Multi-store Buyers

This user guide is for buyers managing multiple stores with centralized product and supplier management.


This guide aims to walk you through the main functionalities of the Forager platform for Multi-store buyers. Unlike Store-level buyers, our Multi-store buyers have centralized control over product and supplier visibility for all of their locations.

Key features that are unique to this user role:

  • Set product visibility for each individual store
  • Manage supplier availability depending on store locations
  • Centralized invoice management
  • Access to store-level accounts for full control
  • Analytics dashboard aggregating all store purchases

You can review our Store-level user guide here.

Getting started

Watch our short overview video for a quick walk-through of Forager's platform.

1. Your first login

As a first step, you will get an email notification when your account has been activated and is ready to go. This email will include a request for you to set your own user password after which you will be able to login to Forager.

We recommend saving this page under your bookmarks to make it quick and easy to access in the future. If you can't find the login link, you can also access our login page through the login button in the top navigation bar of our website.

When logging in you will always start on the home tab which we will refer to as the Dashboard page.

2. Navigation & Key Pages

In order to navigate through the platform you'll want to use the side menu bar as well as the top navigation bar.

Side Menu Bar

  • Dashboard - Review your order history and key metrics at a glance. This is also where you'll see supplier updates, for example when new products become available.
  • Products - This page will serve as your master product list across all of your stores. Search, favorite and control visibility of each product. You can also leave a note for your colleagues and set custom product IDs.
  • Orders - Keep an eye on current orders and edit them if needed. If you want to place an order you can log into a store-level account.
  • Invoices - Approve and schedule payments for orders that were received by your stores. You can also export various reports on this page and filter/search for a specific invoice.
  • My Suppliers - Review key information about your existing suppliers (Connected) and discover new suppliers (Marketplace).
  • Help - External link to our help and FAQ portal.
  • Settings - Set your email preferences (disabled for some accounts).

Top Navigation

  • Location - Login to store-level accounts and quickly check which account (location) you are currently viewing.
  • Messages - Inactive for Multi-store buyers until you login to a Store-level account.
  • Shopping cart - Inactive for Multi-store buyers until you login to a Store-level account.

The side menu bar defaults to the compact view without icon labels. Click the hamburger menu icon [☰] on the top left of the screen to expand the side menu.


As a Multi-store buyer you can add a custom product ID to any product using the note icon in the far right column. This code is searchable on the Products page as well as for orders and invoices.

Setting product visibility

1. Default product visibility

The default for all products that are added to Forager by your suppliers is "hidden". This means that the product will not show up on store-level product lists. The visibility status of a product is shown in the left-hand column of the Products page table and any changes to this toggle will immediately impact store-level product visibility.

Marketplace products do not have a visibility toggle as they should not be available for Store-level buyers to purchase.

2. Making a product visible for your Store-level buyers

Simply click on the visibility toggle of the product you would like to make available for purchase at your stores. As a default, any product that is set to visible will be available at all of your stores. You can however, add exceptions by using the store exceptions column where you can select individual stores which should not see the product.

Please note, store-level product exceptions are also impacted by store-level supplier exceptions (review our Managing suppliers section for more information). If you add a store exception at the supplier level, you will not be able to edit the store's product level visibility for that supplier's products. Store exceptions at the supplier level override any existing product-level settings.

3. Hiding a product

Similarly to step 2, simply click on the product visibility toggle to hide a product. This change will immediately impact the store-level product list and block any products from being purchased that are currently in the shopping cart of a Store-level buyer. Orders that have already been placed will not be affected by changes in product visibility.

Managing orders

1. Tracking store-level orders

The Orders page has multiple tabs to help you track your order status.

  • All - All orders from all of your stores.
  • Open - Orders which have been placed but have not been delivered.
  • Delivered - Orders which have been marked as delivered and will now show up under your invoices page.

You can easily search for specific orders by store, supplier, UPC code and custom product ID.

2. Editing store-level orders

As a Multi-store buyer you can access and edit any of the orders placed by your Store-level buyers. Simply click on an order to open the Order details page. Any changes that are made to the order will be tracked in the conversation module below the order.

Keep in mind:

  • Only Store-level buyers can message a supplier about an order
  • If you change an order the supplier will receive an updated order email
  • Once an order has been marked as received you can no longer edit the order but you can always go back to edit the delivery date.

3. Placing a store-level order

Multi-store buyer accounts are not designed to place orders for stores, however you can access the full functionality of a store-level account via the location icon in the top right navigation menu. Accessing a store-level account will allow you to place an order for the store you're currently viewing.

Paying invoices

1. Tracking invoices

The Invoices page has multiple tabs to help you track your order status.

  • All - All invoices including those that have been paid.
  • New - Order that have been marked as received will automatically show up as a new invoice.
  • Approved - Invoices that have been approved.
  • Scheduled - Invoices that have been approved and marked for payment.
  • Processing - Invoices that are currently being processed (~3-5 days).
  • Paid - Invoices that have been successfully paid.

You can easily search for specific invoices by store, supplier, UPC code and custom product ID.

2. Approving and scheduling payments

Once an order has been marked at received it will automatically show up as a new invoice.

Invoices can be approved and paid in two ways:

  1. On the invoice list you can check the box next to the invoice you would like to pay or approve. This will make the Mark button visible in the top right corner of the table. You can then select either Approve, Approve and Pay or Pay. Keep in mind that the Pay functionality is only possible if an invoice has been approved.
  2. Click on an invoice to access the Invoice details page. In the right hand module you will be able to approve the invoice and then select Schedule for payment.

3. Payment schedules

Invoices that are scheduled for payment are automatically paid based on the net payment terms defined on the My Suppliers page for each individual supplier. Payments typically begin processing 3-5 days prior to the due date of the invoice.


Invoices need to be approved before they can be scheduled for payment. The payment date is automatically determined by the net payment terms defined on the My Suppliers page.

Exporting data

1. Exporting orders and invoices

Both the Orders and Invoices pages allow users to export data in various formats.

In order to initiate an export, select the order(s) that you would like to export by checking the boxe(s) in the left hand column or by checking all boxes using the check box in the column header. Once selected, the Export button will become active and you can select your preferred export format.

Available export formats:

  • Order Data CSV
  • Order Data (Catapult)
  • Order Item Data CSV
  • Order Item Data (Catapult)
  • As PDF

The export functionality is most commonly used to:

  • Export a specific order or invoice.
  • Export all orders or invoices for a defined time period.

Managing suppliers

1.Review and manage supplier relationships

The My Suppliers page has multiple tabs:

  • All - All suppliers
  • Connected - Existing suppliers
  • Marketplace - New suppliers (no order history and not visible at the store-level).

Each supplier profile includes key data points to help you get a quick overview of your relationship with individual suppliers. You can expand a supplier profile by clicking on the supplier name. This will reveal additional content such as the supplier logo, delivery schedule and their latest update.

This is also where you can set the preferred payment terms of each supplier. This will determine the payment date that is automatically set by Forager once an invoice is approved and scheduled for payment.

Similar to the Products page you can save a shared note for each supplier that will be visible for the rest of your team. These notes are read-only for Store-level buyers.

2. Add store-level exceptions

Similar to adding store-level exceptions to products you have the ability to add store-level exceptions at the supplier level on the My Suppliers page. If you add a store to the list of exceptions for a specific supplier, the products from that supplier will automatically be hidden for that store. This can simplify your product visibility management and is especially useful for stores which may have limited supplier access due to their location.

It is worth noting that if you add a store-exception to a supplier, you will not be able to edit the store's product level visibility for that supplier's products. Store-exceptions at the supplier level override any existing product level settings.

Managing your account

1. Email notifications

As a Multi-store buyer you will not receive any email notifications.

2. Reset your password

You can reset your password via the login page > select reset password under the login button. The email to reset your password will come from so if you don't see it right away, be sure to check your junk folder.

3. Mobile access

Forager is not currently optimized for mobile devices but can be accessed through any browser app on your mobile device or tablet.