Contents | Index | Search

• Welcome to this Help Guide
• Search for products
  • Navigate to the Product Search pag
  • Search for items
  • Use advanced search tools
  • View recommended and normal results
  • View search results in different screen layouts
  • Sort search results by alphabetical order or by price
  • Filter search results
  • Get more details about a product
  • Find alternative products
  • Add products to your basket
• Select items from Punch-out Suppliers
  • Navigate to the Punch-out Suppliers page
  • View and access Punch-out Suppliers
  • View Punch-out Supplier listings in different screen layouts
  • List Punch-out Suppliers in name order
• Purchase non-catalogue (free text) items
• Use the Supplier Directory
  • Navigate to the Supplier Directory page
  • See a list of every supplier available
  • Search for a supplier by name
  • Search for a supplier by product category
  • Advanced search options
  • Understanding and using search results
• Browse by Category to find products
  • Navigate to the Browse Category page
  • How to Browse by Category
• How to use My Basket
  • Navigate to My Basket
  • Name and save baskets to re-use later
  • Expand or collapse your view of My Basket
  • Find alternative products within My Basket
  • Add suppliers within My Basket
  • Change multiple VAT codes at once
  • Other ways to manage and update My Basket
  • Share your shopping basket
  • Checkout with My Basket
• Use your Saved Baskets
  • Navigate to Saved Baskets
  • Use and manage your Saved Baskets
• How to Quick Add items to your basket
• My Account - overview
  • Set default account details
  • Set an approval message
• Checkout your Basket
  • Enter Header information
  • Enter Billing information
  • Enter Accounting information
  • Enter Delivery information
  • Customise Order line information
    • Add an auxiliary reference
    • Add catalogue items to your order form
    • Add non-catalogue items to your order form
    • Remove items from your order form
    • Link individual items to contracts
    • Change VAT rate for individual items
    • Split delivery to multiple locations
    • Split account codes
    • Apply billing details to individual items
  • Send an order form for approval
  • Errors at the checkout page
  • Save an order form during checkout
  • Open a work-in-progress order form
• Manage order forms
  • Buyers - withdraw an order form before approval
  • Approvers - approve or reject an order form
  • Approvers - view order form history
  • Buyers - check status of an order form
  • Buyers - change an order form before approval
  • Buyers - clone an existing order form
  • Buyers - view the history of an order form
• Manage approved orders
  • All - resend an order to a supplier
  • Buyers - clone an existing order
  • Buyers - cancel an order after approval
  • Buyers - change an order after approval
• Make a new variation to an order
  • Navigate to the new variation page
  • Add items to an approved order
  • Change prices or quantities
  • Change account codes
  • Change supplier details
• Receipt orders
  • Receipt an entire order as correct
  • Mark an order as partially receipted
  • Receipt the remainder of an order
  • Return some or all items
  • Accept more items than you ordered
  • Close an order to complete receipting
  • View the receipt status of orders
  • See what's receipted at the line level
• Supplier and Catalogue enhancements
  • Upload a supplier logo
  • Add launch/expiry dates to catalogues
  • Set up delivery pricing schemes for suppliers
  • Apply delivery pricing schemes to catalogues
  • Add price discounts for larger quantities
  • Audit catalogue changes before publication
• Manage invoices that arrive without PO numbers
  • Enable a supplier for non-PO invoicing
  • What are IDNs and how do they work?
  • Set up an IDN
  • Edit an IDN
  • Enter a non-PO invoice manually
  • Manage non-PO invoices held in the suspense queue
  • Change the IDN on a non-PO invoice
• Contact us for more help
• Security and privacy
  • Privacy
  • Encryption