Recurring order: A recurring order allows you to automatically create an order and submit it for approval.

Setting Up Recurring Purchase Orders Guide:

Accessing the System: Log in to the ProcureDesk using your credentials.

Creating a New Recurring Purchase Order: To create a new recurring purchase order, click on the "Create New" button or a similar option depending on the interface.

Selecting Frequency: Choose the frequency for the recurring purchase order from the available options. Options may include weekly, bi-weekly, monthly, etc.

Choosing Issuance Day: Specify the day when the order needs to be issued. You can select the 1st day of the month or a specific weekday of the month, depending on your preference.

Updating or Cancelling: You can update or cancel the recurring purchase order at any time. You can "Update" or "Cancel" the PO from the Actions button.

Notification Preferences: Set up your notification preferences to receive alerts before the recurring purchase order is set to be sent. This allows you to make changes or cancel the order if necessary.

Confirmation Email: Once the recurring purchase order has been processed, you will receive a confirmation email. This ensures that you are informed when the order has been successfully placed.

Following these steps will help you efficiently set up and manage recurring purchase orders, ensuring that your team always has the necessary supplies on hand.