In this section, we will show you how to add a Formal and Informal Supplier to your Purchase Plus account.
There are two types of Suppliers in Purchase Plus, and we will show you how to add both:
Adding a Formal Supplier
1. Navigate to [Settings] -> [Accounts Payable] then click on the [View] icon.
2. Click the [Suppliers] tab, then the green [+ Supplier].
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In the pop-up window, search for the supplier from the drop-down list and input the vendor code generated from your Accounts Payable System in the [* default supplier number] field.
Location code is only applicable if your Accounts Payable system requires it, this may be entered as 'PO BOX', 'OFFICE' or 'AUS' for example.
Note - If the supplier is not found in the drop-down, they are not a member of Purchase Plus and need to be created as an Informal Supplier.
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Your new Marketboomer Supplier has now been activated and added to your Accounts Payable hub in Purchase Plus.
Note - Once you have added a Supplier to your PurchasePlus account, the Supplier needs to assign you a Catalogue. See: Add a Buyer to a Catalogue
Adding an Informal Supplier
1. Download Informal Supplier Import Template.csv. To download the template, click on the link, then on [File] [Download as] [Comma-separated values .csv-current sheet]
Note - Ensure the file is saved in CSV format. Purchase Plus will reject any other file types when attempting an import.
2. Complete the template with the following information.
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Column A - Leave blank.
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Column B - Input Supplier's name. Compulsory.
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Column C - Vendor code from SUN, SAP or PeopleSoft. Compulsory (If unknown, enter 'Please Edit')
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Column D - Location Code - AUS. NZD, PO BOX or OFFICE. Only applicable for some Accounts Payable integrations.
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Column E - Input the Supplier's business number (ABN, NZBN or Tax File Number). Compulsory
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Column F - Input the Supplier's order email. Compulsory (if you are not sending orders to this Supplier you can enter in a dummy email e.g. '[email protected]')
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Columns H - L - Leave blank.
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Column M - Input the country of the Supplier (AU, NZ, GB etc.) Compulsory. See a list of the accepted country codes here.
3. In Purchase Plus, got to [Settings] [Accounts Payable] and [View].
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4. In the [Supplier Imports] tab, click the green [+ Supplier Imports].
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5. In the pop-up window, select [Choose File] to browse for the Informal Supplier Import Template you created earlier, then click [Save].
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6. The import [State] will show as 'Open'. Wait a few seconds before refreshing the page. The [State] will now show as 'Complete'. The [Import Information] will confirm how many Suppliers were imported and [Import Error File Name] will show if there have been any import errors.
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Your Supplier and Vendor Code has now been imported into Purchase Plus and will appear on your [My Supplier] list.