Why use document creator?
If your purchaser has placed an order with you outside of Procure Wizard, or they've requested that you raise an auto created order, you can do so using the document creator function.
đ Note: If you can't see document creator, use your Procure Wizard Digital Assistant to speak directly to a member of the team and request the function is added to your account.
Credits: when to use Document Creator vs Process Credits
Document Creator is a proactive tool â use it when you need to initiate a credit note yourself. It is different from responding to a credit request that your purchaser has already raised.
Scenario | Use |
You need to issue a credit for an order that was placed outside Procure Wizard | Document Creator â Create Credit (this article) |
You need to proactively issue a credit note (e.g. overcharge correction or return, with no purchaser request raised) | Document Creator â Create Credit (this article) |
Your purchaser has already raised a credit request that is waiting in your Pending Investigation queue | Process credits (Credits/Returns â Pending Investigation) |
Use document creator
To use document creator, to create an invoice or credit follow the steps below.
đ Note: Before you start, make sure you've created your internal invoice or credit. You also need to have created your products and have these listed on the customers price list with a price.
Invoice
Click Document Creator, then click Create Invoice.
Add a comment explaining why you've raised this order.
Click Build Invoice, then select your purchaser and purchaser unit.
Enter your invoice number and your invoice date in the format, 01/12/2001.
Type the product description, PID, or SKU code,
you need to have at least 1 product added to the invoice/credit in order for it to process.
Select the product and amend the QTY if required.
If required, update the unit price.
Click Create Invoice.
If products don't appear straight away, please clear your cache.
Credit note
đ Note: This creates a credit note that you initiate and send to the purchaser. If your purchaser has already raised a credit request waiting in your Pending Investigation queue, use Process credits to approve or reject it instead.
Click Document Creator, then click Create Credit.
Add a comment explaining why you've raised this order.
Click Build Credit, then select your purchaser and purchaser unit.
Enter your credit number and your credit date in the format, 01/12/2001.
Type the product description, PID, or SKU code,
you need to have at least 1 product added to the invoice/credit in order for it to process.
Select the product and amend the QTY if required.
If required, update the unit price.
Click Create Credit Note.
If products don't appear straight away, please clear your cache.