Vendor Integrations Setup

In Beta

This feature is in beta. Contact your CSM to learn more.

The Vendor Integrations setup step on the Onboarding Dashboard starts the process of connecting supported vendors to Restaurant365. These integrations allow Restaurant365 to automatically import accounts payable (AP) invoices and credit memos for integrated vendors and locations.

This step helps reduce manual data entry and ensures transactions flow into correctly into AP.

Vendor integration requests can only be submitted for locations that have been added and completed during onboarding.

Security

The following permissions are associated with the Vendor Integrations Setup step:

Administration → Dashboards → View Onboarding Dashboard
Administration → Locations → View Locations
Administration → Integrations → Submit Vendor Integration Requests

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigation Steps

Open the Home application.
Select Onboarding dashboard.
Click Get Started in the Vendor Integration step.

Vendor Integrations Setup

Each vendor integration is represented in its own section.

	Button/Field	Description
1	Overview	Provides guidance and best practices for Vendor integrations setup.
2	Vendor integration table	Displays vendor details and associated locations. Each vendor integration appears its own section and table.
3	Expand/Collapse	When collapsed, expands the table to fullscreen view. When expanded, collapses the table to a smaller view.
4	Trashcan	Removes the entire vendor integration from the Vendor integrations setup page. This action deletes all associated contact, vendor, and location details and cannot be undone.
5	Vendor	Selects the vendor to integrate. The dropdown includes vendors currently supported by Restaurant365. Other vendors may be requested but are not guaranteed.
6	Vendor contact name	Specifies the primary point of contact for the vendor.
7	Vendor contact email	Specifies the email for the vendor contact.
8	Location row	The location details for a single location using the selected vendor.
9	Trashcan	Deletes the location from the Vendor integration table. Deleting the location removes contact and OPCO details and cannot be undone.
10	+Location	Adds a location to the vendor integration table.
11	+Vendor integration	Adds a new Vendor integration section for another vendor.
12	Complete and close	Opens the Confirmation window for integration submission.

Vendor Integration Table Columns

Column	Description
Location	The location the account and OPCO details apply to.
Account Number	The identifier assigned by the vendor for the organization’s account. This number is used to match invoices, payments, and statements to the correct vendor account. Vendors may also refer to this as the customer number.
OPCO Code	The vendor’s operating company (OPCO) identifier for the account. This number is used to associate activity with the correct vendor region or distribution company.

Column

Description

Location

The location the account and OPCO details apply to.

Account Number

The identifier assigned by the vendor for the organization’s account. This number is used to match invoices, payments, and statements to the correct vendor account.

Vendors may also refer to this as the customer number.

OPCO Code

The vendor’s operating company (OPCO) identifier for the account. This number is used to associate activity with the correct vendor region or distribution company.