FAQs & Troubleshooting

Come across something unusual in Purchase Plus? Pop in here to see if we can help.

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180 articles in this collection
Written by The Customer Success Team and Jeffrey Leyson
Requisitions

How do I add an attachment in a Purchase Requisition?

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Updated over a week ago

What is punchout?

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Updated over a week ago

Can I raise an internal requisition through a Buy List?

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Updated over a week ago

My Purchase Requisition that I created last week has disappeared, where did it go?

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Updated over a week ago

What do the orange lines on some of my Purchase Requisitions mean?

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Updated over a week ago

Why can't I see the green '+' button?

In this section, we will show you what to do if you can't see the green '+' button.
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Updated over a week ago

Can I create a Requisition through 'My Suppliers'?

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Updated over a week ago

How do I write a note on the Order for the Supplier?

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Updated over a week ago

Why can’t I find my Department or Account code when I'm creating a Purchase Requisition?

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Updated over a week ago

Why is the ‘Origin’ name blank in the Purchase Requisition?

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Updated over a week ago

Why is a product in my Buy List or Purchase Requisition coming up with 0/0 quotes?

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Updated over a week ago

Why can't I change the price of a product in my Requisition?

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Updated over a week ago

Why don't products with quantities in my Purchase Requisition show on top of the list, even after I refresh my screen?

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Updated over a week ago

Why can’t I see the [Submit] button when I try to submit my Purchase Requisition for approval?

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Updated over a week ago
Purchase Orders

Can I be emailed a copy of my Purchase Order when it gets sent to the Supplier?

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Updated over a week ago

We have two Purchase Orders with different departments and account codes, but the Supplier only raised one invoice for both the Purchase Orders. Can we just consolidate the Purchase Orders and link the invoice to the new Purchase Order?

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Updated over a week ago

Can I write a note for the Supplier on every product line in my Purchase Order if I want to?

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Updated over a week ago

How can I find the Purchase Orders generated from Purchase Requisitions?

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Updated over a week ago

How do I cancel a Purchase Order, and tell the Supplier that I don't want the order?

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Updated over a week ago

I'm trying to receive a Purchase Order, that is consolidated, into Inventory, but an 'Unprocessable Entity' error message keeps coming up, why?

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Updated over a week ago

Some of our Purchase Orders have a note saying 'Note: Unit Price with * denotes purchaser price'. What does that mean?

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Updated over a week ago

Can I custom sort my Purchase Orders by 'Sent' date?

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Updated over a week ago

Is there a way to close multiple Purchase Orders in bulk?

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Updated over a week ago

Why aren't the Purchase Orders closing automatically, even when the Invoice is matched?

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Updated over a week ago
Invoices & Credit Notes

Is there a way that we can detach a purchase order from the invoice?

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Updated over a week ago

What is the difference between processed and reconciled invoices?

The guide outlines the difference between each invoice status type.
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Updated over a week ago

Why am I not seeing the actual product line descriptions on my invoice?

Understanding the difference between how invoices are read.
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Updated over a week ago

Why are my Invoice line items unlinked?

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Updated over a week ago

Is there a way to mark an invoice as ‘Processed’ in Purchase Plus without actually processing it?

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Updated over a week ago

Can I update an invoice once it's been reconciled?

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Updated over a week ago

If I accidentally attach the incorrect Purchase Order to an Invoice, can this be fixed?

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Updated over a week ago

Can I re-open a Cancelled or Processed Credit Note?

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Updated over a week ago

What is the date range on documents that Purchase Plus can process?

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Updated over a week ago

Can I edit my Invoice reference without having to open the invoice body?

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Updated over a week ago

My invoice numbers have spaces in them, will this be a problem for Purchase Plus?

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Updated over a week ago

Can you change the date on an invoice that has been processed?

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Updated over a week ago

We forgot to receive our goods to Inventory when we receipted the Invoice, what do we do to add them now?

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Updated over a week ago

Can I link multiple Purchase Orders to one Invoice?

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Updated over a week ago

Is it possible to link an Invoice to a Purchase Order if the Purchase Order is for a different Supplier?

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Updated over a week ago

If I attached the invoice to the Purchase Order after I received the order, what will the price be in Inventory?

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Updated over a week ago

Why do some Invoices sent by the Supplier to Purchase Plus I take a while to show up?

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Updated over a week ago

My Invoice has been sent to our Invoicing email address, but it is not showing up yet, where is it?

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Updated over a week ago

I’ve scanned an Invoice to Purchase Plus email address as a PDF, but I can only see a line item summary with no products showing, why?

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Updated over a week ago

Some invoices are out of balance by only $-0.03, how do I fix this?

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Updated over a week ago

The Invoice tax total is out of balance, how do I fix it?

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Updated over a week ago

How can I reduce the amount of Flagged Invoices?

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Updated over a week ago

How do I Delete Invoices?

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Updated over a week ago

What do I do to Process or Delete a Cancelled Invoice?

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Updated over a week ago

Why can’t I link multiple Invoices to a Credit Note?

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Updated over a week ago

The Invoice has a wrong date/invoice number, how do I fix it?

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Updated over a week ago

Can I process Credit Notes manually?

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Updated over a week ago

Why can I see invoices that need my Approval from our other 'child' properties, even though I’m not set as an Approver for the individual property(ies)?

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Updated over a week ago

Why aren't all Account Codes displayed when adding codes to Purchase Orders or Invoices? And what do I do if I don't know the Department or Account code?

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Updated over a week ago

Why can't I add the Account Code to an Invoice?

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Updated over a week ago

My Invoices are in 'Open' Status, what does that mean and what do I do to fix it?

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Updated over a week ago

Why can't I create a manual invoice for a Supplier that is newly created, or newly added to the Accounts Payable hub?

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Updated over a week ago

Can I create an invoice manually for Suppliers that are enabled for sending Invoices electronically?

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Updated over a week ago

Why do Paperless Invoices default to the Buyer as the Department rather than being allocated to the assigned Department?

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Updated over a week ago

I am having trouble processing Invoices, when I click [Process] it freezes, can you please help me?

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Updated over a week ago

How do I move a Processed Invoice back to 'Reconciled' stage?

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Updated over a week ago

Important Changes to PDF Paperless Invoicing - a detailed explanation

This article outlines in detail the amendments that we are introducing to paperless invoicing from June 10th 2020.
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Updated over a week ago
Inventory & Stock Take

How do I split packages for Inventory?

Find out how to automatically split your products into individual items in Inventory.
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Updated over a week ago

How can I update/add a department in my Stock Location

In this article, it will show you how you can update the department or add one to you stock location.
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Updated over a week ago

How to link products in my inventory?

Linking products in the inventory will let you merge duplicate products for receiving and stocktake.
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Updated over a week ago

Is it possible to see the total value of a Stock Transfer?

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Updated over a week ago

How do I calculate the Direct Purchase Value in my Stock Reconciliation Inventory Report?

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Updated over a week ago

I have a value in the 'Price Adjustment Value' of my Stock Reconciliation report. Where does this come from?

Understanding the 'Price Adjustment Value' in the Stock Reconciliation report in the Inventory module.
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Updated over a week ago

How can I complete weekly stock takes in Purchase Plus?

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Updated over a week ago

Can I limit certain users to a particular stock location?

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Updated over a week ago

How do I print stock take sheets by category without starting a new Stock take?

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Updated over a week ago

Can I delete a duplicate open stocktake?

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Updated over a week ago

Why doesn't my stocktake list include my linked products?

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Updated over a week ago

Can I link products when my Supplier sends me a different brand to that which I've ordered?

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Updated over a week ago

Can I record temperatures of received goods for HACCP anywhere in Purchase Plus?

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Updated over a week ago

How do I stop a certain product from being ordered in error?

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Updated over a week ago

Can I change the price/value of an item in a closed stock take?

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Updated over a week ago

Can I transfer my recipes as one item between stock locations?

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Updated over a week ago

How do I enter or update par levels in Inventory?

In this section, we will show you how to update par levels manually and via the import function.
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Updated over a week ago

I am having trouble importing my stocktake back into stock location, why am I getting an error message?

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Updated over a week ago

Does Purchase Plus automatically update the Inventory period to the current month, or do I have to manually change it?

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Updated over a week ago

Can I adjust the value of the product when I transfer it from main stores to a stock location? And can I adjust the value of a Purchase Order to match the Invoice?

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Updated over a week ago

Can a bar code scanner be used with the Purchase Plus Inventory model?

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Updated over a week ago

How do we use the Par level function in the Inventory module?

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Updated over a week ago

How do I change the item/unit value in my Stock Locations?

Update the value of an item in a Stock Location.
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Updated over a week ago

Why can’t I delete a product from Inventory?

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Updated over a week ago

What is the difference between a Stock Transfer and a Stock Variance?

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Updated over a week ago

Why can't I create a Stock Transfer?

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Updated over a week ago

Is there a report that will show me what stock has been transferred to a Location, and if I transferred it correctly?

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Updated over a week ago

How do I adjust Stock levels?

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Updated over a week ago

How do I allow negative Stock levels?

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Updated over a week ago

Why is the 'Stock Movement' report showing “0” for the Cost of Goods Sold quantity for this month?

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Updated over a week ago

Can I do a Stocktake for just one Stock Location/Outlet? And how do I do that?

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Updated over a week ago

Why does the Stocktake status show last month instead of the current month?

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Updated over a week ago

We are trying to do our stocktake for the current month, but I can only see last month, what do I do?

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Updated over a week ago

I have beverage transfers to do, but I have clicked 'Start All' under Stocktake. Will this change the current stock quantity if the transfers are approved after that button is clicked?

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Updated over a week ago

While I was doing stocktake I found and updated an item with an incorrect price, how will this affect Stocktake?

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Updated over a week ago

I have found products in my bar that are not in the Stock Location in Purchase Plus, how do I add them into my Stocktake?

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Updated over a week ago

Can I clear stock variances during a Stocktake?

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Updated over a week ago

How do I clear my Expense Locations, and where does the stock value go once cleared?

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Updated over a week ago

Why can’t I close my Stocktake, even though variances are at '0'?

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Updated over a week ago

Can I delete a closed Stocktake?

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Updated over a week ago
My Suppliers

How can I get an export of my Suppliers?

Download an Excel spreadsheet csv file of the list of Suppliers and their details.
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Updated over a week ago

How do I change the name of a Supplier in Purchase Plus?

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Updated over a week ago

Can an Informal Supplier send you a catalogue to upload, so I don't have to create them myself? And how do I check if they are an Informal Supplier?

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Updated over a week ago

I have an Informal Supplier that needs a name change, can I do this myself?

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Updated over a week ago

How can I check what the email address of a formal Supplier is for my invoices? And how do I check if my Purchase Order has been sent?

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Updated over a week ago

Are the spaces between the ABN numbers for my supplier going to be an issue?

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Updated over a week ago

Why am I unable to purchase from a Marketboomer Supplier?

In this section, we will explain some of the reasons you may be having issues buying from a particular Supplier.
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Updated over a week ago

How do I check who our formal Suppliers are?

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Updated over a week ago

An Informal Supplier is still not visible when trying to raise an Informal Requisition even after I have successfully imported them into the Accounts Payable hub. Why is this?

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Updated over a week ago

Is there a cost to the Supplier for emailing an Invoice as an ePDF?

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Updated over a week ago
Approval Workflows & Invoice Approvers

How can I update the Approval Limit of a Requisition Approver?

In this section, it will show you how you can update the approval limit of a Purchase Requisition approver.
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How do I replace someone in my Approval Workflow?

Best practices when updating your Approval Workflows and replacing them with a different user.
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Updated over a week ago

What will happen if I create a Purchase Requisition for a Department that has no Approval Workflow assigned?

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Updated over a week ago

I received a notification to Approve a Requisition, but I can’t find it under my ‘Awaiting my Approval’ tab. Where did it go?

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Updated over a week ago

Why can't I Approve a Requisition?

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Updated over a week ago

Why don’t I see quotes on Purchase Requisitions that I have to approve at the 'Parent' level of my hub?

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Updated over a week ago

How do I remove a User from being an Invoice Approver?

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Updated over a week ago

Can I set up a Purchase Request limit for someone?

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Can there be an Approval Limit set for Operational Approvers?

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Is it possible to restrict an Approver to certain permissions at the 'Parent' level in a hub set up?

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Supplier Catalogues

Is there a way to recall a scheduled Catalogue import as I want to schedule a new one?

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Updated over a week ago

Creating a New Product

Struggling to find a suitable description for your product? We may have to create a new one for you.
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How do I remove products from my catalogue(s)?

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Updated over a week ago

I've found duplicate or incorrect product descriptions, what do I do?

In this section, we will show you what to do if you find a duplicate or an incorrect item description.
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Why is the item price in the catalogue different to the price on the Purchase Order/Invoice?

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Updated over a week ago

How do I verify if a product is from a Supplier's catalogue?

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Is there a way to view my Supplier’s pricing without raising a Purchase Requisition?

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Updated over a week ago

Can I have access my Suppliers' Catalogues so that I can look up pricing please?

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Updated over a week ago

How do I download or print a copy of my supplier catalogue?

In this guide, we will show you how to print a Catalogue.
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Updated over a week ago

Can you please advise the country code for UK? I tried ‘UK’ but it didn’t work and I got an error, why is that?

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Updated over a week ago
Snapshots

I tried to run the 'Who bought what' report for data from over two years ago, and it's not showing any results. Why not?

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Updated over a week ago

Is there a Snapshot that will show Purchase Orders, mapped by Supplier, and shows our own Product code on the spreadsheet?

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Updated over a week ago

Is there a Snapshot that shows Buy List potential quotes, pivoted by Supplier details?

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Updated over a week ago

Is it possible to run the 'Period End Balances - Detail' report for previous months?

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Updated over a week ago

Is there a report that shows me the last time my Suppliers' updated their prices?

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Updated over a week ago

Can I run a ‘Requisitions Awaiting Approval’ Snap Shot report?

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Updated over a week ago

Is there a report I can run to show me what deliveries will be coming today or tomorrow, so the Receiving team can prepare?

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Updated over a week ago

Do we have a report that will show me missing/outstanding items from an order?

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Updated over a week ago

Which Report/Snapshot can show me the latest quoted prices on products?

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Is there a snapshot report for products from Inventory being exported to our Invoicing system?

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Updated over a week ago

Which Snapshot report shows me the Invoices imported from Purchase Plus into our Invoicing system?

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Updated over a week ago

Can we export a list of Purchase Plus Users?

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Updated over a week ago

Why are Deleted Users still showing in the 'Delegation of Authority' snapshot?

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