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Buyer - How To Guides

Buyer - How To Guides

Working in a hotel, club or aged care facility and using Purchase Plus? This section is where you want to be.

By The1 author136 articles

Purchase Plus Buyer Webinar Training Sessions

Buyer Quick Start Guide

General Information

PurchasePlus Buyer Overview

Customer Support Information for Buyers

Log in to Purchase Plus for Buyers

Reset your Password

Enabling/Disabling a column in PurchasePlus and changing it's position.

Requisitions

Create a Requisition from a Buy List

Create a PFD Foods Punchout Requisition

Create a NXP NZ Punchout Requisition

Create a requisition from a Supplier’s catalogue

Create a Service Foods NZ Punchout Requisition

Create an Informal Requisition

Create an Internal Requisition

Create a Requisition from a Requisition, Purchase Order or Invoice.

Alternatives to Standing Orders

Add an Informal Product to a Buy List Requisition

View the Next Requisition Approver

Approve & Decline Requisitions

Create a Bidfood Punchout Requisition

*New Zealand Region only - Create a Bunzl Outsourcing Services Punchout Requisition

Create a Recognition ID Punchout Requisition

Create a Winc Australia Punchout Requisition

Create a Gilmours Punchout Requisition

Purchase Orders

Send Purchase Orders

Consolidate Purchase Orders

Cancel or close a Purchase Order

Re-open a Closed Purchase Order

Resend a Purchase Order

Set Purchase Orders to Auto-Send

Add Terms and Conditions to Purchase Orders

Receiving Notes

Receive Goods Against a Purchase Order

Receive Goods to Inventory

Add an item to a Goods Received Note

Invoices

What is 3-Way Matching?

Create a Manual Invoice against a Purchase Order

Creating a Manual Invoice without Purchase Order

Split Invoice Line Items via Invoice Journal Entries

Add Comments to Invoices

Why Invoices Flag

Approve Flagged Invoices

Approve Flagged Invoices in Bulk

Process Reconciled Invoices

Fix an Invoice stuck in 'Processing'

Manually Mark an Invoice as Processed

Export a Usage Journal

Export an Accruals Journal

How do I link Invoice Line Items to Purchase Order Line Items?

Paperless Invoicing

Paperless Invoicing in Purchase Plus

Process Invoices - Best Practises

Manually match Purchase Orders and Invoices

Request Paperless Invoices from Suppliers

Scan a Paper Invoice and send it as PDF

FAQ OCR Paperless Invoicing

Credit Notes

Create a Credit Note

Why doesn't my Credit Note display the line items contained on an invoice?

Buy List

Create a Buy List

Change who can view your Buy Lists

Disable and enable suppliers on a Buy List

Custom Sort items on your Buy List

Create a Buy Lists for Non-operating Departments

Disable and enable a supplier for an individual product in a Buy List

Add a product to a Buy List using a Purchase Plus Product ID (pp_product_id)

Create Buy Lists per Category and Import Self Managed Pricing per Supplier

Create an Internal Requisition Buy List

PurchasePlus Categories & Sub Categories Listing

Self-Managed Pricing

Create a Self-Managed Pricing Catalogue

Update Pricing Self-Managed Catalogue via Import

Update Self Managed Catalogue Pricing within Purchase Plus

Importing into a Self Managed Pricing Catalogue from Invoice Lines

Creating an Informal Product

Reporting

Reporting Snapshots

Filter Snapshot Information

Calculate Average Invoice Processing Days

Suppliers

Remove a Supplier

Change a Supplier Number

Import Informal Suppliers

Change an Informal Supplier's delivery email address

Update Informal Supplier details via Vendor Import

Set a default Department, Account Code and Category for a Supplier

Suppliers set up for Punchout integration with PurchasePlus - NZ region

Suppliers set up for Punchout integration with PurchasePlus - AU region

Inventory

Inventory module implementation overview

Create a Stock Location

Create an Expense Location

Delete a Stock Location

Complete an Internal Requisition Stock Transfer

Create a Direct Stock Transfer

Merge Duplicate Items in Inventory (Stock Adjustment)

Month End Process & Processing Stock Takes

Add Missing items to Stock Take

Return Stock to a Supplier

Stock Reconciliation Report

Export a Transfers Journal

Export a Consumption Journal

Inventory Reports

Mobile Stock Taking

Use Stock Take Mobile Application

Overview of Barcode Scanning for Stock Takes

Add Barcodes to Inventory Products

Print Barcodes for Stock Taking

Downloading and Offline Mobile Stock Taking

Recipe Manager

Recipe Management

Create a Recipe

Point Of Sales

Point of Sale (POS) Integration

Importing to the Point of Sale (POS) Module

Troubleshooting Point of Sale (POS)

Budgeting Module

Budget Module Overview

Create and update Budgets manually

Create and update Budgets via import

View Budget Balances and Awaiting Budget Approval Requisitions

Requisition over budget approval and decline over Budget Spend

Rebates

Rebate Distribution Profiles, Calculation and Exports

Rebate Profiles, Imports, Calculation and Exports

Accounts Payable

Accounts Payable Systems

Add an Account Code (GL or OOB) to your Accounts Payable Hub

Import Account Codes

Account Administration

Create a new Department

Create a New User Account

Updating a User's Access (Personas)

User Permissions - New Global Personas

Restrict users to a Department

User Email Notifications

Create a Role for Approval Workflows

Create an Approval Workflow

Attach an Approval Workflow to a Department

Create an Internal Requisition Workflows

Set Up Requisition Charging

Skip Approval if over Max Value

Set-up Flagged Invoice Approvers

Add default account codes for departments

Restrict or enable Account Codes by Department, for Invoice linking, raising Requisitions, etc.

Set Mandatory Tax % for Informal Products