Buyer - How To Guides

Purchase Plus Buyer Webinar Training

Written by The Customer Success Team
Updated over a week ago

Customer Support Information

In this section we will show you how you can contact the Marketboomer Customer Success Team

Written by The Customer Success Team
Updated over a week ago

Password Information

In this section we will show you how to reset your password

Written by The Customer Success Team
Updated over a week ago

Log in to Purchase Plus for Buyers

Written by The Customer Success Team
Updated over a week ago

Create a Bunzl Punchout Requisition

In this section we will show you how to create a Punchout Requisition for Bunzl Outsourcing.

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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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."

Written by The Customer Success Team
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."

Written by The Customer Success Team
Updated over a week ago

Copy a Requisition

In this section we will show you how to copy a Requisition.

Written by The Customer Success Team
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."

Written by The Customer Success Team
Updated over a week ago

Approve & Decline Requisitions

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

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated over a week ago

Add an Informal Product to a Buy List Requisition

Written by The Customer Success Team
Updated over a week ago

Adding an item to a Goods Received Note

In this article, we will show you how to add a new item to a Goods Received note.

Written by The Customer Success Team
Updated over a week ago

How do I add terms and conditions to my Purchase Orders?

Written by The Customer Success Team
Updated over a week ago

Re-opening a Closed Purchase Order

Hurray! It is now possible to re-open a closed Purchase Order, the steps.

Written by The Customer Success Team
Updated over a week ago

Send Purchase Orders

In this section we will show you how to send Purchase Orders

Written by The Customer Success Team
Updated over a week ago

Consolidate Purchase Orders

In this section, we will show you how to consolidate two or more Purchase Orders.

Written by The Customer Success Team
Updated over a week ago

Cancel or close a Purchase Order

In this section we will show you how to cancel or close a Purchase Order.

Written by The Customer Success Team
Updated over a week ago

Re-send a Purchase Order

In this section we will show you how to re-send a Purchase Order

Written by The Customer Success Team
Updated over a week ago

Set Purchase Orders to Auto-Send

In this section we will show you how to set Purchase Orders to Auto-send on a user-by-user basis.

Written by The Customer Success Team
Updated over a week ago

Receive Goods Against a Purchase Order

In this section, we will show you how to Receive Goods against a Purchase Order (PO).

Written by The Customer Success Team
Updated over a week ago

Adding comments to pending Invoices

Written by The Customer Success Team
Updated over a week ago

Electronic Invoicing in Purchase Plus

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.

Written by The Customer Success Team
Updated over a week ago

Explaining Invoice Thresholds

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated over a week ago

Why Invoices Flag

In this article, we will explain the reasons Invoices can flag.

Written by The Customer Success Team
Updated this week

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.

Written by The Customer Success Team
Updated this week

Processing Reconciled Invoices

In this section, we will show you how to process your invoices for payment.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
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

Written by The Customer Success Team
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

Written by The Customer Success Team
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.

Written by The Customer Success Team
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

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

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.

Written by The Customer Success Team
Updated over a week ago

Create a Buy List

In this section we will show you how to create a Buy List

Written by The Customer Success Team
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

Written by The Customer Success Team
Updated over a week ago

Disable and enable suppliers on a Buy List

In this section we will show you how to disable/enable suppliers.

Written by The Customer Success Team
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

Written by The Customer Success Team
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.

Written by The Customer Success Team
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

Written by The Customer Success Team
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'

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.

Written by The Customer Success Team
Updated over a week ago

Creating a Self-Managed Pricing Catalogue

In this section, we will show you how to create a new Self-Managed Pricing Catalogue

Written by The Customer Success Team
Updated over a week ago

Reporting Snapshots

In this section we will show you how to create a report snapshot

Written by The Customer Success Team
Updated over a week ago

Filter Snapshot Information

In this section we will show you how to filter Snapshot information in Excel.

Written by The Customer Success Team
Updated over a week ago

Average invoice processing days calculation

In this section we will show you how to view and calculate the average invoice processing days of paperless invoices for the month.

Written by The Customer Success Team
Updated over a week ago

Change a Supplier Number

In this article, we will show you how to change a Supplier Number.

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated this week

How to Remove a Supplier

This is a quick guide on how to remove a Supplier from your Purchase Plus Account

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated over a week ago

I am unable to find the supplier I want to order against

In this section we will show why a supplier may not appear upon creating a new requisition.

Written by The Customer Success Team
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

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated over a week ago

PunchOut Suppliers NZ

Here is a list of Suppliers that use PunchOut.

Written by The Customer Success Team
Updated over a week ago

PunchOut Suppliers AU

Here is a list of Suppliers that use PunchOut.

Written by The Customer Success Team
Updated over a week ago

Fast Pay Suppliers

Written by The Customer Success Team
Updated over a week ago

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

Written by The Customer Success Team
Updated over a week ago

Creating a Credit Note

In this section, we will show you how to create a Credit Note.

Written by The Customer Success Team
Updated over a week ago

Missing items from Stock Take

Add items to your Stock Take if they are missing.

Written by The Customer Success Team
Updated over a week ago

Creating Internal Stock Requisition Workflows

In this article, we will show you how to create internal stock requisition workflows.

Written by The Customer Success Team
Updated over a week ago

Creating an Expense Location

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

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated over a week ago

Inventory module implementation overview

This article describes the Inventory module implementation process.

Written by The Customer Success Team
Updated over a week ago

Receiving Goods to Inventory

In this section we will show you how to Receive your Goods into an Inventory location.

Written by The Customer Success Team
Updated over a week ago

Creating a Direct Transfer

In this section we will show you how to create a Direct Transfer

Written by The Customer Success Team
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.

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated this week

Merge Duplicate Items in Inventory (Stock Adjustment)

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

Written by The Customer Success Team
Updated over a week ago

Inventory Reports

This help article will show you where to locate your inventory reports within Purchase Plus.

Written by The Customer Success Team
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.

Written by The Customer Success Team
Updated over a week ago

Recipe Management

In this section we will show you how to create Recipes and recalculate Recipe Costs.

Written by The Customer Success Team
Updated over a week ago

Point of Sale (POS) Integration

Linking your POS system to Purchase Plus is possible

Written by The Customer Success Team
Updated over a week ago

Request For Quote Step 1 - Create a new RFQ and Invite Suppliers

In this section we will show you how to set up and manage a new RFQ

Written by The Customer Success Team
Updated over a week ago

Request For Quote Step 2 - Close the RFQ, view responses, counter offer and Award the RFQ.

In this section we will show you how to close, review, counter offer and award your RFQ

Written by The Customer Success Team
Updated over a week ago

Creating a Role

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

Written by The Customer Success Team
Updated over a week ago

Adding default account codes for departments

Written by The Customer Success Team
Updated over a week ago

Turn Notifications On or Off

In this section, we will show you how to turn on and off your Purchase Plus notifications.

Written by The Customer Success Team
Updated over a week ago

Setting-up Flagged Invoice Approvers

In this section, we will show you how to set up Flagged Invoice Approvers.

Written by The Customer Success Team
Updated over a week ago

Create a new Department

In this section we will show you how to create new Departments for your organisation.

Written by The Customer Success Team
Updated over a week ago

Creating 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.

Written by The Customer Success Team
Updated over a week ago

Adding a New User

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

Written by The Customer Success Team
Updated this week

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.

Written by The Customer Success Team
Updated over a week ago

Importing Account Codes

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

Written by The Customer Success Team
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.

Written by The Customer Success Team
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

Written by The Customer Success Team
Updated over a week ago

Restricting users to a Department

In this section we will show you how to restrict users to a Department.

Written by The Customer Success Team
Updated over a week ago

View the Audit Log

In this section we will show you how to view the Audit Log

Written by The Customer Success Team
Updated over a week ago

Updating a User's Access (Personas)

In this section we will show you how to update a users access.

Written by The Customer Success Team
Updated over a week ago

User Permissions - New Global Personas

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

Written by The Customer Success Team
Updated over a week ago

Budget Module overview

Written by The Customer Success Team
Updated over a week ago

View Budget Balances and Awaiting Budget Approval Requisitions

Written by The Customer Success Team
Updated over a week ago

Requisition over budget approval and decline over Budget Spend

Viewing, approving and declining overspending on budgets.

Written by The Customer Success Team
Updated over a week ago

Create and update Budgets manually

In this section we will show you how to manually create and update Budgets.

Written by The Customer Success Team
Updated over a week ago

Create and update Budgets via import

In this section we will show you how to import new Budgets or update existing Budgets via import

Written by The Customer Success Team
Updated over a week ago

Export Budgets

Written by The Customer Success Team
Updated over a week ago

Rebate Distribution Profiles, Calculation and Exports

Written by The Customer Success Team
Updated over a week ago

Rebate Profiles, Imports, Calculation and Exports

Written by The Customer Success Team
Updated over a week ago