Sites
Manage Site Settings
By Cristian and 2 others3 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 each…
How to update an unit / site CodeThis article describes how to update an unit / site Code.