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Buyer - How To Guides
General Information
Requisitions
Purchase Orders
Receiving Notes
Invoices
Paperless Invoicing
Credit Notes
Buy List
Self-Managed Pricing
Contract Catalogues
Suppliers
Inventory
Mobile Stock Taking
Recipe Manager
Point Of Sale
Budgeting Module
Rebates
Accounts Payable
Account Administration
Approval Workflow
User Accounts
Internal Requisitions
Barcodes
Informal Supplier Management
Punchout
Snapshots
Informal Products
Internal Requisition
Supplier - How To Guides
General Information
Customers
Catalogues & Products
Purchase Orders
Electronic Invoicing
Account Administration
Supplier Catalogue
Delivery Outbox
Delivery/Freight Charge
Information Guides
Approval Settings
training manuals
FAQs & Troubleshooting
Requisitions
Invoicing
Purchase Orders
Inventory
General Information
User Personas/Permissions
Buy Lists & Self Managed Pricing
Supplier Catalogs
Products
User Accounts
Account Codes
Supplier Management
Credit Notes
Budgets
Trade Relationship
Snapshots
Snapshots
Supplier Snapshots
Paperless Invoicing
General Information
Supplier Relations
Chat
Internal help guides
P+i invoicing
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Legacy Help Center
FAQs & Troubleshooting
Buyer - How To Guides
General Information
Requisitions
Purchase Orders
Receiving Notes
Invoices
Paperless Invoicing
Credit Notes
Buy List
Self-Managed Pricing
Contract Catalogues
Suppliers
Inventory
Mobile Stock Taking
Recipe Manager
Point Of Sale
Budgeting Module
Rebates
Accounts Payable
Account Administration
Approval Workflow
User Accounts
Internal Requisitions
Barcodes
Informal Supplier Management
Punchout
Snapshots
Informal Products
Internal Requisition
Supplier - How To Guides
General Information
Customers
Catalogues & Products
Purchase Orders
Electronic Invoicing
Account Administration
Supplier Catalogue
Delivery Outbox
Delivery/Freight Charge
Information Guides
Approval Settings
training manuals
FAQs & Troubleshooting
Requisitions
Invoicing
Purchase Orders
Inventory
General Information
User Personas/Permissions
Buy Lists & Self Managed Pricing
Supplier Catalogs
Products
User Accounts
Account Codes
Supplier Management
Credit Notes
Budgets
Trade Relationship
Snapshots
Snapshots
Supplier Snapshots
Paperless Invoicing
General Information
Supplier Relations
Chat
Internal help guides
P+i invoicing
FAQs & Troubleshooting
Come across something unusual in Purchase Plus? Pop in here to see if we can help.
How to add/update a new user into a Role for your Approval Workflows
What is PunchOut?
Why does the Stocktake status show last month instead of the current month?
Is it possible to restrict an Approver to certain permissions at the 'Parent' level in a hub set up?
How do I add an attachment in a Purchase Requisition?
How do I add new products to my Supplier Catalogue?
What is a Buyer's Buy List & what is its relevance to Suppliers?
Is there a report I can run to show me what deliveries will be coming today or tomorrow, so the Receiving team can prepare?
Why can I see invoices that need my Approval from our other 'child' properties, even though I’m not set as an Approver for the individual property(ies)?
Which snapshot do I run to show me which products my customers bought the most of?
Why is my Journal Entry total out of balance?
Why can't my Buyer(s) see my products as a Supplier?
Why is PurchasePlus asking me to change my password?
How do I identify who is a Formal Supplier of Purchase Plus?
Is it possible to run the 'Period End Balances - Detail' report for previous months? | Purchase Plus Help Documents
How do I remove products from my catalogue(s)?
Why can’t I find my Department or Account code when I'm creating a Purchase Requisition?
Is there a way to view my Supplier’s pricing without raising a Purchase Requisition?
A Credit Note that is in 'Processed' state has not been imported into my Accounting System. Why is that?
Is it possible to link an Invoice to a Purchase Order if the Purchase Order is for a different Supplier?
Why is my Buy List missing some quotes?
How can I check if a User is set up to receive notifications for Orders or Invoices that require their Approval?
Why can't I add the Account Code to an Invoice?
Is there a way to close multiple Purchase Orders in bulk?
My Purchase Requisition that I created last week has disappeared, where did it go?
I tried to run the 'Who bought what' report for data from over two years ago, and it's not showing any results. Why not?
How do I link Invoice Line Items to Purchase Order Line Items?
Requisitions
Why can’t I see the [Submit] button when I try to submit my Purchase Requisition for approval?
Can I create a Requisition through 'My Suppliers'?
Can I set up a Purchase Request limit for someone?
I received a notification to approve a Requisition, but I can’t find it under my ‘Awaiting my Approval’ tab. Where did it go?
Why am I unable to purchase from a Marketboomer Supplier?
What do the orange lines on some of my Purchase Requisitions mean?
What will happen if I create a Purchase Requisition for a Department that has no Approval Workflow assigned?
Why can't I Approve a Requisition?
Why don't products with quantities in my Purchase Requisition show on top of the list, even after I refresh my screen?
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Invoicing
FAQ OCR Paperless Invoicing
Why Invoices Flag
Is there a way to mark an invoice as ‘Processed’ in Purchase Plus without actually processing it?
Can there be an Approval Limit set for Operational Approvers?
If I accidentally attach the incorrect Purchase Order to an Invoice, can this be fixed?
Can you change the date on an invoice that has been processed?
I am having trouble processing invoices, when I click [Process] it freezes?
Can I link multiple Purchase Orders to one Invoice?
Process or Delete a Cancelled Invoice
My Invoice has been sent to our invoicing email address, but it is not showing up yet, where is it?
Calculate tax on P+i
What is the difference between processed and reconciled invoices?
How do I download a customer list with email addresses to send invoices to?
Invoicing Only Module: Review & Approve Invoices
Invoicing Only Module: FAQ
Is there a way that we can detach a purchase order from the invoice?
My invoice numbers have spaces in them, will this be a problem for Purchase Plus?
Paperless Invoicing in Purchase Plus
Some invoices are out of balance by only $-0.03, how do I fix this?
What is the date range on documents that Purchase Plus can process?
Where do my rounding adjustments go?
Why do some Invoices sent by the Supplier to Purchase Plus I take a while to show up?
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Purchase Orders
Can I custom sort my Purchase Orders by 'Sent' date?
Can I be emailed a copy of my Purchase Order when it gets sent to the Supplier?
How do I get confirmation of the order being received or availability of stock?
If I attached the invoice to the Purchase Order after I received the order, what will the price be in Inventory?
I'm trying to receive a Purchase Order, that is consolidated, into Inventory, but an 'Unprocessable Entity' error message keeps coming up, why?
What does that mean, if a Purchase Order has a note saying 'Note: Unit Price with * denotes purchaser price'?
Why aren't the Purchase Orders closing automatically, even when the Invoice is matched?
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Inventory
I have a value in the 'Price Adjustment Value' of my Stock Reconciliation report. Where does this come from?
While I was doing stocktake I found and updated an item with an incorrect price, how will this affect Stocktake?
Why doesn't my stocktake list include my linked products?
Why is the 'Stock Movement' report showing “0” for the Cost of Goods Sold quantity for this month?
Can I adjust the value of a product when I do a stock transfer? And can I adjust the value of a Purchase Order to match the Invoice?
Can I clear stock variances during a Stocktake?
Can I change the price/value of an item in a closed stock take?
Can I delete a closed Stocktake?
Can I delete an open or duplicate open stocktake?
Does Purchase Plus automatically update the inventory period to the current month, or do I have to manually change it?
I have Internal Requisitions that need to be cancelled, but when I try to cancel them this error comes up 'Destination can't be blank'. What does that mean?
Is it possible to see the total value of a Stock Transfer?
Is there a report that will show me what stock has been transferred to a Location, and if I transferred it correctly?
Stock Reconciliation Report
Why can’t I delete a product from Inventory?
Why can't I create a Stock Transfer?
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General Information
Why aren't all Account Codes displayed when adding codes to Purchase Orders or Invoices? And what do I do if I don't know the Department or Account code?
I have an invoice in a 'Flagged Externally' state, and I can't change or approve it. What does that mean?
Why can't I see the green '+' button?
How do I grow my business using Purchase Plus' Buyer network?
What is your Data Retention policy?
Best Practices
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User Personas/Permissions
What persona is needed to be able to do a Punchout order?
Buy Lists & Self Managed Pricing
Delete a Self-Managed Pricing Catalogue
Import Self-Managed Pricing Catalogue as a Buy List
Can I create Group Level Buy Lists?
Create a Buy Lists for Non-operating Departments
What does 'Purchaser Preferred Pricing' mean?
Why can't I add a product to my Buy List through the Supplier’s catalogue?
Why can't I change the price of a product in my Requisition?
Why is a product in my Buy List or Purchase Requisition coming up with 0/0 quotes?
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Supplier Catalogs
Access a Supplier's Catalogues to look up Pricing
Why is the item price in the catalogue different to the price on the Purchase Order/Invoice?
How do I verify if a product is from a Supplier's catalogue?
Is it possible to download a customer list for each Catalogue?
Is there a report that shows me the last time my Suppliers' updated their prices?
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Products
How do I get an itemised price list on purchased items?
Can an Informal Supplier send you a catalogue to upload, so I don't have to create them myself? And how do I check if they are an Informal Supplier?
Informal Products
Creating an Informal Product
If I create an informal product in a manual invoice screen, will that product be available to use again later? Or do I need to create it again?
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User Accounts
Can I delete a User's account in our organisation (Both Purchasers & Supplier account)?
Forgot your password
I can't find a User Account in Purchase Plus, where did it go!?
Why are Deleted Users still showing in the 'Delegation of Authority' snapshot?
Account Codes
What happens to my pre-existing data if I delete or update my chart of accounts/GL codes?
Supplier Management
Why can't I create a manual invoice for a Supplier that is newly created, or newly added to the Accounts Payable hub?
I have an Informal Supplier that needs a name change, can I do this myself?
Suppliers set up for Punchout integration with PurchasePlus - AU region
Are the spaces between the ABN numbers for my supplier going to be an issue?
Can you please advise the country code for UK? I got an error, why is that?
Formal and Informal Suppliers
How can I change the name of a Supplier in Purchase Plus?
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Credit Notes
Why can’t I link multiple Invoices to a Credit Note?
Why doesn't my Credit Note display the line items contained on an invoice?
Budgets
Can we have two organisations set up for Budget approval reasons?
Trade Relationship
Trade Relationships
Snapshots
Is there a Snapshot that will show Purchase Orders, mapped by Supplier, and shows our own Product code on the spreadsheet?
Account Settings Snapshots
Do we have a report that will show me missing/outstanding items from an order?
Where to find 'Inventory Reports'
Is there a snapshot report for products from Inventory being exported to our invoicing system?
Is there a Snapshot that shows Buy List potential quotes, pivoted by Supplier details?
Which Report/Snapshot can show me the latest quoted prices on products?
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