Prerequisites
View and create permissions for the Request module.
Step-by-step Instructions
Step 1: Login and Create a New Request
Log into your ProcureDesk account.
From the Request Dashboard, click the "New Request" button.
If a dropdown menu appears, select "New Request."
Enter the Header details.
Click the "Import File" button on the right side of the screen.
Step 2: Download and Complete the CSV Template
After clicking "Import File," download the provided CSV template.
Fill in the required details in the template.
Save the completed file.
Step 3: Upload and Review Line Items
Click the "Import File" button, then select "Browse."
Choose the saved CSV file and click "Import Items."
Review the uploaded line items for accuracy.
Use the "Multi Edit" option to add the same option for any of the custom field/s that were absent on the template.
Step 4: Add Additional Information
Open the additional details section.
Enter necessary information such as shipping details, payment method, and buyer comments.
Submit the request for approval according to your organization's procurement policies.
FAQs and Troubleshooting
What can be done to minimize errors when uploading?
Do not alter the template; changes will cause the file import to fail.
Ensure that the data in the CSV file matches exactly with the name format used in ProcureDesk, including class, chart of accounts, etc.