# June 2024 Product Update

> Our Product & Engineering Team’s focus in June 2024 has been the (very exciting) AI Invoice Creator, some quality-of-life enhancements for Purchasers, and a major enhancement for users of our Inventory module.

Source: /updates/2024/june-2024-product-update

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# June 2024 Monthly Wrap-Up

Product Update

Published July 9th, 2024

![Headshot of Harry Balding smiling with a reddish beard](/images/harry-pp.avif)

Harry Balding, PurchasePlus Platform Expert

Welcome

Our Product & Engineering Team’s focus in June 2024 has been the (very exciting) AI Invoice Creator, some quality-of-life enhancements for Purchasers, and a major enhancement for users of our [Inventory](/inventory-management#) module. Please read below to learn about the new features that you can use in [PurchasePlus](/).  

Jump To

[AI Invoice Creator](#Ai-Invoice-Creator)

[Create an Invoice from a Purchase Order or Goods Receiving Note](#Create-Invoice-from-PO-or-GR)

[Accelerating Receiving to Inventory](#Accelerating-Receiving-to-Inventory)

[View Substitute Products in Product Information Window](#View-Substitute-Products)

[New Permission: Create Temporary Quotes](#Create-Temporary-Quotes)

[Additional Onboarding Assistance](#onboarding-Assistance)

[Recipes Enhancements](#recipes-enhancements)

**AI Invoice Creator**

When creating an Invoice, we now offer a new Drag and Drop PDF option. This option uses our new AI Scanning feature; the supplied PDF will be scanned using our new AI technology and then created in PurchasePlus as an Invoice.  

[![Create a New Invoice screen with AI drag-and-drop PDF upload selected](/images/ai-invoice-creator-1.avif)](/images/ai-invoice-creator-1.avif)

Above: Creating a new Invoice using the Drag-and-Drop style AI Invoice Creator.

The Invoice scan must be checked by a PurchasePlus user at your Organisation, prior to it being officially created as a regular Invoice.   

[![Invoice Creator form beside a PDF invoice preview for side-by-side entry](/images/ai-invoice-creator-2.avif)](/images/ai-invoice-creator-2.avif)

Above: The Ai Invoice Creator extracts data from PDF Invoices and creates an Invoice scan for your review.

  
Please consider this feature as **experimental**, as our team will be improving this feature over the coming weeks, so that our AI uses strategies to find an existing product in PurchasePlus and uses that as the Invoice Line product (rather than creating a new product unnecessarily).  
  
Please try it out, and [get in touch with us](/contact-us) and share with us your thoughts and feedback.  

**Create an Invoice from a Purchase Order or Goods Receiving Note** 

When creating an Invoice, we now offer the option to create the Invoice from a Purchase Order or a Goods Receiving Note. The Invoice will be generated from the information on the selected Purchase Order or Goods Receiving Note:  

[![Create Invoice from PO or GR](/images/create-invoice-from-po-or-gr-1.avif)](/images/create-invoice-from-po-or-gr-1.avif)

Above: Selecting a Purchase Order (or Goods Receiving Note) on which to base your new Invoice.

..and the result must be checked by a PurchasePlus user at your Organisation, prior to it being officially created as a regular Invoice.  

[![Invoice Creator form showing totals before creating an invoice from a document](/images/create-invoice-from-po-or-gr-2.avif)](/images/create-invoice-from-po-or-gr-2.avif)

Above: Users must double-check the details of the Invoice before it is officially created in the system.

**Accelerating Receiving to Inventory**

Users that Receive to an Inventory location when creating a Goods Receiving Note will now have a more streamlined experience. If only a single [Stock Item](#https://learn.purchaseplus.com/articles/introduction-to-inventory-stock-items) exists that appropriately matches the item being received, then this Stock Item will be pre-selected for the user when Receiving. The user will not have to decide to select a Stock Item, as it will be pre-selected for them.  
  
**Note**: This feature is only available to Purchasers that have enabled our [Inventory](#https://www.purchaseplus.com/inventory-management) Module.  

[![Stock Items pre-selected when Receiving Goods with one match](/images/pre-selecting-matching-stock-items-to-accelerate-receiving-to-inventory.avif)](/images/pre-selecting-matching-stock-items-to-accelerate-receiving-to-inventory.avif)

Above: Stock Items will be pre-selected when Receiving Goods if only one possible match exists

**View Substitute Products in Product Information Window**

When viewing a Product’s Information Window, we now show Substitute Products for ease of Inventory and Recipe Management. Substitute Products are only applicable to the products in PurchasePlus that are owned and managed by your Organisation. A Substitute Product is one that your Organisation considers similar to or equivalent to the product you are viewing.   

[![Viewing substitute products in the product information window](/images/product-substitutes-area-in-info-window.avif)](/images/product-substitutes-area-in-info-window.avif)

Above: Viewing Substitute Products in the Product Information Window.

**New Permission: Create Temporary Quotes**

To assist with Purchasing control and efficiency, users with this new ‘Create Temporary Quotes’ permission will be able to:  
   
\- Create a Temporary Quote in Advanced Shopping Mode and in Cart Summary view in Basic Shopping Mode:  

[![Creating a Temporary Quote in Basic Shopping Mode](/images/create-temporary-quote-cart-view-basic-shopping-mode.avif)](/images/create-temporary-quote-cart-view-basic-shopping-mode.avif)

Above: Creating a Temporary Quote in Cart Summary View in Basic Shopping Mode.

\- Edit the Unit Price and Tax % on each Line in Advanced Shopping Mode, given that a Supplier has already been applied to the Line.  

[![Advanced shop highlighting unit price and tax percentage fields](/images/screenshot-2024-07-08-at-11-10-02.avif)](/images/screenshot-2024-07-08-at-11-10-02.avif)

Above: Editing Unit Price and Tax Percentage in Advanced Shopping mode

**Additional Onboarding Assistance**

Dozens of new Help article links have been added throughout PurchasePlus, assisting new users (and experienced users, using new functionality) to get up to speed quickly. The articles are all housed in our [Help Center](#https://learn.purchaseplus.com/articles/for-purchasers). If you notice that we are missing an article that you would find helpful, please [let us know!](/contact-us)  
  
Additionally, new ‘Welcome’ messages have also been added to important areas in PurchasePlus, introducing features and functionality to new users. Once these messages are dismissed, they will not be displayed again.  

[![Catalogs page welcome banner introducing Self Managed and Supplier Managed](/images/welcome-messages.avif)](/images/welcome-messages.avif)

Above: Welcome Messages throughout PurchasePlus introduce features to new users.

**Recipes Enhancements**

We have continued to enhance our Recipes functionality over the past month.  
  
Users can now Remove an Ingredient from a Recipe entirely (it can be added back later again if needed):  

[![Removing an ingredient from a recipe](/images/remove-ingredient-from-recipe.avif)](/images/remove-ingredient-from-recipe.avif)

Above: Removing an Ingredient from a Recipe.

Additionally, users can quickly view the Recipes in a Menu by clicking on the count of Recipes in the All Menus view, without clicking into the Menu itself.  

[![Recipes listed in a Buffet Menu modal from the recipes count](/images/quickly-view-recipes-in-a-menu.avif)](/images/quickly-view-recipes-in-a-menu.avif)

Above: Clicking the Recipes Count will show the user the Recipes in the Menu

For any questions, please contact us via email on [help@marketboomer.com](mailto:help@marketboomer.com?subject=PurchasePlus%20Enquiry) or phone us on [+61 2 8215 7133](tel:+61282157133).

![Headshot of Harry Balding smiling with a reddish beard](/images/harry-pp.avif)

Harry Balding

PurchasePlus Platform Expert

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