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 Alice Lee avatar Colin Egert avatar +2
99 articles in this collection
Written by The Customer Success Team, Alice Lee, Colin Egert and 2 others
Requisitions

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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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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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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Creating an Internal Requisition

In this section, we will show you how request stock internally by creating an Internal Requisition.
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Create a Bidfood Punchout Requisition

In this section we will show you how to create a Punchout Requisition for "Bidfood."
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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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Copy a Requisition

In this section we will show you how to copy a Requisition
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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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Approve & Decline Requisitions

In this section, we will show you how to approve and decline a Requisition.
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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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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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Add an Informal Product to a Buy List Requisition

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Invoices

Adding comments to pending Invoices

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Electronic Invoicing in Purchase Plus

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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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Explaining Invoice Thresholds

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Paperless Invoicing Suppliers AU

Here is a list of Suppliers that can send your invoices electronically.
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Written by Colin Egert
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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Written by The Customer Success Team
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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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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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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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Why Invoices Flag

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

In this section we will show you how to pay Invoices
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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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Invoice Journal Entries - Adjusting Invoice Line Item Details

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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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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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Paperless Invoicing Suppliers NZ

Here is a list of Suppliers that can send your invoices electronically.
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Written by Colin Egert
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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Written by Colin Egert
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
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FAQ OCR Paperless Invoicing

These are some Frequently Asked Questions about OCR Paperless Invoicing
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Written by Colin Egert
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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Written by Colin Egert
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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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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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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Copy or Merge Multiple Buy Lists

In this section we will show you how to copy and merge Multiple Buy Lists into one.
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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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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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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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Updated over a week ago
Suppliers

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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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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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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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
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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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Change Informal Supplier's email address

In this section we will show you how to update an individual Informal Supplier's email address
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Update Informal Supplier Details via Import

In this section, we will show you how to update your Supplier details via Import into your AP Hub.
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PunchOut Suppliers NZ

Here is a list of Suppliers that use PunchOut.
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Written by Colin Egert
Updated over a week ago

PunchOut Suppliers AU

Here is a list of Suppliers that use PunchOut.
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Written by Nathan Broadhead
Updated over a week ago

Fast Pay Suppliers

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Account Administration

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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Setting-up Flagged Invoice Approvers

In this section, we will show you how to set-up Flagged Invoice Approvers
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Create a new Department

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

In this article we will show you how to create a new user for your account.
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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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Restrict Account Codes by Department

In this section we will show you how to restrict the Account Codes available to Departments when raising Requisitions.
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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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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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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