Prepare the site before accepting live purchasing work. Organisation access, order documents, source connections, reviewed catalogue and communications each need their own setup; one successful connection does not establish all of them.
Set the organisation and ordering details
The owner signs in through Accounts, chooses the intended organisation and completes setup. In Ordering and documents, enter the organisation name and address, purchasing contact and actual delivery addresses. Select the correct default and check the site timezone used for dated records.
Review the order-reference prefix, digit count and next number against existing references. Treat references as business identifiers. Do not change numbering to solve a duplicate or uncertain order creation without first checking retained records.
Open Team and stations, then Manage people in Accounts to manage invitations and product roles through Accounts. Purchasing exposes no local role editor on that page. Raising a request and confirming a non-stock delivery do not require an enrolled Purchasing station; stock receipts use the stock product's station controls. A person needs the actual role for their work; owner setup access does not include order approval.
Prepare the reviewed catalogue
The author prepares suppliers, items, conversions, rules and examples. The reviewer checks and activates the frozen release. An order needs current reviewed supplier and line information. If a supplier is on hold or a conversion is unavailable, resolve the catalogue gap before drafting around it.
Connect source products
In Products, configure the intended source and site relationship. Source products own their need and, for stock, their physical receipt authority. Purchasing's connection does not transfer control of stock or reorder points. Check the stated connection status and use the specific product handbook for its side of the relationship.
Prepare communication separately
In Sending, connect the intended customer mailbox and follow its consent, test and status controls. An accepted connection test is separate from real-provider qualification. Automatic sending remains unavailable when its reviewed prerequisites are absent; manual document download and recording of an already-made communication have their own workflow.
In Print connection, read whether the installation is configured and use Open PrintStation when offered. An administrator registers the Purchasing source and installation settings; the organisation also allows Purchasing in PrintStation Products. This page does not select or configure a connection. Do not treat configured printing as physical output qualification. Continue with PrintStation for the actual device and attended checks.
Before handover, confirm that the correct delivery addresses, active release, source connections and allowed sending route are visible. Record any unresolved setup dependency for the responsible owner, author, reviewer or supervisor.
Use the specific administrative procedure
Follow connected products and exceptions for source-site binding and retained update repair, and mailbox setup for consent, tests and qualification. Settings shows site identity and offers Recent scans shown per field with Save scan setting; that preference changes recent scan display, not a person's role or receipt authority.
Practise in the isolated workspace
On Overview, an owner can Start sample workspace. Once one exists, assigned people can Enter sample workspace. The sample offers every role, marks its documents as synthetic and sends no email, source event or print. Follow its catalogue, queue, approval, manual-send and service-confirmation prompts without treating practice as real permission or provider qualification.
Use Return to your real site when finished and check the site before recording real work. The owner can Reset sample workspace with recent verification. Reset starts a fresh sample and retains the old one without allowing new work there; it leaves the real site unchanged.