Difficulty Level - Advanced Impact - Store Level

A Supplier Product is a unique combination of a supplier, a product (which may or may not be mapped to an inventory item) and a package size. Each supplier product is assigned a unique product code by which it can be identified. The supplier product page lets you create a new supplier product as well as view and edit existing supplier products.

A single inventory item can have more than one supplier products. Some examples in which you could have more than one supplier products for an inventory item are:

  • The inventory item can be purchased from more than one supplier.

  • The inventory item is available in more than one package size from a supplier.

  • A combination of the above two cases.

There are two ways to access Supplier Product settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Inventory from the Filter drop-down list.

    2. Click on Supplier Product from the List box in the left pane.

The filters Drop-down boxes that let you select from the options available. at the top of the page can be used to display supplier products for a particular Area*, Store, Supplier, Sub-Category and Status, and search for specific supplier products based on your requirements.

The Select an Item link opens the Item Search page on which you can look up supplier products based on the inventory items mapped to them. To select a product, click on the name of the Inventory Item.

The following information is displayed on the settings page for the Area* and Store selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

The details of a supplier product An inventory item in a package size available from a particular supplier. can be found on the Update Product Information page.

ClosedCreate a New Supplier Product

You can only create supplier products for non-integrated suppliers. Integrated supplier A supplier who's ordering system has been integrated into CLEARVIEW so that you can send your POs to them electronically and receive e-invoices from them directly in CLEARVIEW. products are directly controlled by the suppliers through electronic order guides List of supplier products available with an integrated supplier for ordering electronically through Clearview. Electronic order guides are controlled by the supplier and cannot be modified by Clearview users..

  1. Go to Supplier Product settings.

  2. Click on the Create button.

  3. In the Create Product window:

    1. Select the Supplier from the drop-down list.

    2. Enter the Product Code used for purchases from the supplier.

    3. Enter a name for the supplier product An inventory item in a package size available from a particular supplier. in Description.

    4. Enter the size or quantity of the inventory item considered as one unit by the supplier in Pack Size.

    5. If your organization uses a specific code for the product, enter it in Corp Product Code.

    6. Enter the Brand of the product.

    7. Enter the Reporting Seq number (supplier products will be displayed in ascending order in the PO Purchase Order if sequence numbers are assigned).

      The sequence number is automatically assigned to all stores in the organization. You can change the sequence of the supplier product An inventory item in a package size available from a particular supplier. for individual stores in the Store Info tab while editing the supplier product An inventory item in a package size available from a particular supplier..

    8. Enter the supplier's price for one pack size of the product in Default Price.

      The Default Price is the placeholder price for the supplier product An inventory item in a package size available from a particular supplier. that will automatically display only the first time the supplier product An inventory item in a package size available from a particular supplier. is invoiced. This price can be updated on the invoice, which will in turn automatically update the Current Price of the supplier product An inventory item in a package size available from a particular supplier. for the store and show in the Price History tab.

    9. If you don't want to track the usage of the supplier product An inventory item in a package size available from a particular supplier. select No from the Track Usage drop-down list.

    1. Click on the Create button.

    2. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

A new supplier product An inventory item in a package size available from a particular supplier. that's created will show on the regular order list for all stores by default. To remove it from the supplier's regular order list for a store, edit the supplier product An inventory item in a package size available from a particular supplier. and remove the checkmark from the Show On PO column for the store.

ClosedEdit a Supplier Product

The following fields cannot be edited for supplier products by integrated suppliers:

  • Supplier

  • Product Code

    Description

  • Pack Size

  • Brand

  • Notes

  • Item to track as

  1. Go to Supplier Product settings.

  2. Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find a particular supplier product An inventory item in a package size available from a particular supplier. if required.

  3. Click on the Go button.

  4. Click on the Description of the supplier product An inventory item in a package size available from a particular supplier. that you want to edit.

  5. In the Update Product Information window:

    1. Make changes to the controls in the Basic Info tab as required.

    2. Click on the Update button if you made any changes in the Basic Info tab.

    3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    4. Click on the Store Info tab.

    5. Activate or deactivate the supplier product An inventory item in a package size available from a particular supplier. for a store by placing a checkmark in the Active column or removing it, respectively.

    6. Place a checkmark in the Show On PO column for a store to include the supplier product An inventory item in a package size available from a particular supplier. in the PO Product List by default, or remove the checkmark to remove the supplier product An inventory item in a package size available from a particular supplier. from appearing in the PO Product List by default.

      Supplier products that are set not to Show On PO can still be added to the PO Product List by using the Quick Search bar on the page when creating the PO.

    7. Change the Sequence number to determine where in the PO Purchase Order the product will appear (products are listed in ascending order of the Sequence set).

    8. Click on the Update button if you made any changes in the Store Info tab.

    9. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    1. Click on the Close button or Close when done.

Click here to learn how to update supplier products in bulk.

ClosedDelete a Supplier Product

You can retain a supplier product An inventory item in a package size available from a particular supplier. but deactivate it if you don't need it anymore. You can similarly reactivate it in the future, should you need it.

Supplier products of integrated suppliers can only be deactivated, and cannot be deleted.

  1. Go to Supplier Product settings.

  2. Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find a particular supplier product An inventory item in a package size available from a particular supplier. if required.

  3. Click on the Go button.

  4. Click on the Description of the supplier product An inventory item in a package size available from a particular supplier. that you want to delete.

  5. In the Update Product Information window:

    1. Click on the Delete button.

    2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  • The Delete button is not available for supplier products that have been made inactive by a supplier.

  • Only supplier products that haven't been ordered, purchased, included in a closed physical count or in a recipe mapped to a menu item that's been sold can be deleted.

ClosedActivate or Deactivate a Supplier Product

  1. Go to Supplier Product settings.

  2. Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find a particular supplier product An inventory item in a package size available from a particular supplier. if required.

  3. Click on the Go button.

  4. Click on the Description of the supplier product An inventory item in a package size available from a particular supplier. that you want to activate or deactivate.

  5. In the Update Product Information window:

    1. Click on the Store Info tab.

    2. Activate or deactivate the supplier product An inventory item in a package size available from a particular supplier. for a store by placing a checkmark in the Active column or removing it, respectively.

    3. Click on the Update button.

    4. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    5. Click on the Close button or Close when done.

ClosedAudit a Supplier Product

  1. Go to Supplier Product settings.

  2. Use the filters Drop-down boxes that let you select from the options available. at the top of the page to find a particular supplier product An inventory item in a package size available from a particular supplier. if required.

  3. Click on the Go button.

  4. Click on the Description of the supplier product An inventory item in a package size available from a particular supplier. that you want to audit View a detailed list of changes made..

  5. Click on the Audit History tab in the Update Product Information window.

  6. Click on the Close button or Close when done. 

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

~field or process that can only be controlled by the supplier, if the supplier product is by an integrated supplier.