This is an introductory article for Suppliers about the basics of Purchasers in PurchasePlus.
Jump to:
What is a Purchaser?
‘Purchasers’ are the Organisations that purchase Goods or Services from Supplier Catalogs on PurchasePlus.
Purchasers and Suppliers have different actions available to them in PurchasePlus.
The Purchaser experience is designed to facilitate the entire procure-to-pay process for hospitality businesses, whereas the Supplier experience is designed around creating Products, Catalogs, and assigning Catalogs to Purchasers.
Purchaser Connections
Purchasers and Suppliers are ‘connected’ via a Trade Relationship in PurchasePlus.
Trade Relationships are representative of the real-world connection between a Purchaser and a Supplier, and can be Enabled or Disabled by either party by using our system.
Both the [Enabled by Purchaser] and [Enabled by Supplier] setting must be set to ‘On’ for the status of Trade Relationship to be Enabled:
When a Trade Relationship is Enabled by both parties, Suppliers can assign Catalogs to the Purchaser, and the Purchaser can purchase goods and services from these Catalogs.
If either party has not Enabled the Trade Relationship, the status will be Disabled. When the Trade Relationship is in a Disabled State, Purchasers will not be able to send Purchase Orders to Suppliers from PurchasePlus, and Suppliers will not be able to assign Catalogs to Purchasers.
Connecting with a new Purchaser
You can browse and search a list of Purchasers using the [Purchasers] → [Purchaser Directory] area in the side navigation bar.
The Purchaser Directory page displays the contact details supplied by the Purchaser, that can be used to contact the Purchaser.
Additionally, our Supplier Relations team is available to help make warm introductions between Suppliers and eligible Purchasers on our platform. Contact our team on help.suppliers@marketboomer.com and we would be delighted to help.
Please note: Suppliers cannot initiate a Trade Relationship with a new Purchaser directly in our Software.
Purchaser-Initiated Connections
In order to support purchasing activity, PurchasePlus facilitates Purchaser-initiated Trade Relationships directly in our software.
Purchasers can initiate a Trade Relationship with a new Supplier (via their Supplier Directory) by clicking [Connect]. This will automatically Enable the Trade Relationship for both parties. They can also visit a Supplier's profile and click [Enabled by Purchaser] and then [Save Changes]:
The Purchaser can immediately create a Self Managed Catalog, assign it to the Supplier, and begin adding Products from that Self-Managed Catalog to their Requisitions. This logic is in place to allow Purchasers to find new Suppliers and immediately begin purchasing goods from them - especially if they have access to that Supplier’s catalog already (either online, printed, etc).
Managing Existing Purchaser Connections
Suppliers can Disable a Trade Relationship with a Purchaser by viewing the table of Purchasers in the [Purchasers] → [My Purchasers], clicking on the Purchaser name, then un-checking the [Enabled by Supplier] button, and then clicking [Save Changes].
You can re-enable an existing Trade Relationship by checking the [Enabled by Supplier] button and then [Save Changes].
Managing Catalogs
Suppliers can control the Catalogs that are assigned to Purchasers, to be certain that the Purchaser is adding the correct products (at the correct prices) to their Purchase Orders.
View Catalogs assigned to Purchasers
You can view a list of the Catalogs assigned to a Purchaser by navigating to [My Purchasers] → [Purchaser’s name] →[Catalogs]:
Add or Remove Catalogs From Purchasers
Adding a Catalog to a Purchaser will make the Products (at the prices specified in the Catalog) available to the Purchaser, so that they can be included in their Requisitions.
To Add a Catalog to a Purchaser, navigate to [My Purchasers] → [Purchaser’s name] →[Catalogs] and then click [Add Catalog].
This will open a window for you to search for and select the desired Catalog to be added.
Removing a Catalog means that the Products will not be available to the Purchaser in their Requisitions. They will effectively be hidden from that Purchaser from the moment the Catalog is removed.
To Remove a Catalog from a Purchaser, navigate to [My Purchasers] → [Purchaser’s name] →[Catalogs] and then click [Remove Catalog] in the [More] Menu.
