor items and their related ingredients/packaging already exist in the production location within Supplyit.

Note: Production item recipes use generic items rather than vendor items, which is why the relationship between the two must be created. A single generic ingredient or packaging item may be associated with multiple vendor items.

These instructions connect the vendor item to the related ingredient or package item.

1. Click Activities in the left menu.

2. Go to Administration → Catalog.

3. From the catalog drop-down, select the catalog where your generic ingredients/packaging are located.

4. Locate the product you want to update. You can use keywords or filter by category (be sure to click Apply if you use filters). 

Tip: You can click the down arrow located at the bottom of the filter section to display more options to filter on. If you want to quickly see generic items that are not connected to a vendor item, in the composition type, change (Any) to None. This is helpful when connecting many items at one one.

5. Click Edit next to the generic item that you want to connect to a vendor item.

6. In the product details, click the Recipe link.

7. Click the Add link in the recipe details.

8. Change the catalog to the vendor catalog and find the related vendor item.

9. Check the vendor item and click the Select Products button

10. Click the This product is generic

11. Save Change

12. Important: If the quantity that you purchase the vendor item in is not 1 to 1 with the generic item quantity (for example, if when you purchase 1 vendor item you get 50 pounds and your generic item represents 1 pound they have to be related such that 1 vendor item = 50 generic items). Follow the instructions below only when the relationship is NOT 1-to-1

    1. Uncheck the Calculate ratios using a common yield

    2. Enter 1 into the first quantity box to the right of the weight box (which should say 100)

    3. In the second quantity box to the right of the generic item name, enter the number of the generic items that would result in 1 vendor item. In the example above, you would enter 50.

    4. Save Changes