The Assortment Manager

The Assortment Manager in Apicbase allows you to manage product assortments across different outlets efficiently. This feature is enabling you to organize and assign your assortments across different locations.

In this article, we’ll guide you through the general usage of the Assortment Manager. Specific configurations for each supplier (such as Solucious, Hanos, or Sysco) are covered in supplier-specific articles.

Assortment Setup

To start using the Assortment Manager, follow these steps:

1. Access the Assortment Manager
   Navigate to Procurement → Assortment Manager. Here, you will find a list of available suppliers connected to your account. Depending on your setup, you might see different suppliers. Select the supplier you want to work with.

2. Create an Assortment List
   Once you have selected a supplier, you can begin by creating a new assortment list. Start by naming your assortment list (e.g., “Basis assortment”). This list will help you organize the products you want to make available to specific outlets.

3. Adding Products
   After naming your assortment list, you can start adding products to it by clicking ‘Add products.’ Search for the products you want to include in the assortment. For example, if you are managing a burger chain, you might want to add various types of burgers to your base assortment list.

4. Linking Assortment to Outlets
   Once you’ve added products to your assortment, you can link this list to specific outlets. Click on ‘Link to outlets’ and select the outlet(s) where these products should be available for ordering. For instance, you can assign the ‘Basis assortment’ to “Barry’s Bar.”

Managing Multiple Assortments

You can also manage multiple assortment lists and link them to different outlets. This gives you flexibility in tailoring your product offerings based on the needs of each location.

For example, if you run multiple outlets that require different products, you can create a separate assortment list for each one and assign them accordingly. This way, each outlet only has access to the products that are relevant to them.

Syncing Changes

After making changes to your assortment lists or linking them to outlets, you will need to manually sync the changes. An indicator in the top right corner of the page will let you know if any outlets are out of sync. Once synced, only the products that are part of the assortment will be orderable by the linked outlets.