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User Quick Start Guide

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  • User Guides
  • User Quick Start Guide

Home

  • Home Page – 01 – Your First Steps with the Purchasing Console
  • Home Page – 02 – Purchasing Functions – First Steps

Buy Something

  • Buy Something – 01 – Creating, reviewing and editing a requisition
  • Buy Something – 02 – Forwarding a requisition for approval
  • Buy Something – 03 – Approving a requisition
  • Buy Something – 04 – Approved order actions
  • Buy Something – 05 – Repeat Order

Your Orders

  • Your Orders – 01 – Your Orders

Receiving

  • Receiving – 01 – Reconciling delivery

Accounts Payable

  • Accounts Payable – 01 – Reconciling a New Invoice
  • Accounts Payable – 02 – New Invoice Page
  • Accounts Payable – 03 – Saving an Invoice
  • Accounts Payable – 04 – Authorising an Invoice
  • Accounts Payable – 05 – Waiting For Authorisation
  • Accounts Payable – 06 – Accounts Payable Reports

Reports & Searches

  • Reports & Searches – 01 – Purchase Order Search
  • Reports & Searches – 02 – Invoice Search
  • Reports & Searches – 03 – Expenditure Reports
  • Reports & Searches – 04 – Exporting information

Support Policy

If you can't find the answer you are looking for you can create a support ticket using the support button on the left hand of the screen when you are logged into the PLANERGY app and our support team will help you

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