Procure Wizard Software Training

1. Introduction to Procure Wizard
• Overview of Procure Wizard and its purpose.
• Understanding the role of the system in hospitality procurement.
• Accessing the platform and navigating the dashboard.
• Understanding user accounts, permissions and responsibilities.
• Overview of the main software functions.
• Understanding the procurement process from ordering to invoicing.

2. Purchasing & Purchase Order Management
• Understanding the purchasing process.
• Navigating product catalogues and supplier lists.
• Searching for products and reviewing prices.
• Creating and managing purchase baskets.
• Selecting products and quantities.
• Preparing and submitting purchase orders.
• Understanding order status and tracking.
• Reviewing and managing order amendments or cancellations, where permitted.

3. Supplier Management & Product Information
• Understanding supplier information and product catalogues.
• Reviewing supplier pricing and product availability.
• Understanding product categories and descriptions.
• Reviewing supplier price changes.
• Understanding supplier communication and order processes.
• Identifying and reporting incorrect product or pricing information.

4. Deliveries, Orders & Invoice Processing
• Reviewing outstanding and completed orders.
• Checking deliveries against submitted orders.
• Identifying missing, incorrect or damaged items.
• Recording delivery discrepancies where supported.
• Understanding credits and adjustments.
• Reviewing invoices against purchase orders and deliveries.
• Understanding the importance of accurate purchasing records.

5. Stock Control & Inventory Management
• Introduction to stock management functionality.
• Understanding stock records and product quantities.
• Recording stock counts and adjustments.
• Reviewing stock movements.
• Understanding stock consumption and wastage.
• Identifying stock discrepancies.
• Using stock information to support purchasing decisions.
• Understanding how stock control can help reduce waste and costs.

6. Reporting & Cost Control
• Understanding available procurement reports.
• Reviewing purchasing history.
• Monitoring supplier spend.
• Understanding stock and consumption reports.
• Identifying purchasing trends and unusual expenditure.
• Using system information to support cost control and decision-making.

7. Practical Exercises & Knowledge Review
• Creating a sample purchase basket.
• Preparing and reviewing a purchase order.
• Checking an order against a delivery.
• Reviewing a sample invoice or credit.
• Completing a stock-related exercise, where applicable.
• Navigating relevant reports.
• Reviewing common user errors and troubleshooting.
• Questions and answers.

This course is suitable for employees who use Procure Wizard as part of their purchasing, procurement, finance or operational responsibilities, including:

• Procurement and Purchasing Officers.
• General Managers and Assistant Managers.
• Head Chefs and Executive Chefs.
• Sous Chefs and Kitchen Managers.
• Restaurant and Hospitality Managers.
• Stock Controllers and Stores Personnel.
• Accounts and Finance Staff.
• Department Managers and Supervisors.
• Employees responsible for ordering, receiving or monitoring stock.

Improving Purchasing Efficiency
Employees learn how to use the system effectively to manage purchasing activities and reduce unnecessary administrative work.

Improving Stock Control
Understanding stock management functionality helps employees maintain more accurate stock records and monitor consumption.

Reducing Purchasing Errors
Correct use of purchase orders, delivery records and invoice processes can help reduce discrepancies and improve purchasing accuracy.

Supporting Cost Control
Procurement and stock reports provide useful information to help organisations monitor spending and identify opportunities to improve purchasing decisions.

Improving System Confidence
Practical exercises help employees become more confident using the software and applying it to their everyday responsibilities.

By the end of the training, participants should be able to:

• Navigate the Procure Wizard software.
• Understand the main functions relevant to their role.
• Search for products and suppliers.
• Create and manage purchase baskets and orders.
• Monitor order progress and delivery information.
• Understand the process for recording delivery discrepancies.
• Understand invoice and credit processes.
• Use relevant stock management functions.
• Access and interpret available purchasing and stock reports.
• Apply the software to support accurate purchasing and cost control.

Instructor-Led Software Training – Practical Workshop

• Delivery: Onsite or live online, subject to system access and technical requirements.
• Format: Instructor-led demonstrations, guided exercises and practical system activities.
• Equipment: Participants should have access to a computer or laptop and their organisation's Procure Wizard account.
• Group size: up to 12 participants.

Training content can be tailored to the organisation's Procure Wizard configuration, available modules, user permissions and individual job responsibilities.

The course supports awareness of relevant business and workplace responsibilities, including:

• Safety, Health and Welfare at Work Act 2005: General workplace health and safety responsibilities, where relevant to purchasing and operational activities.
• General Data Protection Regulation (GDPR) and Data Protection Act 2018: Awareness of protecting personal information and handling data appropriately.
• European Union (Award of Public Authority Contracts) Regulations 2016, where applicable: Relevant procurement principles for organisations subject to public procurement requirements.

This is primarily a software skills and operational training course. It does not provide legal or procurement compliance certification.

Samson Training provides practical training designed to improve employee knowledge, confidence and workplace performance.

Our approach focuses on:

• Practical software demonstrations.
• Role-specific training.
• Realistic purchasing and stock management exercises.
• Improving operational efficiency.
• Supporting accurate purchasing and cost control.
• Training tailored to organisational requirements.
• Flexible onsite and online delivery.

How long is the course?
The recommended duration is one full day, with approximately six hours of training excluding breaks.

Do participants need previous experience with Procure Wizard?
No. The course can accommodate beginners and existing users who want to improve their knowledge.

Is the training practical?
Yes. Participants will work through guided software exercises, subject to access to the relevant system functions.

Will participants need their own login?
Yes. Ideally, each participant should have an individual account with suitable permissions for the exercises.

Can the course cover stock management and invoicing?
Yes. These topics can be included where the organisation has the relevant Procure Wizard modules and permissions.

Can the training be tailored to different departments?
Yes. The programme can be adapted for purchasing teams, kitchen management, finance personnel, stock controllers and general management.

Will participants receive certification?
A certificate of attendance or completion can be arranged, subject to agreed assessment and certification arrangements.