Applies to: RollMaster (RM) Core
Use this article as a reference for the Vendor Café module, including customer setup, configuration, and exporting invoice data for participating Property Management customers into the Vendor Café portal.
Does Not Cover: Invoice creation or editing, invoice posting, customer maintenance unrelated to Vendor Café, or other third-party vendor portal integrations.
Menu Path: Special Functions > Vendor Café
For other Inventory Control programs, refer to the Special Functions module documentation.
Vendor Café is an online Vendor portal with a simple User interface that can dramatically reduce paper invoices and streamline communication with Vendors. It is similar to the Ops Technology for the Property Management/Multi-Family industry. RollMaster has added this feature to allow for exporting Invoices for import into the Vendor Café portal via this module.
To begin using this functionality, Property Management Customer IDs need to be identified as VENDORCafé clients in each applicable Ship To Code Maintenance screen and a Yardi #/ID entered at the bottom right of the screen. Those fields appear as follows:
Check the Vend. Café box and enter the Yardi data and then click the Save button to complete the Customer side setup. With Vendor Café Customers thus designated, RollMaster will capture and save applicable data each time the Invoice Register is printed and cleared. When you enter this module, the screen appears as follows:
Select an Invoice Register Beginning and Ending Date for the export and then select either a Property Management Customer ID or a Property Manager ID from the Lookup box. If you wish to include any of the data listed in the box above the Export button, you will need to check all that apply. Please Note: if the total of Column I and J is $0.00, the export will not display that line unless the Show $0 Lines box is checked. Click Export to generate the file. Additionally, in the Customer Master Listing export to Excel, a column has been added to display a Yardi Account #. The column will appear to the right of the existing RealPage (formerly Ops) column.