Adding Items from a Catalog

Co-op Member Instructions

This article assumes the Vendor and Contract have previously been configured. Before adding items from the Catalog, it is important to make sure the Vendor and Contract have already been set up. The Catalog provides a procurement view and allows you to search for and add pre-configured items to your local database. However, it's important to note that this should be used primarily for "shopping" for items, rather than uploading items as the primary method.

1. To view contracted items, start by selecting the Vendors Module on the left-hand side then the Vendor.

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2. Select the Items Tab, [+] sign then Search Catalog.

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3. The Catalog will open, in addition to filtering by procurement category, you can change contracts for a single vendor. You can add a item to you Local Database by selecting the 3 dots to the right of the item and selecting Add Item. A Checkmark to the right of an item indicates the item is already in your local database. Hovering over a brown box in the notes column will show the donated value.

Procurement Category-Procurement categories are groups of related commodities or services that share demand and supply factors and suppliers.

Contract Filter-Filter based on what contract you want to select.

Universal Search Box-Universal search is the ability to search for a product by GTIN, Vendor, Brand Name, Manufacturers Product ID.

Denoted Value-The indicated value of the item.

In some cases, information about an item may be missing from the manufacturer. In such cases, you will need to complete/add the missing information before adding the item to your local database. This feature is particularly useful when adding missing nutrients and meal components to an item.

 

 

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