Buyer Admin documentation
Contract Module
Buyer Admin: How do I create a local contract?
Buyer Admin: Introduction to the Contract Module
Buyer Admin: How do I approve a Framework?
Buyer Admin: How do I approve or reject Local Contracts?
Buyer Admin: Contract Spend Analysis
Buyer Admin: How do I bulk upload local contracts to the Contract Module?
Buyer Admin: How do I manage data within a live local contract?
The Purchasing Homepage and Administration Interface
Buyer: How can I customise the Homepage for my organisation?
Buyer: How do I create a Marketplace News article?
Buyer Admin: Introduction to the Administration interface
Workflow Editor
Logging in and Multi-Factor Authentication)
Buyer Admin: Multi Factor Authentication for logins
Buyer Admin - How do I access my admin account?
Buyer Admin: Accessing locked admin log-ins (including forgotten password)
End User Management
Buyer Admin - How do I deactivate a user's account?
Buyer Admin: Insights - How do I give access to users?
Buyer Admin - How do I create new end user accounts (basket punchout)?
Buyer Admin - Can I update a user's name if their name changes?
Sustainability (ESG) Module
Buyer Admin: How do I map sustainability attributes (supplier and global)?
Buyer Admin: How do I create my own organisation specific sustainability attributes for suppliers?
Buyer Admin: An introduction to Sustainability Data on Purchasing
Buyer Admin: How do I approve a supplier level Global Sustainability Attribute?
Supplier Catalogue Management
Buyer Admin: Price Approval - How do I approve or reject a price file?
Buyer Admin: The Supplier Onboarding Module (SIM) overview
Buyer Admin: How do I bulk invite suppliers to my Purchasing marketplace?
Buyer Admin: How do I connect with a supplier on my Purchasing marketplace?
Buyer: How do I mark an entire supplier catalogue as 'Preferred'?
Buyer Admin: How do I export a supplier catalogue?
Buyer Admin: How do I hide an entire supplier's catalogue?
Buyer Admin: How do I make a hidden catalogue visible again?
Buyer Admin - How can I change an item's visibility or status?
Supplier documentation
Managing catalogue data on the Supplier Portal
UNSPSC Version Update Guide
Supplier: How do I edit my product data?
Supplier: How do I upload my products?
Supplier: How do I approve a price file?
Supplier: How do I export my catalogue?
Supplier: How do I provide catalogue pricing?
Supplier: Why has my price file failed?
Supplier: How do I upload images to my catalogue?
Supplier: How do I upload PDF documents to my products?
Supplier: How do I delete products from my catalogue?
Supplier: Catalogue Management tab - What does each file status mean?
Supplier: How do I hide a product from a buyer(s)?
Supplier: How do I complete the OneAdvanced data templates?
Supplier: How do I amend a catalogue number?
Supplier: How do I maintain leading zeros on a .csv download?
Supplier: eClass codes
Supplier: How do I amend catalogue pricing?
Supplier: How do I add delivery charges to my catalogue?
Catalogue Management tab: How do I use the filtering options
Supplier: How do I create new products individually?
Logging in
Supplier: How do I request a new supplier portal login to be created?
Supplier: Multi Factor Authentication when logging in
Supplier: How do I reset my Purchasing account password?
Trader suppliers
Search and product visbibility
Supplier: How do my products appear on Purchasing?
The Purchasing Search: An overview for suppliers
Supplier: How do I find out if a product is currently visible to my buyers?
Contract Module
Supplier: How do I activate a framework contract?
Supplier: How do I export contract data from the Contract Module?
Supplier: Contract spend analysis
Supplier: How do I update an active contract?
Supplier: Introduction to the Contract Module
Supplier: How do I set up a local contract?
Sustainability Module
Supplier: Sustainability - Reporting on the ESG Insights Dashboard
Supplier: How do I tag my products with sustainability attributes (Global and Supplier)?
Supplier: An introduction to managing sustainability data
Supplier: How do I remove a sustainability attribute from my data?
Supplier: How do I create and manage supplier sustainability attributes?
Supplier: How do I tag my organisation against a global sustainability attribute?
Supplier: How can I see which of my products have sustainability attributes already assigned?
eQuotes
Insights reporting
Supplier Insights: Categorisation (UNSPSC) Dashboard
Supplier Insights: On and Off Catalogue Orders
Supplier: How can I view Insights reports?
Orders and Invoices
Supplier: How can I review any invoice rejections?
Supplier: Purchase Orders
Supplier: PO flip invoicing
Updating my profile
Buyer End User documentation
Buyer Insights: On and Off Catalogue Orders
Buyer: How do I download a PDF copy of my Purchase Order?
Buyer: Sustainability - Reporting on the ESG Insights Dashboard
Buyer End User (eReqs and basket workflow users only): Multi Factor Authentication for logins
Buyer User Guide: How do I raise a free text order?
Buyer User Guide: Searching on the Purchasing marketplace
Buyer User Guide: How do I search for sustainable products?
Buyer User Guide: How do I configure my Homepage?
Buyer: How do I use the eQuotes module?
Buyer User Guide: The Purchasing Homepage
Buyer User Guide: How do I create and use Saved Baskets?
Buyer User Guide: How do I 'favourite' a product?
Buyer User Guide: How do I customise Insights on the homepage?
General
Release Notes & Product Roadmap
Release Notes
2024
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Release Notes 17th October 2024
Release Notes 3rd October 2024
Release Notes 18th July 2024
Release Notes 5th September 2024
Release Notes 20th June 2024
Release Notes 6th June 2024
Release Notes 23rd May 2024
Release Notes 9th May 2024
Release Notes 18th Jan 2024
Release Notes 22nd Feb 2024
Release Notes 18th April 2024
2023
Release Notes 17th Aug 2023
Release Notes 03rd Aug 2023
Release Notes 06th Jul 2023
Release Notes 22nd Jun 2023
Release Notes 07th Jun 2023
Release Notes 24th May 2023
Release Notes 11th May 2023
Release Notes 27th April 2023
Release Notes 13th April 2023
Release Notes 30th March 2023
Release Notes 02nd February 2023
Release Notes 16th February 2023
Release Notes 02nd March 2023
Release Notes 16th March 2023
Release 19th January 2023
Release Notes 11th Dec 2023
Release Notes 23rd Nov 2023
Release Notes 09th Nov 2023
Release Notes 26th Oct 2023
Release Notes 12th Oct 2023
Release Notes 28th September 2023
Release Notes 30th Aug 2023
2022
Release 4th August 2022
Release 8th December 2022
Pending eCat Releases
Release 18th August 2022
Release 7th July 2022
Release 23rd June 2022
Release 9th June 2022
28th April 2022 Release Notes
26th May 2022 release
28th April 2022 release
3rd March 2022 release
17th February 2022 Rlease Notes
13th January 2022 release
2021
September 14th 2021 Release
27th May 2021 Release
Release 17th December 2020
July 22nd 2021 Release
25th November 2021 Release
October 14th Release Notes 2021
30th Septemeber 2021 Release Notes
11th September 2021 Release
Release Notes 2nd September 2021
Release Notes 19th August 2021
5th August 2021 Release Notes
Release 8th July 2021
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17th June 2021 Release
Release -Amendments Service - 8th April 2021
Release - 4th March 2021
Release 4th February 2021
Release Notes - January 21st 2021
Product Roadmap
Marketplace (Purchasing) Video Content
Video - Buyer Insights
Video - eQuotes
Video - Price Approval
Video - eOligo Module
Video - Purchasing Overview Project v1
Video - Sustainability Module - Buyers and Suppliers
Video - eServices Module
Video - Free Format
Video - Saved Baskets and Favourites
Video - Basket Workflow
Video - Managing Internal Catalogues
Video - Supplier Insights
Video - PO Flip eInvoicing
Video - eFinancials Integration.mp4
Video - eCatalogue Overview
Videos - Punchouts
Video - eRequisitions
- All Categories
- Supplier documentation
- Managing catalogue data on the Supplier Portal
- Supplier: How do I add delivery charges to my catalogue?
Supplier: How do I add delivery charges to my catalogue?
Updated by AD team
If you have charges for postage and packing, dry ice, minimum order values, heavy items etc. (collectively: ‘Delivery Charges’) these will need to be uploaded to your catalogue as items so end users can add them to orders.
Delivery Charges are loaded and formatted using the same Standard Data Template used to load products, or can alternatively be added individually using the Create Product option on the Catalogue Management tab.
How do I add delivery charges to my catalogue?
Option 1: Via the Data Template
- From the supplier portal, select Catalogue Management
- Select the Upload button in the top right of the screen and choose Products from the dropdown:
- The window you are presented with is split into three tabs; The first tab you are defaulted to is File. From there, download the Standard Data Template
- Fill in the details on the spreadsheet:
- Assign a Catalogue Number for the delivery charge
- The Description should clearly outline the type of charge e.g. standard, dry ice, priority, under £50 so that end-users can easily determine when the delivery charge should be added to a order
- Pack size should always be ‘1’ and UOM always ‘each’
- The UNSPSC code for a delivery charge is 78102200
- The Product Mapping Tag column should be completed with ‘DC’ (which stands for Delivery Charge) if you are adding a delivery charge so the system can recognise it isn’t a normal product
- Details of when the delivery charge should be applied can be added to the 'Long Description' column. Try to keep this as clear as possible, as delivery charges are interpreted and added manually to orders by end users.
- Save the file
- Go back to the Catalogue Management tab and attach your completed file and click submit:
- Prices should be loaded as for any other product via the file upload tab using the pricing template; charges can differ between institutions, or delivery charge products can be hidden if a particular buyer is exempt from that charge.
An example of the above data can be found below:
Catalogue Number | Description | Long Description | Pack Size | UOM | UNSPSC |
DRY-ICE | Dry Ice | Please add one charge to each order containing at least one product that requires dry ice shipping. | 1 | Each | 78102200 |
PRIORITY-10 | Priority Delivery | Please add one charge to each order that requires next day delivery (Before 10 am) | 1 | Each | 78102200 |
25KG-PLUS | Standard Carriage Per Order | Please add one charge to each order (UK Mainland standard) | 1 | Each | 78102200 |
Option 2: Individually via the 'Create Product' pop-out
- From the supplier portal, select Catalogue Management
- Select the Create Product button in the top right of the screen. The window you are presented with is split into four tabs:
- Complete the Mandatory tab information. Further data (such as the product mapping tag which must be completed for delivery charges) can be provided within the Additional and Specifications tabs. As a guide, the following points should assist with completing this:
- Assign a Catalogue Number for the delivery charge
- The Description should clearly outline the type of charge e.g. standard, dry ice, priority, under £50 so that end-users can easily determine when the delivery charge should be added to a order
- Unit of Measure should always be ‘each’, and Pack Size should always be ‘1’
- The UNSPSC code for a delivery charge is 78102200
- The Product Mapping Tag box should be completed with ‘DC’ (which stands for Delivery Charge) so the system can recognise it isn’t a normal product
- Use the Long Description box to add further details of when the delivery charge should be applied. Try to keep this as clear as possible, as delivery charges are interpreted and added manually to orders by end users.
- Click submit - the delivery charge product will be created. If you need to add more, follow the steps above again
- Prices should be loaded as for any other product via the File Upload tab using the pricing template; charges can differ between institutions, or delivery charge products can be hidden if a particular buyer is exempt from that charge