To add or modify existing categories in ProcureDesk, you would need admin access.

Categories are used across all documents. i.e. Purchase Orders, Invoices, Receipts, etc So making changes in one will change it across all categories.

If a category is already associated with an existing document (purchase order or invoice) then that category can't be deleted by the admin.

Here are the steps to create a new category

1. Log in as an Admin user.

2. Select Configuration and then Manage Categories

3. To add a new category, click on "Add Category" and then enter category details.

To import categories in bulk, click on the Import category and to create one record at a time, click on "Add category"

The detail of each field is as follows

Code: This is a unique number to easily identify the category. If you don't have a numbering system, then just use a simple sequence.

Name: Name of the category, This is the name to be displayed across all documents.

Parent: In case you have a hierarchy of categories, you can use this field to establish a parent-child relationship between categories.

Click on "Create Category" to save the record.

Modify an existing category

To change an existing category, click on the edit category to make changes

Make changes and click on the "Update Category" to update the record.