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For Purchasers

For Purchasers

Your guide to using PurchasePlus as a Purchasing Organisation

Requisitions

Introduction to Requisitions

Create a Requisition from a Buy List

Create a Requisition from All Suppliers

Create a Requisition from a Single Supplier

Create a Custom Requisition

Create an External Requisition

Create a Requisition from Re-Order

Create a Requisition from a Stock Location (Inventory Users Only)

Basic Shopping

Advanced Shopping

Switch Between Tile View and List View

Advanced Product Search

View Draft Requisitions

Approve a Requisition

See more

Buy Lists

Introduction to Buy Lists

Create a New Buy List

Add Products to a Buy List

Products

Introduction to Products

Create a New Product

Purchase Orders and Receiving

Introduction to Purchase Orders

View Purchase Orders

Consolidate Purchase Orders

Send a Purchase Order

Introduction to Receiving Notes

View Receiving Notes

Receive Goods from a Purchase Order

Override Unit Price when Receiving

See more

Invoices and Credit Notes

Introduction to Invoices

Send an Invoice to PurchasePlus

Create a New Invoice

View and Update Invoices

Match a Purchase Order to an Invoice

Link or Unlink Invoice Lines and Purchase Order Lines

Update Invoice Lines using Advanced Mode

Unmatch a Purchase Order from an Invoice

Approve an Invoice

Invoice and Credit Note Flags Explained

Guide to Invoice Flag Thresholds

Introduction to Credit Notes

Create a New Credit Note

Introduction to the Paperless Invoicing AI

Introduction to the AI Scanning Inbox

Export an Invoice or Credit Note

Mark an Invoice or Credit Note as Export Ready

Create a Batch Invoice and Credit Note Export File

See more

Supplier Management

Introduction to Suppliers

View and Manage your Suppliers

Enable or Disable a Supplier

Connecting with a Registered Supplier

Create a Self Managed Supplier

See more

Catalogs

Introduction to Catalogs

View Supplier Catalogs

Create a Self Managed Catalog

Import a Self-Managed Catalog

Recipes

Introduction to Recipes, Part 1

Introduction to Recipes, Part 2: Menus

Introduction to Recipes, Part 3: Ingredients

Inventory

Introduction to Inventory, Part 1

Introduction to Inventory, Part 2: Stock Items

Introduction to Inventory, Part 3: Stock Locations

Introduction to Inventory, Part 4: Transfers

Create an Opening Balance Transfer via CSV Import

Introduction to Inventory, Part 5: Stocktakes

See more

Reporting

Run a Report