When you're submitting your invoice on Procure Wizard you need to ensure the details match your back office system. If the details don't match, you need to amend the invoice before you can continue.
To make changes to the invoice, click Alter at the bottom of the page then follow the steps in the options below:
Change quantities, net price, and unit price
To change the quantity or unit price, overwrite the values in the boxes with the correct values.
📌Note: The unit price POA means Price on Arrival. This is used as the price when your customer is unsure of what the actual price is. When invoicing, overwrite this with the correct price.
To change the net price, click Edit below the price. This updates automatically when you change the quantity or unit price.
🤓Tip: You can also add delivery charges to the invoice.
Alter tax
To change the tax (VAT) on a product, follow the steps below:
Above the order, in the filter box, click the plus
icon.
From the Tax Column drop-down menu, select the tax rate for the necessary product.
Swap products
You can swap a product by following the steps below:
Under the quantity value, click Swap.
Select Product Search.
Enter in the SKU or a keyword and click Search Catalogue.
Enter the quantity of the product to add in the provided boxes and click Add.
At the top of the next screen, the original product you need to swap is displayed.
Click Product to be swapped to bring up the product to swap it with.
Click Confirm.
The product you've replaced is hidden and the product you replaced it with is now visible on the invoice.
You can hide the replaced product information by selecting Show comparison with purchase order.
The swapped item displays in purple with an X through the invoice, this highlights to the purchaser what items you've swapped.
Add products
There are two types of products that you can add to an invoice:
Catalogue product.
Custom product: This if for products not listed in your Procure Wizard catalogue.
📌Note: You can only add custom products to your invoice if your customer has activated the Allow Custom Products setting on their account, otherwise, you won't see the Custom Product button.
Add a catalogue Product
To add a catalogue product, click Add Catalogue Product, then refer back to the swapping product section earlier in the guide to follow the steps to add.
Add a custom Product
To add a custom product, click Add Custom Product and follow the steps below:
Click Add Custom Product.
Fill in the description, quantity, SKU, and Unit Price, and Tax if applicable.
Select the categories this product is assigned to.
Click Add Custom Product.
Complete all the required fields and click Add Custom Product.
📌Note: Custom products have [CP] at the beginning of the description.