Adding and Editing Sites
On the left hand menu select Settings
Select Sites
In the top right hand corner select Add New Site
In the "Basic Information" tab input:
Site Name
Site Address
Site Timezone
If the site is a CPU or not
In the "Delivery Information" tab input:
Delivery Times
Delivery Contact Details
If a Supplier Reference is required
PO attachments - forward email
Click Save
Next, head to your Suppliers and Recipes tabs, and assign any suppliers and recipe/menu items you'd like the site to be able to access
Supplier References
Suppliers can often provide their own reference or invoice number for an order.
For improved traceability you can make it mandatory for your team to input this reference/invoice number when accepting deliveries for this site. On the delivery this field is called Invoice #.
You can find this setting in the "Delivery Information" tab.
PO attachments - forward email
When accepting a delivery team members can attach a PDF or image to the PO of delivery notes or invoices provided by the supplier.
If a forward email is set, these attachments relating to this site will be forwarded to the assigned address(es).
The attachments will be forwarded once the team member has clicked Save or Accept Delivery.
If a team member adds a new attachment at a later time, once they click Save or Accept Delivery this new attachment will be forwarded as well.
Attachments can be forwarded to multiple emails.
💡 Reminder - forward emails are set at a site level meaning if one address should receive all attachments it will need setting on each sites settings.
Delivery information visibility
The delivery times and contacts you set will appear on all outgoing orders to your suppliers.