If you have the relevant permissions enabled on your role, you can submit a request to add a new supplier to your account. The form goes to an approver who reviews it and sets up the supplier account. As part of this, the approver will also:
Assigning supplier to price lists
Attaching to any relevant mini market
Which supplier type should I request?
When you submit a request, the approver will set the supplier up as one of the following types. If you know which type you need, include it in the request details to help the approver:
Type | When to use | Supplier gets a PW login? | Who manages products and pricing? |
Self-managed | The supplier does not use Procure Wizard but you want to order from them in PW | No | You manage products and pricing on the supplierâs behalf |
Full system | The supplier has their own PW account and manages their own products and pricing | Yes | The supplier manages their own account |
Ad hoc | A one-off or occasional purchase where no regular price list is needed | No | Not applicable |
How to submit a supplier request form
Click on Admin Cogs
icon.
Click on Supplier Requests tab.
Click on Request New Supplier.
Complete as many details as possible to aid the process.
Once completed, select a User to submit the request to.
Submit.
How to view supplier requests
Click on Supplier Requests.
Supplier Requests.
Click relevant status:
My Requests.
Outstanding.
Accepted.
Rejected.
All.
What to expect after your request is approved
What happens next depends on the supplier type the approver selected:
Self-managed â The supplier appears in your Manage Suppliers list. Products, pricing, and a price list will need to be set up before orders can be placed. The supplier does not receive any system notification.
Full system â The onboarding team together with the supplier complete their account setup. This can take several days. You will not be able to place orders until the supplier has finished onboarding. Check progress under the Accepted status in Supplier Requests.
Ad hoc â The supplier is added for one-off or occasional purchases. No full price list setup is required.
â ď¸ Supplier requests cannot:
Merge two existing supplier accounts
Transfer products or pricing from one supplier account to another
Allow multiple customers to share a single price list â each customer requires their own individual price list per supplier
How to view permissions for supplier requests
Click on Organisation Administration.
Click on Roles.
Edit relevant role.
Click on Permissions tab.
Select Supplier Requests from left hand menu.
Tick relevant permissions.
Update.
â ď¸ Important: If you don't have relevant access, please contact your Head Office directly.