--- title: How to Create and Manage Buying Plans description: 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. --- [Skip to content](https://kb.mfp.net.au/create-and-manage-buying-plans#main-content) English Show submenu for translations [Submit a Ticket](https://kb.mfp.net.au/kb-tickets/new) ![mfp\_logo-b](https://kb.mfp.net.au/hs-fs/hubfs/mfp_logo-b.png?width=144&height=35&name=mfp_logo-b.png) - [Home](https://mfp.net.au/) - [How It Works](https://mfp.net.au/how-it-works) - [About](https://mfp.net.au/about) Open main navigation Close main navigation - [Home](https://mfp.net.au/) - [How It Works](https://mfp.net.au/how-it-works) - [About](https://mfp.net.au/about) - English Show submenu for translations - [Submit a Ticket](https://kb.mfp.net.au/kb-tickets/new) - Go to mfp.net.au Go to mfp.net.au How can we help you? - There are no suggestions because the search field is empty. 1. [MFP Knowledge Base](https://kb.mfp.net.au/) 2. [How to use MFP](https://kb.mfp.net.au/how-to-use-mfp) 3. [Create & Manage Buying Plans](https://kb.mfp.net.au/how-to-use-mfp#create-manage-buying-plans) # 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. 1. Navigate to your dashboard [https://app.mfp.net.au/dashboard](https://app.mfp.net.au/dashboard) 2. From the main navigation, click on "**Buying Plans**" on the top bar 3. Select the Location you want to create a buying plan for by choosing from the "**Location**" dropdown 4. Choose the starting year of your locations buying plan by choosing a year from the "**Initial Year"** 5. Choose the starting month of your locations buying plan by choosing a year from the "**Initial Month"** 6. Choose the year type of your locations buying plan by choosing a year from the "**Year Type"** 7. Type in your buying plans name in the "**Name**" field 8. Save your buying plan by clicking the "**Add**" button 9. Click the "**Review by categories**" button to review your buying plan by category 10. Click your desired category from the list on the left hand side of your screen 11. To fill in the intended number fields, select your KPIs and dates, and enter your values in the correct box 12. To save your values, click the "**Save**" button 13. To go back your list of buying plans, click on "**Buying Plans**" on the top bar 14. To upload a document, click the grey "**Upload**" icon 15. To add the intended Map, click the "**Select Import Map**" dropdown and select your map 16. To select a file, click the "**Choose File**" button 17. To successfully import your selected file, click the "**Upload File**" button 18. To match your CSV fields to the MFP system, click the "**Match Fields**" button 19. To import your data, click the "**Import Data**" button 20. To review your buying plan by category, click the "**Review buying plan by category**" button 21. To select a category, click your desired category from the options on the left hand side of your screen 22. To go back to your buying plan, click "**Buying Plans**" on the top bar 23. To review your buying plan by KPIs, click the "**Review by KPIs**" button 24. To select a KPI, click your desired KPI from the options on the left hand side of your screen 25. To go back your list of buying plans, click on "**Buying Plans**" on the top bar 26. To approve your buying plan for a specific month, click the green "**Checkmark**" icon 27. Once you have approved all values, click the "**Approve**" button If you are not sure, click the "**Cancel**" button 28. To lock the approved information, click the "**Lock**" icon. Note: Once you've locked the data, future edits can no longer be made 29. To import a document, click the "**Import**" button 30. To add the intended Map, click the "**Select Import Map**" dropdown and chose your map 31. To select a file, click the "**Choose File**" button 32. To successfully import your chosen file, click the "**Upload File**" button 33. To match your CSV fields to the MFP system, click the "**Match Fields**" button 34. To select a file under an intended month, click the "**Choose File**" button under your chosen month 35. Repeat the process until each month is complete 36. To import data, click the "**Import Data**" button 37. To review your buying plan by category, click the "**Review buying plan by categories**" button 38. To select a category, click your desired category from the options on the left hand side of your screen 39. To add a comment, click the "**Add Comment**" button 40. Fill in the "**Add Comment**" field 41. To save your comment, click the "**Save**" button. If you are not sure, click the "**Cancel**" button 42. To print your buying plan, click the "**Print**" button 43. To edit your buying plan, click the "**Edit**" button 44. Click the field and type in your edits 45. To save your changes, click the "**Save**" button. If you are not sure, click the "**Cancel**" button 46. To delete a comment, click the "**Delete**" button 47. To confirm, click the "**Remove**" button. If you do not want to delete your comment, click the "**Cancel**" button   - [How to use MFP](https://kb.mfp.net.au/how-to-use-mfp#main-content) - [Getting Started](https://kb.mfp.net.au/how-to-use-mfp#getting-started) - [Account Management](https://kb.mfp.net.au/how-to-use-mfp#account-management) - [Create & Manage Buying Plans](https://kb.mfp.net.au/how-to-use-mfp#create-manage-buying-plans) - [Importing Buying Plan Data](https://kb.mfp.net.au/how-to-use-mfp#importing-buying-plan-data) - [Reviewing Buying Plans](https://kb.mfp.net.au/how-to-use-mfp#reviewing-buying-plans) - [Reporting](https://kb.mfp.net.au/how-to-use-mfp#reporting) - [The MFP Process](https://kb.mfp.net.au/the-mfp-process#main-content) - [The Basics](https://kb.mfp.net.au/the-mfp-process#the-basics) - [Business Management](https://kb.mfp.net.au/the-mfp-process#business-management) - [Glossary](https://kb.mfp.net.au/glossary) [![MFP Logo](https://kb.mfp.net.au/hubfs/MFP%20logo.svg "MFP Logo")](https://kb.mfp.net.au) Knowledge Base Copyright © 2026, MFP