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Create a purchaser group

If you need to build a purchaser group, you can do this within a few simple steps.

Written by Cristian Bolba

Purchaser groups allow you to group mini markets together and assign these groups to modules within Procure Wizard. Ensuring all sites are using and reporting on the correct values and figures.

Purchaser groups can be assigned and used in the following modules:

  • Stock controls.

  • Advanced stock controls.

  • Flash reports.

  • Waste and product monitors

  • Laundry.

  • Accounts export.

  • Reporting.

Create a purchaser group

  1. Click the Admin Cogs along to top

  2. Click Organisation Administration, then click Purchaser Groups.

  3. Click Add Purchaser Group.

  4. Set and select the following:

    • Title.

    • Currency.

    • Allow attachment to any unit: if left unchecked will allow you to specify which sites can see this purchaser group.

    • Attach mini markets: if checked on will allow you to specify which mini markets are included within the purchaser group.

    • Use for mini market filtering.

    • Module usage.

  5. Click Create.

  6. Once created locate the purchaser group and click Edit to access.

  7. Click the Sites tab to select which sites to attach the purchaser group too and click Save Changes.

  8. Click the Mini Markets tab to select which mini markets to be included within the purchaser group and click Save Changes.

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