Organisation
Organisation Management
By Cristian and 3 others4 authors107 articles
Roles
Manage Roles
Mini market role permissionsIf you need update user permissions for mini market management, you can do this within a few simple steps.
PO Pad upon loginIf you need users to directly log into the PO pad screen, you can do this within a few simple steps.
Limit roles by purchaser groupIf you need to manage which purchaser group is assigned to a role, you can do this within a few simple steps.
Enable manage product nutritionIf you need to activate manage product nutrition in an user's role, you can do this within a couple of simple steps.
Manage system alerts within a roleIf you need to turn alerts off or on for a user, you can do this within a few simple steps.
Manage the ability to edit the supplier code within the invoice tabIf you need to activate or deactivate the ability to update the supplier account code within an order, you can do this within a few simple steps.
Activating lock approvals for stock controlsIf you need turn on the approval mechanism for lock approval in basic or standard stock, you can do this within a few simple steps.
How to create a new roleThis article outlines How to create a new role.
Role permissions to access Financial PeriodsThe below article describes how to give a role access to Financial Periods
How to view permission's allowing access to invoices assigned to RolesHow to view permissions allowing access to invoices assigned to Roles.
Export permissions assigned to Roles, relating to invoices.
Amend rights and role permissionsIf you need to update a user permission this is done within the role they are attached too, you can do this within a couple of simple steps.
Limiting which invoices can be accepted by a user by the status of the orderThe system will not allow the tick to Accept Checked and Balances Invoices Only.
Price approval role permissionsHow to activate price approval in the role.
Orders Overview Email Permissions to add or remove on a RoleHow to stop email notification alerts being sent out. Order overview email Permissions – Users Orders. How to set up a role to receive Order Overview Emails. Alert to send…
Managing access to manage suppliers sectionIf you need to restrict users access to edit the section manage suppliers including the order management page, you can do this within a few simple steps.
Managing the user's ability to select a past delivery date on ordersIf you need to restrict the user's ability to select a delivery date from before the creation, you can do this within a few simple steps.
Viewing and managing purchaser user alertsIf you need manage which alerts a user is receiving, you can do this within a few simple steps.
Creating a new roleIf you need to build a new role, you can do this within a few simple steps.
Internal order decision alertsIf you need to manage the alerts for when an order is approved or declined, you can do this within a few simple steps.
Manage available reports shown in the reporting suiteIf you need to activate or deactivate reports a user has access to in the reporting area, you can do this within a few simple steps.
Manage price approval alertsIf you need to activate or deactivate the alerts connected to price approvals, you can do this within a few simple steps.
Manage role rankingsIf you need to update or set the ranking levels in the roles, you can do this within a few simple steps.
Permission to advanced stock and outletsYou can update the role permissions and add users, or roles to view outlet.
Users are receiving email alerts requesting for stock takes to be approved when they shouldn't beUsers are receiving email alerts relating to stock approval when it's not enabled on the role. How to remove alerts being sent to use to approve stock take.
Activate the permission to amend delivery chargesIf you need to apply the permission to allow a user to update the delivery charge within the delivery tab, you can do this within a few simple steps.
Managing access to expected deliveriesIf you need to update the access to the expected deliveries section on the dashboard, you can do this within a few simple steps.
Updating supplier account code at order levelIf you need manage the user's ability to change the suppliers account code when viewing the order, you can do this within a few simple steps in the role.
How to see all standing orders from head officeSee all standing orders for all units. Export all standing orders from the system for all units. View all standing orders and order numbers. Delete a standing order.
Alerts related to the stock taking section of the laundry moduleYou can see what and how to set the alerts in the users' roles.
Stop users confirming future delivery datesHow to stop users confirming future delivery dates.
Permissions to view orderHow to change permissions to view all orders and how to change permissions to view own department orders.
Managing the role permission to create ad hoc ordersIf you need to manage the ability for a user to create an ad hoc order, you can do this within a few simple steps.
Manage orders the user has access toIf you need to manage or restrict what orders a user sees when logging in, you can do this within a few simple steps.
Ability to attach users to mini marketsRole permissions controlling attaching users to mini markets. Unauthorized changes to the approval structures are happening.
Amending Menus, Dishes and Recipe role permissionsUpdating user access rights into Menus, Dishes and Recipes.
Updating Delivery Charges on an order for a self managed supplierI need to change the role permissions.
I need a colleague to be able to update delivery charges on an order for a self managed supplier.
View only access to menus, dishes and recipesIf you need to set an user's role for a view only ability, you can do this within a few simple steps.
Managing the ability to create credits at user levelIf you need to activate or deactivate the ability to raise credits at user or role level, you can do this within a few simple steps.
Managing role access to create creditsIf you need to update a role to allow the user to create credits, you can do this within a few simple steps.
Permissions to alter the nominal, department, and site codes shown in order line itemsIf you need to switch on the ability to edit the nominal, department and site, you can do this within a few simple steps.
Permission to MP scanHow to give access to MP scan to an user / role.
Permission to spend analysis reportPermission to spend analysis report. Why can't an user view the spend analysis report.
Permission to Nominal ManagementHow to give access to Nominal Management.
User can't see Till Management on admin screenHow to give access to Till Management.
Limiting which invoices can be accepted by a user by the status of the orderUser is unable to tick Accept Checked and Balances Invoices Only.
Sites
Manage Site Settings
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.
Users & EVO
Manage Users & EVO
Detach user from a role or siteIf you need to remove a user from role and site, you can do this within a few simple steps
Setting holiday coverIf you need to set holiday cover, you can you do within a few simple steps.
Report on active holiday coverIf you need a report to show all users that have holiday cover activated and who is set as holiday cover, you do this within a few simple steps.
Audit log of a userThe following article outlines how to view a single user's audit log.
User's last login date and timeIf you need to see an user's last login time and date, you can do this within a few simple steps.
Manage departments assigned to usersIf you need to add, remove, edit or manage the departments assigned to a user, you can do this within a few simple steps.
Log into Procure Wizard via Access EvoIf you need to log into Procure Wizard via Access Evo, you can do this within a few simple steps.
Unable to log in on Access EvoThis document covers multiple reasons on no being able to log into Procure Wizard via Access Evo.
Assign products to users in Access EvoYou can assign products to users in Access Evo in a few easy steps.
Activate or deactivate users via Access EvoYou can activate or deactivate users in a few easy steps.
Locate your Access Evo administratorsIf you need to find who you Access Evo administrators are, you can do this within a few simple steps.
Unable to make amendments to user detailsThe article below explains why the user details are greyed out when viewing a user profile in Procure Wizard.
Manage user detailsIf you need to update an user's name, position, or email address, you can do this within a few simple steps.
Update users displayed nameIf you need to update, change or amend an user's displayed name, you can do this within a few simple steps.
Access Evo friendly URLIf you need the friendly URL login address for your username account members, you can find this this within a few simple steps.
Access Evo user cannot see Procure Wizard in the Access buttonIf you have an Access Evo user unable to see Procure Wizard icon to login, you can resolve this within a few simple steps.
Manage user administration access for Access EvoIf you need to update a user to be an Access Evo administrator, you can do this within a few simple steps.
Website address to log inIf you need the website address for logging into Procure Wizard, the following content will guide you to the page.
View which users are Access Evo administratorsIf you need to see which users have been set as an administrator within Access Evo, you can do this within a few simple steps.
Make a user an administrator in Access EvoYou can make a user and admin in a few easy steps.
Manage user site connectionsIf you need assign remove or update an user's role connection to a site, you can do this within a few simple steps.
User unable to loginIf you receive an error message upon login, this can be resolved in a few steps.
Password reset email not received as an EVO UserThe below article will outline steps to check for reasons why the email could not be received.
Edit an existing userThis article shows the steps on how to edit an user.
Amending an email address on a userIf you need to update or correct a username or email address of a user, you can do this within a few simple steps.
Who are my system administrators or super usersHow to see who the support users in the company are.
404 - file or directory not found appears when trying to log in404 - file or directory not found when trying to log in.
An user receives alerts when the role has No Alerts selectedThe user is receiving alerts but doesn't have this enabled on the Role.
Manage the default homepage URL per userIf you want to set a preferred landing page when signing into Procure Wizard, you can do within a few simple steps.
User export reportIf you need to export a list of all your users in Procure Wizard, you can do this within a couple of simple steps.
Create new users in Access EvoYou can quickly and easily create new users in for Procure Wizard in Access Evo.
User is able to view all orders via the dashboardUser is able to view all orders via the dashboard. Settings for an user to view all orders when not attached to the department. User shouldn't be able to view…
Manage user role assignmentsIf you need to assign or change an user's role, you can do this within a few simple steps.
Reasons why a user is unable to alter, amend or confirm invoicesIf you need to ensure a user is able to manage invoices, you can do this within a few simple steps.
Create a new userIf you need to create a new user in Procure Wizard, you can do this within a few simple steps.