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
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).
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.
1. Product tabs
The Products page has multiple tabs to help you navigate your product lists.
All - All products from all of the other tabs.
Today's Deals - Products with a discounted price that suppliers want to highlight. Product deals may also include promotions, flash sales and donations (optional setting).
Favorite - Products that you or your team have marked as favorites (more information below).
New - Products that suppliers have recently added to Forager (new products are showcased for the first 7 days).
Connected - Products from existing suppliers.
Marketplace - Products from new suppliers.
2. Product search & filters
Finding a product is easy with our product search bar and filters.
You can search for any product by:
Product name or description
Product code (set by suppliers > UPC)
Custom Product ID (set by buyers)
We also provide standard product category filters to narrow down the search results.
Lastly, you can also sort your search results by clicking on the column headers.
3. Saving product favorites
A key feature of our Products page is the ability to save favorites using a star ranking system. You can easily mark a product as a favorite by clicking the star icon next to each product. This ranking will be saved for the selected product and visible for all other users, which makes it a great way to help your Store-level buyers know which products are the top choice.
You can access all products marked as favorites by using the Favorites tab on the product page.
Product favorites are shared by all users (any change you make will impact what others see), however Store-level buyers will not be able to edit favorites (read-only).
4. Marketplace products
Marketplace products are products from new suppliers. These products will be highlighted in green and marked with the marketplace icon next to the supplier name. If you just want to browse marketplace products you can select the Marketplace tab.
If you identify a product from a new supplier that you want to review in more detail you can reach out to Forager's customer success team for more information.
5. Product details
The default product list view does not show all of the product information. If you need to see a more detailed product description or check other details such as the UPC you can do this for an individual product or for the whole list.
To see individual product details click on the information icon to the left of the product name. This will expand the product details for that product.
To see product details for all products use the information toggle on the top right of the table. This will expand the product details for all products.
6. Sharing notes & custom product IDs
Apart from accessing the product details that are provided by the supplier, it's helpful to be able to leave your own comments for each product. Simply click on the note icon in the far right column to add a note or to enter a customer product ID. This information is shared by all users and set to read-only for Store-level buyers.
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.
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.
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:
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.
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.
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)
The export functionality is most commonly used to:
Export a specific order or invoice.
Export all orders or invoices for a defined time period.
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 email@example.com 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.