How to Create and Manage Buying Plans

This guide provides step-by-step instructions from setting up a buying plan to reviewing and approving values, importing data, adding comments, and making edits.

Navigate to your dashboard https://app.mfp.net.au/dashboard
From the main navigation, click on "Buying Plans" on the top bar
Select the Location you want to create a buying plan for by choosing from the "Location" dropdown
Choose the starting year of your locations buying plan by choosing a year from the "Initial Year"
Choose the starting month of your locations buying plan by choosing a year from the "Initial Month"
Choose the year type of your locations buying plan by choosing a year from the "Year Type"
Type in your buying plans name in the "Name" field
Save your buying plan by clicking the "Add" button
Click the "Review by categories" button to review your buying plan by category
Click your desired category from the list on the left hand side of your screen
To fill in the intended number fields, select your KPIs and dates, and enter your values in the correct box
To save your values, click the "Save" button
To go back your list of buying plans, click on "Buying Plans" on the top bar
To upload a document, click the grey "Upload" icon
To add the intended Map, click the "Select Import Map" dropdown and select your map
To select a file, click the "Choose File" button
To successfully import your selected file, click the "Upload File" button
To match your CSV fields to the MFP system, click the "Match Fields" button
To import your data, click the "Import Data" button
To review your buying plan by category, click the "Review buying plan by category" button
To select a category, click your desired category from the options on the left hand side of your screen
To go back to your buying plan, click "Buying Plans" on the top bar
To review your buying plan by KPIs, click the "Review by KPIs" button
To select a KPI, click your desired KPI from the options on the left hand side of your screen
To go back your list of buying plans, click on "Buying Plans" on the top bar
To approve your buying plan for a specific month, click the green "Checkmark" icon
Once you have approved all values, click the "Approve" button
If you are not sure, click the "Cancel" button
To lock the approved information, click the "Lock" icon.
Note: Once you've locked the data, future edits can no longer be made
To import a document, click the "Import" button
To add the intended Map, click the "Select Import Map" dropdown and chose your map
To select a file, click the "Choose File" button
To successfully import your chosen file, click the "Upload File" button
To match your CSV fields to the MFP system, click the "Match Fields" button
To select a file under an intended month, click the "Choose File" button under your chosen month
Repeat the process until each month is complete
To import data, click the "Import Data" button
To review your buying plan by category, click the "Review buying plan by categories" button
To select a category, click your desired category from the options on the left hand side of your screen
To add a comment, click the "Add Comment" button
Fill in the "Add Comment" field
To save your comment, click the "Save" button. If you are not sure, click the "Cancel" button
To print your buying plan, click the "Print" button
To edit your buying plan, click the "Edit" button
Click the field and type in your edits
To save your changes, click the "Save" button. If you are not sure, click the "Cancel" button
To delete a comment, click the "Delete" button
To confirm, click the "Remove" button. If you do not want to delete your comment, click the "Cancel" button