Connect Supplier Management and NutriCalc Data

Recommended Prerequisites

When following along with the steps listed in this article, we recommend that the following is true:

• Your organization has purchased an instance of NutriCalc for calculating Nutrition Data
• You have existing Item Records in Supplier Management for each item you wish to connect
• Your supplier has provided Nutrition data via Nutrition Form(s) and the data is present in your Enterprise site.
• Your role permissions have been updated, giving you access to the Items tab.

Best Practice

We recommend the following path to connect nutrition data between Supplier Management and NutriCalc:

Phase 1: Connect an existing Supplier Management Item with a NutriCalc Ingredient

This phase connects an item record with an Ingredient in NutriCalc. This ensures cohesion between platforms, but the subsequent phases must be followed to ensure the data is the same between platforms and item records.

Phase 2: Import Nutrition Values from the Nutrition Form

This step ensures you have the most recent data from your supplier ready to reference and use in calculations.

Phase 3: Update NutriCalc Values via Supplier Management

This step updates the NutriCalc record for that ingredient/item with the data just confirmed from the Nutrition Form within Supplier Management.

Continue reading this article for guides on each step.

Phase 1: Connect an existing Supplier Management Item with a NutriCalc Ingredient

The following steps assume you are logged into your TraceGains Enterprise site and have already followed the Prerequisites above.

Step 1: Select the Items tab.

Step 2: Locate the item within the Items tab dashboard.

Step 3: Select the gray checkmark in the ‘NutriCalc’ column.

Step 4: Type a keyword into the search box to find ingredients to link.

Step 5: Click the ‘Sources’ drop down and select which sources you want to search.

Step 6: Select the desired ingredient from the results that populate.

Step 7: Click ‘Connect’.

Continue to the next phase to get the most recent Nutrition Form data into your item record.

Phase 2: Import Nutrition Values from the Nutrition Form

This section continues from Phase 1. You should still be in the Items tab.

Step 1: Select the gear icon for the item to navigate to the Item Record.

Step 2: Select ‘Data Sheet’ from the Sections column.

Step 3: Select ‘Compare/Import’.

Step 4: Select the Supplier that is in Supplier Management.

Step 5: Click ‘Get Values’.

Step 6: Check the Supplier column and click “Apply Selected Values”

Step 7: Return to the Data Sheet section. Notice that Nutrition data from the supplied Nutrition Form is now displayed.

Phase 3: Update NutriCalc Values via Supplier Management

Step 1: Select the ellipses in the top right. Select ‘Update NutriCalc’ from the dropdown to apply the values to your NutriCalc records.

Step 2: In the resulting menu, click ‘Proceed.”

Step 3: The nutrition values are now in NutriCalc. Log in to your NutriCalc site, select the item, and view the ‘Nutrients’ tab for the matching information.