Vendors

Feature Overview

The Vendors section lets you maintain a list of your restaurant's suppliers and service providers in one organized place. By keeping your vendors on file in Katalyst, you can reference them when logging invoices through the Inventory module and maintain accurate cost tracking across your operation.

Prerequisites / Requirements

• Your account must have Vendors view or edit permissions.

Step-by-Step Guide

Accessing the Vendors Page

1. In the left-hand navigation sidebar, click Vendors.
2. The Vendors page opens with a list of all vendors currently on file for your restaurant.

Adding a New Vendor

1. On the Vendors page, click the + Add button in the toolbar.
2. Fill in the vendor's details, including name, contact information, and any relevant notes.
3. Click Save to add the vendor to your list.

Editing a Vendor

1. Click on the vendor you want to update in the list.
2. Modify the relevant fields.
3. Click Save to apply your changes.

Removing a Vendor

1. Open the vendor record you want to delete.
2. Click the Delete button or equivalent remove option.
3. Confirm the deletion when prompted.

Common Troubleshooting / FAQs

Q: I cannot see the Vendors section in my sidebar. Access to Vendors is permission-controlled. Contact your restaurant administrator to confirm that your account has been assigned the Vendors view or Vendors edit permission.

Q: I deleted a vendor but they are still appearing in my invoice records. Deleting a vendor does not retroactively remove them from historical invoice records. The vendor name will remain on any previously created invoices for record-keeping purposes. Only new invoices going forward will no longer reference the deleted vendor.