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FAQs & Troubleshooting
FAQs & Troubleshooting
Come across something unusual in Purchase Plus? Pop in here to see if we can help.
116 articles in this collection
Written by
The Customer Success Team
and
Colin Egert
General Queries
How to change between P+ organisations / accounts / branches
This guide will show you how to change between P+ accounts (organisations) you already have access to.
Written by
Colin Egert
Updated over a week ago
Webinars - Buyers & Suppliers
Feeling a little rusty on your Purchase Plus knowledge? Join our Product Champion for a 45 minute insight into all things Purchase Plus!
Written by
The Customer Success Team
Updated over a week ago
How can I check the department number? I can’t seem to do it system settings?
Written by
The Customer Success Team
Updated over a week ago
Requisitions
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.
Written by
The Customer Success Team
Updated over a week ago
Can I create a Requisition through 'My Suppliers'?
Written by
The Customer Success Team
Updated over a week ago
How do I write a note on the Order for the Supplier?
Written by
The Customer Success Team
Updated over a week ago
Why can’t I find my Department or Account code when I'm creating a Purchase Requisition?
Written by
The Customer Success Team
Updated over a week ago
Why is the ‘Origin’ name blank in the Purchase Requisition?
Written by
The Customer Success Team
Updated over a week ago
Why is a product in my Buy List or Purchase Requisition coming up with 0/0 quotes?
Written by
The Customer Success Team
Updated over a week ago
Why can't I change the price of a product in my Requisition?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Why can’t I see the [Submit] button when I try to submit my Purchase Requisition for approval?
Written by
The Customer Success Team
Updated over a week ago
Purchase Orders
Can I write a note for the Supplier on every product line in my Purchase Order if I want to?
Written by
The Customer Success Team
Updated today
How can I find the Purchase Orders generated from Purchase Requisitions?
Written by
The Customer Success Team
Updated over a week ago
How do I cancel a Purchase Order, and tell the Supplier that I don't want the order?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Can I custom sort my Purchase Orders by 'Sent' date?
Written by
The Customer Success Team
Updated over a week ago
Is there a way to close multiple Purchase Orders in bulk?
Written by
The Customer Success Team
Updated over a week ago
Why aren't the Purchase Orders closing automatically, even when the Invoice is matched?
Written by
The Customer Success Team
Updated over a week ago
Invoices & Credit Notes
We forgot to receive our goods to Inventory when we receipted the Invoice, what do we do to add them now?
Written by
The Customer Success Team
Updated over a week ago
Can I link multiple Purchase Orders to one Invoice?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Why do some Invoices sent by the Supplier to Purchase Plus I take a while to show up?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Some invoices are out of balance by only $-0.03, how do I fix this?
Written by
The Customer Success Team
Updated over a week ago
The Invoice tax total is out of balance, how do I fix it?
Written by
The Customer Success Team
Updated over a week ago
The Invoice has a wrong date, how do I fix it?
Written by
The Customer Success Team
Updated over a week ago
How can I reduce the amount of Flagged Invoices?
Written by
The Customer Success Team
Updated over a week ago
How do I Delete Invoices?
Written by
The Customer Success Team
Updated over a week ago
What do I do to Process or Delete a Cancelled Invoice?
Written by
The Customer Success Team
Updated over a week ago
Why can’t I link multiple Invoices to a Credit Note?
Written by
The Customer Success Team
Updated over a week ago
Can I process Credit Notes manually?
Written by
The Customer Success Team
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)?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Why can't I add the Account Code to an Invoice?
Written by
The Customer Success Team
Updated over a week ago
My Invoices are in 'Open' Status, what does that mean and what do I do to fix it?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Can I create an invoice manually for Suppliers that are enabled for sending Invoices electronically?
Written by
The Customer Success Team
Updated over a week ago
Why do Paperless Invoices default to the Buyer as the Department rather than being allocated to the assigned Department?
Written by
The Customer Success Team
Updated over a week ago
I am having trouble processing Invoices, when I click [Process] it freezes, can you please help me?
Written by
The Customer Success Team
Updated over a week ago
How do I move a Processed Invoice that is stuck in 'Processing' back to 'Reconciled' stage?
Written by
The Customer Success Team
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.
Written by
The Customer Success Team
Updated over a week ago
Inventory & Stock Take
Can a bar code scanner be used with the Purchase Plus Inventory model?
Written by
The Customer Success Team
Updated over a week ago
How do we use the Par level function in the Inventory module?
Written by
The Customer Success Team
Updated over a week ago
How do I change the item/unit value in my Stock Locations?
Written by
The Customer Success Team
Updated over a week ago
Why can’t I delete a product from Inventory?
Written by
The Customer Success Team
Updated over a week ago
What is the difference between a Stock Transfer and a Stock Variance?
Written by
The Customer Success Team
Updated over a week ago
Why can't I create a Stock Transfer?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
How do I adjust Stock levels?
Written by
The Customer Success Team
Updated over a week ago
How do I allow negative Stock levels?
Written by
The Customer Success Team
Updated over a week ago
Why is the 'Stock Movement' report showing “0” for the Cost of Goods Sold quantity for this month?
Written by
The Customer Success Team
Updated over a week ago
Can I do a Stocktake for just one Stock Location/Outlet? And how do I do that?
Written by
The Customer Success Team
Updated over a week ago
Why does the Stocktake status show last month instead of the current month?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Can I clear stock variances during a Stocktake?
Written by
The Customer Success Team
Updated over a week ago
How do I clear my Expense Locations, and where does the stock value go once cleared?
Written by
The Customer Success Team
Updated over a week ago
Why can’t I close my Stocktake, even though variances are at '0'?
Written by
The Customer Success Team
Updated over a week ago
Can I delete a closed Stocktake?
Written by
The Customer Success Team
Updated over a week ago
Budgets
Can we have two organisations set up for Budget approval reasons?
Written by
The Customer Success Team
Updated over a week ago
Buy Lists & Self Managed Pricing
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?
Written by
The Customer Success Team
Updated over a week ago
Why can't I add a product to my Buy List through the Supplier’s catalogue?
Written by
The Customer Success Team
Updated over a week ago
Why is my Buy List missing some quotes?
In this section, we will show you what do do if some of the quotes are not available to you in your Buy List.
Written by
The Customer Success Team
Updated over a week ago
User Accounts
How can I change the Password of a User in our organisation? (Buyer)
Written by
The Customer Success Team
Updated over a week ago
How can I check if a User is set up to receive notifications for Orders or Invoices that require their Approval?
Written by
The Customer Success Team
Updated over a week ago
Can I delete a User's account in our organisation (Supplier account)?
Written by
The Customer Success Team
Updated over a week ago
How do I update my User Account with new details?
In this section we will show you how to update your User account contact information
Written by
The Customer Success Team
Updated this week
My Suppliers
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?
Written by
The Customer Success Team
Updated over a week ago
I have an Informal Supplier that needs a name change, can I do this myself?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Are the spaces between the ABN numbers for my supplier going to be an issue?
Written by
The Customer Success Team
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.
Written by
The Customer Success Team
Updated over a week ago
How do I check who our formal Suppliers are?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Is there a cost to the Supplier for emailing an Invoice as an ePDF?
Written by
The Customer Success Team
Updated over a week ago
Accounts Payable
Where do my rounding adjustments go?
In this article, we outline what happens to the rounding adjustments on an invoice.
Written by
The Customer Success Team
Updated over a week ago
Approval Workflows & Invoice Approvers
What will happen if I create a Purchase Requisition for a Department that has no Approval Workflow assigned?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Why can't I Approve a Requisition?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
How do I remove a User from being an Invoice Approver?
Written by
The Customer Success Team
Updated over a week ago
Can I set up a Purchase Request limit for someone?
Written by
The Customer Success Team
Updated over a week ago
Can there be an Approval Limit set for Operational Approvers?
Written by
The Customer Success Team
Updated over a week ago
Is it possible to restrict an Approver to certain permissions at the 'Parent' level in a hub set up?
Written by
The Customer Success Team
Updated over a week ago
Personas
What persona is needed to be able to do a Punchout order?
Written by
The Customer Success Team
Updated over a week ago
Supplier Catalogues
Is there a way to recall a scheduled Catalogue import as I want to schedule a new one?
Written by
The Customer Success Team
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.
Written by
The Customer Success Team
Updated over a week ago
How do I remove products from my catalogue(s)?
Written by
The Customer Success Team
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.
Written by
The Customer Success Team
Updated over a week ago
Why is the item price in the catalogue different to the price on the Purchase Order/Invoice?
Written by
The Customer Success Team
Updated over a week ago
How do I verify if a product is from a Supplier's catalogue?
Written by
The Customer Success Team
Updated over a week ago
Is there a way to view my Supplier’s pricing without raising a Purchase Requisition?
Written by
The Customer Success Team
Updated over a week ago
Can I have access my Suppliers' Catalogues so that I can look up pricing please?
Written by
The Customer Success Team
Updated over a week ago
How do I print a copy of my Catalogues?
In this guide, we will show you how to print a Catalogue.
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Snapshots
Is there a report that shows me the last time my Suppliers' updated their prices?
Written by
The Customer Success Team
Updated over a week ago
Can I run a ‘Requisitions Awaiting Approval’ Snap Shot report?
Written by
The Customer Success Team
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?
Written by
The Customer Success Team
Updated over a week ago
Do we have a report that will show me missing/outstanding items from an order?
Written by
The Customer Success Team
Updated over a week ago
Which Report/Snapshot can show me the latest quoted prices on products?
Written by
The Customer Success Team
Updated over a week ago
Is there a snapshot report for products from Inventory being exported to our Invoicing system?
Written by
The Customer Success Team
Updated over a week ago
Which Snapshot report shows me the Invoices imported from Purchase Plus into our Invoicing system?
Written by
The Customer Success Team
Updated over a week ago
Can we export a list of Purchase Plus Users?
Written by
The Customer Success Team
Updated over a week ago
Why are Deleted Users still showing in the 'Delegation of Authority' snapshot?
Written by
The Customer Success Team
Updated over a week ago
My Customers
Which snapshot do I run to show me which products my customers bought the most of?
Written by
The Customer Success Team
Updated over a week ago
Is it possible to download a customer list for each Catalogue?
Written by
The Customer Success Team
Updated over a week ago
How can I change my Customer's or Purchaser’s number?
Written by
The Customer Success Team
Updated over a week ago
How do I add new products to my Supplier Catalogue?
Written by
The Customer Success Team
Updated over a week ago
Why can't my Buyer(s) see my products as a Supplier?
In this section, we will explain some of the reasons your customers may be unable to see your products.
Written by
The Customer Success Team
Updated over a week ago
Is it possible to remove old orders from the 'New' folder of my 'Customer Orders' window?
Written by
The Customer Success Team
Updated over a week ago