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      Create Buy Lists per Category

      In this section, we will show you how to create Buy Lists per Category and Self Managed Pricing Catalogues per supplier


      Written by The Customer Success Team

      Create Buy Lists per Category and Import Self Managed Pricing per Supplier

      This can be used as a workaround to link SAP Material Numbers with Purchase Plus Product IDs.

      1. Navigate to [Catalogues] → [Buy Lists] create a new Buy List by clicking the green [+] button.

       

      2. Name your Buy List and, if necessary, set a default Department and Account Code. Then click [Save].

       

      3. Click on the [View] icon to view your new Buy List.

       

      4. Add products to your Buy List by clicking the green [+] button.

      In the pop-up window, make sure to uncheck [Priced Only], search for suitable description and click the [Hand Picker] icon to add it to the Buy List. Repeat until all products for the category are added.
      ​
      ​Note - Unlike a regular Buy List, deselecting [Priced Only] is crucial, and selecting descriptions with 0/0 quotes is acceptable, as we will import the price and tax from each supplier in the Self Managed Pricing Catalogue.

       

      Return to the [Catalogued Products] tab to see the products added to your Buy List..

      6. If necessary: click into [Product Code] of each product line and enter your internal product reference/material number and click [Enter] to save.

      Note - Entering your internal product reference/material number establishes a link between your reference number and the Purchase Plus ID, which is essential for using your internal product reference/material number for price update imports.

       

      7. Under the [Catalogue Exports] tab, create an export by clicking the green [+ Catalogue Export] button.

      Note - Refresh the page to find the completed Catalogue Export under  [File Name]. You will need the [pp_product_id] to import your product price into the Self Managed Pricing Catalogue.

      Import Self Managed Product Price & Tax

       

      1. Navigate  to [Catalogues] and then [Self Managed Pricing] from the menu.

       

      2. Click the green [+] button in the top left to create a new catalogue. Name it and select the Supplier it relates to, and click [Enter] to save.

      Once the catalogue has been created, click the [View] icon.

       

      3. Under [Catalogue Exports] and create an export by clicking the green [+ Catalogue Export] button.

      Note - Refresh the page to access the completed Catalogue Export under [File Name]. You will use this file to enter the Pack Price and Tax Percentage and copy across the [pp_product_id] from all relevant Buy List Exports.

       

      4. Open your [Self Managed Pricing Export] and complete ONLY the following columns, and leave all other columns blank:

      • Column I [pack_price_ex_tax]

      • Column J [tax_percentage]

      • Column Q [pp_product_id]

      Save file as Comma Separated Spreadsheet (.csv)..

       

       

      5. Under the tab [Catalogue Import] import your file by clicking the green [+] button.

      Choose your import file, delete previous items if applicable, schedule the import for a future date if needed, and select [Save].

       

       

      Note - Refresh the page, you will be able to see the successful [Import Information] and any [Import Error file name]

       

       

      6. Congratulations, you have now completed Buys Lists and imported Self Managed Pricing. When you navigate to your Buy List per category, you will see that your imported price is showing against the product.