Mini Markets are an integral part of the purchaser portal on Procure Wizard. These are necessary to allow users to place orders with their suppliers. Mini Markets are set at Head office level and can be restricted to suppliers, users and products. They also have the ability to limit by department (if applicable). To Create a Mini Market, please follow the steps below:
Click the Admin Cogs
icon along the top.Click Mini Markets, then click Manage Mini Markets.
Click Add Mini Market.
Enter the following mandatory settings:
Title.
Nominal code.
Department code.
There are numerous settings available please go through each section selecting the necessary using the check boxes and lists.
Click Create.
đ Note: Creating a mini market is just the first step. Products won't appear for users automatically â you need to complete the additional setup steps below before your mini market is ready for ordering.
After creating your mini market
Once the mini market has been created, work through the following to make products available for ordering:
Activate the mini market on the correct outlet. Creating a mini market does not automatically make it available in your outlets. See Activate or remove a mini market within an outlet for steps.
Attach suppliers. From the mini market, click the Suppliers tab and add the suppliers whose products users will order from.
Assign a price list. Ensure a price list from each attached supplier is assigned to this mini market so their products are available to order.
Attach users. From the mini market, click the Users tab and add the users who will place orders through this mini market.
Confirm product status. Products must be active and not delisted or marked as "do not use" to appear on the ordering screen.
Products not showing in your mini market
If a user cannot see products when placing an order, work through this checklist in order â all of the following must be in place:
Mini market is activated on the correct outlet. See Activate or remove a mini market within an outlet.
Supplier is attached to this mini market via the Suppliers tab.
A price list from that supplier is assigned to this mini market. Products only appear if there is an active price list linking the supplier to this mini market.
Products in the price list are active. Products that are delisted, deactivated, or marked as "do not use" will not appear on the ordering screen.
Products have the correct category assigned. Ensure the appropriate categories are enabled in the Mini Market settings, and the required products and categories are selected and saved by a Head Office user. If categories are used to filter the mini market, products without the correct category will not be visible.
The user is attached to this mini market via the Users tab.
The user's role has the Mini Markets permission enabled. See Mini market role permissions.
Check the Product Validation section for any red indicators. Hover over the red box to identify specific restrictions, such as supplier-category mismatches.
â ď¸ Important: all items above must be in place. A missing step at any point in the chain will prevent products from appearing â even if everything else is correctly configured.
Supplier-Side Checks
The product has a price assigned to the specific customerâs price list.
The product is in stock.
The customerâs ordering site is linked to the price list containing the productâs price.
