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FAQs & Troubleshooting
Come across something unusual in Purchase Plus? Pop in here to see if we can help.
How do I add an attachment in a Purchase Requisition?
How to add/update a new user into a Role for your Approval Workflows
What is PunchOut?
Raise an Internal Requisition through a Buy List
My Purchase Requisition that I created last week has disappeared, where did it go?
What do the orange lines on some of my Purchase Requisitions mean?
Why can't I see the green '+' button?
Can I create a Requisition through 'My Suppliers'?
Leave a Comment on the Purchase Order for the Supplier
Why can’t I find my Department or Account code when I'm creating a Purchase Requisition?
Why is the ‘Origin’ name blank in the Purchase Requisition?
Why is a product in my Buy List or Purchase Requisition coming up with 0/0 quotes?
Why can't I change the price of a product in my Requisition?
Why don't products with quantities in my Purchase Requisition show on top of the list, even after I refresh my screen?
Why can’t I see the [Submit] button when I try to submit my Purchase Requisition for approval?
Cancel a Purchase Order and inform Supplier
How can I find the Purchase Orders generated from Purchase Requisitions?
Can I be emailed a copy of my Purchase Order when it gets sent to the Supplier?
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?
Can I write a note for the Supplier on every product line in my Purchase Order if I want to?
I'm trying to receive a Purchase Order, that is consolidated, into Inventory, but an 'Unprocessable Entity' error message keeps coming up, why?
What does that mean, if a Purchase Order has a note saying 'Note: Unit Price with * denotes purchaser price'?
Can I custom sort my Purchase Orders by 'Sent' date?
Is there a way to close multiple Purchase Orders in bulk?
How do I get confirmation of the order being received or availability of stock?
Why aren't the Purchase Orders closing automatically, even when the Invoice is matched?
Why is my Journal Entry total out of balance?
How do I Delete a Processed Invoice?
What is the difference between processed and reconciled invoices?
Why am I not seeing the actual product line descriptions on my invoice?
Linked/ Unlinked Invoice Line items explained
Is there a way to mark an invoice as ‘Processed’ in Purchase Plus without actually processing it?
Can I update an Invoice once it's been Reconciled?
If I accidentally attach the incorrect Purchase Order to an Invoice, can this be fixed?
What is the date range on documents that Purchase Plus can process?
Can I re-open a Cancelled or Processed Credit Note?
Edit Invoice Reference without opening Invoice
My invoice numbers have spaces in them, will this be a problem for Purchase Plus?
Can you change the date on an invoice that has been processed?
We forgot to receive our goods to Inventory when we receipted the Invoice, what do we do to add them now?
How do I move an invoice back to a Flagged state?
Can I link multiple Purchase Orders to one Invoice?
Is it possible to link an Invoice to a Purchase Order if the Purchase Order is for a different Supplier?
If I attached the invoice to the Purchase Order after I received the order, what will the price be in Inventory?
Why do some Invoices sent by the Supplier to Purchase Plus I take a while to show up?
My Invoice has been sent to our invoicing email address, but it is not showing up yet, where is it?
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?
Some invoices are out of balance by only $-0.03, how do I fix this?
The Invoice tax total is out of balance, how do I fix it?
Is there a way that we can detach a purchase order from the invoice?
Reduce Amount of Flagged Invoices
Delete Invoices from Purchase Plus
Process or Delete a Cancelled Invoice
Why can’t I link multiple Invoices to a Credit Note?
The Invoice has a wrong date/invoice number, how do I fix it?
Process Credit Notes manually
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)?
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?
Why can't I add the Account Code to an Invoice?
My Invoices are in 'Open' Status, what does that mean, and how to fix it?
Why can't I create a manual invoice for a Supplier that is newly created, or newly added to the Accounts Payable hub?
Why do Paperless Invoices default to the Buyer as the Department, rather than being allocated to the assigned Department?
I am having trouble processing invoices, when I click [Process] it freezes?
Move a Processed Invoice back to 'Reconciled' stage
Important Changes to PDF Paperless Invoicing - a detailed explanation
I have Internal Requisitions that need to be cancelled, but when I try to cancel them this error comes up 'Destination can't be blank'. What does that mean?
When I raise an Internal Requisition, can I limit the product list to show just what is in my outlet, rather than showing the whole product list?
How do I split packages for Inventory?
Update/add Department in a Stock Location
How to delete empty Stock Levels
Link Products in Inventory
Is it possible to see the total value of a Stock Transfer?
How do I calculate the Direct Purchase Value in my Stock Reconciliation Inventory Report?
I have a value in the 'Price Adjustment Value' of my Stock Reconciliation report. Where does this come from?
How can I complete weekly stock takes in Purchase Plus?
Limit Certain Users to a particular Stock Location
Print Stock Take Sheets by Category without starting a new Stock take
Can I delete an open or duplicate open stocktake?
Why doesn't my stocktake list include my linked products?
Link Products when the Supplier sends a different Brand to the one ordered
Record Temperatures of Received Goods for HACCP
Stop a Certain Product from being Ordered in Error
Can I change the price/value of an item in a closed stock take?
Transfer Recipes as one Item between Stock Locations
Enter or Update par levels in Inventory?
I am having trouble importing my stock take back into stock location, why am I getting an error message?
Does Purchase Plus automatically update the Inventory period to the current month, or do I have to manually change it?
Can I adjust the value of a product when I do a stock transfer? And can I adjust the value of a Purchase Order to match the Invoice?
How do we use the Par level function in the Inventory module?
Change Item/Unit Value in Stock Location
Why can’t I delete a product from Inventory?
What is the difference between a Stock Transfer and a Stock Variance?
Why can't I create a Stock Transfer?
Is there a report that will show me what stock has been transferred to a Location, and if I transferred it correctly?
Adjust Stock Levels
Allow Negative Stock Levels
Why is the 'Stock Movement' report showing “0” for the Cost of Goods Sold quantity for this month?
Can I do a Stocktake for just one Stock Location/Outlet? And how do I do that?
Why does the Stocktake status show last month instead of the current month?
We are trying to do our stocktake for the current month, but I can only see last month, what do I do?
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?
While I was doing stocktake I found and updated an item with an incorrect price, how will this affect Stocktake?
Add products to Stock take, that are not in the Stock Location in Purchase Plus
Can I clear stock variances during a Stocktake?
Clear Expense Locations and View Stock Value once Cleared
Why can’t I close my Stocktake, even though variances are at '0'?
Can I delete a closed Stocktake?
Import Self-Managed Pricing Catalogue as a Buy List
Delete a Self-Managed Pricing Catalogue
Can I create Group Level Buy Lists?
What is Contract Pricing, and how do I create a Contract Pricing Catalogue?
Check the Price of a Product in a Buy List
If I create an informal product in a manual invoice screen, will that product be available to use again later? Or do I need to create it again?
Why can't I add a product to my Buy List through the Supplier’s catalogue?
Why is my Buy List missing some quotes?
Add Users to Another Organisation or Department
I can't find a User Account in Purchase Plus, where did it go!?
How can I change the Password of a User in our organisation? (Buyer)
Why is it asking me to change my password?
How can I check if a User is set up to receive notifications for Orders or Invoices that require their Approval?
Can I delete a User's account in our organisation (Both Purchasers & Supplier account)?
How do I update my User Account with new details?
Export My Suppliers List
How can I change the name of a Supplier in Purchase Plus?
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?
I have an Informal Supplier that needs a name change, can I do this myself?
Check Supplier Email Address, and if a Purchase Order has been sent
Are the spaces between the ABN numbers for my supplier going to be an issue?
Why am I unable to purchase from a Marketboomer Supplier?
How do I identify who is a Formal Supplier of Purchase Plus?
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?
How do I change my Accounts Payable Export Format?
A Credit Note that is in 'Processed' state has not been imported into my Accounting System. Why is that?
How do I manage Suppliers across multiple properties with the same Accounts Payable hub?
What happens to my pre-existing data if I delete or update my chart of accounts/GL codes?
I have an invoice in a 'Flagged Externally' state, and I can't change or approve it. What does that mean?
Where do my rounding adjustments go?
Update Approval Limit of a Requisition Approver
Replace a User in a Requisition Approval Workflow
What will happen if I create a Purchase Requisition for a Department that has no Approval Workflow assigned?
I received a notification to Approve a Requisition, but I can’t find it under my ‘Awaiting my Approval’ tab. Where did it go?
Why can't I Approve a Requisition?
Why don’t I see quotes on Purchase Requisitions that I have to approve at the 'Parent' level of my hub?
Remove User as Invoice Approver
Can I set up a Purchase Request limit for someone?
Can there be an Approval Limit set for Operational Approvers?
Is it possible to restrict an Approver to certain permissions at the 'Parent' level in a hub set up?
Is there a way to recall a scheduled Catalogue import as I want to schedule a new one?
How do I access a Supplier's Catalogue?
Creating a New Product
How do I remove products from my catalogue(s)?
I've found duplicate or incorrect product descriptions, what do I do?
Why is the item price in the catalogue different to the price on the Purchase Order/Invoice?
How do I verify if a product is from a Supplier's catalogue?
Is there a way to view my Supplier’s pricing without raising a Purchase Requisition?
How do I download or print a copy of my supplier catalogue?
Access a Supplier's Catalogues to look up Pricing
Can you please advise the country code for UK? I got an error, why is that?
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?
How do I get an itemised price list on purchased items?
Is there a Snapshot that will show Purchase Orders, mapped by Supplier, and shows our own Product code on the spreadsheet?
Is there a Snapshot that shows Buy List potential quotes, pivoted by Supplier details?
Is it possible to run the 'Period End Balances - Detail' report for previous months?
Is there a report that shows me the last time my Suppliers' updated their prices?
Can I run a ‘Requisitions Awaiting Approval’ Snapshot report?
Is there a report I can run to show me what deliveries will be coming today or tomorrow, so the Receiving team can prepare?
Do we have a report that will show me missing/outstanding items from an order?
Which Report/Snapshot can show me the latest quoted prices on products?
Is there a snapshot report for products from Inventory being exported to our invoicing system?
Which Snapshot report shows me the Invoices imported from Purchase Plus into our Invoicing system?
Export a list of Purchase Plus Users
Why are Deleted Users still showing in the 'Delegation of Authority' snapshot?
What does 'Purchaser Preferred Pricing' mean?
How do I download a customer list with email addresses to send invoices to?
Which snapshot do I run to show me which products my customers bought the most of?
Is it possible to download a customer list for each Catalogue?
How can I change my Customer's or Purchaser’s number?
How do I add new products to my Supplier Catalogue?
Why can't my Buyer(s) see my products as a Supplier?
Is it possible to remove old orders from the 'New' folder of my 'Customer Orders' window?
Change between Organisations & Accounts in Purchase Plus
Is there a way to know which Suppliers use Purchase Plus?
What is your Data Retention policy?
I am preparing to merge multiple Supplier companies into one new organisation that will have a new Purchase Plus account. What do I need to do?
Webinars - Buyers & Suppliers
How can I check the department number? I can’t seem to do it system settings?