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Buyer - How To Guides

Buyer - How To Guides

Working in a hotel, club or aged care facility and using Purchase Plus? This section is where you want to be.

Buyer Quick Start Guide

Log in to Purchase Plus for Buyers/Resending Welcome Email

Reset your Password

Enabling/Disabling a column in PurchasePlus and changing it's position.

Troubleshooting Point of Sale (POS)

PurchasePlus Buyer Overview

Customer Support Information for Buyers

Create a Self-Managed Pricing Catalogue

Export My Suppliers List

Invoice Thresholds Explained | Purchase Plus Help Documents

Approve Flagged Invoices

What is 3-Way Matching?

Reporting Snapshots

Manually match Purchase Orders and Invoices

Export a Transfers Journal

Remove User as Invoice Approver

Set Up Requisition Charging

In-app Self-Help

Link Products in Inventory

Resend a Purchase Order

Manually Mark an Invoice as Processed

Restrict users to a Department

Delete Invoices from Purchase Plus

Can I write a note for the Supplier on every product line in my Purchase Order if I want to?

User Email Notifications

Create a NXP NZ Punchout Requisition

Update Approval Limit of a Requisition Approver

Importing into a Self Managed Pricing Catalogue from Invoice Lines

Create an Informal Requisition

Complete the Stock Adjustment

General Information

View Audit Log

Create a new Department

Requisitions

Approve & Decline Requisitions

Why is the ‘Origin’ name blank in the Purchase Requisition?

Create a Winc Australia Punchout Requisition

Create a Requisition from a Requisition, Purchase Order or Invoice.

Create a requisition from a Supplier’s catalogue

Create a Requisition from a Buy List

Alternatives to Standing Orders

Order via [Stock Location] source instead of [Buy List].

Raising a Requisition using your Buy List template

Add an Informal Product to a Buy List Requisition

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Purchase Orders

Mark Purchase orders as 'Sent'

Change your Purchase Order email delivery address

How can I find the Purchase Orders generated from Purchase Requisitions?

Cancel or close a Purchase Order

Receive Goods to Inventory

Cancel a Purchase Order and inform Supplier

Add Terms and Conditions to Purchase Orders

Re-open a Closed Purchase Order

Check Supplier Email Address, and if a Purchase Order has been sent

Leave a Comment on the Purchase Order for the Supplier

Consolidate Purchase Orders

Set Purchase Orders to Auto-Send

Sending Purchase Order to a different Email or Destination address.

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Receiving Notes

How do I override the Unit Price in the Receiving Note?

We forgot to receive our goods to Inventory when we receipted the Invoice, what do we do to add them now?

Receive Goods Against a Purchase Order

Add an item to a Goods Received Note

Link Products when the Supplier sends a different Brand to the one ordered

Record Temperatures of Received Goods for HACCP

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Invoices

Splitting Invoices Across Properties

Add Comments to Invoices

Scan a Paper Invoice and send it as PDF

Re-send an invoice that is already 'Transmitted'

Send Invoices to P+i

Move a Processed Invoice back to 'Reconciled' stage

The Invoice has a wrong date/invoice number, how do I fix it?

Set-up, Edit or Delete Flagged Invoice Approver

Why do Paperless Invoices default to the Buyer as the Department, rather than being allocated to the assigned Department?

Split Invoice Line Items via Invoice Journal Entries

Request Paperless Invoices from Suppliers

Create a Manual Invoice against a Purchase Order

My Invoices are in 'Open' Status, what does that mean, and how to fix it?

Can I update an Invoice once it's been Reconciled?

Match multiple Invoices to one Purchase Order

Process Reconciled Invoices

Edit Invoice Reference without opening Invoice

Reduce Amount of Flagged Invoices

Fix an Invoice stuck in 'Processing'

How do I move an invoice back to a Flagged state?

Approve Flagged Invoices in Bulk

Calculate Average Invoice Processing Days

Can I re-open a Cancelled or Processed Credit Note?

Creating a Manual Invoice without Purchase Order

How do I Delete a Processed Invoice?

The Invoice tax total is out of balance, how do I fix it?

What is the Purchase Plus Invoicing platform?

See more

Paperless Invoicing

P+i Dashboard overview

Credit Notes

Create a Credit Note

Process Credit Notes manually

Buy List

Disable and enable suppliers on a Buy List

Disable and enable a supplier for an individual product in a Buy List

Create Buy Lists per Category

Create a Buy List and add Products to your Buy List.

Create an Internal Requisition Buy List

Custom Sort items on your Buy List

Add a product to a Buy List using a Purchase Plus Product ID (pp_product_id)

Change who can view your Buy Lists

Check the Price of a Product in a Buy List

See more

Self-Managed Pricing

Update Pricing Self-Managed Catalog via Import

Update Self Managed Catalogue Pricing within PurchasePlus

Update Self Managed Catalogue Pricing Via Import

Contract Catalogues

What is Contract Pricing, and how do I create a Contract Pricing Catalogue?

Suppliers

Deleting From My Suppliers

Adding a Supplier

Is there a way to know which Suppliers use Purchase Plus?

Import Informal Suppliers

Set a default Department, Account Code and Category for a Supplier

How do I manage Suppliers across multiple properties with the same Accounts Payable hub?

Change a Supplier Number

See more

Inventory

How to delete empty Stock Levels

Overview of Barcode Scanning for Stock Takes

Can I Receive Items from a Purchase Order to Multiple Stock Locations?

Can I do a Stock take for just one Stock Location/Outlet? And how do I do that?

We are trying to do our stocktake for the current month, but I can only see last month, what do I do?

Product mapping

Limit Certain Users to a particular Stock Location

Month End and Stocktake Best Practice

Return Stock to a Supplier

Merge Duplicate Items in Inventory (Stock Adjustment)

Change Item/Unit Value in Stock Location

Create a Stock Location

How do I calculate the Direct Purchase Value in my Stock Reconciliation Inventory Report?

Complete an Internal Requisition Stock Transfer

Create a Direct Stock Transfer

Delete a Stock Location

Print Stock Take Sheets by Category without starting a new Stock take

Create an Expense Location

Enter or Update par levels in Inventory?

Transfer Recipes as one Item between Stock Locations

Add Missing items to Stock Take

Add products to Stock take, that are not in the Stock Location in Purchase Plus

Allow Negative Stock Levels

Clear Expense Locations and View Stock Value once Cleared

Export a Consumption Journal

How can I complete weekly stock takes in Purchase Plus?

What is the difference between a Stock Transfer and a Stock Variance?

How do I split packages for Inventory?

How do we use the Par level function in the Inventory module?

I am having trouble importing my stock take back into stock location, why am I getting an error message?

Update/add Department in a Stock Location

See more

Mobile Stock Taking

Print Barcodes for Stock Taking

Use Stock Take Mobile Application

Recipe Manager

Create a Recipe

Changes to Recipes and the Pre-Make options

Recipe Management

Point Of Sale

Point of Sale (POS) Integration

Importing to the Point of Sale (POS) Module

Budgeting Module

View Budget balances

Export Budgets

Create and update Budgets via import

Requisition Budget Approval

Create and update Budgets manually

Budget Module Overview

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Rebates

Rebate Distribution Profiles

Rebate Profiles, Imports, Calculation and Exports

Accounts Payable

Processing Invoices - Best Practices

Add an Account Code (GL or OOB) to your Accounts Payable Hub

How do I change my Accounts Payable Export Format?

Account Administration

Attach an Approval Workflow to a Department

Import Account Codes

Add default account codes for departments.

Restrict or enable Account Codes by Department, for Invoice linking, raising Requisitions, etc.

Approval Workflow

Create an Approval Workflow

Create a Role for Approval Workflows

Replace a User in a Requisition Approval Workflow

Create an Internal Requisition Workflows

Skip Approval if over Max Value

View the Next Requisition Approver

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User Accounts

Change between Organisations & Accounts in Purchase Plus

Add Users to Another Organisation or Department

Create a New User Account

Updating a User's Access (Personas)

User Permissions - New Global Personas

How can I change the Password of a User in our organisation? (Buyer)

How do I update my User Account with new details?

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Internal Requisitions

Create an Internal Requisition

Raise an Internal Requisition through a Buy List

Barcodes

Add Barcodes to Inventory Products

Informal Supplier Management

Change an Informal Supplier's delivery email address

Punchout

Create a Bidfood Punchout Requisition

Create a PFD Foods Punchout Requisition

Create a Recognition ID Punchout Requisition

Create a Service Foods NZ Punchout Requisition

Snapshots

Filter Snapshot Information

Export a list of Purchase Plus Users

Export a Usage Journal

Export an Accruals Journal

Informal Products

Set Mandatory Tax % for Informal Products

Internal Requisition

When I raise an Internal Requisition, can I limit the product list to show just what is in my outlet, rather than showing the whole product list?