Procure Wizard

Cristian Bolba

Aurelian Bodea

Fabio Fois

Manage the supplier settings, price changes and spend. 

Suppliers

Supplier Management

If you need to confirm the trading relationship before being able to use the new supplier, you can do this within a few simple steps.

Manage new supplier trading relationships

If you need to manage the tolerance levels of invoices, you can do this within a few simple steps.

Automatic order management tolerance settings

If you need to manage the site connections to a supplier's price list, you can do this within a few simple steps.

Add site to a supplier price list

If you need enter or change your internal account code set against each supplier, you can do this within a couple of simple steps through supplier management.

Input internal account codes

If you need to manage or review the order management settings of your suppliers, you can do this within a couple of simple steps.

Changing the order management settings

If you need to manage or view your trading relationship with your suppliers, you can do this within a few simple steps.

Manage trading relationships with suppliers

If you need to export a price list by a future date, you can do this within a few simple steps.

Price list export by date report

If you need to allow or remove the ability to add future invoice dates, you can do this within a few simple steps.

Manage future invoice dates

If you need to activate or deactivate the requirement for all prices to require approval, you can do this within a few simple steps.

Manage the requirement for price approval on a supplier basis

If you want to manage if credits or orders go through the status awaiting acknowledgement, you can do this within a few simple steps.

Manage the status awaiting acknowledgement for orders and credits

If you need to attach a site to an Ad hoc supplier group, you can do this within a few simple steps.

Manage site linkage to Ad hoc supplier group

If you need update the supplier's minimum allowed credit value, you can do this within a few simple steps.

Manage a suppliers minimum allowed credit value

The following article outlines how to update and enter account code or vendor codes for Ad hoc suppliers.

Manage account codes for Ad hoc suppliers

The following article explains which should be the default option for categories for all your self managed suppliers.

Self managed supplier categories

You can update Supplier settings to ensure orders move automatically from Checked and Balanced to Completed.

Automatically move orders from Checked and Balanced to Completed

If you need to review or update your supplier's details such as bank details, please read the following article.

Supplier bank details

If you need to create a new Ad hoc supplier, you can do this within a few simple steps.

Set up an Ad Hoc supplier

If you need to create, build or add a new self managed supplier, you can do this within a few simple steps.

Create a self managed supplier

If you need to send out a communication to all your suppliers, the below article outlines what is currently available.

Send mass communication to suppliers

How to send test orders to the supplier. How to test if the supplier will receive an order by email.

Send a test order to a supplier

To manage which suppliers are active in the Ad hoc supplier group/s, you can do this within a few simple steps.

Deactivate an Ad hoc supplier

If you need to edit the name of an Ad hoc supplier, you can do this within a couple of simple steps.

Updating the name of an Ad Hoc supplier

If you need to review which mini markets a supplier is connected too, you can do this within a few simple steps.

Checking which mini market a supplier is attached to

If you need to manage the orders automatic outlet assignment rules for a self managed supplier, you can do this within a few simple steps.

Advanced stock automatic depletion of stock from self managed supplier

If you need auto assign auto created orders to a mini market, department and user, you can do this within a couple of simple steps.

Setting up auto mapping for auto created orders & credits

Can't see Self Managed SM Supplier when creating IP scan. Self Managed SM Supplier not visible when trying to create IP scan.

Can't see Self Managed SM Supplier when creating IP scan

You can find supplier delivery schedules, in a few easy steps.

Find supplier delivery schedules

I do not have the option to create a credit note on the order. How to create a credit note from an order that has failed a 2 or 3…

Create a credit note from an order that has failed a 2 or 3 way check

How to auto push orders through. Reasons why the status log showing auto push and a user is unable to perform this action.

Order auto push settings

If you need all orders to fall into the status does not balance including under charges, you can do this within a few simple steps.

Managing the orders that fall into does not balance due to under charges

If you need to know when and how back orders are created in the system, all aspects are covered in the below article.

Back orders explained

If you need to manage the ability to create credits at supplier level, you can do this within a few simple steps.

Create credits disabled for supplier

Supplier is no longer listed in the mini market.

Supplier products are not showing in the mini market

Update supplier delivery schedules for full system suppliers

If you need to set or update a minimum order value or delivery charge for a self managed supplier, you can do this within a few simple steps.

Manage minimum order value, items or delivery charges for self managed suppliers

if you need to manage the minimum credit creation limit, you can do this within a few simple steps.

Setting a minimum credit creation value

You can enable credit and return creation for suppliers when the Order Management settings are disabled.

Unable to change the settings in the Order Mgt tab in the supplier accounts

If you need to set orders or credits to auto acknowledge to skip this stage, you can do this within a couple of simple steps.

Setting orders and credits to auto acknowledge

If you need to update price files of self managed or ad hoc suppliers, you can do this within a few simple steps.

Manage price files for self managed and ad hoc suppliers

If you need to export the suppliers created within a Ad hoc group, you can do this within a few simple steps.

Export suppliers within a Ad hoc group

If you need to move an existing supplier to a full system, you can do this within a few simple steps.

Move a self managed supplier to full system

If you have a supplier that has not setup the deposit return scheme or needs help setting up DRS, you can do this within a few simple steps.

DRS - deposit return scheme - for self managed suppliers

If you need to update the currency of a supplier, you can do this within a few simple steps.

Managing the currency of a self managed supplier

If you need to update the contact details for your supplier, you can so this within a few simple steps.

Updating or adding primary contacts for suppliers

How to change EDI setting for new orders to portal. Suppliers unable to make amendments to invoices.

Change EDI setting for new orders to portal

How to automatically acknowledge all credits.

Automatically acknowledge credits for the supplier

If you need to update the order sending email address for a self-managed supplier, you can do this within a few simple steps.

Manage order email address for self-managed suppliers

Deactivating an Ad hoc Supplier

Red crosses appearing under the relationship fields. Supplier missing and not available.

How to confirm a trading relationship with a supplier

There is a supplier missing from the list.

How to view all suppliers

How to change / amend the name of a Supplier.

Change the name of a Supplier

How to remove a site from a price list. How to stop a site from ordering.

Detaching sites from a Price List

This article describes how to log in as a Self Managed or Ad hoc Supplier.

How to log in as a Self Managed or Ad hoc Supplier

How to see if this ad hoc supplier is already listed. How to check if there already is an ad hoc supplier on the system.

How to search for a supplier within the Ad Hoc Suppliers List

Can't find the products in MP scan when using the codes. Reasons why the products are not showing for this supplier in MP Scan.

Unable to find products in MP Scan for Ad Hoc Suppliers

Where to see the contact details for the supplier.

Contact the Supplier

If you need to update any details regarding the Ad hoc supplier, you can do this within a few simple steps.

Edit the details of an Ad hoc supplier

If you need to export the suppliers price file, you can do this within a few simple steps through reporting or manage suppliers.

Exporting supplier price file

If you need to view your suppliers minimum order values, you can do this within a few simple steps.

View minimum order values per site on screen

If you need to attach or remove a site from a supplier price file, you can do this within a few simple steps.

Adding sites to a price file

If you need to remove a product from your catalogue and are unable to contact anyone from the supplier to do this, you can do within a couple of simple…

Delisting Products directly from the supplier's price list

In this section, you’ll find guidance on what happens after a supplier uploads products to Procure Wizard. It explains how purchasers can review the items and either reject or approve…

Purchaser workflow following supplier products upload

If you need to approve, authorize or reject price changes or new product SKUs, you can do this in a couple of steps.

Accept or reject price changes

If you need to run a report to see how the price changes will impact the business, you can do this by running a report within a few simple steps.

Running a price impact report

If you need to view or report on who approved or declined price changes, you can do this within a few simple steps.

View who approved or declined prices

This article explains why no price is showing on a product.

No price showing on a product

If you need to review price changes, you can do this within a couple of simple steps.

Price change overview

If you need to report on and view which products have been recently de-listed by your suppliers and the impact this has had to your dishes and recipes, you can…

View recently delisted products

Report showing all the new products uploaded by the supplier. How to find out what products were uploaded in a certain timeframe.

Report for recent products uploaded to system

Unable to find product after rejecting new price change. Can't find item after declining price.

Unable to find product after rejecting new price change

If you need view the price impact date of recent price changes, you can do this within a couple of simple steps in the recent price change report.

View price impact dates of products

Recent Price Changes

If you need to report on past purchases on 1 or a few products, you can do this within a few simple steps.

Supplier Spend Analysis in Product Mode

Spend Analysis

If you need to automate price approvals, you can do this within a few simple steps.

Price list automation

Price List Automation

If you need to report on the order quality comments within orders, you can do this within a few simple steps.

Viewing the quality feedback comments

If you need to view who approved or declined a supplier request, you can do this within a few simple steps.

Audit of approved or declined supplier requests

Supplier requests

Management of Supplier Requests & Performance

Supplier Requests & Performance

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