As a purchaser
Your supplier may request that you add their supplier account code to your portal. To locate, add or amend these, please follow the steps below:
Click the Admin Cogs.
Click Suppliers then click Manage Suppliers.
Click the supplier's name and locate Account Codes.
Enter or amend the supplier codes in the right-hand column.
Click Save Settings.
📌 Note: If you require this account code for a third-party website, you may need to ask the supplier directly for this as that code may not be the same.
As a supplier
To recognize your customer in your accounts system, assign account codes. You can set up your account codes on Procure Wizard in two ways:
On the screen: Best for when you're updating fewer than 10 accounts.
Export and import: Best for when you're updating 10 or more accounts.
Using this method, you can also review the current settings in one file.
On the screen
To change an account code, follow the steps below:
To open the home page, click the Home
icon.
Click Purchaser, then click Current Purchasers.
Select the customer to update, then click Structure.
Select the venue to update, then update the account code.
Click Save.
Export and import
To update more account codes, follow the steps below.
🤓 Tip: From this export you can also review the current settings in one file for all current customers.
Click Reporting, then click Purchaser Account Codes.
From the All Purchasers list, select the customer's name.
For a list of all your customers' account codes, leave this as All Purchasers.
Click Download CSV.
Update the account codes in the last column, then save the file as a CSV.
On Procure Wizard, click the Home
Click Reporting, then click Purchaser Account Codes.
Under Import Settings, click Select File and select your file.
Click Import.
📌 Note: A green banner displays to confirm that your upload was successful.