Connecting Ingredients to Vendor Items : Supplyit

Learn how to link generic ingredients or packaging items to vendor items in Supplyit. Connecting these items ensures that production recipes are accurately costed whenever purchase orders are entered or sent.

Prerequisites & Details

Assumption: The vendor items and generic ingredients/packaging already exist in your production location within Supplyit.
Why this is needed: Production recipes use generic items, not vendor-specific items. Linking them creates the cost relationship.
Flexibility: A single generic item can be linked to multiple vendor items.

Step-by-Step Instructions

1. Navigate to the Catalog:

Select Activities from the left menu, then go to Administration → Catalog.

2. Locate the Generic Item:

Select the catalog containing your generic items. Search by keyword or use category filters (click Apply after setting filters).

Tip: To quickly find unlinked items, expand the filter options using the bottom arrow and change Composition Type from (Any) to None.

3. Open the Recipe Details:

Click Edit next to the generic item you want to link, then click the Recipe link inside the product details.

4. Add the Vendor Item:

Click Add, switch the catalog selector to your Vendor Catalog, find the matching vendor item, check its box, and click Select Products.

5. Mark as Generic and Save:

Check the box for This product is generic, then click Save Changes.

Verification: Check the recipe view for the product to confirm the linked vendor item is now listed.

Adjusting Quantities for Non 1-to-1 Ratios

If your vendor purchase unit does not match your generic unit 1-to-1 (for example: 1 vendor case = 50 lbs, while your generic item = 1 lb), follow these additional steps to set the correct conversion ratio:

Uncheck the box labeled Calculate ratios using a common yield.
Set the Vendor Base: In the first quantity field (to the right of the weight box showing 100), enter 1.
Set the Generic Ratio: In the second quantity field (to the right of the generic item name), enter the number of generic units that make up 1 vendor item (e.g., enter 50).
Save Changes.

Verification: Confirm that the total calculated yield matches your purchasing unit conversion.