Introduction
This guide will walk you through the process of enabling and adding terms & conditions to a purchase order (PO) using ProcureDesk.
Prerequisites
Before you start, make sure you have the admin role.
Step-by-Step Instructions
Step 1: Accessing Configuration Settings
Log in to ProcureDesk.
Click on your name or profile icon to access the menu.
Select "Admin" from the dropdown list.
In the Admin panel, locate and click on "Configurations."
Step 2: Adding Terms & Conditions
Within Configurations, find and click on "PO Terms."
Look for an option to "Add Terms" and click on it.
Provide a descriptive Name for your terms (especially useful if managing multiple sets of terms).
Select the checkbox or option labeled "Default PO Term" to set these terms as the default for your POs.
Enter the specific Terms and Conditions in the provided text field.
Step 3: Saving the Terms
After entering the terms, click on "Create PO Term" to save them.
Step 4: Enabling PO Term Selection
Navigate back to the configuration menu by clicking "Configurations."
Within Company Settings, locate and enable the "Purchase Order" section.
Find the setting labeled "Enable PO term selection" and ensure it is checked.
Click on "Save" to apply the changes.
FAQs and Troubleshooting
Q: What if I can't find the option to add PO terms in ProcureDesk?
A: Ensure you have administrative privileges and check that you are navigating through the correct menu path in the Admin panel. If you still encounter issues, refer to ProcureDesk's support documentation or contact their support team for assistance.
Q: Can I customize terms for different types of purchases?
A: Yes, ProcureDesk typically allows you to create multiple sets of terms and choose which one to apply based on your needs. Ensure you follow the steps to set the appropriate default terms for each scenario.
Q: How do I edit or update existing terms?
A: To modify existing terms, revisit the "PO Terms" section under Configurations, locate the term you wish to update, make the necessary changes, and save them again.
By following these steps, you can effectively manage and apply terms & conditions to your purchase orders.