Prerequisites
View and create permissions for the Order module.
Step-by-step Instructions
Step 1: Login and Create a New Order
Log into your ProcureDesk account.
From the Order Dashboard, click the "Create Order" button.
If a dropdown menu appears, select "Standard".
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 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 comments for the supplier.
Submit the order.
FAQ
Can I modify the template?
No, the template cannot be modified.