There are multiple on-screen search functions for finding existing orders, invoices and credits, all are detailed below.
📌 Notes:
The main dashboard can be navigated to from any page in Procure Wizard by clicking the home
icon.
For exporting data please use the reports available in the reporting suite, the following functions are designed for you locate an order or credit to view and action a task such as accepting a delivery or invoice.
Order ID search
Found in the top right-hand corner of your Procure Wizard login, this search requires you to know the order or credit note number.
Order locator
Found on the left panel titled order locator of the main Procure Wizard dashboard and can return results based on:
Order Number.
Invoice Number
Delivery Note Number.
Internal Reference.
Supplier name. This search is restricted to a 4-month date range, running a statement report is best practice for larger time frames.
View orders by order or credit status
Found at the top of the page via the clip board icon.
Locate orders
Found on the left panel titled locate orders while viewing the main Procure Wizard dashboard, this search allows for the following to be selected and displaying the related orders on screen.
Supplier.
Site.
User.
Order status.
Start date.
End date.