Creating and Managing Orders

By using the Orders feature, you can create and manage purchase orders. With Electronic Ordering, you can send a purchase order electronically to the vendor. Once you create a PO for a vendor, depending on the vendor, you may be able to send the order electronically to that vendor. Contact your MenuLink Client Service Manager for help with these functions.

MenuLink Client can suggest or recommend an order in one of three ways: with Par Levels (also called Build-To amounts), the Order by Forecast, or the Order by Usage Per Factor.

•	Par Levels: MenuLink Client uses Par Levels, or ‘build-tos,’ to calculate the Suggested Quantity. Par Levels are maintained by restaurant managers through the Item Lookup screen.

•	Order by Forecasting: Through the Sales Forecasting function, MenuLink Client calculates a forecasted sales mix. Based on that sales mix forecast and the recipes, MenuLink Client calculates how much product is needed and uses that information to calculate the Suggested Quantity.

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Usage Per Factor is used for new items, new store openings or items that have usage that is not based on a specific recipe. The factor is based on actual usage and your sales volume, for example 2.5 cases per $1000 in sales. MenuLink Client then uses the sales forecast and the Usage Per Factor to calculate the Suggested Quantity.

After creating and submitting a Purchase Order, you can easily convert it into an invoice. You can then verify what you received and the price you paid for the items. If a vendor is not able to completely fill an order, you can create a back order if this option is enabled.

To create a purchase order, follow these steps. Some steps may or may not be needed, depending on how your application is configured. For example, if your system administrator manages your vendors, you can skip the ‘Create and Manage Vendors’ step.

1.	Create and Manage Vendors (Managing Vendors)

2.	Print and Fill out a Purchase Order Worksheet (Purchase Order Worksheets)

3.	Create or Edit a Purchase Order (Create or Edit a Purchase Order)

4.	Submit the Purchase Order (Submitting a Purchase Order)

5.	Manage and Finalize the Invoice (Managing and Finalizing the Invoice)