Buyer Admin documentation
Contract Module
Buyer Admin: Introduction to the Contract Module
Buyer Admin: How do I approve or reject Local Contracts?
Buyer Admin: How do I approve a Framework?
Buyer Admin: How do I create a local contract?
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 - Can I update a user's name if their name changes?
Buyer Admin: Insights - How do I give access to users?
Buyer Admin - How do I create new end user accounts (basket punchout)?
Sustainability (ESG) Module
Buyer Admin: How do I approve a supplier level Global Sustainability Attribute?
Buyer Admin: An introduction to Sustainability Data on Purchasing
Buyer: Sustainability - Reporting on the ESG Insights Dashboard
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?
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
Supplier: How do I approve a price file?
Supplier: How do I amend a catalogue number?
UNSPSC Version Update Guide
Supplier: How do I edit my product data?
Supplier: How do I upload my products?
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 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: Introduction to the 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: How do I set up a local contract?
Sustainability Module
Supplier: How do I tag my organisation against a global sustainability attribute?
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 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 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
Setting up MFA in Google Chrome Extension
Setting up MFA in Microsoft Authenticator and Removing an Existing QR code
Supported Frameworks
MFA Browser Extensions
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
2021
September 14th 2021 Release
14th September 2021 Release Reference Impacted area Description 14390 Supplier Punchout Connections Additional fixes to issues rregarding Supplier Part Auxilliary ID.
27th May 2021 Release
27th May 2021 Release Reference Impacted Area Description 13364 Invoice PDF Text on document 'Invoice' changed to 'Tax Invoice' 13363 ABW Invoices Fixed bug on the formatting of quantity. 13305 Tech…
Release 17th December 2020
Reference Impacted Area Description 11795 Buyers Contract Module The message that pops up when a buyer rejects a local contract is now amended to include that the supplier has been notified of the re…
July 22nd 2021 Release
July 22nd Release 2021 Reference Impacted area Description 13906 Contract Data Fixed issue where not able to invite Buyers from the framework at supplier assignment level. 13905,13618 Contract Data F…
25th November 2021 Release
25th November 2021 Release Reference Impacted area Description 14990 Review baskets/basket workflow. Event log for a review basket showed ID rather than name of custom fields. Changed to show the nam…
October 14th Release Notes 2021
14th October 2021 Release Reference Impacted area Description 9852,9850,9851 Contract Data Buyer Insights Contracted spend report now contains contract Name as a data column on screen, a filter for t…
30th Septemeber 2021 Release Notes
30th September 2021 Release Reference Impacted area Description 13646 Requsitions Header Level Fields Internal changes to optimise storage of header level field data to imporve performance. 14070 Req…
11th September 2021 Release
11th September 2021 Release Reference Impacted area Description 14390 Oligo punchouts Fix to issue for Oligo punchouts casued by recent Supplier Part Auxillary ID changes in previous release.
Release Notes 2nd September 2021
2nd September 2021 Release Reference Impacted area Description 13762 Delivery Charges Pop Up Text colour changed on Add to Basket butoton to imporve readability. 13730,13729,13601,13600, Punchout con…
Release Notes 19th August 2021
Release Notes 19th August 2021 Reference Impacted area Description 13766 Workflow Editor When a step is deleted from the workflow, there are now options as to whether to delete paths below or retain…
5th August 2021 Release Notes
5th August 2021 Release Reference Impacted area Description 13879,13626 Supplier Contract Data Enable the tick box on rejected frameworks so that a supplier can re-invite a buyer to a rejected framew…
Release 8th July 2021
Release notes for the 8th July 2021 release Reference Impacted area Description 13614 Supplier contract module Suppliers must now assign items to a framework that has been set at item level, before t…
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Release Notes - 24th June 2021 Reference Impacted Area Description 13751 cXML integrated orders generated via reqs2 aggregation. When requsitions2 was used to create an aggregated order, the incorrec…
17th June 2021 Release
17th June 2021 Release Reference Impacted Area Description 12971 Self Invoicing Fixed issue whereby a rejected invoice blocked creation of a new invoice for that order. 12254 NHSSC feed Fixed issue w…
Release -Amendments Service - 8th April 2021
Reference Impacted Area Description 10929,10928 Order Amendments Workflow Control of self approval in workflow. Approval steps now have an option to define if an approver defined at that stage can se…
Release - 4th March 2021
Reference Impacted Area Description 11833 Requsition2 Aggregation Requisitions which are pending aggregation can now be rejected at that stage. Lines can also be rejected by entering into edit mode.…
Release 4th February 2021
Reference Impacted Area Description 11832 Requsition2 Aggregation When a user approves an aggregation to be turned into an order, the screen shows a status which moves from pending aggregation to app…
Release Notes - January 21st 2021
Reference Impacted Area Description 11799 Basket Workflow Change to basket return on final approval to generate basket return and behave exactly as a standard checkout. Note that at this time this wi…