Prerequisites
Before you begin, ensure the following:
You have admin access to your ProcureDesk account.
You know where to find the configuration settings within ProcureDesk.
Step-by-Step Instructions
Step 1: Access Admin and Configurations
Switch to Admin: Log in to your ProcureDesk account and switch to the 'Admin' side of PrcoureDesk.
Access Configurations: Go to the left panel, find 'General Settings,' and select 'Configurations.'
Step 2: Manage Privileges
Go to Manage Privileges: In 'Company Settings', find and click on 'Manage Privileges'.
Select the Privilege and Edit: For example, select "Requestor" privilege and edit.
Order Section: In the 'Order' section, check the 'Return Order' option to share the access.
Click Save: Save your changes by clicking the 'Save' button.
Step 3: Verify the Return Order Option
Check PO Actions: After saving the changes, go to a PO in the delivered status and verify that the 'Create Return' option is now available under the 'Actions' menu.
FAQs and Troubleshooting
1. How can I customize other privileges for orders?
Navigate to the same 'Manage Privileges' section in 'Configurations' and explore other privilege options available. Make sure to save any changes you make.