Unit 4 System - Guidance Notes

Please find attached a selection of guidance notes for all aspects of Unit 4 functionality, each document is clear and easy to follow and will guide you through all the aspects you require to use Unit 4 effectively.

If you feel that you require further training,  please email the Procurement Helpdesk - support@salisburyfoundationtrust-support.freshdesk.com.   

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Organisation Name e.g. RUH/Sulis or WHC  UNIT 4 TRAINING REQUEST

We will then arrange for you to attend a training session, this will be held on Microsoft Teams, so you will need access to join the call.

Guidance Notes attached

1. How to raise a purchase requisition
2. Credit Card Request Form
3. New Product Form
4. How to attach a document
5. Authoriser (Approvers) Guide
6. Resubmitting a Purchase Requisition
7. Substitutes - Setting up approval substitutions (to cover absences)
8. Booking in Goods
9. Receipting a Purchase Order
10. Workflow Enquiry Purchase Requisitions
11. How to check to look own requisitions
12. How to check Credit Card and New Product Workflow