Who: the store manager or whoever places commissary orders.
When: your commissary order days — before the warehouse cutoff.
Creating and Submitting a New Commissary Purchase Order
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.
2. Navigate to Purchase Orders under Invoices & Ordering 0:17
- In the sidebar, open Inventory → Invoices & Ordering.
- Select Purchase Orders.
- Click New Purchase Order on the right side of the screen to begin a new order.
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.
4. Open the commissary vendor 0:47
- Go to Vendors.
- Select the commissary vendor.
- Select your commissary as the vendor.
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.
6. Place and approve the order 1:14
- Once all items and quantities are entered, press Review Order, check quantities, then press Place Orders.
- Review the order for accuracy.
- If everything looks correct, open the order under Needs Review and click Approve Order to send it to the commissary.
7. Understand the commissary review and fulfillment process 1:20
- The commissary will review the order after submission.
- They may confirm or deny the order (see Running the commissary) — once confirmed, you can no longer edit it.
- If certain items are unavailable, those items may be removed from the order before approval.
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.
Cautionary Notes
- This workflow is for your commissary vendor. For outside vendors, see Ordering & receiving.
- 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.
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.