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Knowledge Base

Purchases & Payables

Purchases & Payables

Managing bills, purchase orders, and expenses for accurate reports.

Vendor Set Up

Set up a new vendor in Wiise

Set up vendor payment terms

Set up your vendor for EFT payments

ABN Lookup

Review vendor ledger entries

Navigate Vendor Ledger Entries for Purchasing Officer

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Purchasing Basics

Set up a purchase quote

Set up a simple Purchase Order

Navigate a set-up purchase order

Receive partial and multiple deliveries against purchase orders

Update the Delivery Date on a Purchase Order

Add Non-Inventory Items to a Purchase Order

Set up a purchase invoice

Use the Copy Document Feature

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Inventory & Warehouse Purchasing

Add a Blanket Purchase Order

Set up a Purchase Order on Location with an Inventory Put-Away option

Set up a Purchase Order on Location with Warehouse Receipt and Put-Away enabled

Use Item Tracking in Purchase Orders

Manage inventory at multiple locations

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Payments & Remittance

Set up EFT

Use a payment journal to create EFT payments

How to create BPAY batch payments

Print or email EFT Remittance Advice Overview

Apply Purchase Prepayments

Enable vendor blocking for purchase transactions

Review and approve payments

How to record and apply payments using the payment reconciliation journal

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Reordering & Planning

Set up recurring purchase orders

Set up Prepayments

Set up an Item Reordering Plan Using Replenishment Policies

Use Requisition Worksheet

Use a planning worksheet to optimise purchase decisions.

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Closing & Approvals

Close Outstanding Purchase Orders

Set Up Approval Workflows for Purchase Orders

Set Up Approval Users

Purchase Returns & Credits

Raise a Purchase Return Order

Set up a purchase credit memo

Raise a Credit Memo Using the Cancel Action

Raise a Credit Memo Using the Correct action

Raise a Credit Memo Using the Corrective Purchase Credit Memo Action

Process Over Receipts

Follow up on supplier credits

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Manage Vendor Pricing

Set Up Vendor-Specific Pricing and Discounts for Items

Import Vendor Pricing and Catalogue Using Configuration Packages

New Zealand

EFT Payments | Wiise New Zealand