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How to enable doing a Return Order?

By following these steps, you can ensure that the return order option is available and properly configured.

Updated over a week ago

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.

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