Training Hub
Welcome to the Procurement Partners Training and Documentation Hub! Here you will find many available tutorial videos and useful documents to help learn the system and assist with common issues.
Introduction to Procurement Partners
New to Procurement Partners? This video will outline the basics of our system, including some of the special functionality and features we offer to you and your organization, and why using our service will be a benefit to you!
Logging In & Changing Your Password
The following video contains instructions on how to log into Procurement Partners and change your password to a preferred one.
Forgot Username / Password
The following video contains instructions on how to log into Procurement Partners and change your password to a preferred one.
Ordering with Vendor Direct
This video will show you how to place orders using Vendor Direct.
How to Allow Pop-Ups for Vendor Direct
This video will instruct you on how to allow pop-ups for Vendor Direct vendors within Procurement Partners.
Ordering with Hosted Catalogs - Browse
This video will show you how to find products in your Hosted Catalogs using the Browse feature.
Ordering with Hosted Catalogs - Search
This video will show you how to find products in your Hosted Catalogs using the Search features.
Ordering with Hosted Catalogs - Order Entry
This video will teach you how to place an order using Order Entry.
Recurring Orders
This video will teach you how to create, update, and manage your recurring orders (saved shopping carts) within the Procurement Partners system.
Shopping Carts
This video will teach you how to create, update and submit your orders (shopping carts) within the Procurement Partners system.
Invoice Approvals
This video will instruct you on how to best approve invoices within the Procurement Partners system.
Budget Sidebar
This video demonstrates the new budget sidebar tool’s functionality to help with tracking and managing your organization’s budget.
Total Invoice Manager
This video shows how to use the new premium Total Invoice Manager tool to automatically read and fill in your offline invoice details.
Documentation
We also offer a wide range of documentation to assist in using the Procurement Partners system! Each link is accompanied by a short description of the document and to whom the document will be most useful.
Ordering Documentation
| Document (PDF) | Description | |
|---|---|---|
| User Guide - General Purchasing | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20General%20Purchasing.pdf | New to Procurement Partners? This guide will cover the basics for getting started, including logging in, updating your password, placing your first order and approving invoices. |
| Quick Guide - Item Attributes | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20Item%20Attributes.pdf | This document is a quick reference for the Item Attribute icons used within the Procurement Partners system along with their meanings. |
| Quick Guide - Editing GL Codes on Orders & Invoices | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20Editing%20GL%20Codes%20on%20Orders%20%26%20Invoices.pdf | This document will clarify how to edit GL codes for both orders and invoices within the Procurement Partners system. |
| User Guide - Split GL Editing | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Split%20GL%20Editing.pdf | Procurement Partners supports split GL editing, allowing you to split a single order, invoice or item across two or more GL codes and/or locations. This document details how to split GLs. |
| User Guide - Order Approval | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Order%20Approval.pdf | This document is intended to provide instruction on how to approve orders within the Procurement Partners system. If you are a part of the order approval process, this document is for you. |
| User Guide - Ordering with Multiple Location Access | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Ordering%20with%20Multiple%20Location%20Access.pdf | Most users of the Procurement Partners system only have access to one primary location within their organization. However, some users such as managers of multiple sites, corporate users, or users who float between two or more facilities may need to place orders for more than one location. If you fall into this latter category, then this document is for you. |
| Quick Guide - Emails (Order Confirmation) | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20Emails%20(Order%20Confirmation).pdf | This document is designed to instruct users on how to opt in to receive order confirmation emails from vendors from whom they order. |
Invoicing Documentation
| Document (PDF) | Description | |
|---|---|---|
| User Guide - Invoice Approval | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Invoice%20Approval.pdf | This document is intended to provide detailed instruction on how to approve invoices within the Procurement Partners system. If you are a part of the invoice approval process, this document is for you. |
| User Guide - Invoice Searching Best Practices | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Invoice%20Searching%20Best%20Practices.pdf | Looking for help with searching for invoices easily? This document provides some advice and best practices for efficient and effective invoice searches to make locating your invoices a snap. |
| Quick Guide - Printing Invoices | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20Printing%20Invoices.pdf | This document provides instruction on how to download and print local .pdf copies of invoices from the Procurement Partners system. |
| Quick Guide - View All Invoices Needing Approval | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20View%20All%20Invoices%20Needing%20Approval.pdf | If you'd like instructions on how to view all invoices needing a specific person's approval within Procurement Partners, this document is for you. |
| Quick Guide - Approving Invoices with Dummy GLs | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20Approving%20Invoices%20with%20Dummy%20GLs.pdf | If you're unsure how to approve an invoice with an error message stating that one or more GL codes are assigned as "Dummy GLs", check out this document for instructions on what to do. |
| Quick Guide - AP Import Run Now | https://tylerhannaschprocurementpar.sharepoint.com/:b:/s/Support/EXt238FzosJLsfaOQKzSvYsBPkDzDjWt-QfwmQ703grXdg?e=UT4Qt5 | This guide covers how to run an AP Import on demand when you need to pull all AP Ready invoices sooner than your next scheduled AP feed! |
Reports Documentation
| Document (PDF) | Description | |
|---|---|---|
| User Guide - Reports | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Reports.pdf | Procurement Partners offers numerous options for reporting to allow you to capture the necessary analytical data to be successful with your purchasing and invoicing processes. This document will provide details on these reports and the types of data that can be accessed. |
| User Guide - Budgets | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Budgets.pdf | Procurement Partners offers powerful tools to allow you to actively monitor your budget in many ways, such as by running reports or dynamically before orders are placed. This document will detail several methods to monitor and manage your budget. |
| Quick Guide - Budgets Sidebar | https://procurement-partners-0784.site.strattic.io/wp-content/uploads/2021/06/Procurement-Partners-Quick-Guide-Budget-Sidebar.pdf | This quick guide shows the new Budget Sidebar tool, allowing you to view your budget data from anywhere in Procurement Partners! |
Offline Invoice Entry Requisitions Documentation
| Document (PDF) | Description | |
|---|---|---|
| User Guide - Offline Invoice Entry | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Offline%20Invoice%20Entry.pdf | This document details how to enter Offline Invoices into the Procurement Partners system. Please note that you will only be able to perform this function if your organization has enabled offline invoice entry. |
| User Guide - Offline Invoice Import | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Offline%20Invoice%20Import.pdf | An alternate method of entering offline invoices by way of the Invoice Import tool, this can help save time if you have multiple invoices to upload at once and wish to enter your invoice details into a spreadsheet template. |
| User Guide - File Import | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20File%20Import.pdf | Another method of entering offline invoices, the File Import tool allows you to upload a single .pdf that contains multiple invoices, then split the .pdf into individual invoice entries to easily be completed and submitted. |
| User Guide - Requisitions | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Requisitions.pdf | Select organizations have the ability to process requisitions within the Procurement Partners system. If your organization is one of those, this general guide can provide instruction on the basic process. |
| User Guide - Total Invoice Manager | https://procurement-partners-0784.site.strattic.io/wp-content/uploads/2021/07/Procurement-Partners-User-Guide-Total-Invoice-Manager.pdf | The Total Invoice Manager offers a new way for your organization to make offline invoicing easier and faster than ever! This guide covers how to upload invoices and verify the automatically gathered data for extreme efficiency and speedy uploading! |
Other Helpful Documentation
| Document (PDF) | Description | |
|---|---|---|
| User Guide - Out of Office | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/Quick%20Guides/Procurement%20Partners%20Quick%20Guide%20-%20Out%20of%20Office.pdf | Procurement Partners now offers an Out of Office tool to accommodate your periods of expected (or unexpected) absence! This feature allows you to set another user as your stand-in for both order and invoice approvals. |
| User Guide - Mobile App for Android | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Mobile%20App%20for%20Android.pdf | The Procurement Partners Mobile App offers the convenient ability to place orders and perform order or invoice approvals on the go. This document contains details on how to install the Procurement Partners app on your Android mobile device as well as usage instructions. |
| User Guide - Mobile App for iPhone | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Mobile%20App%20for%20iPhone.pdf | The Procurement Partners Mobile App offers the convenient ability to place orders and perform order or invoice approvals on the go. This document contains details on how to install the Procurement Partners app on your iPhone mobile device as well as usage instructions. |
| User Guide - How to Clear Cookies and Temp Files | https://cdn2.hubspot.net/hubfs/48433/Training%20and%20Documentation/User%20Guides/Procurement%20Partners%20User%20Guide%20-%20Cookies%20and%20Temp%20Files.pdf | When using web-based software such as Procurement Partners, sometimes cookies and temporary internet files can cause some unexpected behavior. This document will provide instructions on how to clear your cookies and temp files for all major web browsers. |
Vendor Direct Documentation
The following guides relate to specific Vendor Direct catalogs. Please note that you will not have access to all vendors shown below; to view your available vendors, go to the Order -> Vendor Direct tab.
