Don't have Plug-In? Follow this guide to get set up!

Creating an order with Plug-In is easy. In this guide, we show you how to create an order with Plug-In with any supplier. We also show you how to troubleshoot any issues you might face.

Create an order

1. Click the supplier icon on the Compleat homepage.

Your supplier website appears in the same browser tab & you can start shopping!

2. After you’ve added items, clicking your basket will make the Plug-In interface appear offering you four options:

Create a purchase requisition – Sends your basket to Compleat for coding (go to next step).
Continue adding items – Keep shopping on the supplier’s website, then return to the basket again to create your purchase requisition. The Plug-In interface appears again when you return to your basket.
Edit your basket – Adjust the number of items in your basket or add promo codes & other information relevant to the supplier at this stage.
The Plug-In interface minimizes to let you edit your basket. Make any necessary edits to item amounts & enter any relevant promotional codes or other information relevant to your order at this stage. The Plug-In interface appears again after you’ve adjusted a basket element, or you can click the Plug-In icon in your browser toolbar to make it appear again.
Cancel Plug-In - Continue shopping with your supplier without Plug-In. Your items remain in your basket & you can submit the order direct to the supplier as normal.)

If you accidentally cancel the Plug-In interface, you can return to it by going to your basket, or by clicking the Plug-In icon in your browser toolbar. The interface will automatically appear showing you the four options again.

3. When you’ve clicked Create Purchase Requisition, Compleat appears again & your basket has been turned into a purchase requisition

Code any fields that are missing. When you’re happy with your purchase requisition, submit it to a workflow for approval.

Submit the approved order

Your purchase requisition is now in the Awaiting Approval tray of the first approver in the workflow.

When it’s fully approved, it’ll land in your Approved tray, ready for you to submit it to the supplier.

Just a few more steps until your order is complete!

1. Go the Approved tray & open the approved order

Click Issue to supplier in the bottom-left.

2. Your basket opens on your supplier website, with Order Validation details from Plug-In at the bottom of the screen.

These details are there to confirm that the items approved in Compleat match what’s in the basket.

When you’re ready to checkout, minimize the Order Validation details & proceed to your supplier’s checkout as normal to finish placing the order.

If you need to add more of a certain item to your basket, you can click the item number to go to the item on the supplier website & add it again. Or, minimize the Order Validation details & adjust the number of items in your basket.

You can also minimize the Order Validation details & continue shopping on the supplier website. If you do this, the Order Validation details will appear when you return to your basket & you’ll see Not approved beside the new items you added.

Important: You can still place the order with discrepancies & unapproved items, but those items won't be accounted for in the Approved order in Compleat.

4. Nice work! Your order is now marked as sent in Compleat.

You can hover over the black tick beside the order in the Approved tray to see the details of it being sent.

What next?

Just like any other order placed in Compleat, your Plug-In order can be receipted & matched to an invoice, & will be included in your Compleat reports.

Plug-In FAQs

What happens if my order is denied by an approver?

If your order is denied by any single user in a workflow, it will appear in your Denied tray & won’t be available to submit to the supplier.

You can reactivate the order by opening it from the Denied tray, & clicking Reactivate in the bottom-right. It will return to your Saved tray for editing & re-submission.

Does my order need to be approved within a certain timeframe?

There are no restrictions in Compleat about how long an order can sit waiting for approval.

However, your Plug-In orders will be subject any changes that occur in your basket on the supplier’s website within the period before approval, such as price changes, or your basket timing out or clearing.

In the case of your basket clearing, you can re-add the items again after you click Issue to supplier & land in your basket on the supplier website. You can then checkout without having to go back into Compleat.

What if the supplier changes an item price after my order is approved, but before I submit it to the supplier?

You will pay the new item price, but the order in Compleat will still reflect the original price. The Plug-In screen will flag up the basket discrepancy when you go to submit the order, but you can still go ahead and submit it.

We recommend taking a screenshot of your basket as a record of the original pricing, so that when the invoice arrives it’s obvious why there’s a price discrepancy in this scenario.

How do I cancel a Plug-In order?

You need to cancel a Plug-In order directly through the supplier. The cancellation won’t automatically be reflected in Compleat, so you’ll need to close the order for matching, or delete it.

To close the order for matching, go to the order in the Approved tray, hover over the matching status on the left, & click Close for matching.

If necessary, you can also open the order & click Delete in the bottom-right to send it to the Deleted tray.

Why am I seeing the “Punch-In error” message?

An error message may appear in the Plug-In interface for one of two reasons:

You click the Plug-In icon in your browser when you’re shopping with a supplier who we haven’t enabled Plug-In for.
You begin shopping with a supplier directly on their website rather than clicking their icon on the Compleat homepage first.

What happens if I click the Plug-In extension icon in my browser?

The Plug-In icon in your browser is useful if you want to jump straight to your basket & create a requisition in Compleat.

It triggers the Plug-In interface to appear with options for how you’d like to handle the order, including:

Create a purchase requisition – Sends your basket to Compleat for coding (go to next step).
Continue adding items – Keep shopping on the supplier’s website, then return to the basket again to create your purchase requisition.
Edit your basket – Adjust the number of items in your basket or add promo codes & other information relevant to the supplier at this stage.
Cancel Plug-In - Continue shopping with your supplier without Plug-In. Your items remain in your basket & you can submit the order direct to the supplier as normal.

Why am I seeing the “Re-issue to supplier” option on my approved Plug-In order?

This option appears in place of the Issue to supplier button, usually when there has been a configuration issue in your Compleat company that has conflicted with the ordering process.

It is usually the case that your Administrator has configured orders with the supplier to be submitted as PDFs rather than electronically.

Order with Plug-In