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.

The Customer Success Team avatar Nathan Broadhead avatar Sandi Tognolini avatar
114 articles in this collection
Written by The Customer Success Team, Nathan Broadhead, and Sandi Tognolini
Requisitions

Create a Bunzl Punchout Requisition

In this section we will show you how to create a Punchout Requisition for Bunzl Outsourcing.
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Written by The Customer Success Team
Updated over a week ago

Create a Requisition from a Buy List

In this section we will show how to create a Requisition using a Buy List.
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Updated over a week ago

Create a requisition from a Supplier’s catalogue

In this section, we will show you how to create a Requisition from a Supplier Catalogue.
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Updated over a week ago

Create an Informal Requisition

In this section we will show you how to create an Informal Requisition for products that aren't listed in a Supplier catalogue.
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Updated over a week ago

Creating an Internal Requisition

In this section, we will show you how request stock internally by creating an Internal Requisition.
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Updated over a week ago

Create a Bidfood Punchout Requisition

In this section we will show you how to create a Punchout Requisition for "Bidfood."
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Updated over a week ago

Create a Recognition ID Punchout Requisition

In this section we will show you how to create a Punchout Requisition for "Recognition ID."
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Updated over a week ago

Copy a Requisition

In this section we will show you how to copy a Requisition.
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Updated over a week ago

Create a Winc Australia Punchout Requisition

In this section we will show you how to create a Punchout Requisition for "Winc Australia."
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Updated over a week ago

Approve & Decline Requisitions

In this section, we will show you how to approve and decline a Requisition.
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Updated over a week ago

View the Next Requisition Approver

In this section, we will show you how to identify who the next Requisition approver is.
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Updated over a week ago

Alternatives to Standing Orders

In this section we will show you how to create alternatives to Standing Orders with your Suppliers.
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Updated over a week ago

Add an Informal Product to a Buy List Requisition

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Updated over a week ago
Invoices

Mandatory tax %

How to set mandatory tax % for informal products
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Written by Nathan Broadhead
Updated over a week ago

Adding comments to pending Invoices

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Updated over a week ago

Electronic Invoicing in Purchase Plus

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Written by The Customer Success Team
Updated over a week ago

Invoice Processing - Best Practise

The purpose of this help guide is to provide you with some recommended best practises surrounding Invoice Processing within your business.
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Updated over a week ago

Explaining Invoice Thresholds

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Updated over a week ago

What is 3-Way Matching?

In this section, we explain what happens to Invoices that match to a Purchase Order.
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Updated over a week ago

Creating a Manual Invoice against a Purchase Order

In this section we will show you how to input a Manual Invoice against a Purchase Order.
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Updated over a week ago

Manually matching Purchase Orders and Invoices

In this section, we will show you how to manually match Purchase Orders (PO) and Invoices.
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Updated over a week ago

Creating a Manual Invoice without Purchase Order

In this section we will explain what to do with an Invoice for a Purchase Order that was not raised in Purchase Plus.
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Updated over a week ago

Why Invoices Flag

In this article, we will explain the reasons Invoices can flag.
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Updated over a week ago

Approving Flagged Invoices

In this section, we will show you how to approve Invoices that do not match a Purchase Order or have failed the 3-way match process.
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Updated over a week ago

Processing Reconciled Invoices

In this section, we will show you how to process your invoices for payment.
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Updated over a week ago

Linking two or more Invoices to one Purchase Order

In this section we will show you how to link two or more invoices to one Purchase Order.
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Updated over a week ago

Invoice Journal Entries - Adjusting Invoice Line Item Details

In this article, we will show you how to cost off individual invoice line items to a different department.
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Updated over a week ago

Marking an invoice as Processed

In this section we will show you how to push an Invoice to a 'Processed' state in Purchase Plus after paying it directly into your AP system
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Updated over a week ago

Fix an Invoice stuck in 'Processing'

In this section we will show you how to fix an Invoice stuck in the 'processing' state
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Updated over a week ago

How does the Fast Pay Network Work?

In this section we take a look at how the calculations work and where the various discounts go.
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Updated over a week ago

How to request paperless Invoices

In this section we will show you how to request paperless Invoices from your Suppliers
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Written by The Customer Success Team
Updated over a week ago

FAQ OCR Paperless Invoicing

These are some Frequently Asked Questions about OCR Paperless Invoicing
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Written by The Customer Success Team
Updated over a week ago

Scanning best practices for OCR Paperless Invoicing

This guide will provide you with the scanning best practices to let you transmit invoice data from a paper invoice through to Purchase Plus.
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Updated over a week ago
Buy List

Create a Buy List

In this section we will show you how to create a Buy List
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Updated over a week ago

Change who can view your Buy Lists

In this section we will show you how to change who can see your Buy List
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Disable and enable suppliers on a Buy List

In this section we will show you how to disable/enable suppliers.
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Updated over a week ago

Custom Sort items on your Buy List

In this section we will show you how to change the order of the items in your Buy List
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Updated over a week ago

Informal Product Buy List Requisition Template

In this section, we will show you how to create a Buy List template of informal products for your non-operational departments.
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Updated over a week ago

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

In this section we will show you how to disable and enable an individual product from a supplier in a Buy List
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Updated over a week ago

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

In this section we will show you how to add a product to your Buy List using a 'pp_product_id'
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Written by The Customer Success Team
Updated over a week ago

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

This is a unique workaround to link SAP Material Numbers with Purchase Plus Product IDs.
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Updated over a week ago
Suppliers

Change a Supplier Number

In this article, we will show you how to change a Supplier Number.
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Updated over a week ago

Adding a Supplier

In this section, we will show you how to add a Formal and Informal Supplier to your Purchase Plus account.
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Updated over a week ago

How to Remove a Supplier

This is a quick guide on how to remove a Supplier from your Purchase Plus Account
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Updated over a week ago

Import multiple Informal Suppliers

In this section, we will show you how to import multiple Informal Suppliers along with their Vendor Codes.
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Updated over a week ago

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

Default paperless invoices with no PO to a specific Department, account code and informal item's categories for a Supplier
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Updated over a week ago

Update Informal Supplier details via Vendor Import

In this section, we will show you how to update your Supplier details via Import into your AP Hub.
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Updated over a week ago

Change an Informal Supplier's delivery email address

In this section, we will show you how to update an Informal Supplier's delivery email address.
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Updated over a week ago

PunchOut Suppliers NZ

Here is a list of Suppliers that use PunchOut.
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PunchOut Suppliers AU

Here is a list of Suppliers that use PunchOut.
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Updated over a week ago

Fast Pay Suppliers

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Written by The Customer Success Team
Updated over a week ago
Inventory

Delete a Stock Location in Inventory

In this article, we show you how to delete a stock location in the Inventory module.
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Updated over a week ago

Missing items from Stock Take

Add items to your Stock Take if they are missing.
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Updated over a week ago

Creating Internal Stock Requisition Workflows

In this article, we will show you how to create internal stock requisition workflows.
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Updated over a week ago

Creating an Expense Location

In this article, we will show you how to create a new Expense Location.
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Updated over a week ago

Creating a New Stock Location in Inventory

In this article, we show you how to create a new stock location in the Inventory module.
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Updated over a week ago

Inventory module implementation overview

This article describes the Inventory module implementation process.
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Creating a Direct Stock Transfer

In this section, we will show you how to create a Direct Stock Transfer
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Receiving Goods to Inventory

In this section we will show you how to Receive your Goods into an Inventory location.
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Updated over a week ago

Complete an Internal Requisition Stock Transfer

In this section we will show you how to complete an Internal Requisition by Transferring the stock requested.
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Updated over a week ago

Month End Process & Processing Stock Takes

In this section, we will show you how to finalise your month end process and complete your stock takes.
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Updated over a week ago

Merge Duplicate Items in Inventory (Stock Adjustment)

In this section we will show you how to do a Stock Adjustment in your Inventory
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Updated over a week ago

Inventory Reports

This help article will show you where to locate your inventory reports within Purchase Plus.
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Updated over a week ago

Returning Stock to a Supplier

In this article, we will show you how to return inventoried items to a Supplier.
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Updated over a week ago
Account Administration

Set Up Requisition Charging

In this article, we will show you how to set up Requisition Charging.
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Updated this week

Skip Approval if over Max Value

Want to make your approval workflows more efficient? Use the Skip Approval option to reduce the amount of people needed in your workflows.
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Updated over a week ago

Create a Role for Approval Workflows

In this article, we will show you how to create a role for use in approval workflows.
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Updated this week

Adding default account codes for departments

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Turn Notifications On or Off

In this section, we will show you how to turn on and off your Purchase Plus notifications.
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Updated over a week ago

Setting-up Flagged Invoice Approvers

In this section, we will show you how to set up Flagged Invoice Approvers.
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Updated over a week ago

Create a new Department

In this section we will show you how to create new Departments for your organisation.
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Updated over a week ago

Create an Approval Workflow

In this section, we will show you how to create an Approval Workflow and set financial limits to user's approval rights.
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Updated this week

Adding a New User to Buyer Account

In this article we will show you how to create a new user for your account.
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Updated over a week ago

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

In this section we will show you how to add GL codes to your AP Hub.
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Importing Account Codes

In this section we will show you how to import multiple GL and OOB codes into your AP hub.
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Updated over a week ago

How do I restrict or enable Account Codes by Department, for Invoice linking, raising Requisitions, etc?

In this section we will show you how to restrict the Account Codes available to Departments when raising Requisitions.
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Updated over a week ago

Attach an Approval Workflow to a Department

In this section we will show you how to attach an Approval Workflow to a Department
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Updated over a week ago

Restricting users to a Department

In this section we will show you how to restrict users to a Department.
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View the Audit Log

In this section we will show you how to view the Audit Log
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Updating a User's Access (Personas)

In this section we will show you how to update a users access.
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User Permissions - New Global Personas

In this section, we will show you how to set user access personas and what each one does.
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Updated over a week ago