How to Purchase for a Menu Plan?

Procure the items for your plan by following a few simple steps

To create one or multiple purchase orders from a menu plan, navigate to your menu plan, select one or multiple menu events, and click on the Purchase icon on the advanced menu right above the calendar view.

Then, you will be prompted to choose to purchase from a single vendor or multiple. To purchase from a single vendor, click the dropdown, select the desired vendor, and click to proceed. To purchase from multiple vendors, just leave the vendor selection blank and click to proceed.

After Galley finishes processing that information, you will be automatically redirected to the Purchase Guide. 

On that page, you will see all the ingredients that need to be purchased for the selected menus, broken up by the vendor from which each ingredient is being purchased. The vendor that each ingredient is purchased from depends on the primary (first) vendor item linked to that ingredient.

If you have multiple locations that you purchase for, Galley will use the primary vendor item that services the location for each of the selected menus.

Under the Order Items header, you will see all the ingredients you need to purchase to produce the selected menus, broken down by the vendor.

For each ingredient, you will see the ingredient name, the required amount needed to fulfill the selected menus, and the recommended order amount based on the pack sizing of each vendor item. 

You can also see which recipe(s) each ingredient is used in by selecting the grey 'Usage(s)' dropdown below each ingredient name. Though Galley will recommend order amounts based on the menu volumes, you can always change the order amount manually.

Once you are done editing, click on the 'Create Purchase Order' button and Galley will create one purchase order per vendor per location.