Ordering from Commissary

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Creating and Submitting a New Commissary Purchase Order

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1. Log in to the platform 0:00

• Open the platform at app.munchinsights.com.
• Log in using your assigned credentials.
• Confirm you have access before proceeding to the ordering workflow.

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2. Navigate to Purchase Order under Inventory 0:17

• From the main navigation bar, locate Inventory.
• Select Purchase Order from the Inventory menu.
• Click New Purchase Order on the right side of the screen to begin a new order.

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3. Review the restock order screen and stock suggestions 0:28

• The system may display a Create Restock Order view with suggested stock levels.
• If inventory counts have not yet been entered consistently, the suggested stock values may be inaccurate.
• For the initial rollout period, ignore the suggested stock quantities until the system has had time to learn accurate levels.

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4. Open the commissary vendor 0:47

• Go to Vendors.
• Select the commissary vendor.
• Use the commissary as the ordering source for now, since this is the current supported vendor workflow.

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5. Add items to the order 1:06

• Add the items you need to the purchase order.
• Enter the quantities required for each item.
• Do not rely on the suggested stock values yet if inventory counts are still being established.

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6. Place and approve the order 1:14

• Once all items and quantities are entered, click Place Order.
• Review the order for accuracy.
• If everything looks correct, click Approve to send the order to the commissary.

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7. Understand the commissary review and fulfillment process 1:20

• The commissary will review the order after submission.
• They may approve or deny the order.
• If certain items are unavailable, those items may be removed from the order before approval.

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8. Confirm invoice and inventory updates 1:36

• After approval, the invoice flows automatically into the invoicing system.
• Inventory stock is updated automatically once the invoice is processed.
• This replaces manual forms and helps centralize ordering and accounting.

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Cautionary Notes

• Only use the commissary vendor for this workflow until additional vendors are enabled.
• Review the order carefully before approving to avoid submitting incorrect quantities or items.
• Be aware that the commissary may remove unavailable items before final approval.

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Tips

• Keep a consistent inventory counting routine so suggested stock levels become accurate faster.
• Use the platform instead of manual forms to reduce data entry and accounting errors.
• Verify item quantities before clicking Approve to avoid rework.
• Once the system is fully configured, use the centralized ordering workflow to streamline future vendor purchases and stock management.