Our Product and Engineering Team worked tirelessly in October to deliver enhancements to our Credit Note, AI Scanning, and Inventory Management functionality for Purchasers using our platform.

Additionally, we have continued to build features for Suppliers to manage their profiles and Catalogs in PurchasePlus, but it is still recommended that Suppliers use our Legacy platform for the time being.
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Please read below to learn about the new features that you can use in PurchasePlus.

Following the release of the Credit Note Line and Sub-Line functionality last month, there are now two new methods that you can use to rapidly create Credit Notes in PurchasePlus.

1. You can create a Credit Note using AI Scanning via [Invoices] → [Credit Notes] in the side navigation bar, and then selecting [Create a New Credit Note]. Alternatively, you can visit [Invoices] → [AI Scanning Inbox] in the side navigation bar, and select [Create New Scanning Task].

Simply drag and drop the Credit Note PDF into the upload area, and our AI Scanner will create the Credit Note from the Header and Line information that is available:

2. You can also now create a Credit Note from a selected Invoice, Purchase Order or Goods Receiving Note via [Invoices] → [Credit Notes] in the side navigation bar, and then selecting [Create a New Credit Note].

Select [Create From Document], and then select the desired document using the drop-down fields. Clicking [Create Credit Note] will then create a Credit Note with lines that match the selected document.

When reviewing an AI Scanning Task and clicking [Create Invoice] or [Create Credit Note], the document can now be automatically processed according to your Flag Settings and Thresholds so that it initially appears in a Flagged or Reconciled state (instead of an Open State). 

This feature is optional and can be toggled on and off per Purchaser.

There is now a new state of Completed for an AI Scanning Task (rather than the Scanning Task simply disappearing when completed). This status speaks to the fact that the Scanning Task is now read-only - it is no longer editable, as a document has already been born from it.

To complement this new state, we've also added a [Document] column to the AI Scanning Inbox. If the state of the AI Scanning Task is “Completed”, then the link to the P+ Invoice or Credit Note that was born from the Task will appear here.

Additionally, you now have tabs in the AI Scanning Inbox to quickly filter the Scanning Tasks by Status: View All, Scanning, Scanned, Completed and Failed.

Finally, you can now advanced search the AI Scanning Inbox by "Invoices Only" and "Credit Notes Only”:

Suppliers logging into (New) PurchasePlus will now be able to:
- Navigate to a new “My Purchasers” option in their side-navigation menu. This page will display a list of the Purchasing Organisations with whom the Supplier has a Trade Relationship - whether it is Enabled or Disabled.
- Click into a “My Purchaser” and view the Catalogs assigned to the Purchaser:

Furthermore, from the Catalog side of things, Suppliers can now:
- Create a new Catalog and add Products with a Unit Value and Tax %.
- Click the "Purchasers" tab on a Catalog to view Purchasers to whom the Catalog is assigned.
- Assign a Catalog to a Purchaser via the new Purchasers tab on a Catalog. Please note, Suppliers can only assign a Catalog to a Purchaser with whom they have an established Trade Relationship:

The following new features are available to users at Purchasing Organisations where our Inventory Module is enabled.

We now offer a new Requisition Type of "Stock Location" and the selected Stock Location acts like a Buy List - i.e., filtering the Products down to only those already held as Stock items in the selected Stock Location.

The Stock Location Requisition shows the user the current Quantity of the Item as well as the PAR Level. This is a very powerful way to replenish the stock levels of a specific Stock Location and ensure that you never run out of important products.

Inventory users can now manually adjust the Unit Value of a Stock Item that is being held in a Stock location, in the case of revaluation or to correct errors made while receiving goods. 

When in a Stock Location, you can adjust the Unit Value of a Stock Item using the [More] menu's [Edit Unit Value] option:

Additionally, we now have a Value Adjustments Tab in a Stock Location, where you can see a list of the Value Adjustments made to the Stock Items held in that Stock Location.

Finally, when in a Stock Location, you can view the Quantity and Value History of a single Stock Item using the "More" menu "View History" option:

There is now a [Clear Zero Quantity Items] option in the header of a Stock Location. Clicking this button will remove the connection between all zero-quantity Stock Items and the Stock Location that you are viewing, and they will no longer appear in the Stock Location.

Additionally, you can now “hover to edit” the PAR (Periodic Automatic Replacement) Level and Re-Order Level columns when viewing a Stock Location.

There is now a “Start All Stocktakes” option in the Start New Stocktake form. This is a powerful time-saving feature for users that manage Stocktakes across multiple Stock Locations.

- We have added Next and Previous page buttons to all Audit Logs so you can now view more than 20 items.
- We have improved the Match PO to Invoice Modal so that it shows a new column that is a count of the Invoices already matched to the PO:

For any questions, please contact us via email on help@marketboomer.com or phone us on +61 2 8215 7133.