To link a new site to a Procure Wizard account, follow each of the sections below:
Attach an unit to a price file
You can easily attach an unit to a price list following the steps below:
Click Price Lists, then click Manage Price Lists.
By the customer's price file, click Edit.
Click the Assigned Purchasers tab.
From the Purchaser list, select the customer.
Expand the Selected Sites options using the Plus + icon.
Select the box by the required site.
Click Assign to Price List.
Attach a unit to a delivery schedule
You can easily attach an unit to a delivery schedule following the steps below:
From the menu, click Delivery Settings.
Click Delivery Schedules.
By the Delivery Schedule, click Edit.
Click the Assigned Purchasers tab.
From the Purchaser list, select the customer.
Expand the Selected Sites options using the Plus + icon.
Select the box by the required site.
Click Assign Purchaser.
📌 Note: If the site is already linked to a delivery schedule, you need to detach it before you can attach it to the correct one.
Add an account code
You can easily attach an account code to an unit following the steps below:
From the menu, click Purchasers.
Click Current Purchasers.
Select the required customer name.
Click the Structure tab.
Locate and select the required site.
If you have it, enter the account code.
Click Save.
Depots
From the menu, click Administration.
Select Manage Depots.
By the required depo, click Edit.
Click the Purchasers tab.
From the Purchasers list, select the customer.
From the Site list, select the site.
If you need to do this for multiple sites, you have to do them individually.
Click Assign Purchaser.
📌 Notes:
If you don't have or use depots, the site automatically links to the order and credit email address that you've set in your company details.
If the site is already linked to a depot, you need to detach it before you can attach it to the correct one.