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Using Supplier & Purchasing Planner

How to start, keep, reopen, and use your Supplier & Purchasing Planner work.

Keep supplier commitments, receipts, bill checks, and job supply understandable.

Open Supplier & Purchasing Planner

Start with the work in front of you

  1. Record suppliers and offers. Prepare orders and distinguish what is ordered from what has been received and accepted.
  2. Review shortages, returns, bill differences, payments, and job requirements using the relevant records.
  3. Use the transfer review for selected information going into another tool. Download editable book (.json) after changes.

Keep it and pick it up again

The book JSON keeps relationships and history. Selected CSV or supplier-facing documents are separate exports.

  1. Check your browser’s Downloads for the actual file. Keep the .json extension; a meaningful name and date can help you recognize the copy.
  2. Choose Open saved work below, select that file, and check the tool and summary shown.
  3. Continue in the tool. If there is already work open there, review the replacement prompt. Cancel to keep editing or download the current work before replacing it.
Check and reopen a file

What to keep in view

A prepared purchase order has not been sent, and a bill has not been paid merely because it is recorded. Transfers create reviewed copies; they do not update your original destination file.

If it does not look right

If the file will not open, leave the original unchanged and read the error. A reading copy cannot substitute for the editable JSON. If you reopened an older copy, look for a later download; do not overwrite the current work while checking.

Find a safe next step

Where this can lead

These tools may help with the next task. A link alone does not transfer your information.

See the actual file connections

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.