Supplier Portal
All processes related to the Supplier Portal.
By Cristian and 5 others6 authors90 articles
Price Lists
Update prices, allergens, nutrition, media & deposit.
Product Management
Create and manage your products & categories.
Orders, Credits & Invoicing
Management of Orders, Credits & Invoicing
Delivery Schedule, Splitting Rules & Discount Settings
Management & General Information about Delivery Schedules, Splitting Rules & Discount Settings
Create a splitting ruleIf you need to create a splitting rule, you can do this within a few simple steps.
Customer cannot order a product in Split QuantitiesCustomer cannot order a product in split quantities.
Adding in delivery date exceptions into the delivery schedulesAdding in the dates the supplier is closed, stop orders being placed for days the supplier is shut, delivery schedule exception dates.
Delivery and splitting rules
Requested date is different to delivery date received on the email by the supplierRequested date is different to delivery date received on the email by the supplier. Requested delivery date on details tab. Requested delivery date on supplier email.
Set lead times at product levelIf you need to set lead times, you can do this within a few simple steps.
Update a delivery scheduleYou can update existing and create new delivery schedules on your account.
Purchasers
Manage your customer settings.
Manage site delivery chargesYou can add or update a delivery charge on your account for your customers.
Purchaser primary contact informationIf you need the customers contact details, you can find these within a few simple steps.
Supplier Account Code set upIf you need to enter the internal Account Codes for a customer, you can do this in a few steps.
How to check if my customer connection has been set upHow can I check if I have a new customer set up on my account after the onboarding process.
Suspend relationship with customerHow to remove a purchaser or how to delete a purchaser who no longer makes purchases.
Link a new purchaser site to a Procure Wizard account as a supplierYou can add your customers new site to your account on Procure Wizard.
Customer bank account details have changedIf you need to update your bank account details with your Procure Wizard customers, you can do this within a couple of steps.
Minimum order valuesYou can add or update a minimum order value for each customer site on your account in a few easy steps.
Laundry
Manage your laundry process.
Supplier User isn't receiving laundry delivery logsUnderstand why a user may not be receiving laundry delivery logs and where to update their settings so they receive them correctly.
Match an invoice to a purchaser's laundry monitorYou can match an invoice to a purchaser's laundry monitor, in a few easy steps.
Reporting
View Reports, Report History & Scheduled Reports.
Purchaser Account Codes ReportEntering account codes on mass, site ID codes, purchaser account information and account break down.
Credits Overview ReportYou can run a report that details all of the credits on your account.
Delivery Rules ReportYou can export a report of your delivery schedules and the sites linked to them.
Administration
Company Details, Users, Depots, General Information & Others