Administration
Administration tasks for purchasers.
By Cristian and 3 others4 authors146 articles
Company Settings, Details & Contacts
Management of the Company Settings, Details & Contacts
- Default labelling export optionsIf you need to set or change the default layout of the labelling export file, you can do this within a few simple steps.
- Manage the number of allowed failed login attemptsIf you need to adjust the number of allowed failed login attempts, you can do this within a few simple steps.
- Adding company contact informationIf you need to update the primary contact for the account, you can do this within a couple of simple steps.
- Editing company contact informationIf you need to update the company contact information stored in Procure Wizard, you can do this within a couple of simple steps.
- Does the API control the layout of the label in my labelling solution.Can you adjust the label layout in Procure Wizard?
- Stop email approval of ordersHow to stop users from approving orders via email. Force users to log in to the system before approving orders.
- Add a new contactYou can add new contracts for your suppliers
- Copy invoice emailsHow to stop receiving copy invoices.
Financial Periods
Set Up & Manage Financial Periods
- Create financial periodsIf you need to create additional financial periods, you can do this within a couple of simple steps.
- Deleting or editing a financial periodDate range in the flash is incorrect Sales missing in flash reports
- Deleting or editing past or current financial periodsHow to delete or edit past or current financial periods. The flash has started on the incorrect day or is missing days.
Supplier Groups
Manage Supplier Groups
- Create and manage supplier groupsIf you need to create or update an existing supplier group, you can do this within a few simple steps.
- Limiting a role by supplier groupIf you need to limit an users role by a supplier group to limit which suppliers they see, you can do this within a few simple steps.
Organisation
Organisation Management
General Settings & Information
Purchaser General Settings & Information
- Product release notesThe below article will outline where you can find release notes.
- Setup guides and training materialThe following guide explains where to find training and setup material.
- Purchaser portal training materialIf you are looking for training material for Procure Wizard, you can find and allocate this within a few simple steps.
- Audit information requiredIf you require technical information regarding Procure Wizard for your auditors, you can do this within a few simple steps.
- Training environmentsA demo site for training can be developed as a chargeable feature.
- Add or update the company logoIf you would like to have your company logo visible in the top left corner of Procure Wizard, you'll need to contact us.
- Update the trading name of the pre-access market login pageIf you want to update the business name in the market site, you'll need to contact us.
- SSL certificate expiredIf you're unable to log into the app.tnawizard.com, you'll need to contact us.
- Remove all the notifications from My Alerts iconYou can't remove all of the notifications from My Alerts.
- Annual clean upThis article describes the areas that should be checked annually.
- Set the default company allergen disclaimerIf you need to set a default allergen disclaimer to appear in all dishes and recipes, you can do this within a couple of simple steps.
- Request API link to your labelling providerIf you need to create a link between Procure Wizard and your labelling provider, you can do this within a few simple steps.
- New functionality in the systemNew functionality in the system I want to submit change to the software.
- Customer Success TeamMeeting with CSM Manager Spoken to CSM Manager regarding query I need to speak with our Project Manager
- Emails not receivedIf you or a colleague have stopped receiving emails from Procure Wizard, you can resolve this within a few simple steps.
- Error message when importing files into Procure WizardIf you are importing a file back into Procure Wizard, and an error message has appeared, you can fix this within a few simple checks.
- Request the SFTP folder username and passwordIf you need the username and password for your designated SFTP folder, you can request this within a few simple steps.
- Learning Lite coursesIf you need to access our video learning material, you can do this within a few simple steps.
- Import budgets into cost commitmentIf you need to import your cost commitment budgets, you can do this within a few steps.
- Get the most out of Procure Wizard with Access EvoAn introduction to how Access Evo will enhance the efficiency and features of Procure Wizard.
- Manage title names in data store templatesIf the site has rebranded and the template names need to be updated, you can do this within a few simple steps.
- I need to contact my account managerIf you need contact your Access account manager, you can do this within a few simple steps.
- Adding Contract management groupsAdd Contract management group
- Adding an Employee into a Contract Management GroupAdd an employee into a Contract Management Group
- Change requests to the systemIf you have an idea that you would like to submit to our product team, you can do this within a few simple steps. New functionality. Change request. Ideas Portal.…