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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 Flags Explained

Guide to Invoice Flag Thresholds

Introduction to Credit Notes

Create a New Credit Note

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