Sites
Manage Site Settings
By Cristian and 1 other2 authors25 articles
- Manage VAT and company details for each siteIf you need to manage the company details at site level you can do this within a few simple steps.
- Update the trading name of a siteIf you need to update the trading name of a site, you can do this within a few simple steps.
- Manage the sites legal entity nameIf you need to change the sites legal entity name, you can do this within a few simple steps.
- Switching between sitesIf you need to switch between sites, you can do this within a few simple steps.
- Update site detailsIf you need to amend or update details regarding a site, you can do this with a few simple steps.
- Delivery policiesCan you add the delivery policy to orders? Where do I add the delivery T&Cs?
- Setting the default site upon loginIf you would like to set your default site when logging you, you can do this within a few simple steps.
- Rename a siteHow to edit the sites name? Where do you change the units name?
- Manage the parent site of an existing siteIf you need to update the structure by updating the parent site, you can do this within a few simple steps.
- Manage site delivery addresses per departmentIf you need to set a delivery address per department, you can do this within a few simple steps.
- How to create a departmentThis article shows you the steps on how to create or edit a department
- Viewing price files attached to each siteHow to see which price files are attached a specific site.
- Setting a preferred site when logging inHow set which site when logging into PW.
- Explanation of colours of the various unitsIf you need to understand the colour classification of sites, you can do this using the article below.
- Use custom codesIf you want to use custom codes for sites coding, you'll need to contact us.
- Add T&C's on ordersHow to add T&C's on orders. Add Additional Notes into Orders.
- Sending automated PDF invoice copies to a designated mailboxReceive a copy of each invoice entered in Procure Wizard. PDF copy of each PW invoice.
- Manage site address and contact detailsIf you need to update a site address or contact details such as the phone number, you can do this within a few simple steps.
- Order cannot be created for this mini market without a valid department. Please contact your head officeAn order can not be created for this mini market without a valid department. Please contact your head office for assistance.
- How to navigate between multiple sitesHow to move between connected sites. Navigate between sites.
- Changing sitesI can't see or find an order placed by a unit.
- Report to see all price list attachments per siteView price lists are attached to each site. Breakdown of all price lists by site.
- Manage and set department codesIf you need to set or manage existing department codes, you can do this with a few simple steps.
- Add comments to an order for suppliers regarding deliveryHow to set a purchase order narrative in PW relating to delivery access times for suppliers by site. Add a note to the suppliers for details of access to eachâŚ
- How to update an unit / site CodeThis article describes how to update an unit / site Code.