Use case
We need a built in Robust Vendor/Supplier profile in Toast Retail similar to a spread sheet we maintain now, so purchasing and receiving are consistent across staff and locations. I can share our template if helpful.
What we need (minimum viable)
Vendor profile fields: Company, address, primary contact (name/phone/email), notes.
Ordering details: frequency, order day, cut-off time, order minimums, follow-up level/priority.
Delivery & logistics: vendor sends truck (Y/N), we arrange freight (Y/N), freight/pallet fees, lead time (days), Next Truck/Ship Date.
Payment terms: terms (Net 14/30), accepted payment methods, tax docs.
Account/banking (optional fields): bank name/account/routing (masked), or vendor portal link.
Free-form notes for special instructions.
Quality-of-life
Reminders & tasks: auto-remind for order days/cutoffs; checklist for receiving.
Per-vendor item list: quick view of SKUs we buy from this vendor (cost, pack, last price).
Status & history: last order date, ETA, next truck date, contact log.
Nice-to-haves
Cost change tracking with effective dates.
Performance metrics: fill rate, on-time %, average lead time.
CSV import/export so we can bulk load vendors and share templates.
Why it matters
Centralizes supplier info, reduces onboarding/training time, avoids missed cutoffs, and improves receiving accuracy—without juggling outside sheets.
We already have a spreadsheet for managing this and we're happy to share if it helps.
