Working with Purveyors
In this tutorial I am going to go over how to create new purveyors and work with them.
Step 1: Selecting the purveyor for an order
When you create a new order the first step is selecting the purveyor from the dropdown list.
If you don't know how to create an order take a moment to review this tutorial: ordering basics tutorial.
Step 2: Adding a new purveyor
If you want to send an order to a purveyor that's not already in the system you can add it automatically.
Click the Add new purveyor link. It opens a dialog box where you enter the purveyor's name and then their email address.
Step 3: Viewing all of your purveyors
You will notice a list of your current purveyors, which is located on the sidebar, below your orders. If you click on the Purveyors link it will open the purveyor list view.
Step 4: Viewing the purveyor's orders
The purveyor list view shows each of your purveyors, with links to their last order and lists of their older orders.
You can limit the older orders by status so you can view only the saved, pending, or confirmed orders.
Step 5: Updating a purveyor
If you click a purveyor's name in the purveyor list it will open their detail page.
Only the name and email are required, but this is a handy place to store their contact information as well.
Step 6: Searching orders by purveyor
You can specify the purveyor to search by using the purveyor: tag. For example, if you want to only search orders from Finest kind seafood you would enter a query like this: 'purveyor:finest kind seafood'.
